VBA Macro for Micro Focus Reflections Face-to-Face Orlando March 2018

Transcription

1 VBA Macro for Micro Focus Reflections Face-to-Face Orlando March 2018 Christopher Guertin Pharm D, MBA, BCPS Clinical Analyst, Pharmacy Benefits Management

2 Objectives Define what a Macro is Explain why we would use a Macro in Reflections Change Between Ribbon and Classic(Legacy) Mode Customize Micro Focus Ribbon and Toolbar Be able to Run a Macro Learn how to Name a Macro Import and Export a Macro 1

3 What is a Macro Macro (noun) Webster Dictionary a single computer instruction that stands for a sequence of operations Sometimes referred to as: Macroinstruction 2

4 Why use a Macro Saves Times Consistent Data Easy to make both minor and major changes Exportable / Importable Multiple + Easier to use interfaces Allows for User Input Software Already Available 3

5 Examples of User Input Wait for Input into Reflections Message Box to Help Input Box User Form 4

6 What a Macro Can Do Automating almost anything Mouse, Keyboard, Options on Menu Creating Dialog Boxes or User Forms Passing Data Between Applications Error Checking and Handling Interact with Forms to make nice interface 5

7 Benefits of Macros for Reflections Examples: Change Screen Fonts, Color, Size Assign Functions to Keys Allow User Input for FileMan Reports Allow FileMan Reports to be Dynamic Clean up Dirty Data Complete Repetitive Tasks Works well with FileMan No Programmer Access Required 6

8 Security DO NOT put your username or password into a macro to use as an AutoLogin Code Entered is generally not considered Encrypted 7

9 Change Between Ribbon and Classic( Legacy ) Mode 8

10 Sample Reflections Screen Classic ( Legacy ) Mode Ribbon Mode 9

11 Classic to Ribbon Mode Example 1 Setup View Settings Click Left Most >> Reflection Workspace Settings Configure User Interface User Interface Mode: Ribbon Click Ok 10

12 Classic to Ribbon Mode Example 2 Setup View Settings Type Ribbon in Search Box Double Click Setting >> Reflection Workspace Settings >> Workspace Settings >> Configure User Interface >> User Interface Mode Ribbon User Interface Mode: Ribbon Click Ok 11

13 Ribbon Mode to Classic Example 1 File Settings Reflection Workspace Settings Configure User Interface User Interface Mode: Classic Click Ok 12

14 Ribbon to Classic Mode Example 2 File Settings Type Classic in Search Box Double Click Setting >> Reflection Workspace Settings >> Workspace Settings >> Configure User Interface >> User Interface Mode Classic User Interface Mode: Classic Click Ok 13

15 Changing between Ribbon and Classic Mode To Change Modes you must close Micro Focus and open it again for it to take effect This setting is not session specific 14

16 Customize Ribbon Mode Adding Button 15

17 Ribbon Mode Adding Button 1 of 4 Right Click Ribbon Customize the Ribbon 16

18 Ribbon Mode Adding Button 2 of 4 Button Select Action Action Category: Macro 17

19 Ribbon Mode Adding Button 3 of 4 Show Run Macro Dialog Click Ok Click Ok 18

20 Ribbon Mode Adding Button 4 of 4 Click Newly Created Button 19

21 Customize Classic Mode Add Menu Item 20

22 Classic Mode Adding Menu 1 of 4 Setup Menu Menu Item 21

23 Classic Mode Adding Menu 2 of 4 Click New Menu Item Select Action Action Category: Macro 22

24 Classic Mode Adding Menu 3 of 4 Show Run Macro Dialog Click Ok Click Ok 23

25 Classic Mode Adding Menu 4 of 4 Click Newly Created Menu Item 24

26 Run Macro Dialog Select type of macro

27 Macro Dialog Reflections Workspace Macro Select type of macro

28 Macro Dialog Legacy Reflection Macro in This File Select type of macro

29 Macro Dialog Legacy Reflection Macro in Another File Select type of macro

30 Macro Dialog Legacy RB Macro Select type of macro

31 Run Macro Dialog - Reflections Workspace Macro Ribbon and Classic 30

32 Ribbon and Classic Run Macro Ribbon Tools Run Macro Classic Run Macro 31

33 Run Macro Dialog Select Macro Select macro based on type

34 Macro Dialog Macro Name - ModuleName.MacroName Run Runs Selected Macro Cancel Cancels out of Dialog Step Into Edit Runs Selected Macro [breaks] on First Line Edits Selected Macro Create Type name in Macro Name Opens up Macro to change code Delete Deletes Selected Macro 33

35 Naming a Macro 34

36 Naming a Macro Must start with letter May Contain Numbers, Letters May use an Underscore 80 Character Max No Special Characters or Spaces If changing name there is a change for an issues: If you have a form, button or other macro that refers to the OLD name it will not work correctly 35

37 Example of Simple Code and Macro Naming 36

38 Example of Macro Code- Switch Column Size Create Macro Change Column Size 37

39 Legacy Macro Code Sub Column80() On Error GoTo ErrorHandler With Session.DisplayColumns = 132 End With Exit Sub ErrorHandler: Session.MsgBox Err.Description, vbexclamation + vbokonly End Sub 38

40 Macro Code (Reflections Workspace Macro) Sub Column80() On Error GoTo ErrorHandler ' Error Handle Dim intwait As Integer Dim oscurrentscreen As Screen Dim oscurrentterminal As Terminal Set oscurrentterminal = ThisFrame.SelectedView.control Set oscurrentscreen = oscurrentterminal.screen With oscurrentscreen.displaycolumns = 80 Exit Sub End With ErrorHandler: ' Error Handler intwait = MsgBox(Err.description, vbexclamation + vbokonly) ' On Error - Displays Error Description, Exclamation Mark, and OK Button End Sub 39

41 Import Macro from text file Ribbon/Classic 40

42 Ribbon -Import Macro from text file Tools Visual Basic Editor (Alt+F11) Select type of macro Project Project Legacy 41

43 Classic - Import Macro from text file Macro Visual Basic Editor (Alt+F11) Select type of macro Project Project Legacy 42

44 Ribbon and Classic Import Macro from text file 1 of 8 Select Text File Sub Column80() On Error GoTo ErrorHandler ' Error Handle Dim inttest As Integer Dim oscurrentscreen As Screen Dim oscurrentterminal As Terminal Set oscurrentterminal = ThisFrame.SelectedView.control Set oscurrentscreen = oscurrentterminal.screen With oscurrentscreen.displaycolumns = 80 Exit Sub End With ErrorHandler: ' Error Handler intwait = MsgBox(Err.description, vbexclamation + vbokonly) ' On Error - Displays Error Description, Exclamation Mark, and OK Button End Sub 43

45 Ribbon and Classic Import Macro from text file 2 of 8 Select From Sub XXX () to End Sub Sub Column80() On Error GoTo ErrorHandler With Session.DisplayColumns = 80 Exit Sub ErrorHandler:.MsgBox Err.Description, vbexclamation + vbokonly End With End Sub 44

46 Ribbon and Classic Import Macro from text file 3 of 8 Copy Text 45

47 Ribbon and Classic Import Macro from text file 4 of 8 Paste in Module Project Project Legacy 46

48 Ribbon and Classic Import Macro from text file 5 of 8 It may be pasted at the very bottom after the last End Sub 47

49 Ribbon and Classic Import Macro from text file 6 of 8 Pasted Macro now available to use 48

50 Ribbon and Classic Import Macro from text file 7 of 8 Benefits Can Copy/Paste Multiple Macros at once Easy to backup code Possible Issue Paste the copied text Issue Some programs(word, Outlook, Etc ) may change special characters so make sure look it over before using it 49

51 Ribbon and Classic Import Macro from text file 8 of 8 Example using multiple Macros in a single text file 50

52 Export Macro as Text File 51

53 Ribbon - Export Macro as Text File Tools Visual Basic Editor (Alt+F11) Select type of macro Project Project Legacy 52

54 Classic - Export Macro as Text File Macro Visual Basic Editor (Alt+F11) Select type of macro Project Project Legacy 53

55 Ribbon and Classic Export Macro as Text File 1 of 3 Highlight Macro or Multiple Macros 54

56 Ribbon and Classic Export Macro as Text File 2 of 3 Right Click Copy 55

57 Ribbon and Classic Export Macro as Text File 3 of 3 Open Notepad Paste File Save As 56

58 Saving your Session (to keep your changes and Macros) 57

59 Save Session Select File menu on the main Vista Reflections screen Select Save As submenu to open the Save Settings screen On the Save Settings screen select the desired directory to save the session in (you will not be able to save the session in the default directory) Type the new file name for the session and press Save button (make sure the file extension is.rdox)

60 Bonus MOCHA 2.1 Macros 59

61 MOCHA 2.1 Macro 2 Versions (Based on MS Office) Link to MOCHA 2.1 Macro page: %20Analysis%20Report/Macro%20Folder/ Make sure to DOWNLOAD Tons of Code 60

62 Questions?? 61