Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services.
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Transcript of Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services.
![Page 1: Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services.](https://reader030.fdocuments.in/reader030/viewer/2022032612/56649efd5503460f94c12067/html5/thumbnails/1.jpg)
Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services
![Page 2: Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services.](https://reader030.fdocuments.in/reader030/viewer/2022032612/56649efd5503460f94c12067/html5/thumbnails/2.jpg)
Agenda
Introduction To Dataforms
Adding & Editing Dataforms
Adding & Editing Dataform Fields
Configuring Field Display Logic
Questions
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Introduction To Dataforms
![Page 4: Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services.](https://reader030.fdocuments.in/reader030/viewer/2022032612/56649efd5503460f94c12067/html5/thumbnails/4.jpg)
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
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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
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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
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Adding & Editing Dataforms
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Adding a Dataform
1. From System Administration:• Click “Add Dataform” Link
2. From System Administration:• Click “Dataform Admin” Link• Click “Add” button
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Key Dataform Properties
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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
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Extended Dataform Properties
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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
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Adding & Editing Dataform Fields
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Adding Fields to a Dataform
• From System Administration:• Click “Dataform Admin” Link• Search for the Dataform• Click the “Edit Attributes” button
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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
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Best Practices with Field Layout
• Increment your rows by 5 or 10• Restart numbering sequences within each Field Set
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Example Dataform Layout
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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
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Basic Field Properties for all Element Types• Field Label• Field Name• Row• Column• Comments
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Extended Field Properties
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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)
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Element Type: Field Set
• Field Set• Keeps related fields
grouped• Field Sets can go inside
another Field Set• Prefix Field Name with
“fs”
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Element Type: Lookup (core)
• Lookup Group• Prefix Field Name with
“lu”
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Element Type: Decimal, Money, Percent• Mask (decimal only)• Search Operator• Minimum• Maximum
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Element Type: Integer
• Length• Search Operator• Minimum• Maximum
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Element Types: Text, Text-Wide, Text Area, Log• Length
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Element Type: Date
• Default To Current Date• Select a Mask
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Element Type: Checkbox
• Prefix Field Name with the word Is, Has, or Can
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Element Type: File Upload Manager - Database• Prefix Field Name with
“sf”
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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
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Element Type: Parent Form
• Parent Form• One To One• Uncheck = many child
records
• Form Link Name• Prefix with “fk”• Suffix with “ID”
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Configuring Field Display Logic
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Field Display Configuration
• Dynamically• Hide/Show• Enable/Disable
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