System Administration Dataform Management

Session Agenda Intro to Dataforms Adding & Editing Dataforms Field Maintenance Business Logic Custom Header Links Configurable Field Display Dataform Security Questions

Dataform Administration What are dataforms? Dataforms Engine Forms & Fields Relational Data Business Logic Workflow Security Use with caution Proper Data Modeling is Critical

Adding & Editing Dataforms Form Properties Single vs. Multi

Form Properties Task Manager Attachments Time Tracker Much More

Single vs. Multi Single FormMulti Form One per Workspace – Directly display in workspace frame. Many per workspace – Presented in a list control.

Field Maintenance Fields List (Adding & Editing)

Field Maintenance Field Properties

Field Maintenance Data Types Common Data Types Date (datetime) Decimal (decimal) Field Set (no SQL field) Checkbox (bit) Integer (integer) Log (text) Money (decimal) Parent Form (fk) Text (varchar) Text-Wide (varchar) TextArea (text) User Filtered By Role(fk)

Field Maintenance Building Relationships – Parent Forms

Dataform Business Logic Business Rules Biz Logic Hard Errors Soft Errors Generic Rules Useful Applications

Custom Header Links Dynamic Link Configuration – Reports – Action Links – Link1 – Link2

Field Display Configuration A way to manage dataform UI. More than field grouping and placement Dynamically: Hide/Show Enable/Disable

Dataform Security Dataforms Fieldsets Fields