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Database Updates Made Easy In WebFocus Using SQL And HTML Painter Sept 2011 Lender Processing Services 1
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Overview Lender Processing Services 2 What should you learn from this! How to Use a Combination of SQL HTML Painter WebFocus Dev Studio To make your reports interactive and allow real time database updates
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Required Lender Processing Services 3 Things you must have to make this work A database connection ID with update authority Ability to write WebFocus code in text editor Basic knowledge of SQL, HTML, Dev Studio
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Recommended Lender Processing Services 4 Things I recommend to make this example work best Turn off page caching in WebFocus admin suite Force page headings to display on empty report
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Basic Dev Studio Report Lender Processing Services 5
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Basic Report Output Lender Processing Services 6
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Create Procedure for SQL Add Lender Processing Services 7
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Input SQL Code Lender Processing Services 8
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SQL - Edit Input Lender Processing Services 9
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SQL – Database Connect Lender Processing Services 10
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SQL – Insert Query Lender Processing Services 11
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SQL – Redirect Lender Processing Services 12
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Auto Prompt Lender Processing Services 13 What you get if you run the SQL Procedure
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Create Work HTML Lender Processing Services 14 Name it and make sure it is set not to show on users list
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Create an Empty Form Lender Processing Services 15
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Add Hyperlink to Form Submit Lender Processing Services 16
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Add Hyperlink Action Lender Processing Services 17
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Set Hyperlink Action Lender Processing Services 18
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Set Hyperlink Source Lender Processing Services 19
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Save Hyperlink Lender Processing Services 20
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Hyperlink Parameters Lender Processing Services 21
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Parameters Control Options Lender Processing Services 22
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A Blob of Page Elements Lender Processing Services 23
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Design The Page – Simple And Clean Lender Processing Services 24 Arrange Fields Modify Headings Add Text to Buttons Other Visual Improvements
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Preview the Page Lender Processing Services 25
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Set Field Properties Lender Processing Services 26
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Tab Index Lender Processing Services 27 You will want to set the tab index on every element to control the flow
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Remove Extra Tab Index from HTML Lender Processing Services 28
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Copy HTML To Clipboard Lender Processing Services 29
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Create Procedure to Hold HTML Lender Processing Services 30 To be able to link to the html from the report we need to put the HTML in a procedure Hint: Make it easy to identify
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Insert HTML into Procedure Lender Processing Services 31
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Ready to Link To Lender Processing Services 32 Your SQL and HTML are now ready to be linked to! Lets recap what you have done so far SQL code to add a record by receiving edited fields HTML form to allow user entry of fields Manual editing of HTML to adjust tab order Procedure to hold HTML that is linkable from a report
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Add Menu Link to Report Lender Processing Services 33
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Menu Link – Drill Down on Column Title Lender Processing Services 34
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Menu Link – Define Drill Down Lender Processing Services 35
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Menu Link – Set Drill Down Type Lender Processing Services 36
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Menu Link – Select HTML Procedure Lender Processing Services 37
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Menu Link – Set Target Frame Lender Processing Services 38
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Menu Link – Apply and Save Lender Processing Services 39
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Report Before and After Lender Processing Services 40
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Click Heading for Menu Lender Processing Services 41
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Add a Record Lender Processing Services 42
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Delete Example Lender Processing Services 43 How does a delete differ from the Add No HTML Form No Editing User Fields Must Pass Record Key to SQL
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SQL – Delete Query Lender Processing Services 44
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Field Must Be In Report To Pass Lender Processing Services 45
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Does Not Have to Be Visible Lender Processing Services 46
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Order is Important Lender Processing Services 47
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Add Delete Option To Column Data Lender Processing Services 48
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Set Delete Parameters Lender Processing Services 49
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Pass the Hidden Field Lender Processing Services 50
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Delete In Action Lender Processing Services 51
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Change a Record Lender Processing Services 52 How does a change differ from the Add or Delete Pre Populate HTML Form Store Record Key in Hidden Field
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SQL – Change Query Lender Processing Services 53
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Hide The Key Field Lender Processing Services 54
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Blank Out Hidden Field Heading Lender Processing Services 55
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Set Initial Values Lender Processing Services 56
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Set Initial Values Lender Processing Services 57
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Add Change Menu Link to Report Lender Processing Services 58
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Set Target and Parameters Lender Processing Services 59
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Change Menu and Form Lender Processing Services 60
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Change Record with Results Lender Processing Services 61
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Recap Lender Processing Services 62 A summary of what we have learned SQL code to Add/Delete/Change a record HTML forms to allow user entry of fields Manual editing of HTML to adjust tab order Procedure to hold HTML that is linkable from a report How to pass parameters to pre-populate forms How to turn a report into an interactive system!
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Thank You For Attending Lender Processing Services 63 If you have questions please contact me at John Johnson (904) 854-5459 John.Johnson@lpsvcs.com
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