Tutorial 3 - Defining Accessories

STEP FORWARD has three specific Accessories: Date Formats, Fiscal Periods, and Value Lists. Fiscal Periods are specific to accounting applications and will not be dealt with at this time. Date Formats and Value Lists are used in all information management applications.



Exercise 3 - 1, Accessories - Date Formats
The Date Formats enables the user to define all date formats that may be used throughout the various applications which will be configured for the specific database. How and when these Date Formats will be used is entirely under the control of the end-user as part of Preferences. Regardless of which Date Format is defined or used, the actual date is stored in the database as a YYYYMMDD format. The Date Formats window looks like this:

As a test, add one or more date formats of your own.

1. Launch the Date Formats editor.
Select Formats > Add menu item.
Type your date format (e.g. YYYY-MM-DD) into the editable field (replacing the words New format) and press the Return key or click on the Set button.
2. Click on the left and right M and D buttons to watch your date increase and decrease from the original setting (i.e. current system date).
3. Add more date formats of your choice, if you wish (you may want to use them later in other exercises).


Exercise 3 - 2, Accessories - Value Lists
When handling data of TEXT type, it may be convenient to pre-define and limit such data through the use of pop-up lists or combo boxes. These pre-defined character strings are established in STEP FORWARD through Value Lists.

1. Launch Value List editor.
2. Click on the New button.
This will select the Name field by placing the cursor into it.
3. Type Salutation (the name of the Value List) into the Name field.
This will select the first cell in the List items - Item area.
4. Type Select One (the name of the item).
This will advance the cursor and select the next cell.
5. Type Mr.
type Mrs.
type Not Applicable
6. Click on the Save button.
This will save the Salutation Value List and add its name to the List name area. The Value List Editor window remains open for input of additional value lists. Let's add another list.
7.

Repeat, this time for Select One, Individual and Corporate with the List Name Entity:

The Item cells can also be shuffled by holding down the Control key and dragging the titled cells up or down.

 

This way we can change the order of the terms in the List after it has been created.

 
The first cell will be the default selection of the resulting pop-up list or combo box.

You are now ready to utilize these features in a Template along with the use of linked fields.

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  Tutorial 4 - Configuring another Global Template
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