Blog: Posts from September, 2016

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Posts from September, 2016
Tuesday, September 20, 2016PrintSubscribe
Wizards in Touch UI

Commonly, multiple screens are connected and the user is required to page through these forms in order to complete their task. This pattern of presentation is called the “Wizard”. Starting with release 8.5.11.0, it is possible to create wizards in Touch UI. The picture below shows an example of a Create Employee Wizard in the Northwind sample database.

Sample New Employee wizard.

Each step of the wizard contains one or more categories. If all categories belonging to a particular step are rendered invisible via the Visible When property, then that step will be hidden.

Let’s implement the wizard shown above.  Start the Project Designer. In the Project Explorer window, switch to Controllers tab. Double-click on “Employees / Views / createForm1 / c1 – New Employees” category.

Selecting the category 'c1' in createForm1 of Employees controller.

Make the following changes and press OK to save:

Property Value
Header Text General Info
Description Enter employee general information below.
Wizard General

Next, let’s create several new categories. Right-click on “Employees / Views / createForm1” and press “New Category”.

Creating a new category in createForm1 view of Employees controller.

The second category will display in a new column alongside the previous category in the first step of the wizard.

Property Value
Header Text Contact Info
Description Enter employee contact information below.
New Column Yes
Wizard General

The next category will have the following configuration. Note the use of curly brackets wrapping field names. These will be replaced by the value of the field at runtime.

Property Value
Header Text Address
Description Enter the home address of {FirstName} {LastName} below.
Wizard Address

The last category representing the final wizard step is configured below. Notice that the Visible When property is configured to hide the category when the Title field is equal to the value “President”.

Property Value
Header Text Employee Info
Description Enter {TitleOfCourtesy} {LastName}'s employee information below.
Wizard Employee
Visible When
$row.Title != 'President'

Any categories that do not have a “Wizard” property assigned will be displayed on every step, either above or below the wizard content, depending on the position of the category relative to the first wizard category.

Rearrange the data fields as presented in the picture below using drag & drop.

The correct position of Employees data views for the Create Employee Wizard.

On the toolbar, press Browse to regenerate the app. Once generation is complete, navigate to the Employees page and create a new employee.

The correct position of Employees data views for the Create Employee Wizard.

Notice that a Status Bar has automatically been defined. The “Prev” and “Next” actions have been automatically injected into the form action group. Enter some values for the fields, including specifying “President” in the Title field.

Entering 'President' will hide the only category representing the 'Employee' wizard step, therefore hiding that step.

Notice that the “Employee” tab has been removed from the Status Bar. By pressing “Next”, the Address wizard step will be displayed. The field names surrounded by curly brackets have been replaced with the field values defined by the user.

The category description contains field values.

Note that when using custom form templates, wizards can be defined by encapsulating each step by a container of type “wizard”, containing the attribute “data-wizard-step”. The value of the attribute will be displayed in the status bar. See a simplified example below:

<div data-container="wizard" data-wizard-step="General">
    <div data-container="collapsible" data-header-text="General Info">
        ...
    </div>
    ...
</div>
<div data-container="wizard" data-wizard-step="Address">
    ...
</div>
Thursday, September 15, 2016PrintSubscribe
Calculating Values with C#/Visual Basic Business Rules

It is a common requirement for forms of the application to feature a custom calculation or operation that must be triggered by the user pressing a button visible on the screen.

For example, let’s use the Orders page of the Northwind sample project. It may be useful to have an action that will mark the order as shipped by populating the Shipped Date field, and setting a default value for Freight if it has not been specified.

The orders form has a "Mark as Shipped" button.

The first step is to add an action to the form scope that the user will be able to press to trigger a business rule.

Start the Project Designer. In the Project Explorer, switch to the Controllers tab. Right-click on “Orders / Actions / ag2 (Form)”, and press New Action.

Adding a new action to the form of Orders controller.

Set the following properties:

Property Value
Command Name Custom
CommandArgument MarkAsShipped
Header Text Mark as Shipped
When Last Command Name Edit

Press OK to save the new action.

Next, let’s create a business rule that will perform the calculations. Right-click on “Orders / Business Rules” node, and press “New Business Rule”.

Adding a new business rule to Orders controller.

Specify the following values so that the business rule will be triggered by the action created above.

Property Value
Type C# / Visual Basic
Command Name Custom
Command Argument MarkAsShipped
Phase Execute

Press OK to save the business rule. On the toolbar, press Browse to regenerate the application and ensure that the rule file is created.

When generation is complete, press “Edit Rule” on the action bar. This will open the business rule in Visual Studio.

Replace the contents of the file with the following code.

C#:

using System;
using System.Data;
using MyCompany.Data;
using MyCompany.Models;

namespace MyCompany.Rules
{
    public partial class OrdersBusinessRules : MyCompany.Data.BusinessRules
    {
        
        /// <summary>
        /// This method will execute in any view for an action
        /// with a command name that matches "Custom" and argument that matches "MarkAsShipped".
        /// </summary>
        [Rule("r100")]
        public void r100Implementation(OrdersModel instance)
        {
            instance.ShippedDate = DateTime.Now;
            if (!instance.Freight.HasValue || instance.Freight == 0)
                instance.Freight = 13.5m;

            PreventDefault();
        }
    }
}

Visual Basic:

Imports MyCompany.Data

Namespace MyCompany.Rules

    Partial Public Class OrdersBusinessRules
        Inherits MyCompany.Data.BusinessRules

        ''' <summary>
        ''' This method will execute in any view for an action
        ''' with a command name that matches "Custom" and argument that matches "MarkAsShipped".
        ''' </summary>
        <Rule("r113")>
        Public Sub r113Implementation(instance As OrdersModel)
            'This is the placeholder for method implementation.
            instance.ShippedDate = DateTime.Now
            If Not instance.Freight.HasValue OrElse instance.Freight = 0 Then
                instance.Freight = 13.5D
            End If
            PreventDefault()
        End Sub
    End Class
End Namespace

The code will set the ShippedDate field to the current date and time. It will then check if Freight has a value, and if the value is equal to 0. If so, then the Freight will be set to the decimal number 13.5. Finally, PreventDefault() is called in order to prevent the form from navigating back to the grid.

Save the file, and refresh the web browser. Navigate to Orders page and edit a record. Notice that the “Mark as Shipped” action is now available. Pressing this action will now populate the Shipped Date with the current date and time. If the Freight field was empty, then it will be set to $13.50.

Pressing the "Mark as Shipped" button has set the value of both ShippedDate and Freight fields.

Friday, September 9, 2016PrintSubscribe
Data View Fields

Every database entity contains a list of properties, stored as columns in the table. These columns are represented by fields in the model and controller. When an entity requires a repeated, varying amount of related information, these properties are externalized to a separate table. This detail entity must be defined as a model in the project, and a data view can be placed under the master entity to display a list of these items.

Let’s take the Northwind sample database as an example. Every order contains a discrete list of properties that are represented as columns in the database. Any number of details for the order can be added. Each order detail contains an OrderID foreign key column, which refers to OrderID primary key of the order record.

Orders and Order Details table and relationship.

In the default app created by Code On Time app generator, a field is created for every column present in the database entity.

Orders form with no child info.

The natural next step is to display a list of details in the order form.

Make sure the sample project contains models for both Orders and Order Details database entities. Start the Project Designer. In the Project Explorer, switch to the Controllers tab. Right-click on the “Orders / Fields” node, and press “New Field”.

Adding a new field to Orders controller.

Enter the following properties:

Property Value
Name Details
Type DataView
Data View Controller OrderDetails
Data View grid1
Filter Field #1 OrderID

Press OK to save the new field. Next, drag the new Details field onto “Orders / Views / editForm1” to create a data field in the order form.

Dropping Details field onto 'editForm1' view of Orders controller.     Details data field has been created in 'editForm1' view of Orders controller.

On the toolbar, press Browse to generate the application. Navigate to the Orders page and select a record. Notice that a list of related details are displayed at the bottom of the form.

A list of order details is displayed in the order form.

This data view field be placed in any position on the form, or placed in a custom location using a form template.