Introduction to Traverse Design Studio

The Traverse Design Studio is a set of tools that allows you to make many kinds of customizations to your Traverse applications. Though the tools vary in function and use, the goal is the same: to empower you to adapt the Traverse software to your business needs.

Note: If you upgrade from Traverse v11 Standard Edition to Traverse v11.2 Global Edition, your modifications from Traverse v11 will not migrate to Traverse v11.2. Any modifications will need to be recreated in Traverse v11.2.

The Traverse Design Studio includes the following tools:

Custom Fields

Use the Custom Fields function to create, edit, and save specialized Traverse fields. You can choose from a wide variety of field types, and assign the field to virtually any function in Traverse.

System Data

Use the System Data function to change:

• Lookup table -- These tables control the information that appears in the lookup windows within Traverse.
• Views table -- These tables control the metadata used by Traverse interactive views.
• Business rules -- This table controls the business rules within Traverse.
• Search catalog -- These tables control the catalogs used in the global search function.
• System tables/columns -- This allows you to add a new tables or new columns to existing tables. You can also find information about how the table/column relates to others)
• System menu -- This allows you to edit or add new things to the Traverse menu.
• Custom menu -- This allows you to edit or add things to the Custom menu (this will override the normal menu items if they coincide)
• Data Dictionary -- This is a view that shows the tables and fields available in the database schema.
• Export/Import Custom Metadata -- This extension allows you to export/import custom metadata, which allows you to create a unified package in XML format that captures custom metadata.

Designers

Use the Form Designer to move fields—including custom fields—within many Traverse screens.

You can customize report layouts to change the appearance of forms such as picking slips, statements, invoices, and checks by using the Report Designer, including embedding C# scripts into the report itself. You can view the datasource tables and fields--including custom fields--used in a report.

Use the Dashboard Designer to create your own dashboards.

Use the Custom Layouts function to assign a customized screen to specific users.

Use Datasource Schema function to add new schemas or customize schemas for a report.

Use Alerts Designer function to create your own custom alerts.