The Generic Data Management application provides the creation of a generic form that allows a form to be dynamically created given the table data source. This in turn allows for the Create, Read, Update, and Delete (CRUD) operations to be performed on the table without having to pre-create a process and single activityA specific step in a process. It will be the user interface for that step (web form or a screen), for example, the Leave Application (screen interface or web form) will be the first Activity in the Leave Requisition process. The Leave Application Authorization will be the second step or Activity in the Leave Requisition process. One Process can have multiple activities..
The target audience: Super User and Citizen Developers
Loaded Grid View
The loaded grid has the following options available:
| Comparing | Click the icon next to the empty field for a list of the conditions. |
| Deleting | Click on the Delete link button to delete a row. |
| Editing | Click on the Edit link button to edit a row. |
| Filtering | Start by entering a word or number to filter through the data. |
| Grouping | Drag and drop the field name to group by. |
| Inserting | Click on the New link button to insert a row. |
| Paging | Select the next page number to page through the records. |
| Sorting | Click the field name to sort according Ascending or Descending order. |
Filtering
Note: You can filter through the data of a table by starting to type the data. Notice the following:
- You can clear the filter row by clicking on the red icon
- Page through the data by clicking on the arrows or the page number
- Sort the column by clicking on the Column heading
- You can group by dragging and dropping the column header
Select a Database
This procedure describes how to select an SQL database.
- Click Manage > Data Management.
- Select a database from the Database drop-down.
- Select a table from the Table drop-down.
Insert a New Record
This procedure describes how to insert a new record within an SQL database.
- Click New link.
- Type a description in the Descr field for the new record.
- Type a name in the Name field for the new record.
- Click Save.
Note: Click on New link to insert a new record into the table. Notice the following:
- When a field is an identity or a primary key, the field is greyed out
- You cannot enter any data into identity fields
- You can enter data into primary key fields
- Click on the Save link to commit the new record to be inserted
- The form is dynamically built based on the fields in the actual data source.
Edit a Record
This procedure describes how to edit a record within an SQL database.
- (Not shown) Click Edit link.
- Type a description of the in the Descr field.
- Name in the Name field
- Click Save.
Note: Click on the Edit link to edit an existing row in a selected table. Notice the following:
- You can edit a Primary key
- When a field is greyed out it is to display that it is unique both Identity and Primary key fields
- You cannot edit an Identity field
- In the screen capture below, you can see that all the rest of the fields are editable except Identity fields
Delete a Record
This procedure describes how to delete a record within an SQL database.
- (Note shown) Click Delete link.
- Click Yes to confirm deletion of the record.
- A popup will display confirming the delete
- Clicking Yes will commit the delete to the database
- Clicking No will cancel the delete
Select an Empty Table
When selecting an empty table, an Empty Table popup appears.