4.5.0 RDA Editor

Abbreviations, used in manual:

RDA - Reference Data Admin

RDAD - RDA Designer

RDAE - RDA Editor

FW - Form Wizard

DD - Drop Down

RDAE is the final FW version for the end-user with all the added features from the RDAD module. 

In RDAD module, Step 4 (final step) is FW preview and looks exactly the same as in RDAE.

The functionality of the FW is related to the given permissions in the Roles system. Therefore, the same FW can work differently for different users (in terms of Add, Edit, Delete, displayed rows, etc...)

Screen structure:

• Global Search - utilizes the 'LIKE' operator for fields of type String/Text. This approach allows filtering based on the input string, including partial matches within words. When no value is entered (i.e., a NULL value is used), the search does not apply any filtering criteria, resulting in all available results being displayed.
  
  
  
  
  For example, searching "New York" will return value "New York" and also value "greater New York". When using the Global Search field, the search will be implemented on all FW searchable columns.
  
  Search can be implemented for specific column(s) separately. Click arrow sign in the right part o the Search field. Once the "Advanced Search" window opens, the results can be filtered by entering a specific value(s) for a certain column(s).
  
  
  
  When reopening the "Advanced Search" window, all the fields and column's checkboxes are empty and a new search can be performed.
   
• For example:
  
  
  
  After clicking the "Search" button, the FW is filtered and the searched value(s) is displayed in the "Global Search" field: 
  
  
  
  For Boolean fields, if neither True nor False is selected, the system will not apply any filter on that field:
  
  "NULL" checkbox - when checked, it filters the results to display fields where the selected value is NULL.
  For example: 
  In the advance search window:
  
  
  The result in the FW:
  
   
• Filter Form by Drop Down - the FW can be filtered also using predefined list of values (Dropdowns filter). Chosen filter(s) will be shown on the right side of the FW. It can be also filtered with a predefined default value. In order to clean the FW's filter(s), click "Clear Dropdowns Filters" button:

• Main grid - presents all data related to the FW, which can originate from multiple database tables. It includes both editable and non-editable rows; the non-editable rows are displayed in a lighter grey.
  
  The wizard facilitates the creation of dynamic forms with rich UI elements and user experience options, handling the edit form of data and grid presentation options. 
  Each FW is linked to one editable table/view, although the grid can display additional, non-editable complementary data.
  
  
• Add row - when clicking the "Add" button, a new form with all the editable columns will open with explanations, default values and DDs. Fill out the values and save it. 
  Required field - are marked with a red star and grey inscription.
  If it's a renewable DD - a blue refresh icon will be shown. In order to refresh the list - click it. 
  If it's a date, a calendar icon will be shown on the left side of the field.
  If a default value is defined for a column - it will be shown in related filed, like, for example, "missing email" value for the "Customer email" field:

• Edit rows - At the beginning of each row, a pencil icon allows you to access a form for editing the row's values:
  
  

• Copy and delete rows - at the end of each row, the delete and copy icons are shown. It will allow you to delete the specific row or to copy it:
  
  

• Toolbox - can contain Export, Import, Bulk Edit and Bulk delete (depending on enabled in Step 3 operations). When clicking the "Toolbox" button, the enabled options will present.
  

Export - will download an Excel file with all the data in the Form / Grid:

Export File as Grid - the downloaded data is for presentation purposes only and cannot be used for upload.

Export File as Form - will download Excel file with data from the related DB table. Can be used for further upload to the FW.   
Export By Existing Filters - if selected, all filters applied in the FW, will be retained and used when generating the downloaded Excel file.

Upload - allows uploading Excel files to the FW :

 

Header row number - defines Header row in uploaded Excel file. Default value is 1 but can be increased to required value.
Sheet Name - choose from the list of all the Sheets in uploaded Excel file.
From row / To row - if specific rows need to be uploaded - it's possible to define required interval.

Bulk operations - changes in FW can be implemented for several/all rows at a time. Bulk Edit and Bulk Delete are available. In order to use Bulk options, it's mandatory to mark at least one row.

When marking all the rows in the current FW page, a message proposing to choose all the rows in FW, will show up:

Bulk Edit - allows to change the values for several/all rows for several columns at a time for by enabling the switcher for each related column and adding/choosing relevant value:

 

Bulk Delete - allows deleting several/all rows from the FW at a time. Is implemented for all the columns existing in the base FW's table (defined in Step 1).

• KPIs - In the RDAD module, within a specific FW at Step 3, can be defined a KPI button. KPIs are displayed at the top of the FW and present aggregated data that dynamically updates based on the filters applied within the FW. 
  
  For instance, searching for specific values will also update the KPI's data accordingly. These KPI buttons allow Users to evaluate data from related Data Sources using aggregation functions or SQL queries, and the KPIs automatically refresh when a user adds or edits rows in the FW:
  

• Scriptable buttons - enable Users to execute various processes related to FW data, including running SQL queries, executing SQL commands (update, insert, etc.), linking to other URLs from the FW, or running CMD commands. These buttons can be interrelated, allowing one button to enable another based on specific results. The Scriptable Button allows the User to insert any Script, such as links to other FWs or websites, executing processes, running Tests, validations, and more.

  
  For example: a Scriptable Button that, when clicked, navigates the User to a FW's screen, displaying a tracking table of changes in the current FW.