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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