Introduction

When SDC is installed alongside another third party application, the controls for the two applications may clash. We can manually move the controls to avoid overlaps by editing an XML file named for the screen in question in Sage 200.

Process

We need to create an XML file with the correct name of the form. We can establish this by opening the form in Sage 200 and clicking the Help button in the upper right hand corner:

This will open the help file in your default web browser, if you now check the URL of the page you have opened, it will end with the internal name of the Sage 200 form (after cshid=) : 

The URL will contain underscore characters where the original file name has dots, so in the example above, we would take

Sage_MMS_SOP_AmendOrderForm and change it to Sage.MMS.SOP.AmendOrderForm.

We now need to create our XML File. First we download the file DefaultSageFormIntegrationConfiguration.zip attached to this KBA and expand it to a new folder.

We locate the XML file corresponding to the form name we established earlier: 

and open it using the text editor of our choice (in this case, Notepad)

The only section of this file that we need to update is within the <location>...</location> tags, in the example above we see the default location is X: 116 and Y: 10.

These values represent the distance (in pixels) from the upper left corner of the panel that contains the control. We simply need to edit these values to move the SDC controls. For this example I have moved the control right (positive x) to 250 pixels from the edge of the panel.

The file should then be saved into the folder "C:\ProgramData\Draycir\Spindle Document Capture\Client\Sage 200 Integration" on the PC where Sage 200 is installed. If this folder does not exist, we will need to create it. 

If no previous layout changes have been made you may find that C:\Programdata\Draycir does not contain a Spindle Document Capture folder. In this case, you will  need to create the correct subfolders to make this path correct, and then paste the file into the Sage 200 Integration folder.

To make the change effective, we need to re-launch Sage 200 and we will see the control in the new location:

The Parent Control

In the example above, we are placing the control using a pixel offset from the upper left corner of the Button Panel, the area below the horizontal line. If needed, we can place the controls in the main part of the window by setting the control's ParentControl value to mainPanel. 

Above: mainPanel (Green outline), buttonPanel (Blue Outline)