customizing clientspace with dataforms tim borntreger, director of client services

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