Workflow Builder

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EForm and Workflow Builder (Alpha)
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= EForm & Workflow Builder (Alpha) =
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The new dynamic EForm & Workflow Builder is designed to allow Caisis administrators and data managers to construct EForm type data entry screens without the assistance of a programmer or database administrator.  This is accomplished using a simple drag and drop interface.
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== Basic Features of the EForm Builder ==
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# EForm Title
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# EForm Disease
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# Available Fields
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# EForm Sections
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#* Section TItle
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#* Section Layout selectors
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#* Delete Section button
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#* Move Section buttons - move section up or down in the section order
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# Trash - Remove fields from your EForm by dragging them here
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# Preview EForm button
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== The structure of a dynamic EForm can be summarized as follows: ==
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# Each '''EForm''' is made up of one or more '''sections'''.
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# Each section can hold one or more data entry '''fields'''.  Each of these fields corresponds to a column in the Caisis database.
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==EForm Building Basics==
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# '''Give the EForm a name''' in the box on the top left of the screen.
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# Select the appropriate '''disease''' for the EForm
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# A new EForm will have one blank section by default.  You may '''add more sections''' as needed using the "Add Section" buttons.  Give each section a title; if you don't want a section title to display on the user interface, uncheck the "Display Section Title" checkbox for that section.  '''Delete sections''' using the "X" button found on the top right of the section.
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# To '''add a field''' to your EForm, simply drag it from the '''Available Fields panel''' into a section of the EForm.  (Use the table select box to choose the database table that contains the field you want to use.)  To '''delete a field''' from your EForm, drag it from a section into the Trash can on the bottom left of the screen.  (Note: the data entry input type is currently determined by the metadata for that database field.)
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# '''Adjust the layout''' of each section by selecting either One-Column List, Two-Column List, or DataGrid layout.  You can '''change the order of sections''' using the Up and Down arrows next to the section title.
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# Be sure to '''save the EForm''' design regularly using the Save buttons. 
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# You may '''preview your EForm''' using the "Preview EForm" button at the top of the screen.
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# To '''activate the EForm''' as a Workflow in the Data Entry section, you must check off the "Active" box for the EForm in the Manage Workflows list in the Admin section of Caisis.

Revision as of 02:44, 3 May 2010

Contents

EForm & Workflow Builder (Alpha)

The new dynamic EForm & Workflow Builder is designed to allow Caisis administrators and data managers to construct EForm type data entry screens without the assistance of a programmer or database administrator. This is accomplished using a simple drag and drop interface.

Basic Features of the EForm Builder

  1. EForm Title
  2. EForm Disease
  3. Available Fields
  4. EForm Sections
    • Section TItle
    • Section Layout selectors
    • Delete Section button
    • Move Section buttons - move section up or down in the section order
  5. Trash - Remove fields from your EForm by dragging them here
  6. Preview EForm button

The structure of a dynamic EForm can be summarized as follows:

  1. Each EForm is made up of one or more sections.
  2. Each section can hold one or more data entry fields. Each of these fields corresponds to a column in the Caisis database.

EForm Building Basics

  1. Give the EForm a name in the box on the top left of the screen.
  2. Select the appropriate disease for the EForm
  3. A new EForm will have one blank section by default. You may add more sections as needed using the "Add Section" buttons. Give each section a title; if you don't want a section title to display on the user interface, uncheck the "Display Section Title" checkbox for that section. Delete sections using the "X" button found on the top right of the section.
  4. To add a field to your EForm, simply drag it from the Available Fields panel into a section of the EForm. (Use the table select box to choose the database table that contains the field you want to use.) To delete a field from your EForm, drag it from a section into the Trash can on the bottom left of the screen. (Note: the data entry input type is currently determined by the metadata for that database field.)
  5. Adjust the layout of each section by selecting either One-Column List, Two-Column List, or DataGrid layout. You can change the order of sections using the Up and Down arrows next to the section title.
  6. Be sure to save the EForm design regularly using the Save buttons.
  7. You may preview your EForm using the "Preview EForm" button at the top of the screen.
  8. To activate the EForm as a Workflow in the Data Entry section, you must check off the "Active" box for the EForm in the Manage Workflows list in the Admin section of Caisis.
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