Customizable Reports & Forms

Jenzabar Campus Portal Features Help Hub

Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2020.3. They are listed by module along with the PBL and object name.

If the datasource has changed in table structure, arguments, the select statement, etc., you may need to recustomize the report or form starting with the <Original> model version of the report or form. If the datasource has not changed, then you need to test your customized report or form to determine if it still works. If it does not work, you may need to re-customize it. If it works, you may use it, but any updates made to the model version are unavailable.

Check the charts in each section for information about the changed reports or forms.

If you are customizing a report to be available in JICS, make sure you start with the PBL on the JICS server.

Reports

New and Changed Reports Since 2021.2

If you have customized any of the changed reports noted in the lists below, you can examine the changes in these reports by customizing and/or examining the original report.

If you are looking at a J1 Desktop report, select the <Original> report and click the Customize button to copy the updated report into the module report PBL. You can then compare the updated original report with your previously customized version and decide if you want to re-customize the original or to modify your customized version.

If you are considering a JICS report, find the location of the report pbl and the name of the report by checking the UI Configuration in the J1 Desktop software. Then use InfoMaker to navigate to and compare the original report and your customized version. Decide if you want to re-customize the original or to modify your customized version by making similar changes.

For J1 Web reports, check the C:\Program Files\Jenzabar\J1 2021\Web\Plugin\Application.json file to find the location of the xxWebReport.pbl files, where xx is the module prefix. This location is defined during the install. In the future, if you have customized the report, use InfoMaker to navigate to and compare the original report and your customized version. Decide if you want to recustomize the report as a copy of the original or to modify your customized version by making similar changes.

Tip

If you customize a report/query in InfoMaker and add or remove a column in design mode, make sure the Export/Import Template - XML pane is closed before saving to avoid an extra prompt to Save Template - XML. The easiest way to do this is to go to View/Layouts and choose one of the Jenzabar provided layouts.

New and Changed Additional Reports Since 2021.2

None

The Original versions of Additional Reports are installed to an “Original Additional Reports” subfolder of the J1 program folder and are copied from there to the location specified during the install. In an update, only any completely new PBL files are copied to the specified Additional Reports location from the J1 program folder location.

If you modify an Additional Reports PBL but need to view or revert to the original version later, it can be found in the subfolder of the J1 programs folder.

In the event a change to an Additional Reports PBL is made, the modified version is available in the subfolder of the J1 programs folder.

Desktop Forms

New and Changed Forms Since 2021.2

Original forms are stored differently than reports because the original versions of J1 Desktop forms are not stored in J1 code the way the reports are, and the name of a customized form must remain the same as the original.

Reference Forms

The Jenzabar-created versions of all customizable form PBL files are installed to an Original Forms folder. You can always find the current Original version of the form in this location if you have customized these forms in the Custom folder.

The Original Forms folder is created by the installer within the J1 Desktop Programs folder on the machine from which the Custom folder is being updated. These represent Jenzabar's model versions of these files and are not intended to be customized.

Warning

Do not modify these files. Using InfoMaker, you may copy any PBLs or forms within the PBLs from this folder to the Custom folder.

Custom Forms

The form PBL files that J1 Desktop uses and can be customized reside in the Custom folder. The J1 update process never modifies or deletes the contents of a customer's forms PBL files.

When an update contains new or modified customizable forms PBL files, the modified versions are placed in the Original Forms folder only. It is your responsibility to update the actual Custom form PBL files.

If you have never customized that form, you may copy the modified model form, using InfoMaker, from the modified form PBL file in the Original Forms folder to the same form PBL file in your Custom folder, overwriting your prior form.
If you have customized that form, then, using InfoMaker, compare your customized form to the modified model form and decide whether it is easier to copy the modified model form into your form PBL file and re-customize or to make the same modifications to your customized form. See the list below for information about what has changed in a form.

Network Custom Install Notes

The J1 installer has the ability to detect whether a custom forms PBL file has already been updated to the current version and avoids performing this update again.

Most of the installer runs with elevated privileges, which may allow it to update files that the current user could not otherwise modify, such as the contents of the Program Files folder. The forms update process, however, runs with the privileges of the current Windows user. Jenzabar recommends that someone logged in as a user who has permissions to update the Custom forms files run the installer first.

Once these shared files are updated, installing the update on subsequent computers will not attempt to repeat the update process. This is because the installer, when it first performs the PBL modification process, marks that PBL so that, for every other installation done at the customer site, this form update process does not execute and therefore will not provide an error for a user without elevated privileges. If the service pack is first installed by a user who does not have permissions to update the Custom form files, that user will receive a warning message communicating the fact that the custom forms have not yet been updated to the version that matches this service pack.

If you use a silent install process on all other client machines, the INSTALL_CUSTOM_FORMS=0 silent install parameter accomplishes the same result. However, by doing the step above, you have removed the need to include the INSTALL_CUSTOM_FORMS=0 silent install parameter but you still may continue to use it.

Warning

You must install J1 on one machine first to accomplish the network PBL update or you will not receive those updates.

New and Changed Form Details Since 2021.2

None

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Jenzabar Campus Portal Features Help Hub

Customizable Reports & Forms

Reports

New and Changed Reports Since 2021.2

Tip

New and Changed Additional Reports Since 2021.2

Desktop Forms

New and Changed Forms Since 2021.2

Reference Forms

Warning

Custom Forms

Network Custom Install Notes

Warning

New and Changed Form Details Since 2021.2

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