Abbreviations, used in manual:
FW - Form Wizard
RDA - Reference Data Admin
RDAD - RDA Designer
RDAE - RDA Editor
In RDAD module, in Step 3 of a specific FW, columns that are returned from "Presentation Query" can be edited in the "Columns" area:
When selecting a specific column name in "Columns" area, the column's settings open on the right as shown in the image below:
1. Global:
Searchable - column becomes searchable and it's possible to use it in Global and Advanced Search in FW Step 4/RDAE.
Advanced Search example: if enabling "Searchable" for the fields "Product Id" and "Product Name", the searching function will look as shown below:
Hide from Grid - when on => column won't be presented in Step 4 / RDAE.
Hide from Excel - when on => column won't be presented in the downloaded Excel file.
Color on Export - the color can be changed when exporting the grid, downloading it as an Excel file.
Display name - the column name can be modify. This updated name will be displayed in the Grid during Step 4 / RDAE. However, this change does not affect the column name in the add or edit modes.
2. Column Settings:
Inline edit - the user can edit column's value by clicking it in Step 4 / RDAE.
For example: when switching on the "Inline edit" switcher for the column "Product Name":
When enabling "Inline edit", 2 more functionalities appear:
Refresh all grid on inline edit - after editing a cell, all the values in RDAD Step4 \ RDAE will be reloaded.
Refresh KPI's on inline edit - after editing a cell, the KPI's (if defined in the FW) will be reloaded.
Sortable - values in this column can be sorted.
Sort Grid by - when on => the FW is automatically sorted by DESC\ASC.
Trim after - appears for the text columns. The user can trim the value after a number of characteristics as defined (only for text values). For example: when defining trim after "3" for the column "Created By":
Disable Autocomplete - appears for the text columns. When adding/editing a row, the autocomplete option will be disabled when filling in value.
Format - appears for numeric and date type columns. The user can choose a certain format for the field's value.
For Number values - select from drop down the desired format Currency, Number or Percent and the required Decimal places.
Examples:
-
Number
-
Currency
-
Precent
For Date values - write in an accepted date format (dd-MM-yyyy, yyyy, etc.)
For example: when defining Format "YYYY" for the column "start_date" and Format "MM/yyyy" for the column "end_date":
3. Advanced column Settings:
There are 4 different options, available in "Column Type": Default, Custom HTML, Navigate and Script Navigation:
For each value in "Column Type" different settings are available. We will review all of them below:
Default:
Width - the width of the column for Step 4 / RDAE, can be defined in pixels or by a number of characters:
Text align - column's value can be aligned to the center, to the left, or to the right:
Custom HTML:
Style - the User can define a customized column according to an HTML code inserted. For more detailed explanation please refer: Forms Wizard, Step 3, Define Custom Html for a column.
Navigate:
Caption - current field value can overwritten by entering a new value.
Target URL - insert the URL link associated with the column. When you click on one of the column's values, the Target URL will open.
Open method - URL will open in the same tab or a new tab, depending on your preferences.
For example: when defining for the column "Video site" "Caption" to "youtube" and "Target URL" to "https://www.youtube.com/"
Script Navigation:
(settings for the column "Product Name" in lower example)
Name - This field specifies the value to be displayed in the column. If entered, the current values will be overwritten by the new Name value.
Script - choosing an existing Script, available in this particular Project. For more details, please refer RDA, Scripts manual.
Hover Text - set the text that will be displayed when hovering over the column values. when hover over the values the massage will appear.
Color - choose a certain color according to the color palette or according to a color number code.
For example: when setting column "Product Name" to use "Script Navigation" it will be shown as the image below:
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