Database Updates Made Easy In WebFocus Using SQL And HTML Painter

Sept 2011

Lender Processing Services 1

Overview

Lender Processing Services 2

What should you learn from this!

How to Use a Combination of

SQLHTML Painter

WebFocus Dev StudioTo make your reports interactive and allow real time database

updates

Required

Lender Processing Services 3

Things you must have to make this work

A database connection ID with update authority

Ability to write WebFocus code in text editor

Basic knowledge of SQL, HTML, Dev Studio

Recommended

Lender Processing Services 4

Things I recommend to make this example work best

Turn off page caching in WebFocus admin suite

Force page headings to display on empty report

Basic Dev Studio Report

Lender Processing Services 5

Basic Report Output

Lender Processing Services 6

Create Procedure for SQL Add

Lender Processing Services 7

Input SQL Code

Lender Processing Services 8

SQL - Edit Input

Lender Processing Services 9

SQL – Database Connect

Lender Processing Services 10

SQL – Insert Query

Lender Processing Services 11

SQL – Redirect

Lender Processing Services 12

Auto Prompt

Lender Processing Services 13

What you get if you run the SQL Procedure

Create Work HTML

Lender Processing Services 14

Name it and make sure it is set not to show

on users list

Create an Empty Form

Lender Processing Services 15

Add Hyperlink to Form Submit

Lender Processing Services 16

Add Hyperlink Action

Lender Processing Services 17

Set Hyperlink Action

Lender Processing Services 18

Set Hyperlink Source

Lender Processing Services 19

Save Hyperlink

Lender Processing Services 20

Hyperlink Parameters

Lender Processing Services 21

Parameters Control Options

Lender Processing Services 22

A Blob of Page Elements

Lender Processing Services 23

Design The Page – Simple And Clean

Lender Processing Services 24

Arrange FieldsModify Headings

Add Text to ButtonsOther Visual

Improvements

Preview the Page

Lender Processing Services 25

Set Field Properties

Lender Processing Services 26

Tab Index

Lender Processing Services 27

You will want to set the tab index on every element to control the flow

Remove Extra Tab Index from HTML

Lender Processing Services 28

Copy HTML To Clipboard

Lender Processing Services 29

Create Procedure to Hold HTML

Lender Processing Services 30

To be able to link to the html from the report we need to put the HTML in a

procedureHint: Make it easy to identify

Insert HTML into Procedure

Lender Processing Services 31

Ready to Link To

Lender Processing Services 32

Your SQL and HTML are now ready to be linked to!

Lets recap what you have done so far

SQL code to add a record by receiving edited fields

HTML form to allow user entry of fields

Manual editing of HTML to adjust tab order

Procedure to hold HTML that is linkable from a report

Add Menu Link to Report

Lender Processing Services 33

Menu Link – Drill Down on Column Title

Lender Processing Services 34

Menu Link – Define Drill Down

Lender Processing Services 35

Menu Link – Set Drill Down Type

Lender Processing Services 36

Menu Link – Select HTML Procedure

Lender Processing Services 37

Menu Link – Set Target Frame

Lender Processing Services 38

Menu Link – Apply and Save

Lender Processing Services 39

Report Before and After

Lender Processing Services 40

Click Heading for Menu

Lender Processing Services 41

Add a Record

Lender Processing Services 42

Delete Example

Lender Processing Services 43

How does a delete differ from the Add

No HTML Form

No Editing User Fields

Must Pass Record Key to SQL

SQL – Delete Query

Lender Processing Services 44

Field Must Be In Report To Pass

Lender Processing Services 45

Does Not Have to Be Visible

Lender Processing Services 46

Order is Important

Lender Processing Services 47

Add Delete Option To Column Data

Lender Processing Services 48

Set Delete Parameters

Lender Processing Services 49

Pass the Hidden Field

Lender Processing Services 50

Delete In Action

Lender Processing Services 51

Change a Record

Lender Processing Services 52

How does a change differ from the Add or Delete

Pre Populate HTML Form

Store Record Key in Hidden Field

SQL – Change Query

Lender Processing Services 53

Hide The Key Field

Lender Processing Services 54

Blank Out Hidden Field Heading

Lender Processing Services 55

Set Initial Values

Lender Processing Services 56

Set Initial Values

Lender Processing Services 57

Add Change Menu Link to Report

Lender Processing Services 58

Set Target and Parameters

Lender Processing Services 59

Change Menu and Form

Lender Processing Services 60

Change Record with Results

Lender Processing Services 61

Recap

Lender Processing Services 62

A summary of what we have learned

SQL code to Add/Delete/Change a record

HTML forms to allow user entry of fields

Manual editing of HTML to adjust tab order

Procedure to hold HTML that is linkable from a report

How to pass parameters to pre-populate forms

How to turn a report into an interactive system!

Thank You For Attending

Lender Processing Services 63

If you have questions please contact me at

John Johnson(904) 854-5459

John.Johnson@lpsvcs.com