System Administration Dataform Management. Session Agenda Intro to Dataforms Adding & Editing...

System AdministrationDataform Management

Session AgendaIntro to Dataforms

Adding & Editing Dataforms

Field Maintenance

Business Logic

Custom Header Links

Configurable Field Display

Dataform Security

Questions

Dataform Administration

• What are dataforms?• Dataforms Engine

• Forms & Fields• Relational Data• Business Logic• Workflow• Security

• Use with caution• Proper Data Modeling is Critical

Adding & Editing Dataforms

• Form Properties• Single vs. Multi

Form Properties• Task Manager• Attachments• Time Tracker• Much More

Single vs. MultiSingle Form Multi Form

One per Workspace – Directly display in workspace frame.

Many per workspace – Presented in a list control.

Field Maintenance• Fields List (Adding & Editing)

Field Maintenance• Field Properties

Field Maintenance• Data Types• Common Data Types

• Date (datetime)• Decimal (decimal)• Field Set (no SQL field)• Checkbox (bit) • Integer (integer)• Log (text) • Money (decimal)• Parent Form (fk) • Text (varchar)• Text-Wide (varchar)• TextArea (text) • User Filtered By Role(fk)

Field MaintenanceBuilding Relationships – Parent Forms

Dataform Business Logic• Business Rules• Biz Logic• Hard Errors• Soft Errors

• Generic Rules

• Useful Applications

Custom Header Links• Dynamic Link Configuration

– Reports– Action Links

– Link1– Link2

Field Display Configuration• A way to manage dataform UI.• More than field grouping and placement

• Dynamically:• Hide/Show• Enable/Disable

Dataform Security• Dataforms• Fieldsets• Fields