1. Tim Borntreger, Director of Client Service

2. Agenda  Introduction to Dataforms  Adding & Editing Dataforms  Adding & Editing Dataform Fields  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 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 Dataform Name: This is the name you’ll see through out the application. The Dataform Name field can be changed after created Dataform Name: This is the name you’ll see through out the application. The Dataform Name field can be changed after created Technical Table Names are… Auto-generated from the Dataform Name Cannot be changed after created 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” Table Naming Conventions Netwise created tables are auto prepended with “gen_” Custom tables are auto prepended with “gen_z”

10. Key Dataform Properties Friendly Name: Coming soon….This is something you’ll really going to love! Friendly Name: Coming soon….This is something you’ll really going to love!

11. Key Dataform Properties Dataform Group: Grouping Dataforms makes your forms much easier to search for from in the Workspace. Dataform Group: Grouping Dataforms makes your forms much easier to search for from in the Workspace.

12. Key Dataform Properties Default Category for Attached Tasks: On creation of a Task from this Dataform, the category field of the task will default to the selected value. Default Category for Attached Tasks: On creation of a Task from this Dataform, the category field of the task will default to the selected value.

13. Key Dataform Properties Default Time Tracking Category: On creation of a Time Tracking record from this Dataform, the category field of the record will default to this selected value. Default Time Tracking Category: On creation of a Time Tracking record from this Dataform, the category field of the record will default to this selected value.

14. Key Dataform Properties CRM Notes: Determines if this form can have CRM Notes attached. If so, the CRM Note icon will be visible in Classic. In CSNext the Activities section will be visible in the Action Center. CRM Notes: Determines if this form can have CRM Notes attached. If so, the CRM Note icon will be visible in Classic. In CSNext the Activities section will be visible in the Action Center.

15. Key Dataform Properties Comment Label Style: Mouse Over (default) - Label changes color on hover, hand appears on hover to indicate click function. Hyperlink - Label is underlined, hand appears on hover to indicate click function. Comment Label Style: Mouse Over (default) - Label changes color on hover, hand appears on hover to indicate click function. Hyperlink - Label is underlined, hand appears on hover to indicate click function.

16. Key Dataform Properties Description: Put a short description of the field and it's purpose here. Description: Put a short description of the field and it's purpose here.

17. Extended Dataform Properties

35. Demo: Build a Dataform Add a “Client Certificates“ Multi-Dataform Rename the Dataform Name to get rid of the appended “z” Expose the form to workspaces by adding to the Template workspace. Sync workspace.

36. ADDING & EDITING DATAFORM FIELDS

37. Adding Fields to a Dataform From System Administration: – Click “Dataform Admin” Link – Search & Select the Dataform – Click the “Edit Attributes” button

38. 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 Column 1 = left side and Column 2 = right side Multi Column controls which fields will be displayed in search results on multi-dataforms Clicking on the Field Name displays Field Properties Best Practice: Increment your rows by 5 or 10 Restart numbering sequences within each Field Set Best Practice: Increment your rows by 5 or 10 Restart numbering sequences within each Field Set

39. Example Dataform Layout

40. 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

41. Common Element Types – Date (datetime) – Lookup (text) – Field Set (no SQL field) – Checkbox (bit) – Integer (integer) – Decimal (decimal) – Money (decimal) – Percent (decimal) – Parent Form (foreign key) – Text (varchar) – Text-Wide (varchar) – TextArea (text) – Log (text)

42. Basic Field Properties Field Label – What the user will see Field Name – Name seen from the DB view Row – Vertical Position Column – Horizontal Position Comments – Help Text

43. Extended Field Properties

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

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

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

47. Element Type: Integer Length Search Operator Minimum Maximum

48. Element Types: Log, Text Area, Text-Wide, Text No special properties

49. Element Type: Date Default To Current Date Select a Mask Should be named DateDOB

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

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

52. Element Type: Parent Form Builds Relationships between Dataforms – 1 to 1 – 1 to Many The primary key of the parent record is stored on the child record.

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

54. Demo: Add Fields to a Dataform Status (Active, Expiring Soon, Expired) Certificate Upload General Liability checkbox & Policy Number field Work Comp checkbox and Policy Number field Effective and Expiration Dates Notes Log Renewal Certificate Requested On and By fields. Place in a Field Set.