Home

AGILIA

1. 3 Define further objects which should be later available for selection in the form Therefore repeat step 1 to step 2 Note Now the corresponding objects appear in the field Addable objects e g for the selected Person you can now add Address Title Note In case you want to remove an already added object select the desired object a Repeat all this steps until you have selected all the desired objects and then click on Now you have successfully selected objects for your form Step 3 Position Objects and Create Forms Now select the design and structure of your new form Step 1 Either select an object from the list Input field or write any text you like in the field Static text Note Please note that you have to add at least one input field of the main object Person or Company e g First name or Company name to the company in order to secure its correct functionality and display Step2 Select a position of your new field in the empty form by selecting a checkbox which equals the position in the form Step3 Confirm the selected position with a click on or depending on the type of field you want to create The new field is now created in the form eBIT ebit e business amp IT Entwicklungs GmbH 6 11 AGILIA Dynabase Forms Step4 Set all the details alignment width field type of the respective fields see Figure 4 New form Step 3 Step5 Repeat step 1 to 4 until you are satisfied wi
2. permission of the ebit e business amp IT EntwicklungsGmbH ebit e business amp IT EntwicklungsGmbH provides no warranty for the correctness of this user manual Modification of the text is reserved ebit e business amp IT EntwicklungsGmbH disclaims any liability for the content or use of this manual The terms agilia ebit and the ebit logo are trademarks of ebit e business amp IT Entwick lungsGmbH eBIT ebit e business amp IT EntwicklungsGmbH 2 11 AGILIA Dynabase Forms Table of Contents 1 GENERAL INFORMATION 122 ss see ennnen 4 Where Do Find the Menu Item Forms nenne nnnnne nenne nenne nnnnnenennnenn 4 2 CREATE NEW PORN a ae ace a on en 5 Step 1 Basic Data Tor the FO ce 5 D 2 AO ODE ea ea eee ea ar 6 Step 3 Position Objects and Create Forms 6 3 USE CREATED FORMS mn en 9 4 EDIT PROFILES WITH POR Mie ee 2400000 B Er Eastern ee ern 10 5 CHANGES FOR CREATED FORMS 2222 22 2 11 eBIT ebit e business amp IT EntwicklungsGmbH 3111 AGILIA Dynabase Forms 1 General Information The module Dynabase constitutes the core of AGILIA where you are able to manage all your address and contact data in an easy and convenient way Forms is part of the module Dynabase of AGILIA With this snap in you are able to cre ate forms in an efficient and simple way according to your wishes You can use those forms for your customized data input In this part of the user manual you will find the descrip
3. AGILIA User Manual DYNABASE Forms ow 21 10 2005 BIT AGILIA Dynabase Forms Welcome Thank you for purchasing AGILIA software This user manual will introduce you to the most important functions of AGILIA in a quick and efficient way This part of the manual describes the handling of the module Dynabase Forms Please read the following manual thoroughly Should you have questions nevertheless please do not hesitate and contact our support support ebit at 43 732 602232 50 In reference to our products we provide trainings In case of interest we willingly send you a detailed description of our trainings Do you have any questions Send us an e mail at office ebitonline com or call us at 43 732 602232 Note The views of the displayed menus menu items and screenshots may possibly differ from your actual screen view depending on your individual settings your rights in AGILIA and on the modules you have purchased ebit e business amp IT EntwicklungsGmbH Schillerstr 1 4020 Linz Austria call 43 732 602232 fax 43 732 602232 5555 email office ebitonline com surf www ebitonline com All rights reserved This manual and its parts are copyrighted No part of this document may be reproduced stored in or introduced into a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise or for any purpose without the prior written
4. created forms now mn Mame of personfcompany Po no Name of personfcompany Ps n Mame of person company Select form DataInput Sl PERSON CC Hrd EH ADDRESS 1 1 4020 Linz Schillerstra e 1 di E MAIL 1 1 kiss ebit at Figure 7 List of profiles Step 1 Search the desired profile with the search fields Note For searching use the wildcards which are commonly used in AGILA mainly Step2 Select the form you want to use for processing the selected profiles Note Please note that you are able to use forms either for companies or for persons depending on the settings you have chosen when creating the form If a form does not fit for the selected form you receive a status message Step3 Click on the desired profile It will be displayed in the selected form Here you can enter the details n the available fields Step4 Click on to save the input Now you have successfully altered a profile or added new data to the profile by means of your form you have created previously eBIT E ebit e business amp IT EntwicklungsGmbH 10 11 AGILIA Dynabase Forms 5 Changes for Created Forms Basically all details of a form can be changed even already positioned input fields or static texts can be changed deleted or newly positioned Therefore select the menu item FORM GENERATOR in the menu FORMS Here you are able to search already created forms Note For searching use the wildcards which are commonly us
5. ed in AGILA mainly Fr fo name MIE Hp form name 60 FORM 0 7111117 En SUFORM Name and Dateof Birth x SEX Figure 8 Form generator In order to edit a form click on the form name or on The selected form is opened Here you have the possibility to change the number of columns or lines as long as no al ready positioned input fields or static texts are affected by this change Note You can raise the number of columns or lines to any extend but you only have restricted possibilities to reduce them If it is the case that a positioned field s affected by this restriction the system is pointing out this circumstance and is preventing simultaneously this change Now follow steps 1 3 see 2 Create New Form eBIT u ebit e business amp IT EntwicklungsGmbH 11 11
6. ed object which should later be available as input field in your form eBIT ebit e business amp IT EntwicklungsGmbH 7111 AGILIA Dynabase Forms 2 is adding the object as an input field at the selected position in the form 3 Inthe field Static text you can enter any text you want This could for example be the name or description of an input field is adding the text on the selected position in the form 5 The dot button of the field User defined functions is opening a new window Here you can enter the JavaScript and ASP functions for your form and save them 6 The dot button l of the field Function call for buttons is opening a new window Here you can enter the JavaScript and ASP functions for the save and reload button of your form and save them 7 The dot button of the field Index of functions is opening a new window Here you see possible JavaScript and ASP functions for the fields of your form is generating the finally finished form is saving the form is able to reload the at last saved version or is deleting selected objects which have already been added to the form 10 Select a checkbox to position a certain field at this position or for deleting this field 11 The default value is defining which values are already preset in the form 1 e which fields are already apparent 12 You can choose the alignment left right aligned centered 13 Define whether this field should be a re
7. quired field or not 1 e if it has to be filled out in the form 14 Select the write protection with the checkbox Read only Fields where Read only is selected cannot be overwritten in the new form 15 With the option Hidden fields are not displayed in the form 16 With the sequence you arrange in which sequence or in which order the fields are ac cessed by the tabulator key Assign numbers for this purpose 1 Note Every newly added input field is added with the Sequence 0 In order to remove fields from the sequence do not change the value 0 This field cannot be accessed by the tabulator key 17 The setting User defines default makes it possible that a certain value is set as de fault value when entering data This means a value is already in the field preset and does not have to be filled out anymore but it can be altered 18 Edit allowed for saved profiles makes it possible that you are able to change or modify already saved profile data when editing those data by means of a form 19 The dot button of the field Function call is opening a new window Here you can enter the JavaScript and ASP functions for the field and save the settings 20 Define whether the field should be displayed as a one or multi line 21 Set the width of the field and if required the number of lines when using multi line fields eBIT a ebit e business amp IT EntwicklungsGmbH 8 11 AGILIA Dynabase Forms 3 Use C
8. reated Forms Select form Datalnput First name of customer Last name of customer 1 Note Is the form saved and created in Step 3 see Step 3 Position Objects and Create Forms you can access and test the form immediately by following the link Display generated form To be able to access and use your already created form select the menu item CREATED FORMS in the menu FORMS All the created forms will be displayed which have the status active DataInput Name_and Date_of_Birth Figure 5 Select created form After selecting an available form it is displayed in a new window according to the previ ous made settings A form could look for example as follows Save Il Reload Figure 6 Example Form Now you can enter the data into your new form Click on to save the entries in the system After saving the new data successfully you receive a status message e g Li Data saved Form deleted eBIT a ebit e business amp IT EntwicklungsGmbH 9 11 AGILIA Dynabase Forms 4 Edit Profiles with Forms You have the possibility to edit profiles which already exist in AGILIA with your custom ized form Select the menu item LIST OF PROFILES in the menu FORMS or for example 1 10 500 in order to search profiles and edit them with the desired form The list of profiles s dis played similar to how it is displayed in the menu PROFILES with the exception that you are able to select your
9. th your form Step 6 If necessary define the different functions User defined functions Function call for buttons Index of functions Step7 Click on to save the form and then on to create your new form Step 8 Follow the link Display generated form and you are now able to use the created form Note You can access the created form in the menu item CREATED FORMS Now you have successfully positioned your desired objects and created a new form The fields from the screen view are described now in detail 1 Eingabefeld KONTAKTPERSON 1 Nachname Eingabefeld hinzuf gen 2 3 statischer Text Name der Kontaktpers statischen Text hinzuf gen 4 benutzerdef Funktionen lu 5 Funktionsaufruf f r Buttons G bersicht der Funktionen 7 8 Formular erzeugen erzeugtes Formular anzeigen Formular wurde ver ndert 9 Speichern Neu Laden L schen lt lt Zur ck Zur ck 410 Feldname statischer Text 44 Vorgabewert 42 Ausrichtung linksb ndig Vorgabewert 43 Mussfeld N 4 4Schreibgesch tzt 7 45 Nicht anzeigen T Ausrichtung linksb ndig 46 Reihenfolge on 47 User setzt Vorgabe 7 Bei gesp Profil 18 ndern erlaubt v 49 Funktionsaufruf Feldname FIRMA 1 Name 20 FeldTyp Ein zeilig C Mehr zeilig Breite Ein zeilig 21 Breite Mehr zeilig Zeile Mehr zeilig Figure 4 New form Step 3 1 From the list Input field select the desir
10. the each name is requiring a field of its own It is recommended to raise the number of lines in case of doubt 4 Choose a background color The default value FFFFFEF white is preset This is a required field Note You can enter any other color you like This color code is the common web code for RGB colors Define whether a sound should be played when an error occurs Define whether the buttons Save and Reload should be available in the new form Click on the dot button l of the field User group A new window is opened for se lecting those users which should have the rights to access the completed forms under the menu item CREATED FORMS 8 Select the status active or inactive Inactive forms do not appear in the menu item CREATED FORMS though they are saved for later use 9 is deleting the form Click on and you come to the next step in the generation of forms eBIT E ebit e business amp IT EntwicklungsGmbH 5 11 AGILIA Dynabase Forms This was the starting point of your new form Step 2 Add Objects Define which objects are later available in the form Form objects Remove abject Addable objects Figure 3 New form Step 2 Step 1 Select either PERSON or COMPANY from the list Addable ob jects Note Depending on your selection person or company the later available addable objects may vary Step2 Click on in order to add the selected object from the list Form objects Step
11. tion of those parts that deal with creating forms in AGILIA Where Do Find the Menu Item Forms In the menu DYNABASE you find the menu item FORMS Here you have the choice be tween following menu items FORM GENERATOR NEW FORM and CREATED FORMS nabase Campaign Order taking Contact Time tracking White pages System MEN Dy DYNABASE Profiles Import manager Reports Extension assistant Form generator New form Created forms lt lt lt 12 24 Sa Figure 1 Menu Forms eBIT ebit e business amp IT EntwicklungsGmbH 4111 AGILIA Dynabase Forms 2 Create New Form Here you learn which steps are necessary to create a new form in AGILIA This 1s the first step to create a new form for your customized data input Select the menu item NEW FORMS in the menu FORMS in order to start creating a new form Step 1 Basic Data for the Form Here enter the basic data which are necessary for the new form Form name T A Form tile 2 Number of columns o 3 Number of inso _ 13 Background color FFFFFF 4 Play sound on error amp Buttons M Save User group T i Reload 6 Status Iv active 8 9 Figure 2 New form Step 1 4 Assign a significant name for the new form This is a required field Note The form name must not contain any blank characters Enter a title for the form Define the number of columns and lines which your new form should consist of This are required field Note Please note that

AGILIA

Contents

Download Pdf Manuals

Related Search

Related Contents