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--- versago3:from_settings [2022/10/31 14:10]
dlee created
+++ versago3:from_settings [2024/08/28 11:51] (current)
dlee [Lookup List]
@@ Line 5: / Line 5: @@
   * The **Settings** panel is always displayed on the right side of the screen and stays open as you click through the existing controls on the layout.
+{{ :versago3:form_layout05.png?200 |}}
 ===== Common Settings=====
-Certain properties are found on most controls. These common properties are described below. Properties that are specific to a type of control are then discussed in the following sections.
+Certain settings are found on most controls. These common settings are described below. Settings that are specific to a type of control are then discussed in the following sections.
-{{::versago:formv2image33.png|400}}
+  * **Field ** displays the column name in the underlying table used by this control.
-  * **Table Name** displays the underlying table used by this form. This is shown for information only.
-    * This value is not displayed for Section Title, File Upload, and Button controls.
-  * **Field Name** displays the column name in the underlying table used by this control.
     * The associated field is automatically displayed when the control is created using a database field.
     * If the control is added to the form via the Control Type Method, available fields are listed in the drop-down list.
     * This value is not displayed for Section Title, File Upload, and Button controls.
-  * **Data** **Type** displays the database data type of the column used by this control. This is shown for information only.
+  * **Data Type** displays the database data type of the column used by this control. This is shown for information only.
-    * This value is not displayed for Section Title, File Upload, and Button controls.
+  * **Table Name** displays the underlying table used by this form. This is shown for information only.
   * **Control Type** displays the type of control in use.
     * Available values are displayed in the drop-down list.
+==== Control Options ====
+  * **Editable** controls access to the field on the page.  If Editable is selected the field can be entered (or the button clicked).  Otherwise the field cannot be entered and will be skipped in the tabbing order.
-  * **Caption** is the value that is displayed to the user for this control.
+  * **Visible** defines if a field is displayed on the page.  If Visible is selected the field is displayed.  Otherwise the field is not displayed.  This is helpful when fields are populated with "system" values that are not of interest to the user, but need to be captured for subsequent processing.
-    * The value can be changed at any time.
+    * If a field is not visible, the editable option is irrelevant since the field cannot be seen.
-    * For the button control this value is the text displayed on the button.
-  * **Caption Position** defines where the caption for the control appears.
+  * **Required** indicates that the user must provide a value in the field before the record can be saved.
-    * Options are Above and Left.
+    * Required fields are marked with a small red <color #ed1c24>*</color> next to the caption to alert the user.
-    * When the Left option is selected you can also specify the size of the control (field) vs. the size of the caption. The larger the “Control Width” value, the larger the width of the data entry field and the smaller the width of the caption text. \\ {{::versago:formv2image34.png?545x76}}
-    * This option is not displayed for Section Title, File Upload, and Button controls.
-  * **Text** **Align** defines how the text is displayed in the field of the control.
+  * **Submit with form** indicates that the field is associated with a column in the underlying table.  Any data placed in the field will be saved in the database record.
-    * Options are Left, Center, and Right.
+    * Clearing the Submit with form option can be used in special situations where you want information to be displayed in a field but not be saved in the database.
-    - This option is not displayed for File Upload, Signature, and Button controls.
+  * **Primary** indicates that this field is the value used as the primary key in the database table.
+    * The primary field option is enabled automatically based on the underlying database table structure.
+    * The primary field control must be placed in the form layout in order for the form can be saved.
+    * The primary field option should never be changed as it will cause the form to stop working.
+  * **Initial Focus** indicates that the cursor is to be positioned in this field when a form is first opened or cleared for a new record.
+    * This is a special use case since the cursor is automatically positioned at the first editable field on the page.
+    * Tab order start from this field and moves to the next editable field when this option is used.
+    * Only one field can be designated with this option.
   * **Character Length** defines the maximum number of characters that can be entered in a field of the control.
     * For text fields the value can be less than the number of characters defined in the database if you wish to restrict the value entered.
@@ Line 43: / Line 50: @@
     * For date fields the value should be large enough to accommodate the date as it is defined by the selected Culture.
     * This option is only displayed for Text Box, Numeric Text Box, Date Picker, and Time Picker controls. \\ For the next three controls, see [[versago:color_picker|Using the Color Picker]] for additional information on selecting and applying colors.
+  * **On lost focus load form** indicates the form will retrieve the record based on the data on the field. This option is only applicable to Primary fields
+==== Content ====
+  * **Default Value** is used to populate the control field with an initial value **when a new record is created.**
+    * The value can be any value that is consistent with the type of control (e.g. text for Text Box controls, numbers for Number Text Box controls, and dates for Date controls).
+    * This option is only available on fields that accept text/number/date input.
+  * Versago provides the following **system values** that can be used as defaults:
+    * {UserProfile**.**$Id} – returns the internal user ID code (integer)
+    * {UserProfile**.**$UserName}- returns the email address (user name)
+    * {UserProfile**.**$FirstName} – returns the user’s first name
+    * {UserProfile**.**$LastName} – returns the user’s last name
+    * {UserProfile**.**$CompanyName} – returns the user’s Company name
+    * $GETDATE() - returns current date
+  * Copy header value to grid control (Header-to-row)
+    * This process can be used to use a value from a control in the header section as the default for a control in each new row in the grid (row) section.
+    * {formdata**.**$control_name} - where $control_name is the source control field name
+    * <color #ed1c24>$control_name value is case sensitive.</color>
+  * **Formula** is used to provide various types of calculation operations that can be used to populate a field based on values in other fields.
+    * Formulas can only be applied to numeric and date values.
+    * **Calculation** formulas are used to place the results of a computation using values of two (or more) other controls. Fixed values can also be used in control-level calculations.
+    * **Aggregate** formulas are used to provide either a sum or average of values in the details (rows) section of the form and report them in a header-level field.
+<WRAP center round info 80%>
+Aggregation can only be applied to one field. A formula like SUM(X*Y) will not work.
+</WRAP>
+==== Adornment====
+  * **Alignment** defines how the text is displayed in the field of the control.
+    * Options are Left, Center, and Right.
+    * This option is not displayed for File Upload, Signature, and Button controls.
+  * **Caption** is the value that is displayed to the user for this control.
+    * The value can be changed at any time.
+    * For the button control this value is the text displayed on the button.
+  * **Help Text** is used to provide additional information to the user when the hovers over the field.
+    * This option is only available on fields that accept text/number/date input.
+    * The maximum size of help text is 100 characters.
   * **Fill Color** defines the color used as the background of the field of the control.
     * Click on the drop-down arrow to access the color-picker tool.
@@ Line 58: / Line 108: @@
     * The default caption color is black
     * This option is not available on Button controls.
-  * **Default Value** is used to populate the control field with an initial value **when a new record is created.**
-    * The value can be any value that is consistent with the type of control (e.g. text for Text Box controls, numbers for Number Text Box controls, and dates for Date controls).
-    * This option is only available on fields that accept text/number/date input.
-    * See [[versago:form_configuration#default_values|System Default Values]] for information on special default values provided by the Versago system.
-  * **Help Text** is used to provide additional information to the user when the hovers over the field.
-    * This option is only available on fields that accept text/number/date input.
-    * The maximum size of help text is 100 characters.
-  * **Formula** is used to provide various types of calculation operations that can be used to populate a field based on values in other fields.
-    * Formulas can only be applied to numeric and date values.
-    * See [[versago:form_configuration#formulas|Formulas]] for information on the creation and use of formulas.
-==== Control Options ====
-There a six "control options" available.
-  * **Editable** controls access to the field on the page.  If Editable is selected the field can be entered (or the button clicked).  Otherwise the field cannot be entered and will be skipped in the tabbing order.
-  * **Visible** defines if a field is displayed on the page.  If Visible is selected the field is displayed.  Otherwise the field is not displayed.  This is helpful when fields are populated with "system" values that are not of interest to the user, but need to be captured for subsequent processing.
-    * If a field is not visible, the editable option is irrelevant since the field cannot be seen.
-  * **Mandatory** indicates that the user must provide a value in the field before the record can be saved.
-    * Mandatory fields are marked with a small red <color #ed1c24>*</color> next to the caption to alert the user.
-  * **Databind** indicates that the field is associated with a column in the underlying table.  Any data placed in the field will be saved in the database record.
-    * The Databind option is enabled automatically when a control is created that is associated with a column in the underlying table
-    * Clearing the Databind option can be used in special situations where you want information to be displayed in a field but not be saved in the database.
-  * **Primary Field** indicates that this field is the value used as the primary key in the database table.
-    * The primary field option is enabled automatically based on the underlying database table structure.
-    * The primary field control must be placed in the form layout in order for the form can be saved.
-    * The primary field option should never be changed as it will cause the form to stop working.
-  * **Initial Focus** indicates that the cursor is to be positioned in this field when a form is first opened or cleared for a new record.
-    * This is a special use case since the cursor is automatically positioned at the first editable field on the page.
-    * Tab order start from this field and moves to the next editable field when this option is used.
-    * Only one field can be designated with this option.
-==== Control Events ====
-**Control Events** are managed on the "ControlEvents" tab for a specific control.  At this time (v2.2) only one event and one action are available.  Additional events & actions are planned for future versions of Versago.
-The only available event is "OnLostFocus".  This means that the associated action occurs when the cursor leaves the field where the event is enabled.  The only available action  is "FormFind".  When the "OnLostFocus" is triggered, the information related to the record in the field is automatically retrieved and the form is populated.  **Because the "FormFind" is the only action available, a control event should only be applied on the primary key field of the form**.
-If this control event is enabled the primary key field must also be enabled.  This allows the user to enter the field, enter a record (primary key) number, and exit the field to trigger the FormFind action.
-<WRAP center round alert 60%>
-Keep in mind that this approach to opening an existing record does not allow for any security control.  Any user that can access the form can access any record associated with the form.  A better approach may be to create a report that provides an Action Link to open the form.  In this way a user can be limited to a certain subset of records.
-</WRAP>
 ===== Control-Specific Properties =====
@@ Line 112: / Line 113: @@
 ==== Date Picker Controls ====
-Formatting is available for Date and Time Picker controls using the **Format** function.
+Formatting is available for Date and Time Picker controls using the **Format** drop-down.
-  - Be sure the Control Type is Date Picker. \\ {{::versago:formv2image35.png?384x25}}
+  - Be sure the Control Type is Date Picker.
-  - Set the **Format** to Date or DateTime. \\ {{::versago:formv2image36.png?384x137}}
+  - Set the **Format** to Date or DateTime.
-  - Select the desired **Culture** from the list \\ {{::versago:formv2image37.png?384x24}}
+  - Select the desired **Culture** from the list
     - Also select the desired time format (12 hour or 24 hour) if you are also capturing a time value.
     - If your Format is Date, the user will not see an icon to set the time value. The time value will be saved as midnight (00:00.000)
@@ Line 123: / Line 124: @@
 ==== Time Picker ====
-  - Be sure the Control Type is Time Picker. \\ {{::versago:formv2image38.png?384x26}}
+  - Be sure the Control Type is Time Picker.
-  - Set the **Format** to DateTime. \\ {{::versago:formv2image39.png?384x29}}
+  - Set the **Format** to Time.
-  - Select the desired **Culture** from the list \\ {{::versago:formv2image40.png?288x80}}
+  - Select the desired **Culture** from the list.
   - When a Time Picker is used the date is saved as 01-01-1900 and the time is saved based on the user entered value.
 ==== Numeric Text Box ====
-Formatting is available for Numeric Text Box controls using the **Format** and **Decimal Place** functions. There are three general options for formatting numeric values: None, Decimal, or Currency.
+Formatting is available for Numeric Text Box controls using the **Format** and **Decimal Place** functions. There are two options for formatting numeric values: Decimal, or Currency.
-  * **None** formatting is used to present numbers as integers (no decimal places).
+  * **Decimal** formatting is used to present numbers as decimal numbers.
+  - Select the desired **Culture** from the drop-down list.
-{{::versago:formv2image41.png?384x78}}
-  - Set **Format** to -Select-.
-  - Set **Decimal Place** to 0 (zero).
-  - The number in the field is set to a whole number (integer). Any values entered to the right of a decimal point are truncated.
-  * **Decimal_2** formatting is used to present numbers as decimal numbers.
-{{::versago:formv2image42.png?384x75}}
-  - Set **Format** to Decimal_2.
   - Set the desired number of **decimal** places (up to 6).
-    - A value of 0 is automatically interpreted as 2.
     - The decimal value is rounded if more than the specified number of characters is entered to the right of the decimal point.
   * **Currency** formatting is used to present numbers with the appropriate currency symbol and decimal formatting.
-{{::versago:formv2image43.png?384x206}}
-  - Set **Format** to Currency.
   - Select the desired **Culture** from the drop-down list.
   - Set the desired number of **decimal** places (up to 6).
-    - A value of 0 is automatically interpreted as 2.
     - The decimal value is rounded if more than the specified number of characters is entered to the right of the decimal point.
-==== Lookup Report ====
+==== Lookup List ====
-Lookup Reports are available for Text Box and Drop-down List/Dynamic List controls.
+Lookup List are available for Text Box and dynamic Drop-down List controls.
-See **//[[versago:form_configuration#lookup_reports|Lookup Reports]] for information on configuring and using Lookup Reports//**.
+Lookups are used retrieve a values available for the user from an existing data view. When a lookup list is used, the user can only select from these values, so consistency of input data is ensured. A field with a lookup list displays a “filter” indicator at the right end of the field.
-See **//[[versago:form_configuration#dynamic_drop-down_lists|Dynamic Drop-down Lists]]//** for information on configuring and using Dynamic List lookup reports.
+=== Configure the Lookup ===
+  - On the “Control Settings” tab, select “Textbox” as the Control Type.
+  - Select the data view to be used from the Lookup Report menu
+  - The [ **…**] ellipsis button to the right of the Lookup  menu is used to define Filters (i.e. form controls values that can be used as input filters to the lookup report) and Mappings (i.e. form controls that will receive their input value from fields in the user-selected record in the lookup report).
+    - At least one Output field must be configured. This will be the control where the lookup is being applied and should be the value to be displayed to the user.
+    - Additional output fields may also be defined. These are typically other values associated with the lookup value.
+  - The list of values in the lookup will be sorted according to the sorting configured in the look up data view.
-====Image Control====
-The Image control is used to display an image in the form presentation.  Images are most commonly used in a grid (form details) control to display things like items in an order form.  However, there is no restriction against using an image control in the main (header) section of the form as well.  An example might be displaying the item associated with a Service Call, or displaying the logo of a company in an order entry form.
-{{:versago:formsv2_imagecontrol_detail.png?400|Image Control}}
+====Image Control====
+The Image control is used to display an image in the form presentation.  Images are most commonly used in a Detail Section control to display things like items in an order form.  However, there is no restriction against using an image control in the main (header) section of the form as well.  An example might be displaying the item associated with a Service Call, or displaying the logo of a company in an order entry form.
 The data type of the underlying database field is //Text//.  This is because the data is actually a file path pointer to the location of the image file, which is stored on disk.  The file path information is saved as part of the form data.  The image can then be displayed in a report associated with the form.
 The //Format// drop-down selection defines the size of the image in the form.  Two options are available: 45 x 45 pixels and 65 x 65 pixels.  A large image is displayed when the user hovers over the image on the form, and an even large image is displayed as a pop-out when the user clicks on the image.
+----
+**[[versago3:forms#Add/Edit Form]]**
+**[[versago3:Home|Home]]**

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