Data Page
SpreadsheetWEB applications can capture and save data into a SQL database. You can view, edit, or download saved records from the Data page. You need to ‘enable saving to database’ for data to be captured in converted applications, or define the named ranges to be saved in designer applications. A converted application needs to include at least one Save button, and save fields should be defined in it. For designer applications, you need to define at least one data column in Databases. In both methods, you need have at least one saved record for the data page for the specific application to show.
In the Data Tab, you can switch between applications that have saved records, using the Select an Application dropdown. The data records stored for the selected web application will be displayed in the table below. Each row represents an individual data record.
You can customize the data fields to be shown on this page from the Columns menu.
Record Controls
 |
Opens a new blank record. This record will not be added to the database unless you Save it. |
 |
Downloads all existing record data in Excel format. |
 |
Downloads the selected records in Excel format. You can select multiple records using the CTRL and SHIFT keys. |
 |
Allows modifying the column names and data in the Data Tab. You can choose between System information data or data columns in the application. |
 |
Allows modifying status colors and names. The default status options are ‘new’, ‘pending’, ‘approved’ and ‘declined’. |
 |
You can import data into an existing application by using this feature. This will require uploading a CSV file containing the data elements and mapping the existing columns with those in the new data set. |
 |
Deletes selected records. You can select multiple records using the CTRL and SHIFT keys. |
 |
Includes settings to send email notifications when a record ownership, status, group or notes change. |
 |
Create customized notification emails by defining the triggers, recipients, and email body. |
 |
Opens the Record Status window, and allows modifying the Change Status, Transfer to User, Assign to Group, and Notes information for any number of selected records at a time. Selected records are shown with gray highlight, and multi-selection can be done using the CTRL and SHIFT keys. |
 |
This button is only available in Designer applications.
Opens the Filter menu where filters that apply to saved records on the Data page can be configured. |
 |
This button is only available in Converted and Custom UI applications.
Allows creating predefined Data Filters for the records shown on the Data page at global, user role, or specific user level. |
 |
This button is only available in Converted and Custom UI applications.
Allows creating personal filters for the records shown on the Data page. Applying filters through this option will supersede any settings imposed by any global or user-specific Data Filters. |
 |
This button is only available in Designer applications.
You can import data from Excel file into an existing application using Import from Excel. This requires uploading an Excel (*.xlsx) file containing the data elements under Named the ranges with the exactly same names as those that already exist in the application. Successful import will result with the new data set. |
View Data
To view a data record, click on its Name. Clicking one of the links will open the web application in Read-Only mode, populating it with the data from this specific record. Save buttons will not be active and inputs will not be kept. You can assign the View functionality to another column from the Columns menu.
Record Status
Clicking on the status name of a record will bring up the Record Status window. The status dialog allows you to change the record status manually, transfer this data record to another user/group, and add notes.
Selecting multiple records on the Data page using the CTRL and SHIFT keys, and pressing the Assign button will also open the Record Status page. This page can assign properties in batch. The number shown in parentheses is how many records these settings will apply to.
Actions
|
|
Clicking Edit will open the web application populated with the data from this specific data record. In Edit Mode, you can change the values and keep the new values by clicking the Save button. |
|
|
Copy button will open up a new record, duplicating the data from this record and open it in Edit Mode. You need to hit the Save button for this new record to be added to the database. |
|
|
Clicking Download will download the data used in that record in CSV format. |
 |
Import data from Excel file option allows you to create a new record from data contained in the uploaded Excel file. See Import from Excel for more details. |
|
|
Brings up the Record History window that gives detailed information about when the record was created/edited/accessed or switched to a different version. |
|
|
Clicking Open with original will show a pop up window where you can select from View Mode and Edit Mode for opening and potentially editing the selected record using the Transaction that record was originally created, or last saved with (using Edit). Opening a record using the Edit button (not the Open with original – Edit Mode), and saving it will change the version of the record to the latest published Transaction. This means that using Open with original on this record after it is saved will open it with the latest Transaction.
Open with original can potentially work in two modes which is available depending on the selected application and the user’s rights. In the View Mode, the the record can be seen in the original version. Edit mode is only available for Designer applications. In Edit Mode the record can be viewed and edited in the original Transaction of the record. When a record is opened with original in Edit Mode, the application will include the original fields that exist in the original transaction. And during save data will be saved to the tables and columns that are still available in the database. This means that if a column or table is deactivated, corresponding data from the page will still be saved to the database. On the other hand, if a table or column is physically deleted the info will not persist in the database.
|
|
|
Removes the record from the database. |
|
|
This button will only be visible when a user ‘locks’ a record by opening a web application with Allow Concurrent Editing option disabled. By default, this feature is only available to admin level users. Mouse over this button to see the time and the user this record is locked with. Pressing this button will unlock the record from the original user, and will allow another user to access the record. When a second user access the record, it will be locked again, and can be unlocked again using this button.
For example, user A opens a record and automatically locks the record to himself. An admin user will then be able to see the Unlock Record button next to this particular record. When unlocked, the system will allow user B to access this record. Both user A and user B can enter data into the same record. The system will log the changes whenever a user saves the record. However, whichever user presses the save last will have their data shown in the latest state of the record. Even though all changes are kept in the system, please note that this button should only be used when a record isn’t unlocking correctly. A record will be unlocked when the active user closes their browser or tab with the record. |
If you include an attachment column on the Data page, the filenames, along with their extensions will be shown under the corresponding field. You can download the attachment files directly from the Data page by clicking their names, without going into the records.
Data Filters
Clicking the filter button on the top right corner will bring out the advanced filters window. The Filter Actions window contains an input control for each data column displayed on the Data page. Numeric data will allow selecting a max/min range from a slider, system fields like Status and Group will allows selecting from a combobox, and other types of fields will allow typing in a string as criteria.
Filters work in additive fashion, meaning that selecting options in different filters will narrow down the data further. Pressing the Clear Filters button will remove all selected filter options.
You can use the Filter Actions menu to narrow down the results based on a column.