Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services
Agenda Introduction To Dataforms Adding & Editing Dataforms Adding & Editing Dataform Fields Configuring Field Display Logic Questions
Introduction To Dataforms
Dataform Engine Dynamically create and manage configurable data collection points The Dataform Schema should be carefully modeled Allows for Workflow Systemization Allows for granular security, down to the field level
Dataform Engine Adding a Dataform will add a new table to the DB Configured fields appears as columns in the table Dataform Element Types will… Control what values are acceptable to be stored Control how data will be stored in the table Foreign Keys Code Values
Before You Begin Careful planning is a must! What type of data needs to be tracked? How will the data be used? What relations will this Dataform have with other Dataforms? Adhere to relational database best practices
Adding & Editing Dataforms
Adding a Dataform 1.From System Administration: Click “Add Dataform” Link 2.From System Administration: Click “Dataform Admin” Link Click “Add” button
Key Dataform Properties
Naming the Dataform Technical Table Names are… Auto-generated from the Dataform Name Cannot be changed after created Table Naming Conventions Netwise created tables are auto prepended with “gen_” Custom tables are auto prepended with “gen_z” The Dataform Name field can be changed after created
Extended Dataform Properties
Demo: Build a “Process Payment“ Dataform Add a Process Payment Dataform Rename the Dataform Name to get rid of the appended “z” Add it to the “Client Template” workspace
Adding & Editing Dataform Fields
Adding Fields to a Dataform From System Administration: Click “Dataform Admin” Link Search for the Dataform Click the “Edit Attributes” button
Attribute/Field List View Attributes are more commonly referred to as Fields. Provides a listing of all fields on the Dataform Allows for editing Dataform layout Clicking on the Field displays Field Properties
Best Practices with Field Layout Increment your rows by 5 or 10 Restart numbering sequences within each Field Set
Example Dataform Layout
Field Properties Properties vary by Element Types Element Types have built in data validation Some Element Types allow for configurable validations Element Types are also referred to as Data Types
Basic Field Properties for all Element Types Field Label Field Name Row Column Comments
Extended Field Properties
Element Types Common Element Types Date (datetime) Decimal (decimal) Lookup (text) Field Set (no SQL field) Checkbox (bit) Integer (integer) Money (decimal) Parent Form (fk) Text (varchar) Text-Wide (varchar) TextArea (text) Log (text)
Element Type: Field Set Field Set Keeps related fields grouped Field Sets can go inside another Field Set Prefix Field Name with “fs”
Element Type: Lookup (core) Lookup Group Prefix Field Name with “lu”
Element Type: Decimal, Money, Percent Mask (decimal only) Search Operator Minimum Maximum
Element Type: Integer Length Search Operator Minimum Maximum
Element Types: Text, Text-Wide, Text Area, Log Length
Element Type: Date Default To Current Date Select a Mask
Element Type: Checkbox Prefix Field Name with the word Is, Has, or Can
Element Type: File Upload Manager - Database Prefix Field Name with “sf”
Element Type: Parent Form Builds Relationships between Dataforms 1 to 1 or 1 to Many The primary key of the parent record is stored on the child record The Parent Dataform contains a Child Form Dropdown List
Element Type: Parent Form Parent Form One To One Uncheck = many child records Form Link Name Prefix with “fk” Suffix with “ID”
Configuring Field Display Logic
Field Display Configuration Dynamically Hide/Show Enable/Disable