Three Built-In Designers That Replace Custom Programming
Instead of limiting you to fixed forms and reports, Xtra Desktop includes visual design tools right in the Customize ribbon tab to build your own screens, workflows, and reports.
Drag-and-Drop Desktop Window & Card Designer
Build completely new desktop windows, data entry screens, and archive cards using visual drag-and-drop without writing a single line of code, directly linked to accounts, customers, and cost centers.
- Visual Drag-and-Drop Canvas: Full control over field coordinates, layout order, bilingual captions (Arabic & Latin), and control types (textboxes, numeric inputs, date pickers, relational lookups, checkboxes, and grids).
- Dynamic Relational Foreign-Key Linking: Connect any custom field directly to Customers/Agents, Chart of Accounts, Cost Centers, Projects, Branches, Warehouses, or Hierarchical Categories.
- Modify Standard Forms or Build Brand-New Windows: Go beyond hiding/showing invoice fields—create entirely new business screens tailored to your industry (e.g., clinic patient cards, maintenance contracts, customs clearance files, or specialized job orders).
- Instant Integration with Reports & Workflows: Every custom window is immediately queryable in the Report Designer and can trigger automated stages in the Process Designer.
Visual Report Designer & Multi-Dimensional Query Engine
Design custom reports and print layouts via drag-and-drop, powered by a dynamic OLAP-style query engine that groups by any selected dimension with live manufacturing reservation and multi-unit calculations.
- Visual Drag-and-Drop Report & Print Designer: Drag fields, configure custom summary formulas, apply dynamic currency/decimal formatting, and build bilingual report headers.
- Dynamic Multi-Dimensional Grouping (OLAP-style): Select any combination of dimensions (Item Groups, Branches, Warehouses, Cost Centers, Projects, Patterns) and the engine constructs optimized SQL joins and GROUP BY clauses on the fly.
- Deep Recursive Hierarchy Filtering: Filter and roll up data across 100-level hierarchical trees for Item Groups, Cost Centers, Projects, Branches, and Warehouses.
- Live Manufacturing Reservations & 11+ Pricing Policies: Real-time deduction of raw materials reserved in Confirmed, In-Progress, and To-Close manufacturing orders to compute true available stock, with 11+ valuation formulas and 3-tier variable unit conversion.
- Custom Window Reporting: Extract and join data directly from user-designed windows created in the Window Designer.
Visual Process, Workflow & Event Designer
Design your entire enterprise workflow: multi-stage approvals, automatic generation of target invoices and accounting entries upon approval, cross-window data migration, and programmable event hooks.
- Automatic Cross-Document Generation: Upon stage approval, Xtra Desktop can automatically generate a new target Invoice pattern or Accounting Bond/Entry, post it to inventory and general ledger, and initiate a follow-up workflow.
- Cross-Window Data Cloning & Migration: Automatically duplicate and migrate structured field data from one custom window type to another custom window as part of a process stage.
- External Customer Approval Participation: Uniquely assign the external customer/agent as an approver participant in a workflow stage with direct email notification and approval link.
- Dynamic 4-Level Security Escalation: Automatically raise or lower record security degrees (Levels 1 to 4) at each stage to lock approved transactions against unauthorized edits.
- Programmable Event Hooks (BuildEvent): Attach custom validation rules and automated SQL/procedure triggers on save or update across invoices, entries, and custom windows.
Cross-Document Generation & Custom API
State-machine workflow engine supporting Invoices, Accounting Bonds, and Custom Windows with automated cross-pattern document creation and security degree transitions.
