The data forms

Data forms are the windows where data can be created or modified. Thanks to the data forms, the data are organized according to their functions and subdivided into different pages to be more easily found.

Each table can have several different data forms, and you can create data forms based on type of device and category of user.

In this way, for example, on his / her phone a technician can have access to a forms which is optimized for that particular format, displaying only the information that the database administrator deems appropriate.

The data forms have been created so that they can be adapted to each device. To do this, the data are displayed on a grid that shows a maximum of four fields per row.

At the bottom of the data form is the save command and the Actions menu. The latter contains all the functions and management options of the current data form which can change according to the characteristics of the table and the license purchased.

The data forms have two visualization formats. The first is the Registry view. In this form the fields are viewed within pages. To move between pages, just click on the name of the desired page. The bar is located at the top of the data form. In the registry view, the first pages will always be those containing the fields, while the last will be the additional tables.

The last pages are known as "special" - they can be additional components created by third parties or with additional functions, such as the History.

Another important element in the data form is the list, located at the bottom, dedicated to the choice of users who can view this form.

The second visualization format is as a Document. It has the same basic characteristics as the Registry display, except for the first page.

The page is divided into three specific areas. The upper area contains the fields that for the user are identified as primary for the managing of the document. The central area shows an additional table which must have a precise name in order to be included in this view: it must be the name of the main table with the suffix "_rows" at the end. This will cause the table to appear in the center of the page. The lower area contains three columns of fields that can be completely customized according to the user's needs.

Actions menu

The Actions menu contains all the commands and functions relating to the data form. Depending on the configuration of the table and the type of license, these functions may change.

Delete

If the data form has previously been saved, through this function it is possible to delete it. Depending on the installed license, it is possible to place the data form in a virtual trash can prior to actual elimination. By placing the data form in the trash can, as far as the program is concerned it will be effectively eliminated, but it can still be recovered through the trash screen viewable from the section.

Archive

By archiving the data form, it will no longer be visible in the main list, but will be accessible by opening the archive where it will have been stored via its section.

Infinite archives can be created to better organize and manage the data forms.

Print

Here you will find all the printing options that can be used for the data form. Print operation varies from device to device. The Windows version opens a print preview window from which you can export the document or send it via email. You can also enable editing on the document to make changes even at the last minute.

Duplicate to

Duplicate to allows you to make a duplicate of the data form on the same table or on a different one. If the table is different, duplication will take place only between fields with the same name and of the same type.

If the source and destination tables are both classified as documents, duplication will try to copy also on the main additional table "_rows".

Reminder

This command is present on Cloud Licenses. The ability to manage memos can be done on all Devices both Desktop and Mobile: the Windows version displays a dedicated panel within the data form. This allows you to view the currently active memos, past ones on the data form and to create new ones. Reminders can be Alert type or Email type.

For iOS Users Reminders can be received on Apple Watch as well when the smartphone is in standby, otherwise only on smartphone. The user can customize reminders on smartwatch through the app Apple Watch directly in your smartphone.

Memos can also be managed on additional tables. In this case, a dedicated command will be available on the grid button bar.

Pressing the Add button will display the appropriate window for creating a new memo.

If dealing with a cloud database, on Android devices the memo will appear as a notification.

The special History page

The data form has a special page used to indicate where it has been used within the other data forms. For example, it is possible to trace which invoices include reference to a particular client.

Pressing the Update button will extract all the data forms that use that particular piece of information. Double clicking on the desired row will open the associated data form.

The special Log Cloud page

If dealing with a cloud database, this additional page will be present on the data form. Its job is to allow you to retrieve all the changes that have been sent to the server.

In the lower left corner, you can select in which table it is possible to carry out the search. Both the data form itself and additional tables are selectable. Once you have chosen the table, click on the lens to receive all the changes effected on the data form.

The data grid

Grids are the graphical representation of the data contained within the tables. Depending on where they are used, they may have editable data columns or not. At the top of the editable grids you will find the button bar in which all the functions are located. These functions vary according to the work the grid has to perform.

There may also be a button on the right used to manage the grid, such as the choice of columns to be displayed, how to manage the width, etc.

Column management

Beneath the bar are the headings of the data columns.

To move the columns, you need to position the cursor over one of them and, keeping the left mouse button pressed, drag and drop the column to where you want to position it. To remove the column just drag it towards the bottom.

In order to insert a column, open the selection menu from the right-hand button and select Column Selection from the Table menu. This function will display a window containing all the columns that are currently hidden.

Select the desired column and drag it from the window to the grid, positioning it where you want. 

Filter line

The filter row may also be present within the grid.

It is a row of a different color from that of normal rows, and it is located beneath the column headings.

This row is not used for entering data, but to quickly filter the information contained inside the grid.

In order to filter, choose the column and enter the desired value. The grid will display only the rows that possess, in part, the value entered.

Entering the value in this way will only search for data that start in the same way. In order to search within the values, add an asterisk (*) at the beginning. So in this case, in order to search for "One", I will insert "*one" in the search cell, in order to exclude the row with the name "Davide".