4.1.1 Form Wizard, Step 1

Abbreviations, used in manual:

FW - Form Wizard

DB - Data Base

RDAD - Reference Data Administration Designer

RDAE - Reference Data Administration Editor

In order to create a new FW in RDAD module, under specific Project, go to FW grid and click "Add Form":

In Step 1 the table is chosen from the related Data Source and the table properties are defined.

Note: each FW can be linked to one editable table/view only:

Fill in all required fields:

Friendly name - define the FW-friendly name.

Description - shortly describe the FW (isn’t required).

Menu Item parent - in order to categorize the FWs by different Menu Items/Sections in the RDA Editor module. For more details, please refer to the related manual:

RDA, Menu Items

Data Source - choose the needed Data Source from the list (Data Source should be predefined).

For more details, please refer to the related manual: RDA, Data Sources

Source table - after defining a Data Source, it will be possible to choose a table for the FW from the list of tables that are linked to the chosen Data Source.

Updated key - you have two options:

The primary key is auto-increment - the column must be defined as auto-incremented for a chosen table on the DB level.

Update Key - any column(s) can be defined as a key column (values in this column should be unique). Update Key field can contain more than one column.

It's important to understand that the columns that are defined as Keys on the FW level (in the UI) are not necessarily defined as a primary key on the DB level, namely, the chosen column(s) will act as key(s) on the FW level only.

Table Auditing:

Using this section, the end user can track audit changes on the FW level, namely, when a user adds a new record or updates an existing row, the information will be saved in the table on the DB level (and shown in the UI too).  

Note: you need to add 4 new empty columns to your table (on DB level) in order to use this option.

Enable "Enable row auditing" switcher.

On Create:

Created by - choose a column from the list of the FW's columns, that will be used for inserting the user's name when a new row is added to the FW.

Created on - choose a column from the list of the FW's columns, that will be used for inserting the timestamp when a new row is added to the FW.

 

On Update:

Updated by - choose a column from the list of the FW's columns, that will be used for inserting the user's name when a new row is edited in the FW.

Updated on - choose a column from the list of the FW's columns, that will be used for inserting the timestamp when a new row is edited in the FW.

 

For example:

created_by_user - an empty column that was created to save the name of a user when he adds a new record.

created_on_date - an empty column that was created to save the timestamp when an end user adds a new record.

updated_by_user - an empty column that was created to save the name of the end user when he edits a record.

updated_by_date - an empty column that was created to save the timestamp when an end user edits a record.

Important Note for Import/Export Options

When uploading an Excel file to the FW, ensure that the following audit columns do not appear in the uploaded file when 'enable row auditing' switcher is on in Step 1:

• created_by
• created_on
• updated_by
• updated_on

These columns are system-managed and populated automatically during record creation or updates. Including them in the uploaded file may result in errors or inconsistencies.