The Data Management Header provides the opportunity to customize your data display as well as table-level actions that are dependent on your security access. The table grids allow for many display customizations and row by row record modifications. These customization and record-modification options depend on the data viewer object that is displaying the table details; the Server-Side Data Viewer or the Client-Side Data Viewer.
In the top left of the Grid Header is the following instruction Drag a column header here to group by that column. The data viewer columns can be dragged. In one use case, if you wanted to all of the customers for a given state, you would drag the State column onto the header and the grid would give you a list of every customer on a state by state level.
Multiple levels of grouping are enabled by simply repeating the step above.
An Add a Row + icon gives you a form for you to add a new record to the table.
(image coming soon)
The export process is different depending on the Properties setup. If the Use Client Side Data Viewer setting for the table from which you are exporting data is set to False, you will then see a dialog box appear with Queue Export and Cancel options. When you select Queue Export, foreflow schedules a Task that exports the data. When foreflow completes the export, you will receive an email with a Download File link. Clicking this will download your data in .xlsx format.
If the Use Client Side Data Viewer setting for the table from which you are exporting data is set to True, the data you've selected will download immediately in .xlsx format.
The Server-Side Data Viewer is the default setting for viewing table details. Because it is a server filled viewer, the data on each page of the detail is fetched each time an option is changed or a new page is selected. This set up provides a reliable and reasonably fast view of any size table.
Column Order — You can change your display column order by simply dragging the Column Header to the position you want to see it.
Row Order — You can order your records by clicking on a column header and changing the order-by orientation icon
Server-Side Actions are permissions-based on both User Permissions level and a Properties level.
Example: If a table's Read Only toggle is set to false and a User's permission is set to Update, then the Edit icon will be visible.
Edit — When you click on the Edit icon, you have the permissions-based ability to edit a record's fields in one of the following ways based on how your table administrator sets the Editing Mode on in the Properties page.
Delete — You also have the permissions-based capability to delete records by clicking on the Delete icon. If deletes have been made a Show Deleted Records or Hide Deleted Records button appears in the table header. When deleted records are displayed, the deleted record will appear with an Undo icon in the record actions in case the delete was made by mistake.
Audit — There is a robust, permissions-based auditing system that will allow you to track the changes throughout the lifecycle of an evolving record by clicking on the Audit icon. If the record is replaced then the audit trail is removed.
Forms — If forms have been created on Properties page then a permissions-based Forms icon also appears according to the business logic set in the properties page.
In addition to the Column Level Grouping provided by default in the header, the Client-Side Column Grouping also adds multi-level column group ordering and the ability to do value look-ups from within the first group.
Column Group Ordering — When the columns have been grouped, the order from left to right determines the hierarchy of the display. In addition the ordering orientation for each column follows the same hierarchy.
Column Group Value Look-up — The funnel icon gives you the Value Look-up options from the values in the column.
Column Order — You can change your display column order by simply dragging the Column Header to the position you want to see it.
Row Order — You can order your records by clicking on a column header and changing the order-by orientation icon
Values Look-up — The funnel icon gives you the Value Look-up options from the values in the column.
Logic Look-up — The Magnifying glass icon gives you the the following logical options:
Client-Side Actions are permissions-based on both User Permissions level and a Properties level. For example: If a table's Read Only toggle is set to false and a User's permission is set to Update, then the Edit icon will be visible.
Edit — When you click on the Edit icon, you have the permissions-based ability to edit a record's fields in one of the following ways based on how your table administrator sets the Editing Mode on in the Properties page.
Delete — You also have the permissions-based capability to delete records by clicking on the Delete icon. If deletes have been made a Show Deleted Records or Hide Deleted Records button appears in the table header. When deleted records are displayed, the deleted record will appear with an Undo icon in the record actions in case the delete was made by mistake.
Audit — There is a robust, permissions-based auditing system that will allow you to track the changes throughout the lifecycle of an evolving record by clicking on the Audit icon. If the record is replaced then the audit trail is removed.
Forms — If forms have been created on Properties page then a permissions-based Forms icon also appears according to the business logic set in the properties page.