Manage subsitutes of entry windows /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows section After you add a particular type of information (such as business accounts) to the system by using the applicable data entry window, you may want to have a way to view a list of these records. 2026-02-19T17:09:06+01:00 # Manage subsitutes of entry windows After you add a particular type of information (such as business accounts) to the system by using the applicable data entry window, you may want to have a way to view a list of these records. The most convenient way is to configure a substitute form of the inquiry type that will serve as an entry point to the entry window. With a substitute window, when a user clicks the name of the entry window in the navigation pane, the user is automatically redirected to the corresponding substitute form that contains the list of these records in a tabular format. When the user clicks a record, the entry window opens to show the details of the selected record. The topics below contain information on the configuration and management of the substitute windows in your system. About substitutes for entry windows /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows page Sometimes, you might need a faster way to retrieve particular data from the system. 2026-02-19T17:09:06+01:00 # About substitutes for entry windows Sometimes, you might need a faster way to retrieve particular data from the system. This could be information about a specific supplier or the list of customers. Data retrieval Typically, in Visma Net, you can retrieve specific information by navigating to the relevant data entry or maintenance window and selecting the magnifier icon in the necessary field. This action will open a list of records in a pop-up window. However, this process might not provide the required information quickly enough. While the data entry and maintenance windows are useful for inputting new data, once the majority of data has been entered, you might find it more beneficial to view the list of records that were created in the data entry window. ## The process Within Visma Net, it's possible to construct a generic inquiry or a custom window. This window will display the data from a data entry or maintenance window, referred to as the **entry window** in this scenario, in a table format. The newly created generic inquiry or custom window is known as the **substitute window** in this context. After the substitute window is created, it can replace the original entry window. Therefore, when the entry window's name is clicked in the navigation pane, the substitute window containing the list of records is accessed. Clicking on a record name in this list will open the corresponding entry window (data entry or maintenance). ## Configuring a generic inquiry to be used as a substitute window To configure a generic inquiry to be used as a substitute window, first select the entry window, configure the list of records to be displayed in the substitute window, and finally select the location on the site map. The [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window is used for this configuration. For an example of configuring a generic inquiry, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). To add or delete the records in the list or make edits to the data shown in the list, you can add the required buttons and menu commands to the window toolbar of the substitute window. You can add any of the following options to a substitute window: ### Enabling the creation of new records Activating this feature makes the **New record** button accessible in the substitute window. Clicking this button opens the entry window, allowing the user to add a new record. Enabling the creation of new records in the substitute window allows you to set default values for the fields that are displayed when a record is added. When a user adds a new record, the system will automatically populate these fields with the default values. These default values are defined in the **New record defaults**, located on the **Entry point** tab of the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. ### Enabling mass removal of records If you enable mass removal of records, the **Delete** button and the **Selected** column will be available in the substitute window. A user can select one record or multiple records and then delete them. You also have the option to configure the system to automatically confirm the deletion of records after this button is clicked and before the records are actually deleted. ### Enabling mass update of records Activating this feature will make the **Update** and **Update all** commands available in the **Actions** menu in the window toolbar, as well as in the **Selected** column of the substitute window's table. You can configure this feature by selecting the field or fields to be updated when one of these options is selected by the user. A user has the ability to select either a single record or multiple records. After selection, the user can then modify the specified fields of these selected records. ### Enabling mass actions on records When you configure this setting, you can select any of the available options according to your requirements. The options you can select from are determined by the content within the entry window where you are creating the ingquiry. For example: The following options might be available for the window: + **Copy** + **Paste** + **Validate address** + **Mark as validated**. After you have selected the required options and saved the list, these commands will be displayed in the **Actions** menu in the window toolbar and the **Selected** column in the table of the substitute window. A user can select one or multiple records and then apply any available command to those selected records. For instructions on setting up a generic inquiry as a substitute window, see: [Configure a generic inquiry to replace an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/configure-a-generic-inquiry-to-replace-an-entry-window/). ## Configuring a custom window to be used as a substitute window With Visma Net, you can design your own custom windows to substitute the default entry windows. Each substitute window must include fields that correspond and map to the key fields of the original entry window. Once the custom window is ready, you match the window to the corresponding entry window This means specifying which entry window will be replaced with the custom window. This can be done using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. For details on how to configure a custom window to be used as a substitute window, see: [Replace an entry window with a custom window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/replace-an-entry-window-with-a-custom-window/). ## Accessing substitute windows In Visma Net, each window has its own level of access that you can configure by using the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/) window. The access levels for the entry and substitute windows can be modified independently. However, when a substitute window replaces the corresponding entry window, the substitute window inherits the level of access the users have to the entry window. To change the level of access users have to the substitute window, you change the level of access to the entry window. If required, you can cancel the replacement. This involves configuring the system to redirect users to the original entry window, instead of the substitute window when they try to open the entry window in the navigation pane. Note that cancelling the replacement does not involve deleting windows. If you cancel the replacement, the access level of the substitute window reverts to the initial state This means, the access level the substitute window had before you used it to replace an entry window. ## Replacing the entry window with the substitute window Once a substitute window is configured, you match the substitute window to the corresponding entry window. This means specifying which substitute window will replace which entry window. Each pair of entry and substitute windows will have its own row in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. When you select the entry window on the **Primary screen** tab, a generic inquiry is automatically matched to it. This occurs in the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. If you delete the row containing the inquiry in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window, the selection in the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window is removed. You can activate or cancel the replacement of any entry window in the list at any time. Cancelling the replacement does not remove the window pair from the list. For details of activating and cancelling the replacement of an entry window, see: [Activate the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window/) and [Cancel the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/cancel-the-replacement-of-an-entry-window/). If you delete the row containing the entry window and the corresponding substitute window, the match betwen the windows is removed. This cancels the replacement, but does not delete the windows. ## Defining the way the users locate entry and substitute windows in the navigation pane When configuring the substitute window, you determine how users can locate this window. The following ways are available: + Place the substitute window in the **Hidden** folder of the site map and replace the entry window with the substitute window. Users can accesses the substitute window by clicking the name of the entry window in the navigation pane. The entry window opens when a user selects a record or creates a new record in the substitute window. + Place the substitute window in any folder on the site map except the **Hidden** folder, without replacing the entry window with the substitute window. Users can accesses both the substitute window and teh entry window by clicking its name in the navigation pane. + Place the substitute window in the **Hidden** folder on the site map without replacing the entry window with the substitute window. In this case, users won't be able to access the substitute window. They can access the entry window by clicking its name in the navigation pane. You can see the list of entry windows and the corresponding substitute windows, review and edit the locations of the windows in the list, check which entry windows are replaced with substitute windows, and toggle the replacement by using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Configure a generic inquiry to replace an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/configure-a-generic-inquiry-to-replace-an-entry-window section You can use the Generic inquiry (SM208000) window to create an inquiry based on a entry window. 2026-02-19T17:09:06+01:00 # Configure a generic inquiry to replace an entry window You can use the Generic inquiry (SM208000) window to create an inquiry based on a entry window. For more information: [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/). You can use the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window to create an inquiry based on a entry window. This inquiry can be used as a substitute window that lists the records created by the using the corresponding entry window, so that you can see many records at a glance. For more information, see:[About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). If you use the substitute window to replace the entry window on the navigation pane, when a user clicks the name of the entry window, the system opens the substitute window. The instructions below describe how to configure a substitute window to replace the corresponding entry window. ## Before you begin Prepare the inquiry that you want to use as a substitute window for the entry window. For an example, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, select the inquiry that you want to use as the substitute window for the entry window. 1. On the **Entry point** tab, in the **Entry screen settings** section, do the following: 1. In the **Entry screen** field, select the entry window that the substitute window will replace. When you select the entry window, this window is automatically added to the **Navigation** tab. 1. To replace the selected entry screen with the substitute window, select the **Replace entry screen with this inquiry in menu** check box. If you select this check box, the entry window always opens in the same browser tab when a user is adding a new record from this inquiry or viewing the details of an existing record from the inquiry. 1. To give the user the ability to add new records from the substitute window, in the **Operations with records** section, select the **Enable new record creation** check box. The **New record** button appears on the window toolbar of the substitute window. When the user clicks this button, the system opens the entry window that the user can use to add a new record. 1. To give the user the ability to delete existing records from the system by using the substitute window, select the **Enable mass record deletion** check box. The **Delete** button appears on the window toolbar and the **Selected** column appears in the table of the substitute window. A user can select one record or multiple records, and then delete any of these records from the system. The user will have to confirm the deletion of every record. 1. To make the system automatically confirm the deletion of records on the substitute window, select the **Auto-confirm custom delete confirmations** check box. With this check box selected, when a user tries to delete one record or multiple records, the records will be deleted without confirmation. 1. To give the user the ability to update particular fields of the records by using the substitute window, do the following: 1. Select the **Enable mass record update** check box. 1. On the **Mass update fields** tab, add the fields to the table. The **Update** and **Update all** commands appear on the **Actions** menu of the window toolbar and the Selected column appears in the table of the substitute window. 1. To give the user the ability to use particular commands (such **Copy** or **Add note** ) on the substitute window, do the following: 1. Select the **Enable mass actions on records** check box. 1. On the **Mass actions** tab, add to the table the actions you want to provide. The added commands appear on the **Actions** menu of the window toolbar, and the Selected column appears in the table of the substitute window. 1. To define how to open the entry window from the substitute window when a user is adding a new record or viewing the details of an existing record (if you haven't replaced the entry window with the substitute window), do the following: 1. In the **Screens** section of the **Navigation** tab, select the entry screen, which was added automatically when you selected the entry screen on the **Entry point** tab. 1. In the **Navigation parameters** section, select one of the following values in the **Window mode** field: + **Same tab** (default value): The entry window opens in the same browser tab. + **New tab**: The entry window opens in a new browser tab. + **Pop-up window**: The entry window opens in a new pop-up window. 1. Optional: In the **Navigation parameters** section of the **Navigation** tab, modify the inquiry parameters that should be passed to the key fields of the entry window. 1. Optional: In the **New record defaults** table, specify the default parameters for the fields to be added while the new records are created on the inquiry window. The New record defaults table is available only if the Enable new record creation check box is selected. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). As a result of these steps, the inquiry window will be displayed as the entry window in the defined site map location. Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Replace an entry window with a custom window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/replace-an-entry-window-with-a-custom-window section With Visma Net, you can use not only generic inquiries but your own custom windows as entry points to the entry windows. 2026-02-19T17:09:06+01:00 # Replace an entry window with a custom window With Visma Net, you can use not only generic inquiries but your own custom windows as entry points to the entry windows. For more information on substitutes for entry windows, see: [About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). A custom form that you want to use as a substitute to an entry window must be mapped to the entry window. To use a custom window as a substitute form for an entry window, you match your custom window to the entry window and activate the replacement by using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Entry screen location** field, select the entry window. The ID of the window is displayed in the **Entry screen ID** field. 1. In the **List screen location** field, select the substitute window. The ID of the window is displayed in the **List window ID** field. 1. In the table, make sure that the **Active** check box is selected to replace the entry window with the substitute window. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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Concepts

 Activate the replacement of an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window section To replace an entry window with the corresponding substitute window, you enable the replacement in the Lists as entry points (SM208500) window. 2026-02-19T17:09:06+01:00 # Activate the replacement of an entry window To replace an entry window with the corresponding substitute window, you enable the replacement in the Lists as entry points (SM208500) window. For more information: [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/). To replace an entry window with the corresponding substitute window, you enable the replacement in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. For more information, see:: [About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. In the table, select the **Active** check box in the row of the entry window that you want to replace. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Cancel the replacement of an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/cancel-the-replacement-of-an-entry-window section You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points Lists as entry points (SM208500) window. 2026-02-19T17:09:06+01:00 # Cancel the replacement of an entry window You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points Lists as entry points (SM208500) window. For more information: [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/). You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. Later, you canenable the replacement again, as described in: [Activate the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window/). For more information, see:[About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. In the table, clear the **Active** check box in the row ofthe entry window for which you want to cancel the replacement. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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