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

Reports are a way to view, format and summarize the information contained in the database. Unlike forms, reports do not have transactional buttons. When accessing a report, the screen shows the following icons:

List of actions
Icon Name Description
Back Button that returns users to the previous list page, when the report has more than one page of results.
Forward Button that brings users to the next list page, when the report has more than one page of results.
Filter/Query Button that returns the user to the filter/query screen, when the report has a query screen.
Refresh/Reload Refreshes the current screen.
Report Setting Menu Opens the report menu to customize report settings. See next section Report Setting Menu.
Report Setting Activated The current report has been modified through the report settings menu. The data could have been filtered further filtering or the columns could have been hidden from the original query. See next section Report Setting Menu.
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.

Back to original report performance

Executes the report as in the previous application version.

More options

Displays a new panel with the following options:

Query information: accesses the information related to the performed query.

Object configuration: accesses the report definition. Requires authorization.

Document information: accesses help documentation.

 

2.1 Report Setting Menu

This tool allows the filtering and sorting of the report rows for the User's convenience. In this way, a subset of the report results is obtained. Reports that currently have some kind of restriction or filter, with respect to the original results, will show a point in the Report Setting Menu icon .

2.1.1 Select number or rows

Use this option to select the number of records that each page will display. Select one among the options: 10|20|50|100|200|500|1000

2.1.2 Column concealment

Select the columns you want to hide/show from the original report. Columns selected using the flag will not be displayed.

2.1.3 Sort

Sort rows by one or more columns. Any column of the report can be selected. Procedure:

  • Drag the name of the column you want to use from the All columns area, and drop it on the Sort columns area.
  • Select the sorting criteria to sort the column values in ascending/descending order by clicking on the column right icon: up/down/none.

2.1.4 Query

From this option you can add or modify the original query options. Please note that only the original query options are available.For this reason, this option is not available in those reports that do not have query options.

Information

Remember that now it is mandatory the use of the * asterisk character to represent unknown characters in a text value and is useful for finding multiple items with similar but not identical data. Follow this link for further information about Operatos and Metacharacters.

2.2 Management of Dynamic Groups in reports

Some reports allow the user to modify, through the simple use of drag and drop, the order of the columns that will be used to make break groups.

This allows the user to create different reports from a single object, and consequently, to reduce to one the number of reports necessary to obtain all the combinations that this new report provides itself. The functionality also allows you to hide the dynamic grous, which will not appear in the report; and it also allows to sort data by these groups. The dynamic groups do not appear in the Column concealment option or the Sort option of the Report setting menu.

To modify the order of the columns, the user has two options:

  • On the report QBE screen.
  • Through the Report Setting Menu. This option is more interesting since modifications in the group order is reflected in the report instantly.

2.2.1 On the QBE screen

Dynamic groups are located in a list at the bottom of the QBE screen.

  • Access the query screen and, if necessary, fill in required fields.
  • Select the desired column.
  • Drag and drop the column to the new place on the list.
  • To hide columns: click on the eye icon .
  • Execute the query: the group order has been modified in the report screen.

2.2.2 Through the Report setting menu

  • Execute the query to access the report.
  • Open the Report setting menu.
  • Access the Groups option: the columns are displayed in a list.
  • Drag and drop the column to the new place on the list: the new report has been automatically created.
  • To hide columns: click on the eye icon .

3 Actions Applied to Forms

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.
Object Configuration

Customize object settings. Requires authorization.

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 are 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.
List view Transforms the display of a form into a list view
Number of lines per list Select among the options the number of lines per list: 10|20|50|100|200|500|1000
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.

3.1 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
Clean Transaction that clears all form sections, except those filled out by default. Requires authorization.
Insert Transaction that inserts a new record. Requires authorization.
Delete

Transaction that 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.