Forms allow users to add and edit data in the tables (Jiffy Tables or Doc Tables) and view data that already exists. Forms provide row level and column level restrictions to the data depending on the user roles.

Data can be added or edited in the Presentation using the form settings by clicking on add (1) or edit (2) icon.
The form differs for each user based on the role and state combinations given during the form settings.

Performing Form Settings

Form settings can be performed in two ways:

1. Click on the Datasets icon in the menu bar. In the Datasets listing screen, click on the Forms icon corresponding to the required dataset.

   

   Form Settings can be performed only on Jiffy tables and Doc tables.

2. Click on the Forms icon in the menu bar. In the Form Settings screen, select the required table from the Select Table dropdown.

3. Further, click on the +ADD NEW FORM button to create a new Form. Upon creation, the newly created Forms get listed in the Forms list. Three tabs, General Settings, Button Settings, and Column Restrictions appear on the right side of the Form Settings window.

   

   All the features of the main table are applicable for the inline tables too.

General Settings

Multiple forms can be applied to various rows of that table. One row can have only one form setting applied to it at a time. If any of the combinations of roles and states defined in a form matches the rows of a table, then the form gets applied to those particular rows.

• Form Name: Name of the form.
• Roles and States: Different conditions can be defined using user roles and execution state values, based on that particular form setting is applied to that row.
  • Each form can have multiple combinations of roles and states.
  • When the combination of the role and the execution state defined for a row in the form matches the row being accessed by a user having the same role and execution state in a table, that particular form setting is applied to that row.
  • Adding a new combination: To add more combinations of roles and execution states, click on the + icon (1) against the last existing combination.**
  • Deleting an existing combination: To remove an existing combination of roles and execution states, click on the X icon (2) against the required combination.**

At least one set of roles and state combinations must be defined with values while creating a new form.

Button Settings

• A maximum of 6 buttons is allowed for a selected table. If there are any inline-table, 6 buttons can be added for the inline tables as well.
• Four buttons, Previous, Next, Cancel and Save are provided by default.
  • If any inline tables exist in the selected main table, then the four default buttons are provided for the inline tables too.
  • The names and actions of the buttons Previous and Next cannot be modified.
  • The name of the Cancel button can be changed but not its action.
  • The name and actions of the Save button can be changed as required.

• Adding a new button: Two more buttons can be added to the tables. Click on the + icon (1) against the last existing button and specify the following details:

  • Button Name: Name of the buttons.

  • Task Associated: A list of all the tasks of that App in the system. Relevant tasks can be selected based on the button name defined. This can be used to trigger the selected task, when the button is clicked.

    The Task Associated field is applicable only for the SAVE button.

  • State: A list of all the execution states defined in the selected table of that App.

  This field can be used to update only the status to the execution state column of the selected table without associating a task to the button.

  • Action: The actions that the button performs on clicking the buttons defined for a selected table:
    • Save: This action will save, trigger the task, and not close the window.
    • Exit: This action will only trigger the task and close the window
    • Save & Exit: This action will save, trigger the task, and close the window.

Selecting **State** and **Action** is not mandatory for the buttons.

• Deleting an existing button: To delete an existing button, click on the X icon (2) next to the required button.

Column Restrictions

This feature provides column level restrictions to the user roles. Using the view/edit options provided against each column of the selected table and its inline tables, restrictions can be set to the columns that can be accessed by the user role.

Column access to the user role can be applied based on the following actions:

• If the View option (1) is selected for a column, then the user with the role assigned can only view the column values and cannot modify the details. The column values will be in disabled mode.
• If the Edit option (2) is selected for a column, then the user will have the privilege to modify the column values.
• If both View and Edit options are not selected for a column, then that particular column will not be visible to the user in the Jiffy table selected.

By default, both **View** and **Edit** checkboxes are selected while creating a new form and can be changed accordingly as per the requirement.

There is a 6-dot button (3) which is a drag handle provided against each form, which is used to drag and drop the form to the desired place for ordering the forms as required. This is used when multiple forms are matching with the same role and state of the row. In such cases, the form having the priority is applied to that row of the selected table.

There is a 6-dot button which is a drag handle provided against each form, which can be used to reorder the forms.

Default Form

When a form settings are being done for the first time in a table, a default form is created in which the user can edit the values as per the requirement.

If there are any, the inline table names are displayed as the heading for its columns to identify the details.

No two forms can have the same name. Form names for a table have to be unique.

• General Settings:
  • Form Name: Name of the form. The value of this field is set to Default Form initially, which the user can change according to the requirements.
  • Roles and States: For a Default Form, the multi-select drop-down fields for Roles and States have the default values as all the values are selected in the drop-down list.
• Button Settings:
  • Four buttons, Previous, Next, Cancel and Save are provided by default.
  • If any inline tables exist in the selected main table, then the four default buttons are provided for the inline tables too.
  • The names and actions of the buttons Previous and Next cannot be modified.
  • The name of the Cancel button can be changed but not its action.
• Column Restrictions:
  • Each column can be assigned a View or an Edit access for a user.
  • If the View option is selected for a column, then the user with the role assigned can only view the column values and cannot modify the details. The column values will be in disabled mode.
  • If the Edit option is selected for a column, then the user will have the privilege to modify the column values.
  • If both the View and Edit options are not selected for a column, then that column will not be visible to the user in the Jiffy table selected.

Duplicate Form

An existing form can be duplicated to create a new form.

• Click on the Duplicate icon against a form, to create a new form with the same details. These details can be modified as required. Click on the SAVE button to save the modifications.

Only one form can be chosen at a time to perform the form settings for a table.