1. Customizing ClientSpace With Dataforms Tim Borntreger, Director of Client Services

2. Agenda Introduction To Dataforms Adding & Editing Dataforms Adding & Editing Dataform Fields Configuring Field Display Logic Questions

3. Introduction To Dataforms

4. 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

5. 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

6. 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

7. Adding & Editing Dataforms

8. Adding a Dataform 1.From System Administration: Click “Add Dataform” Link 2.From System Administration: Click “Dataform Admin” Link Click “Add” button

9. Key Dataform Properties

10. 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

11. Extended Dataform Properties

12. 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

13. Adding & Editing Dataform Fields

14. Adding Fields to a Dataform From System Administration: Click “Dataform Admin” Link Search for the Dataform Click the “Edit Attributes” button

15. 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

16. Best Practices with Field Layout Increment your rows by 5 or 10 Restart numbering sequences within each Field Set

17. Example Dataform Layout

18. 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

19. Basic Field Properties for all Element Types Field Label Field Name Row Column Comments

20. Extended Field Properties

21. 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)

22. Element Type: Field Set Field Set Keeps related fields grouped Field Sets can go inside another Field Set Prefix Field Name with “fs”

23. Element Type: Lookup (core) Lookup Group Prefix Field Name with “lu”

24. Element Type: Decimal, Money, Percent Mask (decimal only) Search Operator Minimum Maximum

25. Element Type: Integer Length Search Operator Minimum Maximum

26. Element Types: Text, Text-Wide, Text Area, Log Length

27. Element Type: Date Default To Current Date Select a Mask

28. Element Type: Checkbox Prefix Field Name with the word Is, Has, or Can

29. Element Type: File Upload Manager - Database Prefix Field Name with “sf”

30. 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

31. Element Type: Parent Form Parent Form One To One Uncheck = many child records Form Link Name Prefix with “fk” Suffix with “ID”

32. Configuring Field Display Logic

33. Field Display Configuration Dynamically Hide/Show Enable/Disable