versago3:from_settings
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versago3:from_settings [2022/11/01 10:08] dlee |
versago3:from_settings [2024/08/28 11:51] (current) dlee [Lookup List] |
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| * 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. | * 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. | ||
| - | {{ : | + | {{ : |
| ===== Common Settings===== | ===== Common Settings===== | ||
| Line 45: | Line 45: | ||
| * Only one field can be designated with this option. | * 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. | * 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. | * 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. | ||
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| * {UserProfile**.**$FirstName} – returns the user’s first name | * {UserProfile**.**$FirstName} – returns the user’s first name | ||
| * {UserProfile**.**$LastName} – returns the user’s last name | * {UserProfile**.**$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 | * $GETDATE() - returns current date | ||
| * Copy header value to grid control (Header-to-row) | * Copy header value to grid control (Header-to-row) | ||
| * This process can be used to use a value from a control in the header section as the default for a control in each new row in the grid (row) section. | * This process can be used to use a value from a control in the header section as the default for a control in each new row in the grid (row) section. | ||
| - | * {formdata**.**$control_name} - where $control_name is the source control | + | * {formdata**.**$control_name} - where $control_name is the source control |
| * <color # | * <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. | * **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. | * Formulas can only be applied to numeric and date values. | ||
| - | * See [[versago: | + | * **Calculation** |
| + | * **Aggregate** | ||
| + | |||
| + | <WRAP center round info 80%> | ||
| + | Aggregation can only be applied to one field. A formula like SUM(X*Y) will not work. | ||
| + | </ | ||
| ==== Adornment==== | ==== Adornment==== | ||
| Line 79: | Line 84: | ||
| * **Alignment** defines how the text is displayed in the field of the control. | * **Alignment** defines how the text is displayed in the field of the control. | ||
| * Options are Left, Center, and Right. | * Options are Left, Center, and Right. | ||
| - | | + | |
| - | | + | |
| * **Caption** is the value that is displayed to the user for this control. | * **Caption** is the value that is displayed to the user for this control. | ||
| * The value can be changed at any time. | * The value can be changed at any time. | ||
| Line 142: | Line 147: | ||
| Lookup List are available for Text Box and dynamic Drop-down List controls. | Lookup List are available for Text Box and dynamic Drop-down List controls. | ||
| - | Lookups | + | 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. |
| - | {{ :: | + | === Configure the Lookup === |
| - | + | ||
| - | ===== Create the Versago Report ===== | + | |
| - | + | ||
| - | Lookups use Versago reports as the data source. The report must exist before configuring the lookup list. See the “Versago Reports – Developer’s Guide” document for information on creating a Versago report. There are some basic rules for reports used for lookups. | + | |
| - | + | ||
| - | * The report should include not only the value that will be selected by the user, but any other values that may need to be captured (into the form) when the value is selected. | + | |
| - | * The report should not include sub-reports, | + | |
| - | * The report may include User-Applied Filters. If this type of parameter is provided the user can type characters in the field and press <Tab> or the < | + | |
| - | * Parameters that are provided by a previously selected control may be used. See the “Examples” section of this document for how this might be used. | + | |
| - | * User Profile Filters in the report as a filtering mechanism are acceptable. | + | |
| - | + | ||
| - | ===== Configure the Lookup | + | |
| - On the “Control Settings” tab, select “Textbox” as the Control Type. | - On the “Control Settings” tab, select “Textbox” as the Control Type. | ||
| - | - Select the report | + | - Select the data view to be used from the Lookup Report menu |
| - | - The [ **…**] ellipsis button to the right of the Lookup | + | - The [ **…**] ellipsis button to the right of the Lookup |
| - 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. | - 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. See the simple example that follows. | + | - Additional output fields may also be defined. These are typically other values associated with the lookup value. |
| - | - Click [**Submit**] to save the values | + | - The list of values |
| - | + | ||
| - | In this example, we use a lookup to present a list of U.S. states. We want the user to select the state by name, but we want to capture both the name and the associated code. | + | |
| - | + | ||
| - | {{ :: | + | |
| - | + | ||
| - | In this example the value “Name” is placed in the Column (control) named “Lookup1” and the associated code is placed | + | |
| - | Note that the controls that receive values do not need to be visible on the form. In this example the “Lookup2” is not displayed to the user even though the value is captured. | ||
versago3/from_settings.1667311720.txt.gz · Last modified: 2022/11/01 10:08 by dlee
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