1. System Administration Dataform Management

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

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

4. Adding & Editing Dataforms Form Properties Single vs. Multi

5. Form Properties Task Manager Attachments Time Tracker Much More

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

7. Field Maintenance Fields List (Adding & Editing)

8. Field Maintenance Field Properties

9. 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)

10. Field Maintenance Building Relationships – Parent Forms

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

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

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

14. Dataform Security Dataforms Fieldsets Fields