Abbreviations, used in manual:
RDA - Reference Data Admin
FW - Form Wizard
DDs allow to chose values from a predefined list. It helps the user to adjust the list with the required values and customize the data in the FW while adding or searching for the records. DD is generated using SQL query, FW column can de defined as DD/List in the RDA Designer module, in Step 2.
How to create a DD:
In the RDA Designer module , in the left side menu, under specific Project go to the “Dropdowns” component:
Click "Add Dropdown" button:
In the opened form fill in all needed fields:
- Dropdown name - choose a name for the new DD.
- Description - short DD description.
- Data source - select a Data Source from the list.
- Dropdown type - choose one of the predefined options (Default, Searchable, Multi select, Dynamic Searchable List, Dynamic Multi select List):
Default - allows to select one value returned from DD's SQL query results (limited to first 500 records).
Searchable - allows to select one value returned from DD's SQL query results (limited to first 500 records) and also allows to search between returned values.
The search for the required value is based on the LIKE function and it could be done as shown in the image below:
Multi select - allows to choose more than one value returned from DD's SQL query results (limited to first 500 records).
The image below shows the multi-select functionality:
Note: This list type cannot be assigned in Step 2 to a column that is defined as a number at the database level.
Dynamic Searchable List - allows to choose one value returned from DD's SQL query results and also allows to search without limit.
Dynamic Multi select List - allows to choose more than one value returned from DD's SQL query results and also allows to search without limit.
Note: This list type cannot be assigned in Step 2 to a column that is defined as a number at the database level.
- Dropdown query - insert a valid SQL query that will return required DD's values. In order to validate the query, click "Validate":
If the query is valid => success message will appear in the upper right corner when clicking "Validate":
-
Value column - choose a column from the list of columns returned from DD's SQL query. Value from the chosen column will be used for insert in the FW.
For example: countryName
-
Caption column - choose a column from the list of columns returned from DD's SQL query. Value from the chosen column will be used for presentation in FW's grid. Inserted into FW's DB table will be matching to the “Value column” field value.
For Example: if the "Value column" is chosen "CountryName" column and in the "Caption column" is chosen "countryID" column => in the FW will be shown a list of "countryID"s values, but when choosen a value, will be inserted "countryName".
- Filter by user - choose a column from the list of columns returned from DD's SQL query. This option allows to filter DD's SQL query by currently logged in user:
For example, take a look at the following table:
If "admin" user accesses quilliup and "Filter By User" is on and contains values from the "FirstName" column => in DD when "Refresh to Preview", "admin" user should be able to see the values for the column "LastName" which are in the same row as the "admin" value:
Save created DD by clicking "Save" button.
Use DDs in FWs:
In RDA Designer module, in the left side men, in the same Project where already was created a new DD, go to the “Forms wizard” section and choose an existing FW or create a new one. In Step 2 in "Table Columns" area, choose a column that you want to define as DD and in "UI Element Category" change value to "List":
In the "Display Settings" area from the right, choose previously defined DD in the field "Select list":
Note: please see Cascading DDs manual in order to define a cascading dependency between columns.
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