Tutorial 4 - Configuring another Global Template

In this tutorial you will create a template that will expose you to seven new features. You will:
1. use a Title field;
2. use a Logo field;
3. use a SubledgerNumber field;
4. convert editable text fields into pop-up lists;
5. link fields to the City template that you have already created; and
6. include a Date field and, as part of the Data Entry function, select date input and a date display formats of your own choosing;
7. use a View field.


Exercise 4 - 1, Title field in a Template
The Title field is a static text field. It can be used as a template name, or describe the purpose of a number of fields, etc. It can be visually enhanced through the selection of different fonts, and box borders.

1. Launch the Global Templates function and select the New menu item or click on the New button in the Open Global Data Template panel.
2. Drag a Title from the Palette and drop/position it into the Workspace.
3. Double click the word Title (to select its text) and type Names.
You can modify the font, if you wish (Format > Font > Show Fonts). To do so, the title text must be selected. Now let's embellish the title a little bit by boxing it. If a single border is required, it can be obtained by simply selecting one of the Field Border options in the Inspector. If multiple borders are desired, you can enhance the initial Border selection with Format > Layout > Group (multiple groupings are possible).
4. Click on the left button of Field Border and the center button of Field Alignment in the Inspector's Title view.
Click on Group (Format > Layout), the Inspector's Group view should be set to No title and click on the second button from the right for Box border.


Exercise 4 - 2, Logo field in a Template
This is a static image field that forms a cosmetic component of the template. This field is manipulated by the Logo view of the Inspector. It can be used for including the corporate logo, or any other image, as part of the template.

1. Drag a Logo from the Palette and drop it into the Workspace.
The Inspector now displays the Logo view.
2. Select an image (e.g. eps or tiff of your corporate logo) from your files and drop the file icon into the Image file well in the Inspector.
Resize the logo, if necessary, by checking the Enable resizing switch in the Logo view of the Inspector (logo must be selected i.e. Control Points showing). To retain the proper aspect ratio, hold down the Alternate key, and drag a corner Control Point to increase or decrease the size of the image.
3. Click on Group (Format > Layout), the Inspector's Group view should be set for No title and click on the second button from the right for Box border.
Position the logo neatly in the Workspace just below the Name title.
4. Select both the Name title and the Logo by rubber-banding them.
Click on Group (Format > Layout), the Inspector's Group view should be set for No title and click on the right button for Box border.

Exercise 4 - 3, New fields in a Template as Pop-up Lists
Pop-up lists are used to store pre-determined values in a text field. Pre-determined values are desirable when the data to be recorded has relatively few options and precision (e.g. spelling, special terminology, etc.) is important.

1. Drag a New field from the Palette and drop it into the Workspace and position it to the top right of the Logo.
Replace the default System name with Salutation.
Select the Inspector's Field - Lists tab and click on the Salutation radio button.
2. Drag a New field from the Palette and drop it into the Workspace and position it to the right of the Logo field.
Replace the default System name with Entity.
Select the Inspector's Field - Lists tab and click on the Entity radio button.


Exercise 4 - 4, New fields in a Template as Switches
Switches are used to set logical Yes (checked) = On or No (unchecked) = Off. In this exercise we will add three fields and define them as Switches.

1. Drag a New field from the Palette and drop it into the Workspace and position it below the Logo.
Replace the default System name with Prospect.
Select Data type Switch.
Select Input action: Lock.
Select Style: Title to the right and Box border the left button.
2. Repeat process 1 for System names: Customer and Vendor.
3. Group all three switches and rename the Title from Box to Status and select the third Title option from the top (show title inside the border).


Exercise 4 - 5, New Field as a Subledger Number
This is simply the process of dragging a New field into the Workspace and changing the default Data type Text to a Subledger # and selecting the Size and Data type (Char or Num).

Internally, the Subledger Number field is of Text type and Char and Num simply enforce the content of the text string. For the purpose of this tutorial we have selected Size 10 Num.

Please Note:
Although this is a Global template that we are creating, we can use the specialized Subledger Number as a component field. The benefit of this is two-fold although not everyone will want to utilize the concept inherent in the second benefit:

1. When we create Subledger templates (which require a Subledger Number field) we can link the Subledger to the Global table and obtain the Subledger Number from it, as we will do later on in the Tutorial.
2. In our Tutorial dealing with Subledgers, we will address this "commercial possibility": You create a Name record for every Prospect (not yet a Customer or a Vendor). At some point in time your prospects become Customers, or Vendors, or both. If a Prospect becomes both a Customer and a Vendor then the Numeric ID of the Name table will automatically become both the Customer and the Vendor number.


1. Drag a New field from the Palette and drop it into the Workspace and position it below the Salutation pop-up field.
Replace the default System name with Numeric ID.
Select Data type Subledger # and set the Size to 10 Num.


Exercise 4 - 6, Adding New fields and Linked fields to the Template
Data fields can be brought into a template in one of two ways:

as native fields: data will be stored in the database table being created according to the template model by dragging New fields from the Draggable objects of the Palette;
as linked fields: data will be referenced in the template-created table to the database table in which the linked data is stored (this reference can be for multi-level links), Data types are inherited. The most common method of creating a link is to select the Palette view of the table that carries the source data (e.g. City), click on the field icon in the Grab column and drag into the Workspace. However, the fields can also be dragged from the General view. All available link options will be shown in the Link to source (to change a pre-existing field from a native field to a linked field, simply click on the applicable link option)

As part of this exercise, we will add to the template three native fields and three linked fields as well as a Title to explain the input. In all cases, set Input action to Ask:

1. Drag three New fields from the Palette into the Workspace and position them above each other to the right of the template's logo.
The first field to the right of the Numeric ID field; the second and third fields below the Numeric ID field (leave a bit of extra space between the first and second field to accommodate the input explanation).

2. Inspector settings: Change the System names of the three fields to: First Name, Last or Corporate Name, and Address.
All three fields' Data type remains as Text; however, the First Name field's Size should be changed to 20 Max. The Alignment setting in the Display style should be Left justified.
3. Drag a Title from the Palette and position it between the First Name and the Name field in the Workspace.
Change the text from Title to If corporate, leave the First Name field empty (unbold the font, if necessary).
4. Select City view in the Palette.
Drag the three fields City, St/Pr, and Country from the Grab column and position them as City and St/Pr below the Address field, and Country below the St/Pr field.
5. Drag a New field from the Palette into the Workspace and position it to the left of the Country field and change the System name to Zip, Data type = Text with Size 20 Max, Input action = Ask.
6. Drag a New field from the Palette into the Workspace and position it to below the Country field and change the System name to Telephone, Data type = Text with Size 20 Max, Input action = Ask.
7. Drag a New field from the Palette into the Workspace and position it below the Telephone field and change the System name to Fax, Data type = Text with Size 20 Max, Input action = Ask.
8. Drag a New field from the Palette into the Workspace and position it to the left of the Telephone field and change the System name to E-mail, Data type = Text with Size 40 Max, Input action = Ask.


Exercise 4 - 7, Adding a Date field to the Template
This is simply the process of dragging a New field into the Workspace and changing the default Data type Text to a Date. For the purpose of this tutorial:

1. Drag a New field from the Palette and drop it into the Workspace and position it to the left of the Zip field and above the E-mail field.
Replace the default System name with Start Date and the User name to Added to the list on.
Set Data type to Date and the Input action to Lock.


Exercise 4 - 8, Adding a View field to the Template
A View field does not create a data receptacle in the database table when the template is being saved. Rather, it is used in, one of its renditions, as a non-editable display field - in another as a button that can trigger Procedures. In this tutorial we will use it as a display field:

1. Drag a View field from the Palette and drop it into the Workspace and position it below the E-mail field and expand it to fit the available space.
Replace the default System name with File Make Up.


Exercise 4 - 9, Completing the Template
The various fields are now in position. All that remains is connecting the fields to establish the cursor movement. Since the View field is non-editable, it does not require a connection.

1. Establish the connecting lines from Numeric ID to First Name, to Last or Corporate Name, to Address, to City, to St/Pr, to Country, to Zip to E-mail, to Telephone, to Fax.
2. Test the template.
3. Select Save menu item.
This will launch the Save Template panel.
Type Names into the Name field and Prospects, Customers, and Vendors into the Description field.

 

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