1. Tim Borntreger, Director of Client Service

2. Agenda  Automation & Workflow  Configuring Field Display  Configuring Custom Links  Configuring Business Rules  Questions

3. AUTOMATION & WORKFLOW

4. Automation & Workflow Tools Workflow Tools 1.Custom Links 2.Field Display 3.Business Rules Other Workflow Tools 1.Template Tasks 2.Dataform Cloning

5. 1. Custom Links Dynamically Control Access Improved User Experience Securable Conditionally Displayed

6. 2. Field Display Control Visibility of Fields. Aids in simplifying data entry. Conditionally require fields.

7. 3. Business Rules Pre-configured logic that is executed when a given condition is true. Have the ability to Clear, Require or Set field values.

8. CONFIGURING CUSTOM LINKS

9. Classic Dataform Header Layout Link Groups On Dataform Header – Reports – Workflow/Action Links – Link Row 1 – Link Row 2 – Header Information

10. CSNext Dataform Header Layout

11. Adding a Custom Link 1.From System Administration: – Click Custom Links Link 2.From the Dataform: – Click the down arrow of the Quick Admin button – Click Custom Links option

12. Custom Link Properties Fields: – Table Name – Display Value – Sort Order – Link Group – Display Action

13. Display Actions for the “Report” Link Group Run Report – Report / Merge Field Open Filter Page – Report / Merge Field Custom Function – Custom Function Field

14. Display Actions for the “Action” Link Group Custom Function – Custom Function Field Submit w/Action – Code Value Field Submit w/Action (close) – Code Value Field

15. Display Actions for the “Link 1” or “Link 2” Link Groups Custom Function Workspace Organization Workspace Organization Contacts Workspace Dataform – Target Dataform Field Admin Dataform – Target Dataform Field URL – URL Field

16. Other Custom Link Properties Target Dataform Report/Merge Code Value – Called with “HdrAction” URL

17. Other Custom Link Properties Security Entity Field Confirmation Message Field Description Field Display this link when adding Checkbox Pinned Open (next)

18. Link Display Conditions Controls when to display the link Multiple display conditions are treated as an “OR” by default

19. Condition Expressions Allow for Complex Conditions Using “AND” and “OR” logic Must utilize Labels to use “AND” logic Condition Expression Syntax – ({CC} AND {MOTO}) AND ({Approved1} OR {Approved2}) – Labels must be in Curly Brackets. – Parenthesis are used to control order operations

20. CONFIGURING FIELD DISPLAY

21. Adding a Field Display Condition 1.From System Administration: – Click Manage Field Display Link 2.From the Dataform: – Click the down arrow of the Quick Admin button – Click Field Display Rules option

22. Adding a Field Display Condition 3.From the Dataform: – Click the down arrow of the Quick Admin button – Click Form Fields option – Select a Field – Click Configure Field Display link

23. Field Display Configuration Table Name Field Source When this field Equals this value This Field Will Field Clear Field on Disable/Hide Checkbox Pipeline

24. Field Display Demo

27. Other Tricks with Field Display Use multiple values with one display configuration. Separate with commas. Remember to not put a space after the commas.

28. Other Tricks with Field Display Make the field required on the field properties. Use Field Display to Display/Hide the field. If shown it will be required. For example, assuming Health Benefits was a required field, then it would only be required for PEO1, PEO2, or PEO3.

29. Other Tricks with Field Display Want to conditionally display a group of fields. Add fields to a Field Set and configure it to display. Display and Hide are the only options for Field Sets. Remember if you leave the Clear Field on Display/Hide ticked, all Data in the Field Set will clear out.

30. CONFIGURING BUSINESS RULES

31. Rules Engine Biz Logic – Compare fields, perform calculations, change values, clear values, and etc. Hard Errors – Issue must be fixed before Dataform can be saved Soft Errors – Serve as reminders or warnings

32. Adding Business Rules 1.From System Administration: – Click Manage Field Display Link 2.From the Dataform: – Click the down arrow of the Quick Admin button – Click Buiness Rules option

33. Business Rule Properties Table Name Rule Title Rule Description

34. Execution Order Business Rules execute in ascending order within each Rule Type. Rule Type Order of Precedence 1.Hard Errors 2.Soft Errors 3.Biz Logic

35. Trigger Conditions Rules execute when a given condition is true – Trigger Field – Trigger Value Leave both fields blank to execute the rule every time the Dataform is saved Link Triggering – Tigger Field = HdrAction – Trigger Value = Code Value of Link

36. Smart Trigger Values

37. Method Name Generic Methods begins with an underscore “_” Available on all Dataforms Rule Types – Clear Field Rules – Required Field Rules – Set Field Rules – Set Date Field Rules – Set User Field Rules – Task Rules

38. Business Rule Parameters Parameters vary by the Method selected Clicking the Parameters label provides additional help

39. Clear Field Rules _ClearFieldValue Clears a field on this Dataform Parameters sFieldName (String)

40. Clear Field Rules _ClearTabFieldValue Clears a field on a related tab Parameters sTabTableName (String) sFieldName (String)

41. Required Field Rules _RequireFieldOnThisForm Requires a Field on this Dataform before saving Parameters sFieldName (String)

42. Required Field Rules _RequireTabField Requires a Field on a related tab before saving Parameters sTabTableName (String) sFieldName (String)

43. Set Field Rules _SetFieldValue Sets a field value on this Dataform Parameters sFieldName (String) sFieldValue (String)

44. Set Field Rules _SetTabFieldValue Sets a field value on a related tab Parameters sTabTableName (String) sFieldName (String) sFieldValue (String)

45. Set Field Rules _SetFieldFromForm Sets a field value on this Dataform from another Dataform field Parameters TargetField (String) SourceField (String) SourceForm (String) AllowEmptyValue (Checkbox) If check, the TargetField can be cleared if SourceField is empty.

46. Set Field Rules _SetFieldOnFormFromForm Sets a field on a dataform from a different dataform. This is triggered from a third completely different dataform. All fields but be of the same type. Only works with single dataforms. Parameters TargetField (String) TargetForm (String) SourceField (String) SourceForm (String)

47. Set Field Rules _SetFieldFromKey Sets a field value to the primary key of this record Parameters TargetField (String)

48. Set Date Field Rules _SetDateFieldValue Sets a Date field value on this Dataform Parameters sFieldName (String) sFieldValue (String) Accepts t, d, w, m, y

49. Set Date Field Rules _SetTabDateFieldValue Sets a Date field value on a related tab Parameters sTabTableName (String) sFieldName (String) sFieldValue (String) Accepts t, d, w, m, and y

50. Set Date Field Rules _SetDateFieldValueFromsSourceField Sets a Date field value on this Dataform from another Date Field on this Dataform or another Dataform. Parameters TargetField (String) OffsetInterval (String) Accepts t, d, w, m, y SourceForm (String) #thisform or a valid 'gen_' form SourceField (String)

51. Set User Field Rules _SetUserField Sets a value in a User field on this Dataform Parameters TargetField (String) SourceField (String) #CurrentUser or #{LoginID}

52. Set User Field Rules _SetTabUserField Sets a User field value on a related tab Parameters TabTableName (String) TargetField (String) SourceField (String) #CurrentUser or #{LoginID}

53. Task Rules _TaskAutoComplete Closes Tasks that have been triggered from a list of Template Task Parameters Entire Workspace (Checkbox) Send Notifications (Checkbox) TemplateTaskList (String)

54. Calendar Rules _CreateCalendarEvent Triggers a Calendar Event Parameters Fieldname (String) Subject (String) Invitees (String) All Day Event (Checkbox) Start Time (String) HH:MMAM/PM EndTime (String) HH:MMAM/PM Meeting Type (String)