Tim Borntreger, Director of Client Service. Agenda Introduction to Dataforms Adding & Editing...

Dataforms 101Tim Borntreger,Director of Client Service

AgendaIntroduction to DataformsAdding & Editing DataformsAdding & Editing Dataform

FieldsQuestions

INTRODUCTION TO DATAFORMS

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

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

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

ADDING & EDITING DATAFORMS

Adding a Dataform1. From System Administration:

– Click “Add Dataform” Link

2. From System Administration:– Click “Dataform Admin” Link– Click “Add” button

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

Technical Table Names are…Auto-generated from the Dataform NameCannot be changed after created

Table Naming ConventionsNetwise created tables are auto prepended with “gen_”Custom tables are auto prepended with “gen_z”


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


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


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 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.


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.


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.


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

Extended Dataform Properties

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.

ADDING & EDITING DATAFORM FIELDS

Adding Fields to a Dataform• From System Administration:

– Click “Dataform Admin” Link– Search & Select the Dataform– Click the “Edit Attributes” button

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

Example Dataform Layout

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

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)

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

Extended Field Properties

Element Type: Field Set• Field Set

– Keeps related fields grouped

– Field Sets can go inside another Field Set

– Prefix Field Name with “fs”

Element Type: Lookup (core)• Lookup Group– Metadata

• Prefix Field Name with “lu”

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

Element Type: Integer• Length• Search Operator• Minimum• Maximum

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

Element Type: Date• Default To Current Date• Select a Mask• Should be named

DateDOB

Element Type: Checkbox• Prefix Field Name with

the word Is, Has, or Can

Element Type: File Upload Manager - Database• Prefix Field Name with

“sf”

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.

Element Type: Parent Form• Parent Form• One To One

– Uncheck = many child records

• Form Link Name• Prefix with “fk”• Suffix with “ID”

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.

Tim Borntreger, Director of Client Service. Agenda Introduction to Dataforms Adding & Editing...

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