Managing Datasheet Display Parts
Manager Contents
User Contents

Contents

Introduction
Datasheet Display Part Settings
Troubleshooting
See also: Managing Display Parts and Dashboards


Introduction

The Datasheet display part is available for special applications that require the ability to select and edit many data records (rows) from a data source during a single submission. The display part creates a user interface for selecting the data records and data entry fields for changing record values. When the user submits the display part, the changes made to the selected records are submitted to CATSWeb.


Quick Tip

The Datasheet Display Part includes an addtional data source: Calendar Data. The Calendar Data data source can be used to edit holiday information when the Calendar Display Parts feature is installed.

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Datasheet Display Part Settings

General display part settings are described elsewhere. The following settings apply specifically to Datasheet display parts:

  • Data Source Section

    • Fields to Hide - You may enter a comma-delimited list of field names to hide in the data table associated with the display part. Columns will not be present for the fields that you specify, even if they are designated as visible in the form design or data source query.

    • Fields to Lock - You may enter a comma-delimited list of field names to presented as non-editable the data table associated with the display part. Columns will not be editable for the fields that you specify, even if they are designated as editable in the form design.

  • Row Selection Section - This section is used to define how rows are selected:

    • Control Default - Specify a default value to be used for all of the controls. For checkboxes and option groups, 0 designates No (unchecked) and -1 designates Yes (checked).

    • Control Caption - Specify an optional caption for the column of row selection controls.

    • Control Background Color - Specify an optional HTML color code to use as the background color for the column of row selection controls. Leave this setting blank to use the data row background color.

    • Allow Deletions Checking this box adds Delete checkbox to each row. Does not apply to Calendar data.

  • Submission Section - This section is used to define how the display part submits its data:
    • Submit Button Position - Choose a position for the submit button.
    • Submit Button File - Specify the name of a graphics file to use as the submit button (ex: "submit.gif)". CATSWeb looks for the file in its graphics subdirectory, or in an alternate graphics subdirectory if specified in the user's current Interface Preference.
    • Help Text - Specify optional help (Alt) text to display when the user floats their mouse over the submit button

    • Disable Event Hooks - Select this option to disable event hook processing on submitted records.


  • Reason For Edit Section - This section is used to define how the Reason For Edit field will be used:
    • Hide Reason For Edit - Hides the Reason For Edit field and uses a default value.
    • Reason For Edit List - Binds the Reason For Edit field to a CATSWeb Drop Down List.
    • Height (rows) - Specifies the number of rows used for the Reason For Edit field

    • Width (columns) - Specifies the width of the Reason For Edit field in columns.

    • Default - Specifies the default value of the Reason For Edit field.


  • Memo Fields Section - This section is used to define how memo fields will be used. These settings provide control over memo field size to allow conservation of space when using large memo fields within Datasheets. Setting small Default Hieght/Width settings along with larger Active Height/Width settings allows editable memo fields to expand when in focus, and then return to their smaller size when not in focus.
    • Default Height (rows) - Specifies the default number of rows used for memo fields.

    • Default Width (columns) - Specifies the default width of memo fields in columns.

    • Active Height (rows) - Specifies the number of rows used for memo fields that are active (have cursor focus).

    • Active Width (columns) - Specifies the width of memo fields that are active (have cursor focus) in columns.

    • Use Hover Window For Read Only - Check this box to shorten read only memo fields to conserve space in the Datasheet. Hovering the mouse over the image (or ... if no image is provided) will display the entire field contents. This feature requires use of a CSS based Interface Preference.
  • Additional HTML Section - This section may be used to add additional HTML to the display part is various locations. See this topic for more information on loading HTML from files and performing replacements on the HTML.

    • Before Body - This HTML is placed below the title and subtitle, and above the data table. It is also outside (above) the form tag, so submittable fields cannot be included.

    • Top of Form - This HTML is placed below the title and subtitle, and above the data table. It is inside the form tag, so submittable fields can be included. The field values will appear in the rsRecords record submitted to the data link.

    • Bottom of Form - This HTML is placed below the below the data table. It is inside the form tag, so submittable fields can be included. The field values will appear in the rsRecords record submitted to the data link.

    • After Body - This HTML is placed below the data table, and below the closing form tag. Submittable fields cannot be included.

    • Replacements - See this topic.


    • Convert Line Breaks - See this topic.

    • Display as Text - See this topic.

  • Troubleshooting -

    • The Datasheet display part submits records directly to the AddEditDelete functions in the CATSWeb API. This allows changes to records that have been locked by signature controls. If restriction of locked records from being operated on by the display part is desired, locked records should be excluded from the query selection used by the data source of the display part..

    • Some fields within a Datasheet column do not match or have different list values - The Datasheet display part generates entry fields based on the category of the individual record. If multiple form categories are selected in the Datasheet query, differing field settings from form to form can cause changes in the field display. Use care when selecting multiple form categories in a query used for a Datasheet display part. List fields dependand on reloading or dynamic field values are not available within the Datasheet Display Part.

    • Submission Failures and errors - The Datasheet display part processes updates according to CATSWeb system rules. Mandatory fields, validation and event hooks are processed by default, just as they would be when editing records in other ways. Records that cannot be processed will be listed after submission for informational purposes. Event hook processing may be turned off using the Disable Event Hooks setting.

    • ...field is required in the datasheet query. - The Datasheet display part requires unique indentifying information in order to update records.
        That information includes:
        For Action Queries and Filters
        • Action Id
        • Category

        For Subtask Queries and Filters
        • Subtask Id
        • Category

        For Subform Queries
        • Subform Id
        • Category
        • Parent Id


        If the fields above are not needed to the user display, they can be hidden using the Fields to Hide setting.

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