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--- versago3:from_settings [2022/10/31 15:43]
dlee [Content]
+++ 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?400 |}}
+{{ :versago3:form_layout05.png?200 |}}
 ===== Common Settings=====
@@ Line 45: / Line 45: @@
     * 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.
+  * **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.
     * For numeric fields the value should be the maximum number of digits you want to accept in the field. Because of the way data is stored this may be greater than the number of bytes defined for the column in the database.
@@ Line 63: / Line 63: @@
     * {UserProfile**.**$FirstName} – returns the user’s first name
     * {UserProfile**.**$LastName} – returns the user’s last name
-    * {UserProfile**.**$CopmpanyName} – returns the user’s Company name
+    * {UserProfile**.**$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 $control_name is the source control
+    * {formdata**.**$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.
-    * See [[versago:form_configuration#formulas|Formulas]] for information on the creation and use of formulas.
+    * **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====
@@ Line 79: / Line 84: @@
   * **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.
+    * 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.
@@ Line 108: / 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 119: / 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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