PIMS User Guides

Forms

Usually the form contains a Task Bar on the top of the form, Navigation Grid (NavGrid) in the right pane and Data Navigator in the bottom of the form.

Typically, a form will contain a Task Bar on the top of the form, Navigation Grid (NavGrid) in the right pane and Data Navigator in the bottom. The Data Navigator and the NavGrid are used for data entry and the Task Bar to execute certain commands.

Figure 12: Example of a Pims R3 Form

Data Navigator

Data Navigator is used in the Windows Client for data navigation, filtering, sorting and previewing the data source data. It is located in the bottom of most of the forms.

The Data Navigator and the NavGrid are used for data manipulation and the Task Bar – for functionality in forms.

Forms Toolbar / Data navigator

Data Navigator is used in R3 Client for data navigation, filtering, sorting and previewing the data source data. It is located in the bottom of most of the forms.

Figure 13: Data navigator

The functionality of the buttons in the data navigator is shown in the following table:

Icon Description
Move to the first record in the list
Move to the previous record in the list
Current Record Number
Move to the next record in the list
Move the last record in the list
Create a new record. Empties the form values, ready for data entry
Delete a record
Save changes
Set number of records displayed in list (lower this if performance is slow)
Create a filter – see section (Edit Filter > creating a filter) for more information on creating filters
Sort list ascending or descending
Refresh the data on the form by fetching it from the database
View record information
Set the current filter as default filter
Enter a search term to narrow down the list
Apply a saved filter
Remove Filter button with Current Filter Clause

Creating New Record

To create a new record, click on the Add New button in the Data Navigator and fill in the fields in the form. To move among the fields, click on the field or use the “TAB” button.

Modifying a record

To modify a record, start with navigating to the record you want to modify. Then place the cursor in the field you want to modify, and make your changes directly.

The changes that you input will be saved when you:

Deleting records

The current record may be deleted by clicking the Delete button in the Data Navigator. In some forms creating and deleting record could be done by the tasks in the Task Bar. Note that deleting a record a sub dataset such as a grid would have to be handled in the grid by right click menu on record in grid to be deleted.

Set the Maximum Record Count

Use Set Max Records to set the maximum number of records displayed in the right pane. Click button in the Data Navigator.

Note that Pims will always search, filter and sort in all records that you have access to, regardless of what the maximum records count setting is. The maximum record count is the number of records that the system will show in the client. On low bandwith connection, have a low Max Records setting will improve performance.

Set the maximum number of records by using the slider or type in the number in the dialog and click OK.

Figure 14: Set Max Record count dialog

“Click here to determine the best connection speed” will set the optimum number of records to be loaded for your connection. The slider lets you to set the maximum number of records to 10, 100, 1000, 10000, 100000 and to No limit. Check “Set as Default” to use the maximum number of records shown by default in all forms.

Filter

By using a filter, only a subset of the data will be retrieved from the server.

You can type in a value to search for in the NavGrid column, use Search in the Data Navigator to search for values in all columns of the data source, choose saved filter in Filters combo box in the Data Navigator or create a new filter.

You can remove the filter by clicking Remove Filter button in the end of the Data Navigator.

Creating a Filter

To create a filter, click on the Edit Filter button in the Data Navigator. The Edit Filter dialog will appear with saved filters on the left and the Filter Builder on the right. See section “Using filters”.

Set sort order

You can sort retrieved data as you like. Press the button in the Data Navigator to set the sort order of the data.

Figure 15: Sorting dialog

Up to three columns to sort are available. Choose the columns in the dropdowns on the left and the sort order to them on the right and click OK.

Functionality in data grids in Forms

Navigation Grid (NavGrid) is used for data navigation, sorting, filtering and previewing the data in columns of the right pane. The commands are accessible in the context menu on right clicking on the selected columns.

Figure 16: Right click header column menu and Column Chooser Customization window

The functionality in the context menu of NavGrid is shown in the following table:

Functionality Description
Sort Accending Will set sort order to ascending.
Sort Descending Will set sort order to descending. Sorting is also set by clicking on the columns.
Clear Sorting Will remove sorting
Show Group By Box Will show group by box above the NavGrid.
Remove This Column Will remove the column from the NavGrid.
* Column Chooser Will open column list to add or remove columns. Use drag and drop to add or remove columns (see Figure 16).
Best Fit Will change column width for the best fit.
Best Fit (all columns) Will change the width of all columns for the best fit.
Filter Editor... Will open the Filter Builder to set the filter. You can also type in values to filter for in the filter row below the column headers.
Print Preview Will generate print preview of the records in the NavGrid.
Restore Layout Will restore the NavGrid column layout to default.
Freeze Column Left The column will be moved to the front of the grid and will be always visible when the horizontal scrollbar is moved.
Freeze Column Right The column will be moved to the back of the grid and will be always visible when the horizontal scrollbar is moved.
Un-Freeze Column
Export Will export the data in the NavGrid to the file of your chose. Following file formats are supported: PDF, HTML, MHT, Excel, Text.

Note that in top right corner of the column there is a filter button which results in the lookup of the data in the column.

Figure 17: Filter button in right corner of column header

To create a complex filter, click on “(Custom)”.