This section explains how to access a particular object (forms, reports,...), as well as the various options the user may find. Remember that in most cases, a tooltip a message will appear when the cursor is positioned over an icon, image, hyperlink, or other element in the graphical user interface.

1 General View

First, users must click a database, then select a particular file. Next, users must create and accept a Query Form, as can be seen in the following video:



2 Actions Applied to Reports

If the Tools panel's position is fixed onscreen, the user will see it on the lower right with the following icons:


Relational Transactions
Icon Name Description
Information Detailed information on the selected element.Requires authorization.
Favorites Add an element or option to favorites.
Report Configuration

Customize report settings.

Transactional Role

Transactional Role is used to define and approve user permissions, depending on the groups to which they are connected. All these data groups ara defined in wic_conf.

Users will also see another tool panel located at the top of the screen:

List of actions
Icon Name Description
Back Button that returns users to the previous result, depending on filter criteria.
Forward Button that brings users to the next result, depending on filter criteria.
Filter/Query Button that returns the user to the filter/query screen.
Refresh/Reload Refreshes the current screen.
Increase/Decrease Number of Lines per List Increases or decreases the number of lines on a list.
Form Format Button used to show form format, as a record in list form.
Print

Button used to convert objects to other formats (print or export).

In order to fully understand the functioning and implications of this tool, please see the following link.

Table Manager

Button that allows exports, imports and modifications to tables linked to an object.

In order to fully understand the functioning and implications of this tool, please see the following link.

Query information

Button used to access the query information options: data source and performance metrics. Requires specific role.

In order to fully understand the functioning and implications of this tool, please see the following link.

Help Button used to access help documentation.

3 Object Transactions

Depending on their assigned role and the group to which they are connected, users can access the following transactions:

Transaction Relationships
Icon Name Description
Clear Transaction which clears all form sections, except those filled out by default. Requires authorization.
Insert Transaction which inserts a new record. Requires authorization.
Delete

Transaction which deletes a new record. Requires authorization.

Users should note that, even if authorized, they will not be able to erase records belonging to another table in some cases.

Save

Transaction used after any modification to an object section.

This action will store all modifications to records.