Lite Editor

CMiC’s Lite Editor is used to create customized versions of screens for specific users and UIC groups. Via the editor, various properties of a screen’s fields and tabs can be modified, new tabs and fields can be added to the screen, and the screen’s startup mode (table mode or form mode) can be altered.

Launching Lite Editor for Customizations

Step 1: Load Screen at Level to Customize Screen

The first step in launching the Lite Editor to customize a screen is to load the screen at the level you wish to customize it.

This is done by clicking the down-arrow on the Lite Editor icon , which causes a list of the available customizable versions of the screen to be displayed (as shown in the above screenshot). Via the list, select the desired version. The blue dot indicates which version of the screen is displayed.

Note Cloud customers are allowed to perform Lite Editor customizations at the Configuration level for the TENANT group only. Therefore, the drop-down menu shown in the above screenshot is not available for Cloud environment users.

Step 2: Switch Screen to Edit Mode & Click Relevant Edit Icon

Once the screen is loaded at the level it is to be customized, for the target user or UIC group if at the user or group level, it can be switched to edit mode via the Lite Editor.

To switch the screen to edit mode, as shown above, click the Lite Editor icon .  Then, to launch the Lite Editor, click the relevant Edit icon ().  Below are details about how to click the relevant Edit icon:

Customize Existing Fields

To customize an existing field, click the field’s corresponding Edit icon.

Customize Table’s Columns

To customize a table’s column, click the column’s corresponding Edit icon.

NOTE: The Edit icon will only be available if the table has at least one row. As shown in the above screenshot, if a table has no rows, click the table’s [Insert] button to insert a row and make the Edit icon available.

Add New Field

New fields can only be added to sections with existing fields. They cannot be added to tables or any area in which there are no other fields.

To add a new field, click the field which will be before or after the new field.

Customize Tabs: Add New Tab

To customize or add new tabs, click any Edit icon.

Set Screen’s Initial Display Mode: Table Mode or Form Mode

To set a screen’s initial display mode, click any Edit icon.

For more information, please refer to the Lite Editor reference guide.