Setting Up Data Entry Form Parameters

Create a parameter by clicking the Add button of the Parameters dialog box.

Determine parameter properties by using the properties panel of the Parameters dialog box:

• Name. Determine parameter name.

• Dictionary. Determine a dictionary, to which the parameter will be linked. To do this, select the dictionary in the drop-down list or click the Search button and start typing dictionary name.

• Dictionary Parameters Values. Set dictionary parameters of dictionary. To do this, click the Dictionary Parameters Values button, the <Dictionary Name> Dictionary Parameters dialog box opens:

Set:

• Parameter. The list displays all dictionary parameters. If the dictionary that is a source for form parameter has no parameters, the list will be empty.

• Value Type. Select the value type. Available options: not selected, value, parameter attribute.

• Value. It depends on selected value type. The field is active, if the Value type or Parameter Attribute type is selected:

• If the Value type is selected then a specific value corresponding to attribute type of the dictionary used for dictionary parameter building is to be specified in the box.

• If the Parameter Attribute type is selected, the attribute for the box is selected in the drop-down list representing a tree of available form parameters with attributes.

If the parameter is deleted in the dictionary that is a source for the parameter, the parameter is also deleted from dialog box with control rule.

NOTE. The setup is available only in the desktop application.

• Data Entry/Output Form Sheets. Select sheets where the parameter will be displayed on the Controls panel. To do this, select the sheet in the drop-down list or click the Search button and start typing dictionary name.

• Selection Type. Determine a possible number of selected elements. To do this, select one of the drop-down list options: single with mandatory selection, multiple selection, single with optional selection.

• Default Value. Determine value that will be displayed before the element is selected. To do this, select the Default Value checkbox and select the item in the drop-down list or click the Search button and start printing the element name. If parameter is selected as a source of alternative hierarchy, the checkbox is disabled.

• Selection Schemas. Select selection schema to automate element selection by specified parameters in the drop-down list. To do this, select the Selection Schemas checkbox and select the schema in the drop-down list. If the dictionary has no selection schemas, only one option will be in the list, that is, selection schema is absent. If dictionary is selected as alternative hierarchy source, the drop-down list will contain selection schemas of alternative dictionary. If parameter is selected as a source of alternative hierarchy, the checkbox is disabled. To apply selection schema only on opening data entry form, select the Apply Only on Open checkbox. On opening data entry form for viewing or editing in the Determine Parameter Values dialog box for this parameter the selected selection schema will be applied and parameter values will correspond to it. If the checkbox is selected, then on working with data entry form, the parameter selection can be modified, this value will be saved on updating data entry form and switching between sheets. If the checkbox is deselected, the parameter selection always corresponds to the selected selection schema.

• Group of Elements. Determine a group of elements to limit the list of available elements. If the dictionary does not have any groups of elements, the list will contain only one option, that is, the group of elements is absent. If dictionary is selected as alternative hierarchy source, the drop-down list will contain a group of elements of alternative dictionary. If parameter is selected as a source of alternative hierarchy, the checkbox is disabled. The setting is available if the advanced filter setting is absent.

• Alternative Hierarchy. Select alternative hierarchy to display elements of alternative dictionary, instead of the elements of the dictionary that is used to build a parameter or set up dynamic selection of alternative hierarchy depending on the attribute of other parameter. To do this, select the Alternative Hierarchy checkbox. Set:

• Alternative Hierarchy Type. Select one of the options in the drop-down list: fixed or dynamic. By default fixed alternative hierarchy is selected.

• Alternative Hierarchy Source. It depends on the selected type of alternative hierarchy:

• If the Fixed type is selected, the alternative hierarchy source is a dictionary. Select the available dictionary in the drop-down list or click the Search button and start typing dictionary name. Only one dictionary can be selected:

If the dictionary is not selected, then after parameter setup, the message prompting to select an alternative hierarchy for parameter is displayed. If the default value was selected for parameter and the element is absent on selecting an alternative hierarchy, then default value will be reset. If selection schema was selected for parameter, then on selecting alternative hierarchy, the previous selection schema will be reset and a new one will be selected from the list for alternative hierarchy.

• If the Dynamic type is selected, the alternative hierarchy source is parameter. Select the data entry form attribute in the drop-down list or click the Search button and start typing parameter name.:

If parameter attribute is not selected for alternative hierarchy, then after parameter is set up, the message prompting to select an alternative hierarchy for parameter is displayed. When the Default Value setup parameter is selected as alternative hierarchy source, Selection Schema and Group of Elements will be unavailable.

If the attribute that was a set alternative hierarchy key for parameter was deleted, the parameter value in data entry form control will be empty. Set another parameter attribute as alternative hierarchy key.

NOTE. The setup is available only in the desktop application.

• Level Names. Select radio button to display dictionary attributes that will be used on creating levels names in control. In the first drop-down list select a level for which name is selected. In the second drop-down list select dictionary attribute that determines name. Different dictionary attributes can be set for each level.

The specified name for the [all] element is applied to all levels except those for which then names is explicitly specified.

NOTE. The Name attribute is used by default for all levels.

• Custom Name. Select the radio button to display custom name of levels in control. In the box determine the name that will be displayed for all levels. If required, select dictionary attribute that will be added to the custom name, in the Insert Attribute drop-down list.

The order of alternative hierarchy, group of elements, selection schemas and advanced filter application is described below.

Finish the selection by clicking the OK button.

To limit available parameter values of form, set up links with another form parameters using advanced filter.

To open the advanced filter dialog box, click the Advanced Attribute button:

The advanced filter setting is available when there is no group of elements setting. The order of alternative hierarchy, group of elements, selection schemas and advanced filter application is described below.

Determine advanced filter:

• Type. Select filter type. Available options: value, parameters.

• Ignore Empty. Attribute empty values will be ignored if the checkbox is selected. It is available only for the Parameters type.

• Value. It depends on the selected attribute and type:

• If the Value type is selected, the specific value corresponding to the data type of attribute is specified in the box.

• If the Parameter type is selected, select in the box parameter attribute in the drop-down list, which is a tree of available parameter attributes contained in the form parameter list.

• If attribute is linked and the selected type is Value, select in the box available value of linked dictionary in the drop-down list.

• If attribute is linked and the selected type is Parameters, select in the box parameter attribute in the drop-down list, which is a tree of available parameter attributes and linked dictionaries.

• Do Not Filter from Empty Values. Attribute values are not filtered if value is empty, if the checkbox is selected.

Finish the selection by clicking the OK button.

Example of Using Advanced Filter for Parameter

Add parameters to data entry form:

• Enterprise Group. The parameter is linked to the Enterprise Group table MDM dictionary where corporate groups are listed. Each group has its own value of the Key attribute.

• Organization. The parameter is linked to the Registry of Organizations table MDM dictionary where organizations belonging to corporate groups are listed. The Corporate Group attribute is added to the dictionary where value of enterprise group, to which belongs organization is specified.

In order that on selecting element in the Enterprise Group parameter available value of the Enterprise parameter will be limited to organizations belonging to the selected group, add the advanced filter:

1. Add a rule and select the Enterprise Group attribute.

2. Select the Equal condition.

3. Select the Parameter type.

4. Select the Enterprise Group.Key parameter.

5. Finish filter setup.

As a result, available values of the Enterprise parameter will change depending on the selected value of the Enterprise Group parameter:

If on setting up parameter, the alternative hierarchy, group of elements or advanced filter and selection schema are selected, then they will be applied in the following order:

1. Alternative hierarchy.

2. Group of elements or advanced filter. Either group of element or advanced filter can be selected.

3. Selection schema.

To resize control, determine width by stretching or shrinking the control from the right edge on the Controls panel.

To reorder controls on the Controls panel:

• Select the parameter in the Parameters dialog box and use the   Move Up and Move Down buttons.

• Drag the required parameter on the Controls panel.

To edit parameter, open the Parameters dialog box by clicking the Parameter Editor button on the Designer ribbon tab.

To delete parameter, click the Delete button of the Parameters dialog box.

If parameter controls another parameter, then to delete controlling parameter, remove dependency with controlled parameter.

If parameter attribute is set as alternative hierarchy for another parameter, then to delete the parameter used for alternative hierarchy, it is required to change the source type or alternative hierarchy source or to not use alternative hierarchy.