In a management information system, there is some auto-filling method to be convenient for the user to input the data
such as dropdown list, auto ID process etc. In BC Excel Server, it offers five manners for the user to approach the issue.
This chapter is to
introduce these data input manners with the instances of the Cesoft CRM System.
We have built the Customer Register Form and Sales Order Form in the last chapter. In this chapter, we will update these
two forms with some
data input methods.
SysVar is the default
variables in BC Excel Server.
System Variables
Case:
Auto-filling the data
Step One: Login the
template of Customer Register Form and open Data Table.
Select the row in SafftName and click the
“….” button in ‘Fill criteria” to open the Input Criteria interface.
Step Two: Select ‘Current
Login’ in System variable.
Step Three: Select the
FillingDate and click the “….” button as above.
Step Four:
Select ‘CurrentDate’ in System variable
Step Five: Select the Department and click
the “….” button.
Step Six: Select
‘CurrentDeptName’ in System variable
Step Seven: Click Update
while you finish
The change will be marked
in the data table (see Figure
Figure
Auto ID is the term used to describe the process of automatic data collection and identification that occurs in
real-time (see Figure
Figure
There are two steps to set up the auto ID. One is to build the role of auto ID in ES Management Console, the
other one is to apply in
data table.
Case: Set
up Auto ID for customer reference of Customer Register Form
Step One: Click ‘New’
on ‘Auto ID Process’ in ES Management Console
Build a new auto ID
‘CustomerRef’ and Fill the role of the auto ID. e.g. Characters plus
numbers. In this case, ‘Q
is the characters and ‘
Step Two: Back to My Workbench, login the template of Customer Register Form and open the data table. Select the
field of ‘Ref’ (customer reference) and
press the button ‘….’ of Fill Criteria (see Figure
Figure
Put auto ID
‘CustomerRef’ to the field ‘Ref’ and press ‘Update’ button once you
finished.
In some report, drop down
list (see Figure
offer two kind of the drop down list source: one is from constant value; the one is from existed data table. Constant
Value data source means the content defined by you, the data source of data table means the content defined from t
he source table.
Figure
The example case will be
base on the Customer Register Form and Sales Order Form.
Case
1. Build Dropdown List with data source of Constant Value for customer
credit in Customer Register Form
Step One: Build a new
dropdown list in ES Management Console
Name the dropdown list as
‘CustomerCreditPoint’ and select ‘Constant Value’ as data source.
Add the content of the
list: ‘Credible Customer’, ‘Good’, ‘Normal’, ‘Bad’,
‘Disrepute’, ‘Trickster’
Step Two: Back to My Workbench and open the template of Customer Register Form then activate the data table,
fill the Dropdown
List ‘CustomerCreditPoint’ to the field ‘Credit’
Case Two: Build Dropdown List with data
source of Data Table for customer field in Sales Order Form (see Figure
the contents of the list will change while the data
source ‘Customer Register Form’ changed
Figure
Step One: Build a new Dropdown List ‘CustomerName’. Point the ‘Data Table’ as the data source. Select ‘Customer
Register Form’ as the target
template and choose the field of ‘company’ as the value field then click
‘ok’
Apply the Dropdown List
‘CustomerName’ to the field ‘Customer’ in Sales Order Form.
Drop List is design to
simplify the data input of detail table, which is generating the multiple data
fields. (See Figure
Figure
Case:
Build a new Drop List for ‘Sales Order_Detail From’ to input the product’s
code and name from Product Register Form
Step One: Set up new Drop
List ‘ProductList’
Step Two: Press ‘Data
Source’ Button in the Dropdown List setting window.
Step Three: import the
Product Register Form
Step Four: Press
‘Define fields’ button.
Step Five: Write
‘Code’ as the list name and Double click the ‘Expression’ area
Step Six: Import the
field ‘Code’ in Product Register Form refer to the list name ‘Code’
Step Seven: Same manner
to import the field ‘Products’ in Product Register Form refer to the list
name ‘Products’
The ‘ProductList’
Drop List is completed and displayed on ES Management Console
Step Nine: Login the template of Sales Order Form and open the data
table. Select the field ‘Code’ and press the ‘…’ button of ‘Fill
criteria’
Step
Ten: Fill ‘ProductList’ into the criteria
Step Eleventh: Click ‘…’ of ‘Fill
Into Following Fields’ to choose which field of the Sales Order Form need to
be filled
Step Thirteen:
‘Update’ the setting
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