Getting Started with the Interactive Data Entry Forms Extension in the Desktop Application

To create a new data entry form in theobject navigator:

• Click the New Object > User Objects > Data Entry/Output Form button in the Create group on the Home ribbon tab.

• Select the Create > Custom Objects > Data Entry/Output Form item in the object navigator's context menu.

To open a ready data entry form for edit in the object navigator select the data entry form and execute one of the operations:

• Click the Edit button in the Open group on the Home ribbon tab.

• Select the Edit item in the data entry form's context menu.

• Press F4.

To open a ready data entry form for view in theobject navigator select the data entry form and execute one of the operations:

• Click the Open button in the Open group on the Home ribbon tab.

• Select the Open item in the data entry form's context menu.

NOTE. If the data entry form has parameters, set parameter values on opening the data entry form.

• Main menu. It contains a list of commands that are used to execute various operations with a form. Data entry form can also be saved in the edit mode.

• Ribbon. It contains buttons to create a form in the edit mode and to work with data in the view mode. One can additionally set up displayed tabs and groups in the edit mode.

• Quick access toolbar. It contains frequently used commands.

• Formula bar. It is used to enter formulas to table cells and to display addresses of selected cells and algorithm formulas if cell values by them are not calculated.

• Working area. It is used to create a form in the edit mode and to enter data in the view mode.

• Sheet tabs. It is used to work with form sheets in the edit mode and to navigate between them in the view mode.

• Processes panel. It is used to set up process properties in the edit mode and to manage process in the view mode.

• Controls. It is used to display controls that are required to manage data on working with a ready form.

• Status bar. It is used to display values of basic aggregates for the selected cell range.

Select the Tools > Parameters item in the data entry form's main menu.

The General tab contains settings:

• Refresh on Open for Edit. Select the checkbox to automatically refresh data entry form on opening it for edit. The checkbox is deselected by default.

• Cube-Indicators Layout. Specify path to folders where indicators to build a data entry form are located. To do this, select the folder with cube views in the drop-down list or click the Search button and start typing folder name. To delete the folder, click the Clear button.

• Dimension Layout. Specify path to folders where dimensions to build a data entry form are located. To do this, select the folder with dimensions in the drop-down list or click the Search button and start typing folder name. To delete the folder, click the Clear button.

• Load Only Active Sheet. Select the checkbox to load data of only active form sheet, data of inactive sheets will be loaded on requesting them. The checkbox is selected by default on creating a form.

• Column Width Autofit. Select the checkbox to automatically change column width on window resize when viewing a data entry form in the web application. The checkbox is deselected by default. This option can be used for cards and tables, which sizes are not changed on use.

If paths to folders of cube-indicators and dimensions were set, then on building a table area on the Table Area Structure tab hierarchy in dimension tree and indicators tree will be displayed by default to contents of the corresponding folder.

The Manage Processes tab contains the settings:

• Unit. Specify the unit in the Fore language to set handlers for process execution buttons. All methods/functions to set up handlers should be contained in this unit.

• Finish/Approval/Rejection Process. Select the checkbox to set the corresponding handler. A handler should be set, for example, to check if the entered data is sufficient.

• Automatically Request Active Process Data. Select the checkbox to approve active steps without displaying the process tree and selecting steps. The Finish/Approve and the Reject buttons will be displayed on the Home ribbon tab. The checkbox is deselected by default.

NOTE. The Manage Processes tab is available only if the Business Process Management extension.

Setting Up Prehandler

To display a text message with a custom text, before executing the action of the Finish/Approve button or Reject button, on the Home or Processes ribbon tab set up prehandler.

To set up prehandler:

1. Select the Prehandler checkbox.

2. Select the function in the Fore Method/Function list. The list contains all functions of the selected unit corresponding to the signature:

   Function <Function name> (<Report>: IPrxReport; [Var messageType: Integer]): String;

   Parameter:

   Report. Data entry form is sent to the parameter in the IPrxReport format. When working with this object, all properties and methods of the IPrxReport interface.

   messageType. Optional variable, use it to determine displayed message format. If the variable is not specified, the confirmation dialog box is used. To show message text to the development environment console in the desktop application and to not show the message in the web application, remove returned value in return. The example of such function is presented below.

   Available values:

   • 0. Confirmation dialog box. Clicking the Yes button in the dialog box executes the operation specified for the button. Clicking the No button cancels the action selected for the button.

   • 1. Error. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   • 2. Warning. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   • 3. Information message. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   Function example:

   Function MessageInformationBox(Report: IPrxReport; Var messageType: integer): String;
       Begin
           messageType := 3;
       Return "Operation is available when all data is entered";
   End Function MessageInformationBox;

   The example of the function, which execution in the web application does not return a message, and in the desktop application the message text will be displayed in the development environment console:

   Function BeforeOper2(Report: IPrxReport): String;
   Begin
       debug.WriteLine("BeforeOper2");
       Return "";
   End Function BeforeOper2;

3. Determine function name in the JavaScript language in the JS Function box that should be started in the web application after the button action is executed. Function name:

   javascript:<Function name (custom parameters, callback, args)>

   Parameters:

   Custom parameters. Required custom parameters. Optional parameter.

   Callback. Callback function. Mandatory parameter.

   Args. Function arguments. Optional parameter.

   Using angle brackets when specifying function name with parameters is mandatory.

   Example of function name:

   javascript:<AfterOperTest(callback)>

   If JS function and Fore function are specified, Fore function is firstly executed in the web application and then JS function, in the desktop application only Fore function is executed.

   JS function can be added in the Layout and Formatting section in the designer of business applications. Click the Add button in the File Loading area and load the file in the UTF-8 encoding. The function should have the required signature:

   function <Function name>(custom parameters, callback, args)

   {

   …callback();

   }

   The following parameters can be obtained as arguments:

   Report. Parameter to manage report.

   DataEntryForm. Parameter to manage data entry form.

   DataArea. Parameter to manage table area.

   Function example:

   function addAttachments(callback, args)

   {

                   var rep = args.Report;

                   var da = args.DataArea

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   var tableSource = grid.getTableSource();

                   var onMeasuresLoaded = (function(){

                                  var tabSheetRange = tabSheet.getSelection().getRange();

                                  attachFile(da, tabSheetRange);

                                  tableSource.MeasuresLoaded.remove(onMeasuresLoaded, this, );

                   });

                   tableSource.MeasuresLoaded.addOne(onMeasuresLoaded, this, args);

                   callback();

   }

   function attachFile(da, tabSheetRange) {

                   var rep = da.getSource();

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   if (tabSheetRange && tabSheetRange.isValid()) {

                                  var cells = tabSheetRange.getCells();

                                  if (cells.length == 1) {

                                                  var cell = cells[0];

                                                  var coord = cell.getCoord();

                                                  var range = { top: coord.rowIndex, left: coord.colIndex, width: 1, height: 1 };

                                                  var views = rep.getGridViews(range);

                                                  var gridKey = views.length ? views[0].key : undefined;

                                                  var attachDlg = da.getGridView().showAttachmentDialog(gridKey, coord.rowIndex, coord.colIndex);

                                  }

                   }

   }

If a prehandler is set for the button, and the condition specified in the preprocessor is not executed, the step execution is blocked but the step keeps active.

Setting Up Posthandler

To execute any actions after executing actions of the Finish/Approve button or Reject button, on the Home or Processes ribbon tab set up postandler.

To set up posthandler:

1. Select the Posthandler checkbox.

2. Select the method in the Fore Method/Function list. The list contains all methods of the selected unit corresponding to the signature:

   Sub <Method name>(<Report>: IPrxReport);

   Parameter:

   Report. Data entry form is sent to parameter in the IPrxReport format. When working with this object, all properties and methods of the IPrxReport interface are available.

   Method example:

   Sub UpdateData(Report: IPrxReport);
   Var
       SheetT: IPrxTable;
       ItemIndex: Integer;
   Begin
       ItemIndex := Report.ActiveSheet.Index;
       SheetT := Report.Sheets.Item(ItemIndex) As IPrxTable;
       SheetT.TabSheet.CellValue(10,10) := 1000000;
   End Sub UpdateData;

3. Determine function name in the JavaScript language in the JS Function box that should be started in the web application after the button action is executed. Function name:

   javascript:<Function name (custom parameters, callback, args)>

   Parameters:

   Custom parameters. Required custom parameters. Optional parameter.

   Callback. Callback function. Mandatory parameter.

   Args. Function arguments. Optional parameter.

   Using angle brackets when specifying function name with parameters is mandatory.

   Example of function name:

   javascript:<AfterOperTest(callback)>

   If JS function and Fore function are specified, Fore function is firstly executed in the web application and then JS function, in the desktop application only Fore function is executed.

   JS function can be added in the Layout and Formatting section in the designer of business applications. Click the Add button in the File Loading area and load the file in the UTF-8 encoding. The function should have the required signature:

   function <Function name>(custom parameters, callback, args)

   {

   …callback();

   }

   The following parameters can be obtained as arguments:

   Report. Parameter to manage report.

   DataEntryForm. Parameter to manage data entry form.

   DataArea. Parameter to manage table area.

   Function example:

   function addAttachments(callback, args)

   {

                   var rep = args.Report;

                   var da = args.DataArea

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   var tableSource = grid.getTableSource();

                   var onMeasuresLoaded = (function(){

                                  var tabSheetRange = tabSheet.getSelection().getRange();

                                  attachFile(da, tabSheetRange);

                                  tableSource.MeasuresLoaded.remove(onMeasuresLoaded, this, );

                   });

                   tableSource.MeasuresLoaded.addOne(onMeasuresLoaded, this, args);

                   callback();

   }

   function attachFile(da, tabSheetRange) {

                   var rep = da.getSource();

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   if (tabSheetRange && tabSheetRange.isValid()) {

                                  var cells = tabSheetRange.getCells();

                                  if (cells.length == 1) {

                                                  var cell = cells[0];

                                                  var coord = cell.getCoord();

                                                  var range = { top: coord.rowIndex, left: coord.colIndex, width: 1, height: 1 };

                                                  var views = rep.getGridViews(range);

                                                  var gridKey = views.length ? views[0].key : undefined;

                                                  var attachDlg = da.getGridView().showAttachmentDialog(gridKey, coord.rowIndex, coord.colIndex);

                                  }

                   }

   }

The Create and Delete Records tab contains the settings:

• Unit. Specify the Fore unit to set handlers for the Create Record and the Delete Record buttons. All methods/functions to set up handlers should be contained in this unit.

• The Create Record/Delete Record button. Select the checkbox to set the corresponding handler. A handler should be set, for example, to deny adding or deleting of record depending on the dictionary attribute value or on executing the specific process step.

• Do Not Display List with Dimension on Adding a Record. Select the checkbox to hide the list of dimensions on adding a record to the table area. The checkbox is deselected by default.

Setting Up Prehandler

To display a text message with a custom text before executing the action of the Create Record or the Delete Record button on the Table ribbon tab, set up the prehandler.

To set up prehandler:

1. Select the Prehandler checkbox.

2. Select the function in the Fore Method/Function list. The list contains all functions of the selected unit corresponding to the signature:

   Function <Function name> (<Report>: IPrxReport; [Var messageType: Integer]): String;

   Parameter:

   Report. Data entry form is sent to the parameter in the IPrxReport format. When working with this object, all properties and methods of the IPrxReport interface.

   messageType. Optional variable, use it to determine displayed message format. If the variable is not specified, the confirmation dialog box is used. To show message text to the development environment console in the desktop application and to not show the message in the web application, remove returned value in return. The example of such function is presented below.

   Available values:

   • 0. Confirmation dialog box. Clicking the Yes button in the dialog box executes the operation specified for the button. Clicking the No button cancels the action selected for the button.

   • 1. Error. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   • 2. Warning. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   • 3. Information message. Clicking the OK button in the dialog box does not execute the operation specified for the button.

   Function example:

   Function MessageInformationBox(Report: IPrxReport; Var messageType: integer): String;
       Begin
           messageType := 3;
       Return "Operation is available when all data is entered";
   End Function MessageInformationBox;

   The example of the function, which execution in the web application does not return a message, and in the desktop application the message text will be displayed in the development environment console:

   Function BeforeOper2(Report: IPrxReport): String;
   Begin
       debug.WriteLine("BeforeOper2");
       Return "";
   End Function BeforeOper2;

3. Determine function name in the JavaScript language in the JS Function box that should be started in the web application after the button action is executed. Function name:

   javascript:<Function name (custom parameters, callback, args)>

   Parameters:

   Custom parameters. Required custom parameters. Optional parameter.

   Callback. Callback function. Mandatory parameter.

   Args. Function arguments. Optional parameter.

   Using angle brackets when specifying function name with parameters is mandatory.

   Example of function name:

   javascript:<AfterOperTest(callback)>

   If JS function and Fore function are specified, Fore function is firstly executed in the web application and then JS function, in the desktop application only Fore function is executed.

   JS function can be added in the Layout and Formatting section in the designer of business applications. Click the Add button in the File Loading area and load the file in the UTF-8 encoding. The function should have the required signature:

   function <Function name>(custom parameters, callback, args)

   {

   …callback();

   }

   The following parameters can be obtained as arguments:

   Report. Parameter to manage report.

   DataEntryForm. Parameter to manage data entry form.

   DataArea. Parameter to manage table area.

   Function example:

   function addAttachments(callback, args)

   {

                   var rep = args.Report;

                   var da = args.DataArea

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   var tableSource = grid.getTableSource();

                   var onMeasuresLoaded = (function(){

                                  var tabSheetRange = tabSheet.getSelection().getRange();

                                  attachFile(da, tabSheetRange);

                                  tableSource.MeasuresLoaded.remove(onMeasuresLoaded, this, );

                   });

                   tableSource.MeasuresLoaded.addOne(onMeasuresLoaded, this, args);

                   callback();

   }

   function attachFile(da, tabSheetRange) {

                   var rep = da.getSource();

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   if (tabSheetRange && tabSheetRange.isValid()) {

                                  var cells = tabSheetRange.getCells();

                                  if (cells.length == 1) {

                                                  var cell = cells[0];

                                                  var coord = cell.getCoord();

                                                  var range = { top: coord.rowIndex, left: coord.colIndex, width: 1, height: 1 };

                                                  var views = rep.getGridViews(range);

                                                  var gridKey = views.length ? views[0].key : undefined;

                                                  var attachDlg = da.getGridView().showAttachmentDialog(gridKey, coord.rowIndex, coord.colIndex);

                                  }

                   }

   }

Setting Up Posthandler

To be able to execute the required actions after executing the action of the Create Record or the Delete Record button on the Table ribbon tab, set up the posthandler.

To set up posthandler:

1. Select the Posthandler checkbox.

2. Select the method in the Fore Method/Function list. The list contains all methods of the selected unit corresponding to the signature:

   Sub <Method name>(<Report>: IPrxReport);

   Parameter:

   Report. Data entry form is sent to parameter in the IPrxReport format. When working with this object, all properties and methods of the IPrxReport interface are available.

   Method example:

   Sub UpdateData(Report: IPrxReport);
   Var
       SheetT: IPrxTable;
       ItemIndex: Integer;
   Begin
       ItemIndex := Report.ActiveSheet.Index;
       SheetT := Report.Sheets.Item(ItemIndex) As IPrxTable;
       SheetT.TabSheet.CellValue(10,10) := 1000000;
   End Sub UpdateData;

3. Determine function name in the JavaScript language in the JS Function box that should be started in the web application after the button action is executed. Function name:

   javascript:<Function name (custom parameters, callback, args)>

   Parameters:

   Custom parameters. Required custom parameters. Optional parameter.

   Callback. Callback function. Mandatory parameter.

   Args. Function arguments. Optional parameter.

   Using angle brackets when specifying function name with parameters is mandatory.

   Example of function name:

   javascript:<AfterOperTest(callback)>

   If JS function and Fore function are specified, Fore function is firstly executed in the web application and then JS function, in the desktop application only Fore function is executed.

   JS function can be added in the Layout and Formatting section in the designer of business applications. Click the Add button in the File Loading area and load the file in the UTF-8 encoding. The function should have the required signature:

   function <Function name>(custom parameters, callback, args)

   {

   …callback();

   }

   The following parameters can be obtained as arguments:

   Report. Parameter to manage report.

   DataEntryForm. Parameter to manage data entry form.

   DataArea. Parameter to manage table area.

   Function example:

   function addAttachments(callback, args)

   {

                   var rep = args.Report;

                   var da = args.DataArea

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   var tableSource = grid.getTableSource();

                   var onMeasuresLoaded = (function(){

                                  var tabSheetRange = tabSheet.getSelection().getRange();

                                  attachFile(da, tabSheetRange);

                                  tableSource.MeasuresLoaded.remove(onMeasuresLoaded, this, );

                   });

                   tableSource.MeasuresLoaded.addOne(onMeasuresLoaded, this, args);

                   callback();

   }

   function attachFile(da, tabSheetRange) {

                   var rep = da.getSource();

                   var grid = da.getGridView();

                   var tabSheet = grid.getTabSheet();

                   if (tabSheetRange && tabSheetRange.isValid()) {

                                  var cells = tabSheetRange.getCells();

                                  if (cells.length == 1) {

                                                  var cell = cells[0];

                                                  var coord = cell.getCoord();

                                                  var range = { top: coord.rowIndex, left: coord.colIndex, width: 1, height: 1 };

                                                  var views = rep.getGridViews(range);

                                                  var gridKey = views.length ? views[0].key : undefined;

                                                  var attachDlg = da.getGridView().showAttachmentDialog(gridKey, coord.rowIndex, coord.colIndex);

                                  }

                   }

   }

The Main Menu tab contains settings:

• Available Export Formats. Select checkboxes next to the export formats to determine available formats in the main menu on opening data entry form for view. On deselecting the checkbox next to the format, it will be hidden from the main menu and from the quick access toolbar, if it was moved there on opening data entry form for view.