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Monday, March 5, 2012PrintSubscribe
Orders: Configuring Lookup Fields

When creating a new order, the first item that will be entered will probably be the customer. Due to the denormalized nature of Northwind database, the customer information is stored in the table Customers, and the Orders table references a customer via a foreign key field CustomerID. Upon creating a new order, it would be convenient if the user were prompted to either select an existing customer or create a new one. When the customer is selected, the shipping information should be copied from the customer to the order.

Switch back to the Designer, open grid1 view under Order Form page, expand CustomerID data field, and double click on the CustomerID field.

CustomerID field in Code On Time Designer

Enter the following settings for CustomerID:

Property Text
Data Value Field CustomerID
Data Text Field CompanyName
Copy

ShipName=ContactName
ShipAddress=Address
ShipCity=City
ShipRegion=Region
ShipPostalCode=PostalCode
ShipCountry=Country

Search on Start True
Activate If Blank True
Lookup window description Select a customer.

CustomerID Lookup configuration in Code On Time Designer

Press OK to save the field.

When the customer has been selected, we’d want the application to prompt the user to select the employee handling the order. To make this part easier, let’s add photos of each employee in the lookup.

Open EmployeeID data field, and double click on EmployeeID field.

EmployeeID field in Code On Time Designer

Change the following settings for EmployeeID:

Property Text
Activate If Blank True
Lookup window description Select an employee.

EmployeeID Lookup configuration in Code On Time Designer

Press OK to save the record.

Switch to the Controllers tab at the bottom of the Explorer, open Employees controller, open Views, and right click on grid1. Press New Data Field.

New Data Field for Employees controller

Select a Field Name of “Photo”, and save the data field.

New Photo Field in Employees Controller

In the upper left corner, press Generate, and wait for the application to load. Navigate to the Order Form page, and press New Orders on the action bar. You will be prompted to select a customer.

CustomerID Lookup showing filtering and advanced search in Code On Time Preview

When you search for and select a customer, you will then be prompted to select an employee. You can see the photo for each employee as well.

Employee ID Lookup for Order Form

Select the employee, and you will see that the shipping fields have been populated from the selected customer.

New Order Form in Code On Time Preview

Friday, March 2, 2012PrintSubscribe
Understanding the Project

The Northwind database is a typical mail order management system.

The core of the database is composed of two tables: Orders and Order Details. Each sale is recorded in the Orders table. Items purchased are recorded in the Order Details table.

Orders and Order Details tables from Northwind database

Orders table has references to Customers, Employees, and ShippersOrders table also contains information about Order Date, Required Date, Shipped Date, Freight Amount, and the shipping details.

Orders table and foreign keys in Northwind database

Order Details table refers to Products and indirectly references Categories and Suppliers. Order Details will contain a few fields taken from all of these foreign key relationships.

image

This is the baseline version of the orders screen, created automatically by the web application generator.

Baseline version of Orders screen

We will create a custom version of this form, to make the order entry process as friendly as possible.

Friday, March 2, 2012PrintSubscribe
Adding the Order Form Page

Let’s create a new page in the application. Switch back to the web application generator, click on the “OrderForm” project name, and press Design.

The design environment allows you to change logical aspects of the project, and consists of two primary elements. The Project Designer, on the left side of the screen, displays a list of objects or properties of the selected object. On the right side of the screen, the Project Explorer allows you to browse and manipulate pages, controllers, and user controls. At the top of the screen, there are several buttons. The Generate button regenerates the web application and displays it in a built-in browser window, called Preview. The Browse button will regenerate the application and open it in your default browser. The Exit button goes back to the web application generator.

Code On Time Project Designer and Explorer

Let’s add a new page called Order Form. In the Designer’s action bar, press New | New Page. Give this page the following settings:

Property Value
Name OrderForm
Index 1005
Title Order Form
Path Order Form
Description This is the order management form.
Style Miscellaneous
About This Page This is the order management form.
Roles (blank)

Press OK to save the page.

Order Form Page in Code On Time web application generator

We’ll need to add a container to this page to store the data views. In the Explorer, right-click on the Order Form page, and press New Container. None of the default properties need to be changed, so just press OK to save the container.

New container in Code On Time Designer

Let’s add an Orders data view. Right-click on the newly created container in the Explorer, and press New Data View. Enter the following settings for the data view.

Property Values
Controller Orders
View grid1
Show Details in List Mode False

New Orders Data View in Code On Time Designer

Press OK to save the data view.

Let’s add another data view to show Order Details. Right-click on the container again and press New Data View. Enter the following settings:

Property Values
Controller Order Details
View grid1
Show View Description False
Show View Selector False
Show Pagers False
Page Size 300
Show Modal Forms True
Filter Source dv100
Filter Field OrderID
Auto-Hide Self

New Order Details Data View

Press OK to save the data view. Press Generate in the top left corner, and wait for the Preview window to open. Log in, and you will see Order Form page on the menu bar and the site map.

Code On Time Designer Preview of generated web application

Click on the Order Form link, and you will see a list of orders.

Order Form page in Code On Time Designer Preview

Select an order, and the order details will appear underneath.

Order and Order Details in Code On Time web application Preview