Database Updates Made Easy In WebFocus Using SQL And HTML Painter Sept 2011 Lender Processing Services 1.

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Presentation transcript:

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 SQL HTML Painter WebFocus Dev Studio To 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 Fields Modify Headings Add Text to Buttons Other 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 procedure Hint: 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)