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SmartList To Go

1. The SmartList is now read only You may alter fields and forms but you may not change add or delete data In Section 5 9 Security you will learn how you can protect your data further with security settings that will prevent users from unchecking the read only option without the proper password This is particularly useful for SmartLists containing sensitive data you intend to share among a number of users and handhelds 25 Search when doing Global Find Check this box to include fields from this SmartList in Field Find Properties SmartList To Go s Global Find function The Global Select all the fields you wish to be searched when performing a global find Find enables you to search for words phrases and other field values across all existing SmartLists To include a SmartList in all Global Finds begin from the View List screen or a Record screen and follow these steps 1 Click on the tab at the top of the screen to open the Main Menu and select SmartList gt SmartList Properties This will open the SmartList Properties screen 2 Click to check the Search when doing Global Find box The Search Fields button will appear when you check the box 3 Click the Search Fields button to open the Field Find Properties screen You will use this screen to indicate which fields to search during the Global Find and which fields to ignore 4 Check the boxes next to the names of all fields you wish to search during a Global Find
2. e Adjusting form layout by moving the divider between the columns left or right e Adjusting form layout by moving the tab separator up or down Fields placed above the tab separator will always appear on the form no matter what tab you select fields placed below 38 the separator will change depending on the tab selected SmartList To chy Form Designer To add a field to the form follow these steps Tab 1 Name text 4 2 2 2 Adding Fields 1 Click on the form line on which you would like the field to appear This will open a pull down menu with options to Add New Field Add Label Add Existing Field with existing fields listed 2 Select the name of the field you wish to add or select Add New Field to open the Single Field Editor to create a new field The Field Editor screen The field is now added to the form The field label will appear on the left column of the form and the field s type will appear in parenthesis on the right column of the form When you leave the Form Designer screen and begin to use this form for data entry a blank line will appear in the right column instead of the field type This blank line is where you will enter data The field label will default to the field s name but you can change the label to suit your needs without altering the field name itself Section 4 2 2 4 Renaming a Field Label below describes how to change field labels 4 2 2 3 Moving and Changing Fields
3. For example Year Birthday in which Birthday is another field that contains the Date type value 7 31 1975 would return the value 1975 The Hour Minute and Second functions all operate in a similar way These functions have one argument in Time format and they extract and return the corresponding component of that Time For example Minute Start Time in which Start Time is another field that contains the Time type value 4 47 02 pm would return the value 47 The Weekday function has one argument in Date format and returns an integer from one to seven that corresponds to the day of the week the date describes A one indicates Sunday a 2 indicates Monday and so on up to seven which indicates Saturday For example if the date 12 22 1981 fell on a Thursday the expression Weekday 12 22 1981 would return the value 5 75 5 4 2 2 Advanced Expression Result Formats The second phase of creating an advanced expression is determining a format for expressing the result Results may be displayed as numbers text a date or a time in a variety of combinations of hours minutes and seconds Your choice of format will depend upon the type expression you create but the format will have no effect on how the expression calculates results Formats affect the display only For example consider the expression 7 eleven The SmartList To Go handheld application will evaluate this expression numerically because the numerica
4. The DB Lookup field is now created Add the DB Lookup to the form just as you would any other field The field will appear as a text field without line for entering the text 109 6 1 3 2 Using a DB Lookup A DB Lookup field properly created and configured does not require any action on your part to acquire data When you select the record in the Detail SmartList that will supply data to a DB Join that selection applies to any DB Lookups that are associated with it The DB Lookups will automatically retrieve and display the data you require from the record you selected in the DB Join 6 2 Relating SmartLists to the Palm Address Book The Address Join and Address Lookup fields work almost exactly like the DB Join and DB Lookup fields except that they allow you to link a record in a SmartList to an entry in the PalmOS s built in Address Book application To continue the example from the last section you might decide to use an Address Join and Address Lookup fields instead of creating a Detail SmartList to store information about the ISP Contacts Please read Section 6 1 Relating SmartLists using DB Join and DB Lookup before proceeding with this section In This Section e 6 2 1 Address Join e 6 2 1 1 Creating an Address Join e 6 2 1 2 Using an Address Join e 6 2 2 Address Lookup e 6 2 2 1 Creating an Address Lookup e 6 2 2 2 Using an Address Lookup 110 6 2 1 Address Join Similar to the DB Join the Address Join established th
5. or minus Both factors must be Date type field values and the operator must be a plus or minus The first factor must be a Time type field value the seconds factor must be a numerical field type value and the operator must be plus or minus Both factors must be Time type field values and the operator must be a plus or minus Both factors must be Time type field values and the operator must be a plus or minus Both factors must be Time type field values and the operator must be a plus or minus Both factors must be Time type field values and the operator must be a plus or minus Both factors must be Time type field values and the operator must be a plus or minus 2 Construct the expression in the box at the top of the screen using the following controls Expressions will evaluate sequentially For example if you create the expression 1 3 2 14 The order of the operations will be a 14 3 4 b 4 the result from the first portion of the equation 2 2 c 2 the result from the second portion of the equation 1 1 Build the expression sequentially as well starting from left and proceeding to the right as though you were writing the expression on paper Expression Builder Last Pg Pages 100 Field w select field Prev rec w select field Operator EN Constant w 100 Format e Float Decs w 0 Expression Builder Screen Controls Field Add the value of another field in this record
6. so you will select the text field type In the field called Paid however you will enter a decimal number value that represents how much you paid for the book so you will select the float field type to enable the entry of numerical values with a floating decimal point Definition A field type indicates what kind of information will be entered in a field and how it is to be used You could also select the text type for the Paid field but this is a good example of how field type selection controls how the SmartList To Go handheld app can manipulate values If you select to enter the amount paid as text then SmartList To Go will consider it to be literal text and nothing more If you select the float field type the SmartList To Go handheld app will consider the value to be numerical and will therefore allow you to perform mathematical calculations using the value in this field For example you could create a second float type field called Retail Value and a third field called You Saved You could then configure the fields to accept the amount you paid in the Paid field to accept the current retail value of the book in the Retail Value field to automatically calculate the difference between these to values and to display the result in the You Saved field Currently the SmartList To Go handheld application accommodates the following field types e Text e Checkbox e DB Join e Radio Buttons e DB Lookup e Memo f e Expression
7. 2 Applying Filters Use the Filters pull down menu located near the top right corner of the screen to apply filters To apply a filter begin in the SmartList s main screen Open the Filters pull down menu and select the name of the desired filter The SmartList To Go handheld application will then test each record according to criteria described by that filter and remove any records that did not satisfy the criteria To apply multiple filters begin in the SmartList s main screen Open the Filters pull down menu and select Multiple This will open the Multiple Filters screen which will display a checklist of all the currently existing filters Check off only those filters you wish to apply Then click OK to apply to the filters or click Cancel to close the Multiple Filters screen without applying any filters To delete a filter begin in the SmartList s main screen and follow these steps 1 Open the Filters pull down menu and select Edit Filters to open the Filters Editor screen 2 Open the Filters pull down menu and select the name of the filter you wish to delete 3 Open the First Field pull down menu in the first set of criteria inputs and select none This will clear all the other inputs on the Filters Editor screen 4 Click OK to apply your changes or click Cancel to close the Filters Editor window without removing the filter The filter is now removed To add a default filter to a view begin in the SmartList s main screen and fo
8. Configured List for a List Type Field Recd 1 of 11 1of11 w Business Title Memoirs of a Geisha Author Arthur 5 Golden General Location Reading Status With Since Office A Configured List for A Text Type Field with Auto Writer New record record e Unfiled Contact Auto Writer O Don Amici O George Steinbrener CT Willie Wonka The Auto Writer Screen To modify the configured list tap Edit Items to open the List Editor 49 You ll note that Text type fields with auto writer enabled and List type fields both work similarly The primary difference between these two field configurations is that the List type field restricts the user to a single item chosen from the list while the Text type field with auto writer permits the user to select one or more list items or to manually enter an item that does not appear on the list To use a configured list with the Category menu tap on the Category list located at the top right corner of the List View or Record screen Tap the desired category to select it and close the Category list Selecting a Category in the List View screen will change the List View so that it only contains records in that Category Selecting a Category in the Record screen assigns that record to the selected category 50 4 3 Records Definition A record is a group Once you have created your SmartList and designed your of one or more fields and their fields and your data entry
9. Function are separated by commas and the entire group is enclosed by parenthesis 13 Sort Round Ceil Floor Abs Sign Note If the Selector evaluates to an integer that does not have a corresponding Value the function will evaluate to the text string text Error If you have selected a Format other than text in which to display this field s results however the string text Error will appear as a zero The Square Root function has one argument and calculates its square root For example Gott lengthA lengthA lengthB lengthB will first evaluate the expression inside the function then return the square root of the result The Round function has one argument that is a number with a decimal point or an expression that evaluates to a number with a decimal point The Round function will convert the number to the nearest integer For example if the argument evaluated to 3 14 the Round function would return the value 3 If the argument evaluated to 6 91 the Round function would return the value 7 The Ceiling function has one argument that is a number with a decimal point or an expression that evaluates to a number with a decimal point The Ceiling function will round the number up to the next integer For example if the argument evaluated to 4 15 the Ceiling function would return the value 5 The Floor function has one argument that is a number with a decimal point or an expression that evalua
10. Image screen where they can view the image full size and modify it as necessary Click OK to apply your changes and close the Field Display Properties screen or click Cancel to close the screen without applying your changes The Image field is added to the form 103 6 Relating SmartLists Among the SmartList To Go handheld application s most powerful features are those that enable you to link a SmartList to other data sources like other SmartLists and the PalmOS s built in Address Book application These features are what make the SmartList To Go handheld application a relational database There are three main types of relational methods you will use to inter relate your SmartLists Each of them works in similar ways allowing you to insert a link to information from another data into a record in the same way that you would insert a field All three methods are in fact field types They are e The DB Join and DB Lookup Field types e The Address Join and Address Lookup Field Types e The One to Many Field Type The following sections describe each of these methods fully In This Chapter e 6 1 Relating SmartLists using DB Join and DB Lookup e 6 1 1 Why use DB Join and DB Lookup Fields e 6 1 2 DB Join e 6 1 3 DB Lookup e 6 2 Relating SmartLists to the Palm Address Book e 6 2 1 Address Join e 6 2 2 Address Lookup e 6 3 Relating SmartLists using One to Many e 6 3 1 The One to Many Field e 6 3 2 Enhancing a One to Many Relationship
11. In the Single Field Editor click on the Field Properties button LJ on the right side of the field type selected to open the Properties screen for that field type if applicable The controls in the Field Properties screen will vary depending upon the field type s characteristics Some field types will not have a Field Properties button because they have no configurable characteristics Configure the field s properties and return to the Single Field Editor screen 4 Repeats Steps 1 2 and 3 to continue creating as many fields as you require 5 When you have created your fields click the Done button in the bottom of the screen You have now created your fields Next you need to design the form 34 4 2 1 2 Field Types SmartList To Go currently accommodates 22 field types Below you will find brief descriptions of each type For more complete descriptions including configurable properties see Appendix A Text Integer Long Float List Checkbox Date Time Expression Advanced Expression Memo Key DB Join DB Lookup The Text field type stores any combination of letters numbers punctuation marks and spaces up 254 characters Text stores and recalls the data literally The Integer field type stores numerical values that are positive or negative whole numbers ranging from 32768 to 32767 The Integer field type does not allow decimals The Long field type is identical to the Integer field type except that
12. Selection 0aenneeneeeneeree ee 99 Image CON ieee cece cece eee ee eeeeceeeteeeaeeeeeeaaeeeeneaaes 99 Image Intormaton eee eeeeeeeeeteeeeeeees 99 Image Information button ee 99 Image Information Wimdouw ce 99 Image Gcreen eneee eer eer rererere 99 Image Tool 99 Image Tool button 99 Image Tool Gize eeren eerren 99 Image Toolbox 99 Image Tools Gizemenu 99 Increment Decrement AA 119 Installing SmartList TO Go 14 JOG Wheel AE 124 Jog Wheel Scrolling 0000aeeeeeeee eee 124 JOM a onee erea aE 105 110 114 119 KOY eor ra aan aS 14 105 114 119 Key Telde oisinn ieia 105 114 Labelin en nnas 14 58 63 105 114 Line Tool siariad ii A Aa 99 IDEA ch tee a A 105 110 LiSt Edito 0 eae ee a ie 119 ISEV Wari event tinier cities 14 114 124 Logical Operator ane eseon eeren nesena 63 Long iitegelscteriaoani a aa 14 119 Main Man aiseta n an A 14 124 Manually Recalculating Expressions 58 M ei r eis dead E DE geed 105 114 Master Gmart Jet 105 110 114 119 Microsoft ACCESS AAA 11 Mvboeke 004 ee dese ec 14 114 One to Many 00 ccccecceesseeeeeees 104 114 119 CRO EE 114 dE 114 One to Many button 114 One to Many feld 104 114 One to Many field button 114 One to Many s Filed Properties 114 129 aL Ge ae nn NSS EE eg 85 Palm Address Book 0 aannnonoonannnnnnnaennnnnnnnn 110 PalmOS 11 104 110 119
13. Selector and at least 2 Values There is no direct limit to the number of possible values you may use but the total length of the expression cannot exceed 48 elements Write Selection functions using the format Sel Selector 1st Value 2nd Value The Selector is a mathematical expression that evaluates to an integer and is always the first argument That integer determines which of the values that follow the functions returns If the Selector evaluates to 1 the function will evaluate to the Ist Value if the Selector evaluates to 2 the function will evaluate to the 2nd Value and so on If the Selector evaluates to an integer that does not have a corresponding Value the function will evaluate to zero For an example consider the following expression Sel numberGrade 10 4 F D C B A A teacher could use this expression to translate number grades into letter grades Assuming that the value entered in the field called numberGrade is a number from 0 to 99 the Selector would divide that grade by ten and subtract 4 from the result Number grades from 50 to 59 would result in an Selector value of 1 so the function would return the value F Number grades from 60 to 69 would result in an Selector value of 2 so the function would return the value D And so on up to value from 90 to 99 that would result in a Selector value of 5 and the function would return the value A Notice that the items in the Selection
14. The Image Field 53 5 1 Categories You will remember from the tour of MyBooks in Chapter 3 that there is a Category pull down menu located in the upper right corner of the View List screen A category is a built in The Category pull down menu tool for managing data more efficiently Using this menu you Ea MyBooks An can quickly create record categories assign records to those Mi Ni ae Ubi T categories and display lists based upon those categories Memoirs of a Geish Arthur 5 Golde JE Mastering the Zon Barry Sears 8 DE Information Rules Carl Shapiro Categories are a way of grouping similar records together The Zone Barry Sears You can use categories to quickly view limited lists that only Ender s Shadow Orson Scott Car p S S ee Enchantment Orson Scott Car include records of a certain kind If you are already familiar Bag of Bones Stephen King Carrie Stephen King i K with the standard PalmOS applications like Address Book then you are already familiar with how categories work the SmartList To Go handheld application s categories are just like those used in PalmOS applications Customers com Patricia Seybol For example you might create a SmartList to keep track of your collection of books by Stephen King with three categories Have Need and the built in category All Place any books you already own in the Have category and those you do not in the Need category By selecting a category from the List V
15. The first integer indicates the hour and the second indicates the minutes Text The Text format displays the results of an expression as literal text Unlike the Date format which can only display Date type values or the Time format which can only display Time type values the Text format can display any kind of value whether it is text numerical a date or a time However any value you display as text will be considered text from that point on For example if you created Field A as an advanced expression like the one below 2 2 and you set the result format to text SmartList To Go would display the result 4 but it would treat it as a literal character rather than a numerical value If you created Field B as an advanced expression like the one below Field A 2 the result would be 42 not 6 because SmartList To Go will treat the result of Field A as text based on the result format you selected 5 4 2 3 Notes on Advanced Expression Syntax The Advanced Expression field type requires that you follow these syntax conventions when designing your expressions The Use of Brackets Around Field Names In SmartList To Go Desktop only the name of a field in an Advanced Expression may be enclosed by square brackets and as in the example Sart length A length A length B length B Square brackets are required in SmartList To Go Desktop when the name of the field includes a space For example if you were to
16. Yes Yes Yes Expression Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Memo Yes Yes Yes Yes No No Yes No No Yes Yes Key Yes Yes Yes Yes No Yes Yes No No No No DB Join Yes Yes Yes Yes No No No No No Yes No DB Lookup Yes No Yes Yes No No No Yes No Yes No One to Many N A N A N A N A N A N A N A N A N A N A N A Address Join Yes Yes Yes Yes No No No No No Yes Yes Address Lookup Yes Yes Yes Yes No No No No No Yes Yes Radio Button Yes Yes Yes Yes Yes No Yes Yes No Yes Yes Image Yes N A N A N A No No No No No No No Condition Expression Yes Yes Yes Yes No No Yes Yes No Yes Yes Advanced Expression Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Auto Incremental Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Plug In N A N A N A N A N A N A N A N A N A N A N A E Displays as y Ee Only for find all 3_ As Text 122 Appendix B SmartList To Go Screen and Card Support The SmartList To Go handheld application is compatible with the growing variety of Palm OS device screen types SmartList To Go also includes support for Palm OS expansion cards In This Appendix e B 1 Palm OS Screen Support e B 4 Palm OS Expansion Card support 123 B 1 Palm OS Screen Support SmartList To Go supports a variety of device specific features related to screen resolution extended viewing area and screen orientation of the device SmartList To Go supports these features on Palm Sony Garmin Handera and TapWave devices These fe
17. a SmartList record The user can either supply all the required information to schedule the appointment or require the user to fill in the appointment information from a popup dialog 2 Installation The SmartList To Go Datebook Plug In is installed automatically when you install SmartList To Go 3 Usage Overview a Setting up the Plug in The Datebook Plug in uses the following fields Event A text field containing the description of the event Start Time A time field to represent the start of the appointment End Time A time field to represent the end of the appointment Date A date field to represent the date of the appointment Alarm An integer long or checkbox field representing the alarm setting for the appointment Private An integer long or checkbox field representing a private appointment Note A memo field containing a note to associate with the appointment Command A constant field that can contain Add W Dialog Add Directly or Remove Results In An integer long or checkbox value b Scheduling or Deleting an Appointment The Plug in can perform the following commands depending upon the COMMAND field selected from the plug in properties page Add W Dialog Use to schedule an appointment by first presenting a dialog to the user to confirm modify the appointment details Add Directly Use to schedule an appointment with the supplied parameters contained in the current record Remove
18. button enter a Name for the image field and select Image from the Type dropdown menu 2 Click on the Field Properties icon to open the Image Field Properties screen Field Properties Field new field Def Format Beki Gud 16 grayscale 256 colors 3 Select the image format in the Def Format pull down menu If your handheld does not have a color screen you may choose from black amp white 2 color or 16 shades of grayscale If your handheld has a color screen you may also choose 256 colors The Image field is now created Remember to add the field to the data entry form according to the instruction provided in Section 4 2 2 The Form Designer Screen The Image field will appear showing the Field name and an Image icon To access an image click on the Image icon to open the Image screen the Image screen allows you to view create and edit images 99 5 10 2 Using the Image Screen The Image screen is your primary interface for viewing creating and editing images To open the image screen from the Record screen click on the icon in the Image field TER The Image screen consists of two parts The Image Viewing area dominates most of the area of the screen The Image Toolbar located at the bottom of the screen provides the following controls for working with the image e OK To save the currently displayed image in the Image field click OK to close the Image screen and return to the Record screen e Cancel To
19. certain formats are limited in the types of data they can accept as factors 59 Type Float Date Days Date Months Date Years Days Months Years Time Hours Minutes Seconds Hrs Mins and Secs Hrs and Mins Description Float format results are numbers They may be integers or they may include up to three digits after the decimal The Date Days format adds or subtracts days from a Date type field value and returns the sum or difference in a Mon Day Yr format For example the expression 2 17 01 2 would evaluate to 2 19 01 The Date Months format adds or subtracts months from a Date type field value and returns the sum or difference in a Mon Day Yr format For example the expression 2 17 01 2 would evaluate to 4 17 01 The Date Years format adds or subtracts years from a Date type field value and returns the sum or difference in a Mon Day Yr format For example the expression 2 17 01 2 would evaluate to 2 17 03 The Days format adds or subtracts two Date type field values and returns the sum or difference in days The Months format adds or subtracts two Date type field values and returns the sum or difference in months The Years format adds or subtracts two Date type field values and returns the sum or difference in years The Time format adds or subtracts seconds from a Time field type value an returns the sum or difference in Hrs Mins Secs format Fo
20. close the Image screen without applying the current changes click Cancel This will return you to the Record screen i a Image Information Click the Image Information button to open Image Information Window This window provides information on the image s size and color format as in the sample below Image Information Color Depth 256 Colors Storage Size 2716 bytes 100 S i Image Tool This button opens the Image toolbox Select a tool from this box and the toolbox will close automatically The Image Tool button will display the currently selected tool Then use the tool in the Image Viewing area to create the desired image Use the Image Toolbox as necessary to switch tools From left to right starting with the top row the toolbox offers the following tools e Pencil Use this tool to draw free hand in the Image Viewing Area with the stylus e Eraser Use this tool to erase on the Image Viewing Area e Line Tool Use this tool to draw straight lines Place the stylus on the screen to indicate one end point of the line then drag to the other endpoint of line and lift the stylus e Circle Tool Use this tool to draw circles Place the stylus on the screen to indicate the center point of the circle then drag to the desired radius and lift the stylus e Filled Circle Tool Use this tool to draw circles filled with solid color e Text Tool Use this tool to insert text into the image Click with the sty
21. design an expression that contained the field name length A and you failed to enclose the field name in square brackets SmartList To Go may mistakenly interpret the name to be two separate fields name length and A 78 Square brackets are optional in SmartList To Go Desktop when the name of the field does not include a space as in the field name customerAge SmartList To Go Handheld does not use square brackets in this manner ever If you design an advanced expression on the desktop that uses brackets and later view that expression on your handheld device the square brackets will not appear For example the sample expression described above would simultaneously appear on the desktop as Got length A length A length B length B and on the handheld as Sart length A length A length B length B The Use of Single Quotes Around String text Values When your advanced expression contains a text string text you must enclose the text in single quotation marks TL as in the example This text is enclosed To enter a string text in SmartList To Go you will use the Constant input in the Expression Builder screen You will enter the first single quote enter the string text and tap the enter button The SmartList To Go handheld application automatically enters the final single quote Expression Builder v Field Topera IEE et ae OOO Constant e dog Format e Float ima eI OOS To en
22. examples of Expression fields Pg left and read The expression field Pg left subtracts the value in the field Last Pg from the value in the field Pages and displays the result You cannot modify this result directly but if a value in Last Pg or Pages changes the SmartList To Go handheld app will recalculate and display the new value Similarly the read field uses the values in Pages and Pg Left to calculate the percentage of pages read so far Note The SmartList To Go handheld application only recalculates expression fields to account for changes when certain triggering events occur such as when you click on the expression field on the Record form Simply changing the value of one of the fields used in the expression will NOT necessarily cause the SmartList To Go app to recalculate Therefore if you have made any changes at all to the fields always make sure that the SmartList To Go handheld app recalculates expressions To do this follow the instructions for Manually Recalculating Expressions below The Conditional Expression field type determines its value according to a true or false question When you create a conditional expression field you assign two possible values for the field and a boolean expression to determine which value to use A boolean expression is simply an equation that compares two values and returns a true or false answer If the comparison is correct the boolean expression is true and the fi
23. exist solely to provide data to a Master SmartList The Master SmartList acquires data from the Detail SmartList using DB Join and DB Lookup fields In this configuration the Network Locations SmartList will still display the same information but it will not store repetitive information Instead it will contain pointers to this information in the ISP Companies and ISP Contacts SmartLists Pointers refer to information in another SmartList and automatically retrieve and display it when you open the record in the Master SmartList This is far more efficient If two locations have the same ISP Company you will not have to enter the information twice instead you will aim the pointers in each record in the Master SmartList to the same record in the ISP Companies Detail SmartList If contact information changes you will not have to rewrite his information in every record in which he appears instead you will change 106 his one entry in the ISP Contacts Detail SmartList and every record that points to that contact will automatically reflect the changes 6 1 2 DB Join A DB Join is a field in a SmartList record that both establish a link to a specific field in a record in another SmartList and displays data from that field Instead of storing data as other fields do it creates a pointer to another field and whenever the record is opened it automatically follows the pointer retrieves the necessary data and displays it in the record Fo
24. for your SmartList start from the SmartList Properties screen and follow these steps You can begin this process when the SmartList Properties screen opens automatically during SmartList creation or you can access this screen from the List View screen or a Record screen by clicking on the tab at the top of the screen to view the Main Menu and selecting SmartList gt SmartList Properties 1 Click on the Startup Screen Define button to open the About this SmartList screen 2 Enter the desired text on the lines provided 3 Check the box next to Show this screen at startup to activate this startup screen 4 Click the OK button to return to the SmartList Properties screen The Startup Screen is now defined and will appear each time you open the SmartList To prevent a Startup Screen from continuing to display simply uncheck the box next to Show this screen at startup You may do this when the screen opens automatically or access the screen at any time as described above It is not necessary to change any other aspect of the screen s configuration to disable it 27 4 1 3 Using the SmartList Main Menu The SmartList Main Menu provides you with a primary interface for performing major functions and accessing important screens in the SmartList To Go handheld application It is located at the top of the View List screen or a Record screen To access the Main Menu click on the tab at the top of the screen The exact options present in the Main
25. lists according to either Perhaps none of these options is best because you are more likely to look a contact up referencing the company they represent Of course the more SmartLists you create the easier it will be to make useful SmartLists quickly In the beginning you may find it useful to plan out the fields and entry forms on paper before continuing 33 4 2 1 The Field Editor Screen itty About e Design Fields Con Design Forms Sl hacian Wiame To open the Field Editor screen open the Main Menu Opening the Field Editor screen and select Tools gt Design Fields The Field Editor screen is your primary interface for creating configuring altering or deleting fields In This Section e 4 2 1 1 Creating Fields e 4 2 1 2 Field Types 4 2 1 3 Deleting ETE BI a aet e Field Editor Fields Field Type 4 2 1 1 Creating Fields Album abe text Artist abc text To create your fields start from Category abc text the Field Editor screen and Label EI list follow these steps Length abe text 1 Select the New button to Lent Out Date E date S A Lent to EI list open the Single Field Note D memo Editor Price L floating 2 Enter a Name for the Purchase Date 2 date v new field and select a Type for the field For each field type you will The Field Editor screen notice a description of the field type in the box below Type For a description of each field type see Section 4 2 1 2 Field Types 3
26. record to the data in the selected fields in every Detail record It will open a temporary view of the Detail SmartList that looks almost exactly the same as though you had opened the Detail SmartList normally with three exceptions First only those records that match the One to Many criteria will appear in the View List SmartList To Go will have filtered out the rest Second the title you configured in the One to Many s Filed Properties screen will appear at the top of the screen just below the main tab Third a back arrow will appear at the top left corner of the screen just left of the Views pull down menu and just below the main tab This arrow allows you to return to the Record screen in the Master SmartList 3 Select and view and records in the Detail SmartList view exactly as you normally would You may make changes to records or create new records as you wish 4 When you are finished with the temporary view click the back arrow button to return to the Record screen in the Master SmartList The process is now complete 117 6 3 2 Enhancing a One to Many Relationship with DB Join and Key Fields Perhaps the most difficult part of creating a One to Many relationship between SmartLists is ensuring that the data in the matching criteria fields that is supposed to match matches exactly The best way to ensure such matching is to use a DB Join field in the criteria You create the DB Join field in the Detail SmartList and connect it to
27. sample SmartList we have already referred to MyBooks A One to Many field in Authors could provide a link to all the records in MyBooks that described books by that author You could click on the One to Many field in the record for Stephen King and see a list of the records including Bag of Bones Carrie and Hearts in Atlantis The Address Join field enables you to relate a SmartList to the Address Book application built in to the Palm OS An Address Join works in the same way a DB Join relates one SmartList to another It creates a pointer to a field contained in the Address Book adding that value to the SmartList record The Address Lookup field works with the Address Join field in the same way DB Lookup works with DB Join to increase the inter relation between the SmartList and the Address Book application Once you have configured the Address Join field you can configure one or more Address Lookup fields to extract other items of information from Address Book records The Radio Button field allows you to create a list of up to eight previously defined selections only one of which may be selected at a time The Image field inserts an image into the record in one of four formats These formats are black and white 4 shade gray scale 16 shade gray scale 256 colors The Conditional Expression field evaluates a boolean expression you create You configure the field to return one value if the expression evaluates to true and anothe
28. to return to the SmartList To Go handheld application Home screen OR To rename a SmartList from the SmartList s List View screen follow these steps 1 Click on the tab at the top of the screen to view the Main Menu and select SmartList gt SmartList Properties This will open the SmartList Properties screen 2 Enter the new name in the space provided 3 Click OK to return to the SmartList List View screen 4 The SmartList is now renamed 4 1 5 Deleting a SmartList To delete a SmartList go to the SmartList To Go handheld Home screen and follow these steps 1 Open the pull down next to the SmartList you wish to delete 2 Select Delete This will remove the SmartList from the SmartList To Go handheld app OR Start from the List View screen in the SmartList you wish to delete Click on the tab at the top of the screen to open the Main Menu and select SmartList gt Delete This SmartList This will permanently remove the SmartList from SmartList To Go and return you to the SmartList To Go handheld application Home screen D Warning Be very careful when deleting a SmartList SmartList deletions cannot be undone if you change your mind or accidentally select the wrong SmartList lt i Notes When you delete a SmartList it is completely removed from your handheld The SmartList s name may still appear in the Recently Used SmartLists pull down menu located on the Name tab at the top of the screen However if you attempt to a
29. values you wish to test This pull down menu contains the names of all the currently existing fields in the SmartList You cannot enter a constant in this input 4 Open the Second Field pull down menu and select the field whose values you wish to use to test the value in the First field This pull down menu contains the names of all the currently existing fields in the SmartList To compare the value in the First Field to a constant select constant This will insert a blank line in the input Enter the text or numerical constant on this line with the stylus 5 Open the Comparator pull down menu and select how you want to compare the two values Refer to the table above for a description of the available comparators 6 If you would like to create another filter criteria for this filter open the Linking Operator pull down menu and select AND or OR then repeat steps 3 4 and 5 If you do not wish to create another criteria continue to the next step 7 Click OK to create the new filter or click Cancel to abort your changes and close the Filters Editor screen without creating the filter If you click OK the new filter s name will now appear on the Filters pull down menu The filter is now created To change the configuration of an existing filter start from the Filters Editor screen Open the Filter pull down menu and select the name of the filter you want to change Then follow steps three through seven from the process above 89 5 7
30. with DB Join and Key Fields 104 6 1 Relating SmartLists using DB Join and DB Lookup Fields In This Section e 6 1 1 Why use DB Join and DB Lookup Fields e 6 1 2 DB Join e 6 1 2 1 Creating a DB Join e 6 1 2 2 Using a DB Join e 6 1 3 DB Lookup e 6 1 3 1 Creating a DB Lookup e 6 1 3 2 Using a DB Lookup 6 1 1 Why use DB Join and DB Lookup Fields The DB Join and DB Lookup Type fields work together to enable you to link a record in one SmartList to specific fields in another SmartList Consider the example of a SmartList that tracks Internet Service Providers and their corresponding contact information for a companies physical network Each record would represent the group of servers at a single location This would require you to create a SmartList that indicated information about the service provider such as the company s name the company s address the address of the location where the servers are hosted for you the number of servers and so forth You would also need information about the contact the person you would call to address problems that arise including the contact s name title email address phone number extension and more Take a look at the images below for how the SmartList might look Recd 3 of 4 v Ung PEER v Ung PEER v Unfi w ViewO1 w nofilter Location Boston Location Boston Location Boston Location ISP Contact ISP WinStar ISP WinStar ISP WinStar Dallas WinStar Dave Dunn Contact Andrew Lane Con
31. you would select the Name field Open the first pull down menu under iF ss Oh Field Editor Single Field Editor Expression Memo Key DB Join DB Lookup The O E d One To Man single A or more Address Join Address Lookup SmartL Gei Radio Button Field Properties Related SL e My Books Relationship This SL Related SL v Name Author w none w none w none e none View information View e By Author Title Label Book written by Field Name Related SL You will see a list of Detail SmartList fields select the field you wish to match against field you selected in the first This SL menu In the example described above you would select the Author field If desired repeat Steps 4 and 5 for the second and third pull down menus under This SL and Related SL This will create additional criteria to compare the Master SmartList record to Detail SmartList records A Detail record must meet all established criteria to be displayed For example you might create a One to Many so that the first criteria compares the Name field in the Master to the Author field in the Detail and the second criteria compares the Publisher field in the Master to a Publisher field in the Detail If you were in a Record for the author Robert Jordan the Publisher field might contain the publisher name TOR When you click the One to Many button the SmartList To Go handheld application will compare the fields in the Rob
32. 19 TE EE 114 DB JOIN isis EE Beatie tases Ne 114 One to Many naaien eener rerne nserneene 114 Using Filters 0 0 0 eeeeeneeeeeeenaeeeeeeaaes 85 Verify Password window 94 View Landecape AA 124 Vew EE 14 114 View SGle Cts ugeet edd eege EE 14 Viewing 94 Eamarttlek ees enne hatin edu 94 Viewing Area AAA 99 VIEWS noccesesesesenene 14 85 99 105 110 114 119 Virtual Silk Screen Area 124 130
33. B Join so you must create a DB Join before you can create a DB Lookup 6 1 3 1 Creating a DB Lookup To create a DB Lookup start from the Field Editor in the Master SmartList and follow these steps 1 Tap the New button to open the Single Field Editor Enter a Name for the field and select DB Lookup from the Type dropdown list Click on the Field Properties icon to the right of the field type to open the Field Properties screen Open the Source SL pull down menu You will see a list of other SmartLists the Master SmartList is currently linked to by a DB Join Select the SmartList that contains the data you will require Open the Join pull down menu You will see a list of all the DB Join fields in the Master SmartList that have established links the DB Lookup can use Select the DB Join field that links to the Source SmartList you selected in the last step Open the Display pull down menu You will see a list of the fields in the Detail SmartList Select the field whose data you wish to display in the DB Join field in the Master SmartList Click OK to close the Field Properties screen and apply these properties or click WF meetin ner e Field Editor Single Field Editor DB Lookup One To Man Field Properties Field BrFood2Cal Source SL H amp F Calorie Chart Join v BrFood2 Display e Publ Cancel to close the screen and abandon these properties This will return you to the Field Editor
34. Expression type field are the Conditional Expression Field Properties screen and the Condition screen In This Section e 5 3 1 The Parts of a Conditional Expression e 5 3 2 Creating a Conditional Expression e 5 3 3 The Conditional Expression Properties Screen 5 3 1 The Parts of a Conditional Expression Take a look at the Conditional Expression Properties Field to the right You will use this screen to define the Conditional Expression type fields In this screen you will see that the properties of a Conditional Expression field have three main parts that define how the field will behave These parts are the IF Condition the THEN Response and the ELSE Response Stated simply the IF Condition is a statement that is either true or false The THEN Response and ELSE Response indicate two possible values for the Conditional Expression type field If the IF Condition is true the field uses the value indicated in the THEN Response if the IF Condition is false the field uses the value indicated in the ELSE Response Essentially you are creating a field with two possible values You are saying If this statement is true use the first value if it is false use the second value The IF Condition An IF Condition is in the form of mathematical expression that compares two values For example in the expression 2 gt 3 the IF Condition is stating that two is greater than three In this case the IF Condition will reply that the stat
35. For example select Fiction to select only those books that have been categorized as fiction Select All to return to displaying all the records 3 3 2 1 Sorting Records on the List View Screen The List View screen offers four different methods of sorting and filtering records to suit different needs These methods include selecting a view sorting by column filtering the list and displaying by category Selecting a View Just below the tab on the List View screen is the View Select Ii MyBook All menu The View Select menu is a pull down type menu that allows you to select from a number of customizable views A By Author Title Author View is a tabular display of the records in a SmartList which eee displays only selected types of information about the records Orson Scott Car You may design up to 12 different views to display different combinations of information to accommodate a variety of situations For example the default view is called By Title and it displays the books titles and authors names only providing a complete list of all the books in the SmartList Click on the View Select menu and select Status to display the Status view The Status view instead of showing all the books in the collection instead shows only those books that are currently lent out This view shows that information that the book is lent what the title of the book is and who has the book in order to let you know where all your books
36. Menu depend upon what screen you view it from some actions can t be done or don t make sense from all starting points Below you will find a general synopsis of the options you will find in some of the major screens In the SmartList To Go Home Screen The Main Menu in the SmartList To Go handheld l laisti Tools About application Home screen contains three pull down Create New SmartList sY menus SmartList Tools and About Search for SmartLists Zoom e SmartList The SmartList pull down menu contains the command for creating a new SmartList for searching for existing SmartLists and for Zooming to see more or less text on screen rg About on supported devices Sma Record View Prefs R yj C Color Prefs e Tools The Tools pull down menu contains si Cl Plug in Manager commands for setting SmartList To Go Record xj c Beam B View preferences color preferences Plug in Manager and Beaming e About The About pull down menu contains SmartList Tools EI commands for registering your copy of SmartList Registration Info To Go and accessing version information 2 About SmartList ToGo A In the SmartList List View Screen The SmartList To Go Home Main Menu 28 Deeg ELERIN Tools About SmartList To Go handheld application Create New SmartList L Y o screen contains Delete All Records ree pull down menus i S ABUR Smar tList Properties e SmartList The Security Settings SmartLi
37. Select the Field that contains the data you want to retrieve from the Detail SmartList 6 Open the Display pull down menu As in the case of the Join pull down menu you will see a list of the fields in the Detail SmartList Select the field whose data you wish to display in the DB Join field in the Master SmartList Note The field you Join to is often the same field you Display but they do not have to be It is a common practice to create Detail SmartLists with Key fields to Join to the Key field but to display another field whose data is more meaningful to the user In the example above you might Join to the Key field but display the Company Name field This is useful for reducing the possibility of confusion in complex inter relationships between SmartLists 7 Open the Use View pull down menu You will see a list of the Views that are currently configured in the Detail SmartList Select the View you wish to see when you are selecting the record whose data the DB Join will point to 8 Click OK to close the Field Properties screen and apply these properties or click Cancel to close the screen and abandon these properties This will return you to the Field Editor The DB Join field is now created Add the DB Join to the form just as you would any other field The field will appear as a text field with a Link icon DI next to it 6 1 2 2 Using a DB Join In most fields you enter the data or select an item directly In a DB Join field
38. Smart ist To Go 30 HANDHELD REFERENCE GUIDE CREATE MANAGE AND SHARE INFORMATION ON YOUR HANDHELD DataViz Inc MERRITT CORPORATE WOODS e 612 WHEELERS FARMS ROAD e MILFORD CT 06460 PHONE 203 874 0085 e www dataviz com Copyright DataViz Inc 2004 Table of Contents 1 INTRODUCING SMARTLIST TO GO 3 0 ccceeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 4 TA USING this ETC EE 5 1 1 1 The Scope of this Manual cc cee eeeseeceeeee cee eeeeaeeeeeeeceeeeecaaeeeeaaeseeneeseaeeeseaeeseaaesseneeeaas 5 1 2 How to Use this Mans 2 2 6 ce ee eae Boi tet en eel eae eee eee iy 5 UE e EE 6 1 2 Contacting Sales and Technical Support 7 1 2 1 Required Information to Have Before Calling ccscceceececeeeeeeeeeeeeeeseeeeeeeaeeeeeeeeeeeeeaas 7 1 2 3 Contact Information 8 2 GETTING STARTED WITH SMARTLIST 3 0 ssseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 9 2 GETTING STARTED WITH SMART LIST 3 0 ssceeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeees 9 2 1 Handheld Compatibility and System Requirements sssenseneneneeesseeererrrrnresserrnee 9 2 2 Installing the SmartList To Go Handheld Application cceeeeceeeeeeeeeeeeeeeees 10 3 AN OVERVIEW OF SMARTLIST TO GO cccceeteeeeeeeeeeeeeneeeeeeeeeeeseneeeeenenees 11 3 1 Launching the SmartList To Go Handheld Application eeeeeeeeeeeeeeee 12 SIM ACLS E ccs E ON Na och le ta ec cate E elec Rae idea ke 13 3 3 A TOUR OL EE 14 3 3 Op
39. To Go will not prompt the user again for subsequent uses of that function while the SmartList remains open so you only have to enter the password once Closing the SmartList however resets the passwords so that to repeat a passworded function again after you have closed and reopened a SmartList will require you to enter the password again If the user enters the incorrect password the function will be canceled In this Section e 5 9 1 Setting a Password e 5 9 2 Changing a Password e 5 9 3 Removing a Password 94 5 9 1 Setting a Password To set a password begin in the List View screen and follow these steps 1 Open the Main Menu and select SmartList gt Security Settings to open the Security Settings screen J SmartList Tools About 4 Y Security Settings Open SmartList e Mo Password Record updat No Password d ned Design chang change Jl Delete This t yByt i tinyByte Pro tr Security Settings View change w o Password Corrie Stephen King Family Honor Robert B Parke Hearts in Atlantis Stephen King Information Rules Carl Shapiro Mastering the Zon Barry Sears 0 GS 2 3 0 an 2 The six functions you can password protect are set to No Password by default Open the Password pull down menu that corresponds to the function you wish to protect and select Assigned A small window will open in which to enter the desired password Beaming e No Password Copy w No Pas
40. To move a field from one line to another on the form click on the field label and drag with the stylus to the desired line You may move a field in this manner to any line that does not already contain a field To change the field in a specific line first remove the existing field then add the new field in its place using the directions for removing a field in Section 4 2 2 5 Removing Fields and the directions for adding a field in Section 4 2 2 2 Adding Fields 4 2 2 4 Renaming a Field Label using the Label Properties Screen 39 When you add a field to a form the SmartList Field Label Properties To Go handheld app will create a label that is the same as the field name by default Once this is done however you can rename the field label and customize its display in a number of Font AGH AIA ways using the Label Properties screen Text color v E To rename and customize a field label start Back color _ from the Form Designer screen and follow Popup help D these steps 1 Click on the name of the field you wish Label Name to modify and choose Label Properties from the popup menu This will open the Field Label Properties screen The Label Properties screen Enter the desired label in space marked Label The field name which appears on the line above will not change in this process You must rename fields in the Field Editor screen 3 If desired select a custom font from the four choices under Font 6 Se
41. Use to delete an existing appointment The plugin will delete an 126 existing appointment on the supplied date with the same start and end times and with the same description For all these commands the plugin will return 1 if the action was completed successfully or 0 if the action failed Timer Plug In 1 Features Overview The Timer PlugIn for SmartList To Go contains all the features of a standard stopwatch allowing the user to start and stop timing as well as pause the timer Each timer can support a text label that can help the user keep track of which timer is currently active The SmartList To Go Timer Plugin contains a Timer Records table showing all the timers that are in use on the handheld device From this screen the user may review and or delete timers 2 Installation The SmartList To Go Timer PlugIn is automatically installed during installation of SmartList To Go 3 Usage Overview a Configuring PlugIn Field From the Field Editor select Field Type SmartList To Go PlugIn from the Fleld Type list Selecting the small box to the right will open the Field Properties dialog From the PlugIn list select TimerPlugIn Two fields will appear Text Label and Results In Selecting Text Label will allow the user to choose a Text field to use as the timer s text label Results In will allow the user to choose an Integer or Long field to store the return value elapsed time Both the Text Label and Result
42. You may quickly include all fields by clicking the All button near the lower right corner of the screen You may quickly remove all fields from the Global Find by click the None button in the lower right corner Removing all fields effectively removes the entire SmartList from Global Finds Note You cannot configure a SmartList to be included in Global Finds until you have at least designed the fields that you wish to include If the fields do not yet exist you will not be able to select them 5 Click the OK button to save your selections and return to the SmartList Properties screen or click the Cancel button to abandon your changes 6 Make any other changes to the SmartList properties you require and click OK to return to the List View or Records screen All Global Finds will now search this SmartList looking only in those fields you selected If no fields are selected or the Search when doing Global Find box is not checked Global Finds will ignore this SmartList 26 Startup Screen Define Use the Startup Screen Define button to create a memo screen called About this SmartList that will open automatically when you open the SmartList You can use the About this SmartList screen to serve as a title page provide a brief description of data contained within to remind other users how to perform key tasks with the SmartList or even to leave yourself notes for the next time you open that SmartList To create a startup screen
43. a e ET 119 Properties 58 63 84 99 105 110 114 119 Properties Gcreen 63 99 105 114 Radio BUON S ec esct a diced ege age SEENEN 14 119 Record 14 58 63 85 99 104 105 110 114 119 124 Record Added AAA 119 Record Browse Tool bar 14 Record Screen cccccccceceeeeeeeeeeeeees 14 99 105 124 Record Updated 119 Rectangle Tool 99 Related Shoes Edi EE ial ieedes ie tla 119 Relating 2 0 0 eeeeceeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeneeeees 110 Relating Smart jete 104 105 Relating SmartLists using One to Many 114 Relational Operator 00eanseeeeeee eneee eneee 63 Response ieeeeeereerrresrrrresrerssrrirssrennn 63 Second Value 58 63 SmartList 58 94 104 105 110 114 119 124 IN TO 94 ele i he Ae ae eet 94 CIOSING is inc Sie tee ei ees 94 VICWING DEE 94 SmartList To Go 4 11 12 13 17 18 19 20 21 22 23 24 26 28 29 31 32 35 36 40 43 44 45 52 53 54 58 61 68 70 71 72 76 77 78 79 80 81 82 83 84 85 86 88 89 90 94 99 104 114 115 117 119 121 123 124 SmartList ToGoHome 11 124 SmartList To Go Home Gcreen 124 SmartList ToGobiug in 119 Smart leie cee 104 105 114 124 elle EE 105 119 SUPPO a Meet eke te al 123 EE 14 63 99 110 114 119 CH va TOO EE 99 TAE N EE EE 63 THEN Response 63 UR EE EE 114 This SL menu 114 TOO Dates asst ck Sas Re a 99 Type 13 14 58 63 99 104 105 110 114 1
44. and paste commands Undo and Select All It also contains a command for calling up help with the graffiti interface Options The Options pull down menu contains a command for switching the alignment of field labels from left to right aligned or vice versa In Most Other Screens The Main Menu in most other screens contains at least an Edit menu The Edit pull down menu contains commands you would expect in the Edit menu of a Windows application including cut copy and paste commands undo and select all It also contains a command for calling up help with the graffiti interface 30 testes Edit Options New Record N Duplicate Record d Print d Export Layout Print Record Ww Export Record we WM Beam Record Ba Actions DZ Options O Title Undo Author Cut General ISBN Select All peace Sater eet cate Graffiti Help Publ t Pages Fditinn The Main Menu in most other screens 4 1 4 Renaming a SmartList Rename a SmartList using the Properties screen You can access this screen using the corresponding SmartList pull down menu from the SmartList To Go handheld application Home screen or within the SmartList itself To rename a SmartList from the SmartList To Go Home screen follow these steps 1 Open the pull down menu corresponding to the SmartList you wish to rename and select Rename This will open the SmartList Properties screen 2 Enter the new name in the space provided 3 Click OK
45. anual we will refer to some of these sample SmartLists as examples of the concepts we describe In this section we will take you on a tour through one of these SmartLists to introduce the new terminology you will use throughout the rest of this manual The name of this sample SmartList is MyBooks This SmartList describes a personal collection of books If you have the sample named MyBooks you may want to open it now and follow along In This Section 3 3 1 Opening a SmartList 3 3 2 The List View Screen 3 3 2 1 Sorting Records in a List View Selecting a List View Changing the Column Width Sorting by Column Filtering the List Displaying by Category 3 3 2 2 The List View Toolbar 3 3 3 Records 3 3 3 1 Opening Records 3 3 3 2 The Record Screen Fields Values Field Types Forms Labels Static Text 3 3 3 3 Closing Records 3 3 4 Closing a SmartList 14 3 3 1 Opening a SmartList To open a SmartList from the Home screen click on the name of the SmartList This will open the file and display the List View screen We ll discuss the List View screen in more detail in a moment but for now just know that it provides a quick limited view of all the records in the SmartList at a glance Notice that each record represents data describing a different book but every record provides the same information the book s title and the author s name 3 3 2 The List View Screen MyBooks will open to display the List View screen This scre
46. any other field The field will appear as a text field without line for entering the text 6 2 2 2 Using an Address Lookup An Address Lookup field properly created and configured does not require any action on your part to acquire data When you select the record in the Detail SmartList that will supply data to an Address Join that selection applies to any Address Lookups that are associated with it The Address Lookups will automatically retrieve and display the data you require from the record you selected in the Address Join 113 6 3 Relating SmartLists using One to Many In Section 6 1 Relating SmartLists using DB Join and DB Lookup you learned that DB Join fields were a method of linking one record in a Master SmartList to one record in a Detail SmartList You can link any number of Master SmartList records to a single record in the Detail SmartList and you can link a Master SmartList record to more than one record in more than one Detail SmartList by creating multiple DB Join fields However each DB Join represents a link that is always one to one Using a One to Many field you can link a single Master SmartList record to many records in a Detail SmartList In This Section e 6 3 1 The One to Many Field e 6 3 1 1 Creating a One to Many Relationship e 6 3 1 2 Using a One to Many Field e 6 3 2 Enhancing a One to Many Relationship with DB Join and Key Fields 6 3 1 The One to Many Field When you create a One to Many field yo
47. are at a glance Click on the View Select menu again and select Pages to display the Pages view The Pages view provides a quick list of the books you are currently reading and how far along you are You ll notice that both the Status and Pages views do not list every book on the list In the Status view books that are not lent out do not appear Similarly the Pages view does not display books you are not currently reading This is accomplished by combining the view design with a filter We will discuss how to design views and how views and other methods of sorting can work 16 together in Chapter 4 but for now we just want you to understand how views can work Before continuing to the next section click on the View Select menu and select By Title to return to the complete list of records Changing the Column Width You can adjust the width of columns in a List View to better display data and labels using two methods First you may place the stylus on the border between column labels and drag left or right to change the width of the column to the left The columns w By Titla to the right will shift to accommodate the change while maintaining their W e ze E current width s j r e Hearts in Atlantis You can also adjust the width of a column to automatically accommodate the width of the column label To do this click on the column label This will open a pop up menu with three options in it Two are arrows for sorting recor
48. as familiarized you with SmartList To Go and its vocabulary this chapter will teach you how to design and create your own SmartLists In This Chapter e 4 1 SmartList Creation e 4 1 1 Creating a SmartList e 4 1 2 Setting SmartList Properties e 4 1 3 Using the SmartList Main Menu e 4 1 4 Renaming a SmartList e 4 1 5 Deleting a SmartList e 4 2 Designing a SmartList e 4 2 1 The Field Editor Screen e 4 2 2 The Form Designer Screen e 4 2 3 The View Editor Screen e 4 2 4 The List Editor Screen e 4 3 Records e 4 3 1 Creating Records e 4 3 2 Duplicating Records e 4 3 3 Deleting Records e 4 3 4 Deleting All Records 23 4 1 SmartList Creation This section will discuss how to create a SmartList and configure some of its properties as well as how to use the Main Menu in many of the SmartList To Go handheld app s most common screens In This Section e 4 1 1 Creating a SmartList e 4 1 2 Setting SmartList Properties e 4 1 3 Using the SmartList Main Menu e 4 1 4 Renaming a SmartList e 4 1 5 Deleting a SmartList 4 1 1 Creating a SmartList TS Tools About 1 Create New SmartList s Y To create a SmartList begin from the SmartList To Go artist zi 3 3723 handheld application Home screen or a SmartList View BigShop ai 268 3 14 List screen and follow these steps 1 Tap on the New SmartList icon to open the Create New SmartList screen You can also click on the SmartList To Go tab at the top of the scree
49. as zero since this text string text has no numerical value The Float result format when selected is accompanied by a second control that enabled you to select how many digits to display after the decimal You may choose from zero digits this will display integers only to three digits For example an expression that added 2 and 2 in which you had indicated to display two digits after the decimal would display the result 4 00 The Float result format when necessary will truncate results It does not round Thus an expression that added 1 2 and 1 4 in which you indicated no digits after the decimal would display the result 2 To round results instead of truncating use the Round function described in the previous section The Date result format displays the result of an expression as three separate numerical values divided by forward slashes as in the example 7 31 75 The first value is an integer that indicates the number of the month the second value indicates the day of the month and the third value indicates the year It is important to use the Date result format to display Date values only Numerical text or time values will result in no display or values that won t make any sense The Time result format displays the result of an expression as three separate numerical values divided by a colon with the addition of the letters am or pm as in the example 12 54 08 pm This first value is an integer that indicates t
50. at view you are currently editing The Column area in the center of the screen indicates what fields appear in the view and in what order the first item in this list is the farthest to the left the second item is next and so on You will use the buttons immediately to the left of the Column area to adjust this order Freeze the first ef columnis Open the View pull down menu and select the view you wish to create or modify To modify an existing view select that view s name By Title in the example at right To create anew view select one of the unused default ViewT ype 10 names on the list ViewTypel 1 ViewTypel2 Replace the default text in View with the view s new name Note that SmartList To Go considers The View Designer screen and that any view that does not have any fields View menu arranged in the Column area is not in use even if the name is changed from the default Add and arrange fields in the Column area to determine the order they appear in the finished view To do this click on the Plus button to open a pull down menu in which to select the desired field Repeat this action to add each field to the view Highlight a field and click the Minus button to remove it from the view Highlight a field and click on the up and down buttons to change it position in the field order Click the X button to clear the current list of fields in the Column area If you would like to sort record entries according t
51. ate the SmartList or to open the Properties screen click on the tab at the top of the page to open the Main Menu and select SmartList gt SmartList Properties The Properties screen will open and display the following controls SmartList is Read only Check this box to prevent any changes additions or SmartList Properties deletions to the SmartList This will protect the current data in the SmartList by disabling your ability to change SmartList samplebyte add or delete information However you will still be O tinyByte is read only able to make design changes effecting field and form Ef Search when doing Global Find design this allows you to change how the data appears without changing the data itself O Do NOT backup during HotSync By default the SmartList is read only checkbox is not Startup Screen checked you must check it manually Note that this is not usually a useful option to select when you first create the SmartList It is far more useful to select after you have entered your data To convert a SmartList to read only begin from the View List screen or a Record screen and follow these steps 1 Click on the tab at the top of the screen to open the Main Menu and select SmartList gt SmartList Properties This will open the SmartList Properties screen 2 Click to check the Smart ist is read only box 3 Make any other changes to the SmartList properties you require and click OK to return to the previous screen
52. ational database management application designed for use on the Palm or other handhelds using the PalmOS e 1 1 Using this Manual e 1 1 1 The Scope of this Manual e 1 1 2 How to Use this Manual e 1 1 3 Conventions e 1 1 4 Documentation for Our Other Products e 1 2 Contacting Customer Service and Technical Support e 1 2 1 Online Resources e 1 2 2 Required Information to Have Before You Call e 1 2 3 Contact Information 1 1 Using this Manual 1 1 1 The Scope of this manual This manual describes how to use the SmartList To Go handheld application Included in this manual are complete instructions and examples describing how to e download and install the application e create databases on your handheld and configure them according to your project needs e sort records according to field headings categories or custom designed filters e relate databases to each other using Joins and One to Many relationships e print or export databases or individual records e acquire assistance with any technical difficulties you might encounter While the functionality described in this manual is current as of its release it may not reflect new functionality or bug corrections implemented after the manual s date of publication For the most complete and current information please refer to the release information on our Web site at www dataviz com Please be aware that the scope of this manual encompasses the SmartList To Go handheld application on
53. atures are defined below e Higher Resolution The SmartList To Go handheld application supports the higher resolution screens on applicable devices Icons and fonts are displayed in high resolution In addition on high resolution devicessetting throughout its functionality including the addition of two additional icons at 32x32 and 24x24 pixels to accommodate the Handera s two additional Launcher Icon Views e The Virtual Silk Screen Area The SmartList To Go handheld application supports the collapsible Virtual Silk Screen Area on applicable devices The List View and Record screens in the SmartList To Go handheld app will now expand or collapse accordingly to take advantage of the additional display area provided by collapsing the Virtual Silk Screen area e Rotatable Screen The SmartList To Go handheld application supports viewing the List View and Record screens in different orientations including both portrait and landscape orientations All other screens are only viewable in portrait orientation If you open another screen while viewing a List View or Record screen in landscape orientation the new screen will appear correctly in portrait orientation When you return to the List View or Record screen that screen will still be in landscape orientation 124 B 2 Palm OS Expansion Card support The SmartList To Go handheld application supports the use of Palm OS expansion card technology on Palm OS devices A SmartList can b
54. cal just to give a few examples Section 5 4 2 2 Advanced Expression Result Formats below describes the various formats in detail Click OK to apply your changes and return to the Field Designer screen or click Cancel to close the Advanced Expression Builder screen without applying your changes 5 4 2 1 Expression Design Inputs and Controls The Advanced Expression Builder screen provides a wide variety of controls for creating expressions An expression is a series of elements separated by operators that evaluates to a single value These expressions may be simple like 2 2 or they may be very complex incorporating up to 48 constants variables fields and advanced mathematical date or time functions as elements with advanced mathematical and logical operators to manipulate them To add elements to an expression open the appropriate pull down menu on the left side of the screen and select the element These menus divide the elements into the following groups Fields This group includes fields from the current record Open this menu and select the name of the field you wish to add to the expression When the SmartList To Go handheld app evaluates the expression it will use the value stored in that field in the current record Prev rec This group includes fields from the previous record Open this menu and select the name of the field you wish to add to the expression When the SmartList To Go app evaluates the expression it will use t
55. cal expression that can use constants other fields in this records or other fields in the previous record as factors Supports up to 8 operations and 3 levels of nesting using other Expression fields as factors Other fields used as factors must be created before designing the Expression The Advanced Expression field stores a value determined by a mathematical or boolean expression that uses constants and one or more values from other fields as operands In addition to calculating numerical values this field can also concatenate text value including converting a mathematical value to text automatically in order to concatenate with another text value Stores longer string text s of text containing up to 4096 characters numbers spaces punctuation and special characters Stores numerical values as unique identifiers Joins the current Detail SmartList to records in another Master SmartList and extracts and displays information from the Master SmartList record Uses the link created by a DB Join to extract additional information from the Master SmartList Links a record in the current Detail SmartList to a list of multiple records in another Master SmartList by selecting all records that have identical values in a certain field Links a SmartList record to an entry in the PalmOS Address Book or to DataViz s Beyond Contacts 120 Field Name Select the format of the result from a list of numerical
56. ccess the SmartList using this menu an error message will indicate that the SmartList no longer exists 31 4 2 Designing a SmartList The exact process of designing a SmartList will always depend upon the task for which you create the SmartList However creating every SmartList will at the minimum include these three steps 1 Planning 2 Designing fields 3 Designing the form In many cases you will perform additional steps to further customize and enhance your SmartList s effectiveness but when these three steps are complete you will be ready to begin entering data and using your SmartList As you design your SmartList you will use a number of different design and configuration screens but your three primary interfaces will be e The Field Editor screen e The Form Designer screen e The View Editor screen This section will describe each of these design screens in detail In This Section e 4 2 1 The Field Editor Screen e 4 2 2 The Form Designer Screen e 4 2 3 The View Editor Screen A Note on Planning Form follows function This old saying holds true especially in an application as straight forward and direct as the SmartList To Go handheld application Before you begin any of the hands on aspects of designing your new SmartList think about the function you would like it to perform and how that function effects the answers to the following questions e What information will I need e What kinds of information will I n
57. ch column represents one field in the records according to the label at the top of the column each row represents a different record In the same way the a form provides a quick and easy view of all the information in an individual record the view quickly and easily lays out the most important kinds of information in every record With the SmartList To Go handheld application you can design up to 12 different views customized according to what information you need most in different situations Definition A View is a tabular display of the data contained in one or more records in the SmartList In this table each column represents a different field and each row represents a different record Views are customizable to show any fields in any combination and in any order how you wish to order records on the table and even which records you want to display In This Section e 4 2 3 1 Designing a View e 4 2 3 2 Deleting a View 44 4 2 3 1 Designing a View The View Designer screen is your primary interface for creating and modifying views To create or modify a view follow these steps 1 View Designer a Click on the tab at the top of the page to view the View By Tide Main Menu and select Tools gt Design Views to Default filter e no filter open the View Designer screen Column Title Take a moment to note some of the key components of this screen The View pull down menu at the top of the screen indicates wh
58. ck only Greatideas a 3 314 S e MyBooks x II 3723 those SmartLists you wish to beam to the new EPR 4 handheld ae Beam SmartList 4 Click the Beam button to initiate the beaming MyBooks now connection or click Cancel to close the Beam window without sending any information A small window will open describing the progress The Beam Cancellation screen of the beaming procedure First it will indicate that your handheld is preparing the SmartList To Go handheld application then that it is searching for the receiver in the receiving handheld 81 As with any beaming procedure in any handheld application if the handhelds are unable to acquire a signal form each other they will be unable to complete the transaction This is most often due to the alignment and distance between the handhelds For more information on the optimal alignment and distance between handhelds please refer to that handheld s documentation 5 When the transfer is complete the receiving handheld will prompt you if you wish to accept the new files Click OK to accept and install the new application and database data or click Cancel to end the transaction without accepting the new data If the handhelds were unable to make a good connection a small window will appear indicating the operation was canceled This window will also appear if you manually cancel the beaming operation Click OK A new window will open with options on how to proceed Click Beam to try
59. controls for setting filter criteria If you select AND then a record must satisfy both criteria for the filter to accept it If you select OR then a record must satisfy one or both criteria for the filter to accept it If you then select another linking operator the SmartList To Go handheld app will enable a third set of controls for setting filter criteria 88 Continuing the example of the SmartList described above consider that you wanted to create a view of all your audio books regardless of whether they were on tape or CD There is more than one way to configure a filter to accomplish this but Filter Designer E the following is one example Filter e by Stephen King w Author Edition audio on tape e Stephen King v OR Edition audio on CD With such a filter the SmartList To Go handheld application would display any record that met one or both of these criteria In this example both criteria work with the same field Edition but this does not have to be the case To create and configure a new filter start in the Filters Editor screen and follow these steps The rectangle near the top of the screen encloses the controls for setting the first filter criteria 1 Open the Filter pull down menu at the top of the screen and select an unused filter slot 2 Erase the default name and enter the desired name with your stylus on the line provided 3 Open the First Field pull down menu and select the field whose
60. csecceecceceneeeenaeeeeeeeceeeeseaeeesaaeseeeeeseaeeesaeeseneeenaees 56 5 1 3 Displaying by Category 2 3 024 EEN EE iat e ae eile 57 5 2 The Expression Fielda a a a a a eaae 58 5 2 1 Creating an Expression Field 59 5 2 2 The Expression Builder Screen cccccceecceceeceeeeeeeaeeeeneeceeeeecaaeeseaaeseeeeeseaeeesaeeeeneeenaees 59 5 3 The Conditional Expression Field 63 5 3 1 The Parts of a Conditional Expression cccccceceeeeeeneeceeeeeeeaeeeeaeeseeeeeseaeeesaeeeeneeseaees 63 5 3 2 Creating a Conditional Expression 64 5 3 3 The Conditional Expression Properties Screen cccccceecceeeeeeeeeeeeeeeeeseeeessaeeneneeeeaees 65 5 4 The Advanced Expression Field kee 68 5 4 1 Creating an Advanced Expression Field 69 5 4 2 The Advanced Expression Builder Screen cccccccecsceceeeeeceeeeeeeeseeeeeseaeeeeaeeeeneeseaees 69 SS Beaming E 80 5 5 1 Beamingia SmarnLiSts EE 81 5 5 2 Beaming a Record ss cs Anan Een inaa aTa A ANAR ERa ARAKA PRR EITA ARET AAR ERa edie 82 5 6 Cloning Rn La BC 84 EE eege eege ee 85 E Bee Tute line HSC 85 5 7 2 Applying GC 90 5 8 Filtered Operations E 91 EENS E ree E E E 94 5 9 1 Setting a PassWord a airar ranirreiaaenpaa anina i tania ia eiia dhstptandecesaczcusastanietestivanditastieesdes 95 5 9 2 Changing a Password 96 5 9 3 Remo ying a PASSWONC EE 98 5 10 The Image Field cic siesi ienee aaa E EE ERE EERE 99 5 10 1 Creating and Configuring an Image Field 99 510 2 Using the Imag
61. ct Form Designer To open the Form Designer screen at any other time open the Main Menu and select Tools gt Design Forms In This Section e 4 2 2 1 About Form Layout e 4 2 2 2 Adding Fields e 4 2 2 3 Moving and Changing Fields tiem eee Field Editor Form Designer Field Nie de Gem qlList Editor boadoebhl ue w1 3 intanar Tl I D nen e d Design Fields wt Cen LO Bau TS Pancian bios ul Opening the Form Designer screen e 4 2 2 4 Renaming a Field Label using the Label Properties Screen e 4 2 2 5 Removing Fields e 4 2 3 0 Changing Column Layout e 4 2 2 7 Changing Label Alignment e 4 2 2 8 Using Tabs e 4 2 2 9 Creating a Default Form e 4 2 2 10 Clearing a Default Form 4 2 2 1 About Form Layout When first opened the Form Designer screen will display an empty form To create your SmartList s input and display form you will add the fields you created Each line on a form can contain no more than one field and its label The form labels appear in the left column of the form you enter data into each field in the right column of the form There are a number of different ways you can customize your form e Adding moving and removing fields e Changing fields labels or adding labels to blank lines DDT TH Form Designer A Blank Form with the Default Layout e Adding removing and naming multiple tabs Adding multiple tabs is like creating multiple pages for your form
62. d in which Author matches Name in FavAuthors is displayed those records that do not match are filtered out In the temporary view of MyBooks you can open and view any record you wish When you are finished click on the back arrow just to the left of the Filters pull down menu to return the Record screen in the Master SmartList You can further develop the matching criteria by selecting as many as three field matching relationships between the records in each SmartList 114 6 3 1 1 Creating a One to Many Relationship To create a One to Many relationship start from the Field Editor and follow these steps 1 Tap the New button to open the Single Field Editor Enter a Name for the field and select One To Many from the Type dropdown list Click the Field Properties icon next to One To Many to open the Field Properties Screen Open the Related SL pull down menu at the top of the screen You will see a list of the SmartLists currently on your handheld Select the Detail SmartList that contains the data you require In this example described above you would select MyBooks In the Relationship portion of Field Properties screen you will create the criteria by which records are selected in the Detail SmartList 4 Open the first pull down menu under This SL You will see a list of Master SmartList fields select the field you wish to use as a basis for selecting Detail SmartList records In the example described above
63. d the constant value to the expression This will clear the line in this control to make it ready for the next value Back Click this button to delete the last item field constant or operator you added to the expression Clear Click this button to clear the entire expression 61 3 Select the number of digits to include after the decimal in the Decs menu 4 Click OK to complete the expression design or click Cancel to close the Expression Builder screen without applying the changes to the expression you have just made The Expression will not produce a value of any kind if the Expression Builder screen is empty The expression is now created 62 5 3 The Conditional Expression Field A Conditional Expression field contains a value Ach bien automatically determined depending on the values entered in one or more other fields When you design a i Condition Conditional Expression field you make a statement Set this field to about a value in another field and two possible values In w constant a record in which the statement you have designed is true the Conditional Expression field will automatically Conditional Expr Field Color e Black default Set this field to w constant contain the first value in a record in which the statement Color w Black default you have designed is false the Conditional Expression field will automatically contain the second value Your primary interfaces for designing a Conditional
64. d the image field This will open a pull down list of existing fields Display As ap Select the name of the image field This will add Large Thumbnail the field to the form Click on the field label and open the Label Properties screen Enter the desired field label in the input labeled Field Field image Field O Field is read only Select the desired font for displaying the label on the on the form Click OK to apply these changes to the label and return to the Form Designer Screen Click on the field type to open the Field Properties screen Select an image display style from the Display as pull down menu This menu offers three options for displaying images in a form e Icon This option inserts an icon in the Image Field Users will click on this icon to open the Image Screen where they can view the image full size and modified it as necessary e Small Thumbnail This option inserts a thumbnail of the image that is 50 pixels by 45 pixels or 33 of the image s full size A small thumbnail takes up the equivalent of about four lines on the form Users can click on the thumbnail to open the Image screen where they can view the image full size and modify it as necessary e Large Thumbnail This option inserts a thumbnail of the image that is 124 pixels by 108 pixels or 80 of the image s full size A large thumbnail takes up the equivalent of about 8 or 9 lines on the form Users can click on the thumbnail to open the
65. ding handheld the SmartList To Go handheld application will automatically put the record in that SmartList If the receiving handheld does not have a SmartList of the same name a small window will open prompting you to select the desired SmartList from a pull down list Open the pull down list and select the SmartList you wish to add the record to If the handhelds were unable to make a good connection a small window will appear indicating the operation was canceled This window will also appear if you manually cancel the beaming operation Click OK A new window will open with options on how to proceed Click Beam to try the operation again click Skip to defer the operation until later or click Cancel to abort the operation entirely The Beaming operation is now complete The record is now available in the receiving SmartList For information on beaming multiple records see Section 5 8 Filtered Operations 83 5 6 Cloning a SmartList Cloning a SmartList makes a copy of the entire database structure including fields and their properties categories lists and forms in a single process During this process you have the option of creating the new clone with or without records To clone a SmartList begin in the SmartList To Go handheld app Home screen and follow these steps 1 Open the pull down menu corresponding to the SmartList you wish to clone and select Clone SmartList To Go will create a copy of the SmartList and auto
66. ds as described in the next section Select the third option two inward pointing arrows that represent Autosize The width of the column will automatically resize to fit the width of the column label If you alter the width of a column so that content in one or more records is wider than the available space SmartList To Go will not display truncated information as this could be misleading when viewed at a glance Instead the SmartList To Go handheld application will replace the data display with a series of pound signs To view the complete data adjust the width of the column to accommodate the full content in the View screen or select the record to view the full content in the Record form Sorting by Column The labels at the top of each column indicate what item of information appears in that column You can sort the items in your view according to the information in any column To sort by any column click on the column label An arrow menu will open as shown in the figure to the right Select the down arrow to list records according to information in that column in increasing alpha numerical order Click the up arrow to list records in reverse alpha numerical order Filtering the List To the right of the View Select menu is the Filter Select Menu A filter enables you to display a limited list of records by showing only those records that contain certain information in certain columns You should now see that no filter is currentl
67. e Not Started state will set the Start and Stop times to none and will set the Elapsed Time to 0 The first button will also revert back to Start Timer f Returning to SmartList To Go The user may return to SmartList To Go no matter the state of the Timer If timing is in progress timing will continue even when the user has exited the Timer If the Timer is paused the most recent Elapsed Time is returned The user may run the Timer again at any timer to continue timing If Done Timing is selected the Elapsed Time is returned and running the Timer again will reset the timer 4 Timer Records a Record Display The Timer Records display shows a concise listing of all the timer records currently on the device Each record contains a status R P N and C for Running Paused Not Started and Completed respectively Next a checkbox appears This box should be selected when deleting timer records This is followed by a short text description the Start Time and the Elapsed Time Scroll buttons appear in the bottom right hand corner of the screen b Record Persistence Whenever a SmartList To Go record has a timer field a Timer Record is created As one might imagine this database could grow quite large if objects are never removed To remedy this whenever a timer is Completed i e Done Timing is pressed the Timer Record is removed from the database All other timers maintain records in the Timer Records database c Deleting Rec
68. e link between the record in the Master SmartList and the entry in either the built in Address Book or DataViz s Beyond Contacts contacts list Once the link is established it retrieves and displays information from one of the fields in that entry 6 2 1 1 Creating an Address Join To create and Address Join start from the Field Editor screen and follow these steps 1 Tap the New button to open the Single Field Editor Enter a Name for the field and select Address Join from the Type dropdown list Click on the Field Properties icon to the right of the field type to open the Field Properties screen In the Look In field choose either Beyond Contacts or Palm Address Book Note to use Address Join with Beyond Contacts you must have Beyond Contacts installed Open the Display pull down menu You will see a list of possible data combinations and formatting styles for the information in the Field Properties Field Name Look In ESP es cae k Display Palm AddressBook Address Lookup RadioButton Address Book entry Select the format you wish to appear in the Address Join field in the Master SmartList Click OK to close the Field Properties screen and apply these properties or click Cancel to close the screen and abandon these properties This will return you to the Field Editor The Address Join field is now created Add the Address Join to the form just as you would any other field The field
69. e Address Join Integer e Conditional Expression e Address Lookup e Long Integer e Advanced Expression e One to Many e Floating Point e Key Image e Auto Incremental e SmartList To Go Plug In e Date e Time e List We will discuss Field types in more detail later in this manual Forms SmartList To Go s data entry forms and field labels provide a SC GT ECH customizable user friendly interface for both creating and Gegen ee reviewing records i i i General Location Reading Definition A Form is a screen in the SmartList To Go Sec UDIscrioner handheld application that provides a user friendly interface for Pages 512 entering and reviewing record data Edition w Paperback Release 9 14 99 Rating w 20 Paid 20 00 As we discuss forms and labels take another look at the sample Record screen from MyBooks Remember that a field is really just a named place holder for data Once you have created your fields you ll need to place those fields on a form as in the form to the right Each field in a form occupies one entire line but you can manage many fields by dividing multiple tabs The example to the right shows three tabs General Location and Reading Each of these tabs displays a different set of fields The fields above the tabs remain visible no matter what tab you select Only add those fields you want to display on the Record Screen For example you may use a Key field to ensure all records are unique b
70. e Field Editor The steps below describe this process in detail as it applies to an Expression field Begin this process in the Field Editor screen 1 Tap the New button to open the Cristea ct Field Editor Single Field Editor Single Field Editor 2 Enter the name of the field in the column labeled Name Choose Expression as the Type Type v Expression 4 Click on the Field Properties icon value determined by a mathematical expression that uses one or more values from to open the Expression Builder screen Design the expression in this screen and click OK to finish The next section describes how to build expressions in this screen The Expression field stores a 5 Open the pull down menu in the upper right corner of the screen and select Form Designer to open the Form Designer screen 6 Add the field to the form as described in Chapter 4 The Expression field is now created 5 2 2 The Expression Builder Screen As described in the section above you will use the Expression Builder Expression Builder screen to design expressions for Expression type fields Open this screen as described Date Months above Date Years To create an expression in the Expression Builder screen follow these steps 1 Select the format for the result using the Format ll h f th Th Hrs Mins and Secs pull down menu at the bottom of the screen The CKE dg ab table below lists the available formats Note that
71. e Form An alert window will open stating the new form will replace the existing form Click OK to continue the function or click Cancel to abort If you click OK SmartList To Go will automatically generate the default form The process is now complete 4 2 2 10 Clearing a Default Form To clear a form design open the Form Designer screen and follow these steps Open the Main Menu and select Clear This will open the Clear Form screen You will use this screen to indicate what parts of the form to clear and how much of the form to apply it to Under Remove select to remove the entire field or just the formatting Removing the formatting removes any adjustments you may have made regarding fonts or color and returns the field it its default display state Under Apply to select to apply this change to the entire form to the current tab only or to common fields Removing the entire form will leave your tabs intact but remove all fields on all tabs and above the tabs Removing common fields leaves the fields on the tabs and removes only those fields which appear above the tabs Click OK to continue the function or click Cancel to abort If you click OK the SmartList To Go handheld application will clear the form according to your instructions This function is not undoable The process is now complete 43 4 2 3 The View Editor Screen A View is the tabular display of records you see when you first open a SmartList Ea
72. e New SmartList Y Delete All Records Delete This SmartList SmartList Properties Security Settings Beam SmartList Print Export Zoom aV fe pes k Security Settings Open SmartList Y No Password EE Design change IFE View change v No Password Beaming e No Password Copy v No Password The six functions you can password protect appear on the Security Settings screen Functions that are currently restricted by a password will indicate Assigned in the corresponding pull down menu to their right Open the Password pull down menu that corresponds to the function whose password you wish to change and select Change 96 2 A small window will open in which to enter the current password You must enter the current password before you can change it to a new password Enter the Current Password and click OK or click Cancel to abort the password change 3 A Password window will open in which to enter the new password Enter the desired password in the Password window and click OK or click Cancel to abort the password change D WARNING Be careful when you assign a password that you remember the password you have chosen If you forget the password there is no way to bypass it and regain access to the passworded function Security Settings Security Settings Open SmartList Y Mo Password Open SmartList e Mo Password Record update Y No Password Record update Y No Password Desig
73. e Screen si cectc cette hat ecieey dh OASE ENEE needa 100 5 10 3 Adding an Image Field to the FOM eicemesurea a EAE 103 6 RELATING SMART LISTS issiasscaticscissaieiaaentitans cthutacasdonededeetiigaauhbuanadendieneians 104 6 1 Relating SmartLists using DB Join and DB Lookup Fields nssnnssneeeeeeenennne 105 6 1 1 Why use DB Join and DB Lookup Fields cecsceceeeeeeeeeeeeeeseeeeeseeeeeeaeeteaeeseenees 105 61 2 DB EE 107 CKS DB LOOKUP EE 109 6 2 Relating SmartLists to the Palm Address Bock 110 6 2 1 Address JOIN sxaie eege neng tenses sa deawad aiaa et eege Geakedie age GES oe eege aaa ia 111 6 2 2 Address LOOKUP ibaada NEEN ERR NEE AER EAR AE A EEREN 112 6 3 Relating SmartLists using One to Many cece ee eeeeetee rete eee eeeeetaeeeeeeeeeeteeee 114 6 3 1 The One to Many Field 114 6 3 2 Enhancing a One to Many Relationship with DB Join and Key Fields 118 APPENDIX A SMARTLIST TO GO FIELD TYPEG seeeeeeeeeeeees 119 A 1 Supported Field KE 119 A 2 Field Type Capabilities viens catecesdceieapecctwes vheatveanusctwws recdiveantaa vcard catvearesaaneeniedi ennas 122 APPENDIX B SMARTLIST TO GO SCREEN AND CARD SUPPORT 123 B 1 Palm OS Screen Support E 124 B 2 Palm OS Expansion Card support 125 APPENDIX C SMARTLIST TO GO PLUG IN SUPPORT 000 126 eer Dee eege eege eege 126 Timer PUG E E 127 1 Introducing SmartList To Go 3 0 SmartList To Go 3 0 is a rel
74. e moved to an expansion card for storage and can be opened and used seamlessly from the card The SmartList To Go application itself can not be stored on an expansion card and must remain on the devices main memory To move a SmartList to an expansion card follow these steps 1 With a supported expansion card inserted into the device open the SmartList To Go handheld application 2 Tap on the dropdown arrow to the left of the SmartList you wish to move to a card and choose Move To Card from the dropdown menu 3 Notice that a card icon is displayed in the right most column This indicates that the SmartList exists on the card 4 Touse the SmartList simply tap on the name of the SmartList to open it SmartList To Go stores SmartLists on a card in a default directory called SmartList In order for a SmartList on a card to work in SmartList To Go it must be present in this default directory If SmartLists exists in other locations on a card you can search the card for those SmartLists and move them to the default directory To search for other SmartLists choose Search for SmartLists from the main screen in SmartList To Go If other SmartLists are found you will be offered the option to Move these SmartLists to the default directory 125 Appendix C SmartList To Go Plug In Support Date Book Plug In 1 Features Overview The Datebook Plug in allows the user to create appointments in their Palm Datebook application from within
75. eed e What is the best way for me to enter this information e What is the best way to display this information e Under what circumstances will I review this information and how does that effect the display design e How often will I change information I have already entered and how will changes effect the whole This is by no means a complete list of the questions you will have to ask yourself before you begin but the answers will help you begin to shape in your mind how your SmartList should look 32 The questions above are very general but when you consider them try to make them as specific as possible For example if you are creating a SmartList to manage contact information how will you decide to enter the contact s name There are certainly many choices You could e enter the full name in a single text field OR e enter the last name first followed by the first name in a single text field OR e enter the first and last names in separate fields Which should you choose The answer might be effected by whether these are business or personal contacts You are more likely to look up a business contact by their last name suggesting the last name first method On the other hand you are more likely to look up a personal contact by their first name suggesting that the first name first would be more effective Perhaps either is likely in which case you would enter the first and last name in separate fields so you could sort
76. eir contact for the Northeast you would have to make the change in a number of different locations A more efficient way to accomplish this would be to create separate SmartLists and link them together using DB Joins and DB Lookups Your main SmartList describing server locations referred to as the Master SmartList would contain only the information that was specific to each location but it would display information contained in the other SmartLists One of the other SmartLists would describe only the ISP companies and their information each company in a different record The other would describe only the contacts and their information The new SmartLists are referred to as Detail SmartLists The new SmartLists might then include these fields e Number of Servers at Location Network Locations ISP Companies e Location e ISP Company s Name e Location s Address e Company s Address e Location s City and State e Company s City and State e Locations Zip Code e Company s Zip Code e Location s Phone Number e Company s Phone Number e Contact s Name e Contact s Title e Contact s Phone Number e Contact s Email address Definition A Master SmartList is a SmartList that uses DB Join and DB Lookup fields as pointers to point to or borrow information from another SmartList Definition A Detail SmartList is a SmartList that stores data used by another SmartList The Detail SmartList may also be useful on its own or it may
77. eld returns the first value If the comparison is not correct the boolean expression is false and the fields returns the second value Let s clarify that explanation a little with an example Suppose that you wanted to create a field in MyBooks that would indicate whether or not you were more than halfway finished with a book To do this you could create a conditional expression field called Half Progress with the two possible values Less than half way and More than half way and the boolean expression Last Page lt Pages 2 When you enter a values in the fields Last Page and Pages SmartList To Go will divide the total number of pages by two to determine the halfway point in the book and then compare that number with the last page you have read The expression above states that the last page you read is less than the halfway point of the book If that statement is true the field will return the response Less than half way if that statement is false the field will return the response More than half way 58 In This Section e 5 2 1 Creating an Expression Field e 5 2 2 The Expression Builder Screen 5 2 1 Creating an Expression Field To create an expression field you will follow the same basic procedure as you will when creating any kind of field first open the Field Editor Screen second select the New button third enter a name for the new field and choose Expression as the type Tap the Done button to return to th
78. ement is false because two is not greater than three 63 Conditional expressions can compare values in a number of different ways In the expression above the conditional expression states that one value is greater than or less than another but you can also say that two values are equal or not equal that one value contains the other value or does not or that one value starts with the other value In every case however there are only two possible responses from the IF Condition true or false Another example of an IF Condition is Field 1 starts m In this example Field 1 is a Text type field If the text you entered in Field 1 in this record starts with the letter m then this IF Condition will reply that the statement is true if it does not the IF Condition will reply that the statement is false This is significant unlike the first example which is always false you have made the IF Condition s response dependent upon the value entered in another field As a result some records will evaluate this condition and find that it is true and others will evaluate this condition and find that it is false The THEN and ELSE Responses The THEN Response and ELSE Response each indicate a value to place in the conditional expression field The state of the IF Condition determines which Response is used If the Condition is true the value described by the THEN Response is used THEN and ELSE Response can be constant values or they can ref
79. en King and the SmartList To Go handheld app would only display those records in which the value was exactly that constant However you are not limited to using only the equals sign as your comparator When you create a filter you can choose a variety of comparator s to create your filter criteria The table below lists and describes these comparators The equals comparator checks that the first field matches the second field or constant exactly lt gt The does not equal comparator checks that the first field does not match the second field or constant exactly lt The less than comparator checks that the first field is less than the second field or constant This comparator creates a valid comparison for numerical values only text values cannot be compared with the less than sign 86 contains Contains The greater than comparator checks that the first field is greater than the second field or constant This comparator creates a valid comparison for numerical values only text values cannot be compared with the greater than sign The less than or equal to comparator checks that the first field is less than or equal to the second field or constant This comparator creates a valid comparison for numerical values only text values cannot be compared with the less than or equal to sign The greater than or equal to comparator checks that the first field is greater than or equal to the second field or cons
80. en provides a list of all the records in MyBooks and displays some of the data contained in each record in this case the book title and the author Take a moment to notice some of the key elements of the List View screen The Title Tab E My Books All The Category Menu The View Menu The Filter Menu Author Title Arthur S Golden Memoirs Of A Geis 4 Barry Sears Mastering The Zo Each Row represents an Barry Sears The Zone individual Record Carl Shapiro Information Rules Orson Scott Card Ender s Shadow Orson Scott Card Enchantment Patricia Seybold Customers com Robert B Parker Family Honor Stephen King Hearts n Atlantis The Toolb x lt P E Zoom IniZoom Out on EE ak man appliable devices The first number indicates Each Column represents an the number of Records individual Field Across all Records currently displayed The second number indicates the total number of Records inthe SmartList The Record List Scroll bars At the top of the screen the Name tab displays the name of the SmartList This tab is visible from any screen in the SmartList and clicking on this tab will open the main menu In addition the Recently Used SmartList pull down menu to the left of the name on the Name tab contains a list of the 5 other SmartLists you opened most recently Use this menu to quickly move from one commonly used SmartList to another Dominating the center of the screen is the List View itself providi
81. ening ERT BC 15 3 3 2 The List View Screen cececcceecceceeeceeeeceeneeceeeeecaaeeeeaaeeeaeeeseaeeseaaeseeneeseaeeesaeseeaaeeseneeeaas 15 37033 ROCOOS ina peat si eee eee ele ie aa eek ail NNa NA tag 18 3 3 4 Closing a Smart iStart ia aa i a aii 21 4 DESIGNING SMARTL IST SA seecscesstucisvenvendatessacsutonsuntatensuaisuestacanversuadaiaast 23 Ee Ed EE 24 Ga Ke le ERT EE 24 4 1 2 Setting SmartList Properties cccecsceeseceeeeeceeeeeeee scence seaeeeeaaeeeeeeeseaeeesaeeeeaeseneeeeaas 25 4 1 3 Using the SmartList Main Men 28 4 1 4 Renaming a Gmartl jet 31 4 1 5 Deleting a Smarttist 4 hese ceive deat ates et a a desc 31 4 2 DESIGNING a SMANLISL wists tees etieie Giles a e eee ach rete Rete 32 4 2 1 The Field Editor Green 34 4 2 2 The Form Designer Gcreen nenn 38 4 2 3 The View Editor Green 44 4 2 4 The List Editor Screen cccceecceceeeceeeeeeeeneeceeeeeeeaeeeenaeeeaeeeceaeeeeaaeseeneeseaeeesaeseeaaesseneesaas 47 4 3 Recordsen eebe G REN SEENEN 51 4 3 1 Creating RecordS AAA 51 4 3 2 Duplicating Recods oier lett eecttebal A TEE EE EN 51 433 Deleting RECOS EE 52 4 34 Deleting All RECOS enana a a EA E EO 52 5 USING ADVANCED EUNGTIONSS eseuukresEeeuEEERAESEKECERNNESEEEEEESESEKESESEESERKEEESEE 53 EE TEE eg eg dee E E eet da ae 54 5 1 1 Creating Categories cccccceececeeceeceneceeseeeeeneeceaeeeeaaeseeaeeceaeeeeeaeseeaaeseeeeseeeeeeaesseneessaees 55 5 1 2 Assigning Records to a Category cccc
82. er Condition Condition Condition for Expression Condition for Expression w Title w Title v w12 v w12 w AND 6 Click OK to return to the Conditional Expression Properties Field and apply the IF Condition design or click Cancel to close the Condition screen without applying the IF Condition design 66 7 Define the value to apply to the field when the IF Field Properties Condition is true in the THEN Response portion Field Conditional Expr Field of the screen Click on the down arrow in to open IF a pull down menu including the other field names oo and constant Author If you select a field name this Conditional e Expression field will return the value in the field you selected when the IF Condition is true If you select constant you can enter a value directly that the Conditional expression field will return when the IF Condition is true 8 Repeat Step 7 in the ELSE Response portion of the screen to define the value to apply to the field when the IF Condition is false Click on the down arrow in to open a pull down menu including the other field names and constant If you select a field name this Conditional Expression field will return the value in the field you selected when the IF Condition is false If you select constant you can enter a value directly that the Conditional expression field will return when the IF Condition is false 9 Click OK to close the Conditional Expression Properties screen and appl
83. er the value in that field as the First Value in the IF Condition 3 Click on the Relational Operator down arrow to open a pull down menu of possible relational operators These will define how to compare the Condition two values The operators available include Condition for Expression e Title lt gt a 65 e e contains e lt gt not equal e Contains S e case sensitive e starts e gt e e Starts case sensitive e gt Condition 4 Click on the Second Value down arrow to open a pull down menu of possible values By selecting Title constant one of the other fields in this manner you enter the z Ta uthor value in that field as the First Value in the IF Condition You may also select constant to enter the Second Value directly as shown in the examples to the right 5 Click on the Logical Operator down arrow to open a pull down menu containing the choices AND and OR If you select one of the choices the screen will display inputs for a second condition Repeat steps 2 3 and 4 to create the second condition If you select AND the IF Condition will return a value of true only when both the conditions you defined are true If you select OR the IF Conditions will return a value of false when at least one of the conditions is true Use these selections to define up to three separate conditions to test in the Conditional Expression Field If you select three conditions they will evaluate in ord
84. er to other fields For example say that you were creating a SmartList which contained two fields that accepted values describing an item s price from competing vendors You could create a third field a Conditional Expression to always determine which price was cheapest The field would test to see if the first price was less than the second If it was the field would display the first price if it was not the field would display the second price as that one must then be the lower of the two 5 3 2 Creating a Conditional Expression To create a conditional expression field you will follow the same basic procedure as you will creating any kind of field first open the Field Editor Screen second select the New button third enter a name for the new field and choose Conditional Expression as the type Tap the Done button to return to the Field Editor The steps below describe this process in detail as it applies to an Conditional Expression field Begin this process in the Field Editor screen 1 Tap the New button to open the Single Field Editor 2 Enter the name of the field in the column labeled SE Name Name Status 3 Choose Conditional Expr as the Type Type ConditionalExpr EJ dacs L The Conditional Expression field 4 Click on the Field Properties icon to open the evaluates a boolean expression Conditional Expressions Field Properties screen you create You configure the S Design the expression in this screen and c
85. ert Jordan record to the records in MyBooks Perhaps a dozen records in MyBooks may match Name to Author indicating that a dozen records in MyBooks describe books written by Robert Jordan Perhaps 20 or more records in MyBooks may match Publisher to Publisher indicating the 20 records in MyBooks describe books published by TOR However if only six records match both Name to Author and Publisher to Publisher only these six records will appear in the List View in the temporary view of MyBooks These records describe only those books that were both written by Robert Jordan and published by TOR Note In order for a match to occur the data in each field in the comparison must match exactly This includes exact spelling and capitalization If there is any difference in the data at all such as an accidental misspelling the Detail record will not appear on the list To avoid possible difficulties we highly recommend the use of a DB Join field and even the use of Key fields to ensure data agreement For more information on how to enhance a One to Many relationship with DB Join and Key fields see Section 6 3 2 Enhancing a One to Many Relationship with DB Join and Key Fields below 7 Open the View pull down menu on the Field Properties screen You will see a list of the Views currently configured in the Detail SmartList you selected in Related SL in Step 3 Select the View you wish to see when you open the temporary List View of the Detail SmartLis
86. f the manual users can quickly find the sections or pages with the answers they are looking for The design of the pages will make the specific items of information they are looking for easy to find 1 1 3 Conventions Throughout this manual we will use certain visual conventions to set off different kinds of information The purpose of this is to make it easier for you to understand what you are reading Among these conventions are The names of screens commands icons and other distinct items in the SmartList To Go interface are capitalized as shown below To add this new field to the form open the Field Designer screen Any text depicting what you will see on the handheld screen will be displayed in a sans serif font that imitates the screen display Further such text will be presented in separate paragraphs that are indented to further differentiate it from other text For example when an instruction directs you to enter a value for the text field Last Name you would see the following Last Name Jones Instructions in this manual at times refer to items of information generally so that the word or phrase in the manual represents the actual text that applies to your specific information These variables as we will refer to them appear in a bold face font to differentiate them from text that may be taken literally as shown below Enter Your Last Name Your Last Name OR Enter Today s Date in the input box provided Inst
87. fferent displays Address Lookup Radio Button Image Conditional Expression Conditionial Expr Auto Incremental SmartList To Go Plug In Uses the link established by an Address Join to extract and display additional information from an entry in the PalmOS Address Book or Beyond Contacts from DataViz Enables the user to create a list of preset values and stores the single selected value Unlike List all values are always visible Stores an image instead of text or numerical values Selects between to preset values based on the result of logical expression that is either True or False This expression often relies on the values in other fields If the expression is true one preset is used if false the other is used The preset values may also incorporate values from other fields Stores an integer values that automatically increments by one from the value in the previous record added Unlike Key these values are changeable Enables the user to expand SmartList To Go functionality by inserted Plug Ins 121 Field Name Join select the Address Book field with which to link Display format data by choosing from 27 different displays Field Name Buttons selects the number of preset choices and records their values Selects one of the buttons to be the default If none is selected the first button is the default Field Name Define Format select from black and white
88. fore if you have made any changes at all to the fields always make sure that the SmartList To Go handheld application recalculates expressions To do this follow the instructions for Manually Recalculating Expressions below In This Section e 5 4 1 Creating an Advanced Expression Field e 5 4 2 The Advanced Expression Builder Screen e 5 4 2 1 Expression Design Inputs and Controls e 5 4 2 2 Advanced Expression Result Formats 68 e 5 4 2 3 Notes on Advanced Expression Syntax 5 4 1 Creating an Advanced Expression Field To create an Advanced Expression field you will follow the same basic procedure as you will creating any kind of field first open the Field Editor Screen second select the New button third enter a name for the new field and choose Adv Expression as the type Tap the Done button to return to the Field Editor The steps below describe this process in detail as it applies to an Advanced Expression field Begin this process in the Field Editor screen 1 Tap the New button to open the Single Field Editor 2 Enter the name of the field in the column labeled Name 3 Choose Adv Expression as the Type 4 Click on the Field Properties icon to open the Expression Builder screen Design the expression in this screen and click OK to finish The next section describes how to build expressions in this screen 5 Open the pull down menu in the upper right corner of the screen and select Form Designer to open the Form Des
89. form you are ready to begin corresponding values that creating records A record is a unit of the SmartList describe one item in the group where the SmartList taken as a whole contains data that represented by the SmartList A describes a group of items each individual record SmartList may include up to contains the data that describes a single item 65 000 records A record may In This Section contain up to 80 fields e 4 3 1 Creating Records e 4 3 2 Duplicating Records e 4 3 3 Deleting Records e 4 3 4 Deleting All Records 4 3 1 Creating Records To create a new record start from the List View screen and follow these steps 1 Click on the New Record icon at the bottom of the screen or use the shortcut N This will open a blank record form You designed this form when you created the SmartList 2 Enter the appropriate data in the fields provided 3 Click OK to add the new record or click Cancel to abandon this record without adding it The new record is now created and will appear on the List View table 4 3 2 Duplicating Records To duplicate an existing record start from the Record screen for that record and follow these steps 1 Click on the tab at the top of the screen to view the Main Menu and select Actions gt Duplicate record or use the shortcut J This will open a new record form and automatically populate the fields with the same data as the original record 2 If you wish to change one or more fields do
90. four then adding two because multiplication has a higher precedence than addition Thus this expression evaluates to fourteen 71 The buttons on the right side of the screen provide access to the ten most commonly used operators use the Operators pull down menu for all others NOT ECH and and lt gt lt and gt and lt gt amp AND NOR I OR and The logical operator NOT appears on the Operator pull down menu as NOT and in the Expression view area as an exclamation point Use this operator for conditional expressions This operator raises the base number that precedes it to the power indicated by the integer that follows For example 2 3 indicates 2 or two to the third power The Multiply Divide and Modulo operators respectively Modulo or simply Mod divides the first element by the second elements and returns the remainder of that division so that 5 2 evaluates to 1 since 5 divided by 2 is 2 with a remainder of 1 The Plus and Minus operators Use the Plus operator for addition in mathematical phrases as in 2 2 which evaluates to 4 or for Concatenation in text string text phrases such as birth day which evaluates to birthday Use the Minus operator for subtraction in mathematical phrases as in 6 4 The Less Than Greater Than Less Than or Equal To and Greater Than or Equal to operators Create the Less Than or Equal To and Greate
91. he first columns will not scroll They will remain visible in all cases For example in MyBooks you could select the Title to freeze so that no matter how far you scrolled to the right you would always know which book the data referred to To freeze view columns open the freeze the first pull down menu and select the number of columns to freeze up to three Click on OK to apply your changes or click on Cancel to abandon your changes The View is now created and configured Use the View pull down menu on the View List screen to select which view to use 4 2 3 2 Deleting a View To delete a view configuration follow these steps 1 4 Click on the tab at the top of the screen to open the Main Menu and select Tools gt Form Design This will open the View Designer screen Open the View pull down menu at the top of the screen and select the view you wish to delete Click on the X button at the bottom left of the screen to clear the fields selected in the Column area Click OK to apply this change and return to the View List screen The view is now deleted 46 4 2 4 The List Editor Screen The List Editor screen is your primary interface for configuring lists Use this screen to configure Categories List type fields and Text type fields with auto writer enabled Note that you do not create lists in this screen you simply create and manage the items on a list you create most lists by selecting an appropriate field type i
92. he hour the second indicates the minutes and the third indicates seconds It is important to use the Time result format to display Time values only Numerical date or text values will result in no display or values that won t make any sense The Hours result format displays only the hours component of a Time value For example an expression that evaluates to the Time value 12 54 08 pm in which the Hours result format is selected will display the integer 12 The Minutes result format displays only the minutes component of a Time value For example an expression that evaluates to the Time value 12 54 08 pm in which the Minutes result format is selected will display the integer 54 11 Seconds The Seconds result format displays only the seconds component of a Time value For example an expression that evaluates to the Time value 12 54 08 pm in which the Seconds result format is selected will display the integer 8 Hrs Mins and Secs The Hrs Mins and Secs format displays the result of an expression as three separate numerical values divided by a colon as in the example 12 54 08 As in the Time result format the first integer indicates the hour the second the minutes and the third the seconds Unlike the Time result format however the am or pm indicator does not appear Hrs and Mins The Hrs and Mins format displays the result of an expression as two separate numerical values divided by a colon as in the example 12 54
93. he possible operations The controls on the right side of the screen correspond only to the operation button on the same line and they control how the operation works This screen offers the follow operations Print Exp Delete Update Beam Move Select the Print Exp button to print the selected records or export them to the PalmOS s built in Memo Pad application and click OK This will open the Print Export screen To print you will require an infrared capable printer and appropriate printing software Select the Delete button to delete the selected records and click OK A warning screen will open to verify that you wish to continue deleting records cannot be undone Click OK to continue or Cancel to abort the operation This will return you to the List View screen Select the Update button to check or uncheck Checkbox Type fields in the all the selected records The two pull down menus to the right of this button control this operation If there is more than one Checkbox Type field in your records select the name of the field in the pull down menu on the left To set the selected field to checked select ON in the pull down menu on the right to set the selected field to unchecked select OFF in the pull down menu on the right Then click OK to performing the operation and close the Filtered Operations screen or Cancel to close the screen without performing the operation Select the Beam button to beam the selected records from o
94. he value stored in that field in the previous record Operator This group includes logical operators like AND and NOT and the mathematical operator or modulo Other operators in addition to those in this menu mathematical operators like plus and minus and comparative operators like greater than and equals and string text operators like concatenate are all available using the buttons to the right of these menus Function This group provides advance functionality for calculating square roots and rounding values and for working with date and time values Color This group allows you to assign color to specific value options when using the If or Selection functions For example you might create a conditional expression to compare a bill s due date with the current date using the color pull down menu you could ensure that the due date of overdue bills appeared in red Note that colors appear as shades of gray on monochrome display screens 70 In addition the twelve buttons on the right side of the screen provide quick access to the ten most commonly used operators and the commonly used functions If and Selection Operators The following table describes the available operators in order of precedence from highest to lowest Operators with higher precedence are evaluated before operators with lower precedence For example the SmartList To Go handheld application evaluates the expression 2 3 4 by first multiplying three times
95. held application will check the Status field in every record and create a list that includes only those records in which the Status indicated is Borrowed If you select the Top Rated filter the SmartList To Go handheld application will check the Rating field in every record and create a list that includes only those records in which the Rating indicated is In addition you can also create lists that apply two or more filters simultaneously For example if you select the Multiple Filters in the Filter menu it will open a screen in which you can select both Borrowed and Top Rated The SmartList To Go handheld application will check every record in the SmartList for those with both Borrowed indicated in the Status field and indicated in the Rating field In This Section e 5 7 1 Configuring Filters e 5 7 2 Applying Filters 5 7 1 Configuring Filters The Filters Editor screen is your interface for working with filters There are three ways to access the Filter Editor screen 1 Open the Filters pull down menu near the upper right corner of the screen and select the last option Edit Filters 2 Click on the Tools button at the bottom of the screen the button with the hammer icon to open the Tools pop up menu and select Filter Editor 3 Open the Tools pull down menu from the Main Menu on the Home screen and select Filters Editor 85 Filter Designer a Filter w relative w Relation First Set of Criteria Inp
96. hout selecting or displaying an item Select Edit Items to modify the configured list as described in the previous section To use a configured list to enter data into a Text type field with Auto Writer enabled tap on the pencil icon at the far right of the field s text input line to open a pull down list of items This pull down list will contain the items you configured using the instructions of the previous section This list will also contain the options More Options and Edit Items To select a single item select the desired item to close the list and display the item in the Text field You can also select More Options to open the Auto Writer screen This screen contains your configured list with check boxes next to each item Quickly select and display multiple list items in the same text field by checking those items you wish to display and clicking Replace to display only those items in the text field or clicking Append to add those items to the text already in the text field When you select multiple items the items will be separated by the character you selected in the field s properties screen You can also select and display a single item with one tap by tapping the Arrow button on the right side of the screen that corresponds to your selection Recd 1 of 11 1ofi1 w Business Title Memoirs of a Geisha Author Arthur 5 Golden General Location Reading Status none Sold With Horne Borrowed Since Office A
97. icate the separator between the two columns 2 Click on this line and drag to the left or right to change the columns to the desired widths The vertical line will disappear automatically when you lift the stylus OR If you feel you do not need the vertical line to indicate the separator between the columns for you simply click where the vertical line would appear and drag to the left or right to change the columns to the desired widths This method will resize the columns even though you did not use the menu command as described above however using the menu command is often easier because it provides that vertical line as a visual indicator 4 2 2 7 Changing Label Alignment You can display labels either right aligned or left aligned Switch Alignment CH Resize Labels w l Clear i To change label alignment from left aligned to right aligned or vice versa start from the Form Designer i screen Click on the tab at the top of the screen to open The Switch Alignment menu the Main Menu and select Options gt Switch command Alignment This will change the alignment of labels from left aligned to right aligned and vice versa a BOCH e Form Designer a AAE e Form Designer Mame ect Mame text Badge Number 123 integer Badge Humber 123 integer div e list diw e list secPapln M icheckbox TorseteccceDacvesesssccccccacceses TTT e 4 4 2 2 8 Using Tabs Tabs allow you to create for
98. ick Delete on the Item screen to remove the item or Cancel to close the item screen without removing the item Click Done on the List Editor screen to return to the previous screen To sort a list follow these steps 1 Open the List pull down menu at the top of the screen and select the list that contains the item you wish to edit Lists in this menu are listed according to their field name Sort the list by selecting individual items and moving them up or down in the list To do this select the list item you wish to move and click on the Up and Down buttons as required To quickly sort the entire list click on the Sort button This will put the list into alphabetical order Click Done on the List Editor screen to return to the previous screen 48 4 2 4 2 Using a Configured List Once you have configured a list you may quickly and easily use it from the Record screen when you enter data into a List type field or a Text type with Auto Writer enabled or when you select a Category To use a configured list to enter data into a List type field tap on the down arrow next to the field name to open the pull down list of items This pull down list will contain the items you configured using the instructions of the previous section Select the desired item to close the list and display the item in the List field In addition to the list items you will also see the options none and Edit Items Select none to close the list wit
99. iew screen you can quickly see a list of Stephen King books that shows only those books you have only those you need to get or by selecting the built in choice All King s entire omnibus This section will provide detailed instruction on using categories In This Section e 5 1 1 Creating Categories e 5 1 2 Assigning Records to a Category e 5 1 3 Displaying by Category 54 5 1 1 Creating Categories Use the List Editor screen to configure your list of available categories Section 4 2 4 The List Editor Screen provides a full explanation of how to use the List Editor This section will provide only the information that applies to Categories There are a number of ways to open the List Editor screen for any given list depending upon what screen you begin from To open the List Editor screen from the List View screen click on the tab at the top of the screen to view List e Categories the Main Menu and select Tools gt Design Lists OR To open the List Editor screen from the Field Editor screen or the Form Designer screen click on the pull down menu at the top right of the screen and select List Editor OR To open the List Editor screen from the Categories pull down menu in the List View screen or a Record screen click on the Category pull down menu and select the last selection Edit Categories This will open the List Editor screen with the Category list selected Configuring the Category List Configuring
100. igner screen 6 Add the field to the form as described in Chapter 4 5 4 2 The Advanced Expression Builder Screen Sir aa Et ery e Field Editor Single Field Editor As described in the section above you will use the Advanced Expression Builder screen to design expressions for Advanced Expression type fields To create an expression in the Expression Builder screen begin in the Advanced Expression Builder screen and perform the tasks below Of course the exact steps you take will vary depending upon what you need the expression to do but the process will always include these three general tasks OneToMany Address Join Address Lookup Radio Button Image Conditional Expr Auto Incremental SmartList Plug In Adv Expression 1 Create the expression in the box in the upper portion of the Advanced Expression Builder screen using the inputs and controls in the lower half of the screen Section 5 4 2 1 Expression Design Inputs and Controls below describes these controls in detail Select a format for displaying the results The format helps you control things like how many digits come after the decimal point in a numerical value whether a time value displays the seconds or whether the result of the expression displays as text or Expression Builder Last Pq Pages 100 e Field C LG w Prevrec Function w Color Constant e Format e Float v OK Coe EO DOS w Operator Q en numeri
101. iness category Before continuing to the next section click on the Category Select menu and select All to display books in all categories once again 3 3 2 2 The List View Toolbar Along the bottom of the screen the five buttons you see displayed make up the SmartList To Go Tool bar These buttons allow you to quickly return to the Home screen enter new records delete records access design screens and search for keywords The SmartList To Go Tool bar bi KI VU ve es Home New Record Delete Record Tools Search Finally in the lower right corner of the screen the two numbers you see indicate in order the number of records currently displayed in the List View screen and the total number of records in the SmartList 3 3 3 Records 3 3 3 1 Opening Records To open a record from the List View screen click anywhere on the row that contains the record This will open the record and display the Record screen 3 3 3 2 The Record Screen From the List View screen select the record for Stephen King s book Hearts in Atlantis to open the Record screen The purpose of the Record screen is both to display all the information contained within a record and to provide an interface for changing that information A record is a collection of fields variables and their values Taken together the fields and their values describe one item in a Geo Author Stephen King group Each record contains the same kinds of information or General Loca
102. ing Categories below To modify a category follow these steps 1 Open the List pull down menu at the top of the screen and select Category 2 Select the category you wish to edit and click on the Edit button to modify it This will open the Item screen 3 Revise the text for the category Click OK on the Item screen to complete the modification or Cancel to close the Item screen without changing the category 4 Click Done on the List Editor screen to return to the previous screen To remove a category follow these steps 1 Open the List pull down menu at the top of the screen and select Category 2 Select the category you wish to edit and click on the Edit button to open the Item screen 3 Click Delete on the Item screen to remove the category or Cancel to close the Item screen without removing the category 4 Click Done on the List Editor screen to return to the previous screen To sort a category list follow these steps 1 Open the List pull down menu at the top of the screen and select Category 2 Sort the list by selecting individual categories and moving them up or down in the list To do this select the category you wish to move and click on the Up and Down buttons as required To quickly sort the entire list click on the Sort button This will put the categories into alphabetical order 3 Click Done on the List Editor screen to return to the previous screen 5 1 2 Assigning Records to a Category Assign a reco
103. ion SmartList structure copied successfully Do you want to copy the existing records to the new SmartList SmartList To Go w All SmartList Recs Mod artist x 3 23 BigShop 268 3723 Contacts x T 3 23 Greatldeas x 3 3414 MyBooks xl II 3723 MyBooks x 11 3723 PatientRecords zy 2 3 14 Rememberfvle zy 7 3 23 Sales MassOtrO1 x 4 3 14 Sales_NHOtr01 zy 4 3 14 Sales_TexasOtrO1 zy 4 3414 SalesCormmME Otr1 zy d 3414 5 7 Filters A filter is a tool for creating a limited list of records based upon the information entered in one or more fields within each record When you create a filter you indicate that you want the SmartList To Go handheld application to compare the value in a certain field in every record The Filter pull down menu ka MyBooks e All v By Title A v no filter Title Author Memoirs of a Geish Arthur 5 Golde Mastering the Zon Barry Sears Information Rules Carl Shapiro The Zone Barry Sears and create a list of those records that have the value you del EE red are looking for Enchantment Orson Scott Car Bag of Bones Stephen King Carrie Stephen King i For example look at the SmartList MyBooks Open the Filter pull down menu in the top right corner of the screen just below the Category menu and notice that among the filters available are two called Borrowed and Top Rated Customers com Patricia Seybol If you select the Borrowed filter the SmartList To Go hand
104. ished by the Address Join to retrieve additional data One To Many Address Lookups always use the link established Address Join by an Address Join so you must create an Address Join before you can create an Address Lookup 6 2 2 1 Creating an Address Lookup To create an Address Lookup start from the Field Editor in the Master SmartList and follow these steps Field Properties 1 Tap the New button to open the Single Field Contact Company Field Editor Goes Join v Name 2 Enter a Name for the field and select Address Lookup from the Type dropdown list Display e Company 3 Click on the Field Properties icon to the right of the field type to open the Field Properties screen 4 Open the Join pull down menu You will see a list of the Address Join fields in the Master SmartList that have established links the Address Lookup can use Select an Address Join to link the Address Lookup to it 5 Open the Display pull down menu You will see a list of possible data combinations and formatting styles for the information in the Address Book entry Select the format you wish to appear in the Address Lookup field in the Master SmartList 6 Click OK to close the Field Properties screen and apply these properties or click Cancel to close the screen and abandon these properties This will return you to the Field Editor 112 The Address Lookup field is now created Add the Address Lookup to the form just as you would
105. it accepts a much larger range of values from 2 147 483 648 to 2 147 483 647 In order to provide this increased range the Long field type devotes twice as much memory to storing values as the Integer type Therefore unless the increased range is specifically required it is usually far more efficient to select Integer The Float field type stores numeric values with up to three digits after the decimal point The List field type stores a value from a Edition limited list of choices you create The list ee appears as a pull down menu of the choices you created See the example taken from the sample SmartList MyBooks to the right Poperback Sample List field type The Checkbox field type stores a true or false value depending on whether or not the box is checked The Date field stores dates including day month and year The Time field stores times including hour minute and second The Expression field stores a value determined by a mathematical expression that uses one or more values from numerical date or time fields as operands The Advanced Expression field stores a value determined by a mathematical or boolean expression that uses constants and one or more values from other fields as operands In addition to calculating numerical values this field can also concatenate text value including converting a mathematical value to text automatically in order to concatenate with another text value The Memo field type stores
106. item to Lists in Iter Budid this menu are listed according to their field name O Set this iter as default 2 Click on the Add button to add the first item to the list This will open the Item screen 3 Enter the text for the first item Click OK on the Item screen to complete the addition or Cancel to close the Item screen without adding the list item 4 Click Done on the List Editor screen to return to the previous screen By default List and Text type fields in a new record will remain empty until you specifically select a value from the list 47 To modify a list item follow these steps 1 4 Open the List pull down menu at the top of the screen and select the list that contains the item you wish to edit Lists in this menu are listed according to their field name Select the item you wish to edit and click on the Edit button to modify the item This will open the Item screen Revise the text for the item Click OK on the Item screen to complete the modification or Cancel to close the Item screen without changing the item Click Done on the List Editor screen to return to the previous screen To remove a list item follow these steps 1 4 Open the List pull down menu at the top of the screen and select the list that contains the item you wish to edit Lists in this menu are listed according to their field name Select the item you wish to edit and click on the Edit button to open the Item screen Cl
107. ity as widely as a numerical expression When you use an Advanced Expression field to create a boolean expression you will indicate two values to go with the expression If the boolean expression is true the field will display the first value if the expression is false the field will display the second value e A string text expression manipulates text instead of numerical values For example birth day is a string text expression that would evaluate to birthday String text expressions may incorporate values from other fields or other records parenthesis variables and constants The Advanced Expression is a new field type for the SmartList To Go handheld app It encompasses the capabilities of both the Expression and Conditional Expression field types that were discussed in the previous two sections and more However the SmartList To Go handheld application will continue to use the Expression and Conditional Expression field types so that SmartLists created in previous version can be viewed and modified without alteration Note The SmartList To Go handheld application only recalculates expression fields to account for changes when certain triggering events occur such as when you click on the expression field on the Record form or you resort the records in the List View screen Simply changing the value of one of the fields used in the expression will NOT necessarily cause the SmartList To Go handheld app to recalculate There
108. l component comes first It will begin with a value of seven and add zero because eleven is not a number and has no numerical value So the result of this expression is seven 1 You might be tempted to think that setting the result format to string text text would force the SmartList To Go handheld application to treat both the elements as string text s leading to a result of 7eleven This however is not the case The result of this expression remains seven regardless of the display format you choose If you select a numerical result format the field will display the answer seven as a number This number can then be used as an input in other expressions that will treat it as a number If you select a text string text result format the field will display the answer seven as text The character seven can then be used in other expressions that will treat it as a text character 76 The table below provides a complete description of the available result formats Float Date Time Hours Minutes The Float result format displays the result of an expression as a numerical value For example an expression that added 2 and 2 would display the result 4 and the SmartList To Go handheld application would treat that result as a number if you then used that value in a subsequent expression However an expression that concatenated the text string text s Ronald and Reagan would display the result Ronald Reagan
109. lect the label alignment style using the Alignment control Labels may be left aligned centered right aligned or justified If desired select custom text and background colors using the Text color and Back color menus Click on the down arrow to open a Palette screen select the desired color and click OK If desired add Popup help to a field by clicking on the page icon next to Popup Help This will open a Popup Help screen Enter the help text exactly as you would like it to appear as in the example to the right This will add a Pop up Help icon EN to the field when you are finished When you click this icon the Popup help screen will open and display the text exactly as you entered it Enter the last four digits of the badge number only Click OK to return to the Label Properties screen Click OK to complete the Field Label change The Popup Help screen The field label is now changed and modified 40 4 2 2 5 Removing Fields To remove a field from a form tap on the field name and choose Remove Field from the popup menu 4 2 3 0 Changing Column Layout You can adjust the column widths to accommodate larger eS De labels or provide more room for data entry l i The Resize Labels menu To change column layout from the Form Designer command screen follow these steps 1 Click on the tab at the top of the screen to open the Main Menu and select Options gt Resize Labels A vertical line will appear to ind
110. lick OK to EE finish The next section describes how to build conditional expressions in this screen 64 5 Open the pull down menu in the upper right corner of the screen and select Form Designer to open the Form Designer screen 6 Add the field to the form as described in Chapter 4 The Conditional Expression field is now created 5 3 3 The Conditional Expression Properties Screen As described in the section above you will use the Conditional Expression Field Properties screen to design the expressions for Conditional Expression type fields Field Properties Conditional Expr Field Open this screen as described above Set this field to constant To create a conditional expression in the Conditional Color e Black default Expression Properties screen follow these steps Set this field to i S w constant 1 Click on the Condition button to open the Color w Black default Condition screen You will use this screen to design the IF Condition Condition First alue Condition for Expression Ee a Relational Operator Second Value Boolean Operator A Conditional Expression Consists of three basic Condition components the First Value the Second Value Ee tat A and the Relational Operator that compares those values You will design these three components in this screen 2 Click on the First Value down arrow to open a pull down menu of possible values By selecting one of the other fields in this manner you ent
111. ling zs a a a ONE 110 Address Join 0 ccecccccccceceaeenseeeeeeeeeeeanees 110 Address Lookup eenen 110 Date Montbs 58 Date YVears ere eo Bola Sen vaio 58 AVE 58 DB JOIN EE 14 104 110 114 119 Greal 22 2 6 auni Met acc areia 114 USC ionic a a Ne a aa G 114 DB Join fields cee ceccccceceeeeneeeeees 114 119 AEN ele De DEE 14 104 119 DB Lookup fields 00000000000aaaeaa 104 110 119 Detain Mie n nA En eave aa 119 Decs m inen a a a a 58 Deleting Filters i ccccccideeieicesieiectintecestitevies 85 Detail aicina nat 63 105 114 119 Detail Gart Iert 105 110 114 119 DONG DUTION eenst Siaggi e Ate Zeen 99 ELSE Hesponse iaa e n 63 EXDPFeSSION oiee ana aaa 58 119 Expression Builder ea 58 119 Expression Builder screen 58 Expression feld 58 63 119 Field 14 58 63 85 99 104 105 110 114 119 124 Field Editor 58 63 99 105 110 114 124 Field Editor Screen 00c0c0c0ceeeeeeee 58 63 Field Name See 99 119 Filled Circle Tool 99 Filled Rectangle Tool 99 Filter Ten tee en ee ei ed 85 Fiter Seletin oc ttn a Reloaded 14 Filter Select men 14 ell EE 85 114 BING E 14 First Value 58 63 E r denke eegen gedet 14 58 105 Form Designer 58 63 Orayscale eebe Sa eae ea nes 99 Handera 230 124 ole 11 14 aler 11 14 IF Condition 0 ccc eeeeeeeee cece cess eeeeeeeeeeeeees 63 IMAGE Ascii eis esti kee eee eee 99 Image Color
112. listed when you begin the filtered operation Once you have created this list you will open the Filtered Operations screen your primary interface for these procedures To perform a Filtered Operation start from the List S Design Fields View screen of a SmartList and follow these steps Tith Design Forms Bag Design Views 1 Select a Filter View Category or some Ge pesos Lite combination of these such that only those records you want to perform the operation on are listed If the necessary Filters Views and Categories do not yet exist create them For information on using these functions see Sections 4 2 3 The View Editor Screen 5 1 Categories and 5 7 Filters 2 Open the Filtered Operations screen To do this Title Design Forms either Bag of Bone Design Views Customers c Pesign Filters Enchantmen Cesign Lists a Open the List View Main Menu and select Tools gt Filtered Operations OR e z Carrie b Click on the Tools icon to open a pull down Family Hono amen aneian menu of tools and select Filtered Operations Hearts in arfa ku aiki Information P The Filtered Operations screen is your primary Mastering th plug in Manager be 0 mi Preferences interface for performing these functions 91 Filtered Operations Select the operation to be applied to the records listed in this View e none to won ee plug in e none 3 The buttons along the left side of the screen initiate each of t
113. llow these steps 1 Open the Views pull down menu and select Edit Views to open the View Designer screen 2 Open the View pull down menu and select the name of the view you wish to add the filter to 3 Open the Default Filter pull down menu This menu contains a list of the currently existing filters Select the filter you wish to add to the view 4 Click OK to apply this change or click Cancel to close the View Designer screen without adding the default filter The default filter is now a part of the view When you select this view you will automatically apply the filter you selected as well 90 5 8 Filtered Operations All of the procedures we have covered in this manual so far have been performed on either an entire SmartList at a time or on single individual records Filtered Operations enable you to perform batch operations on select groups of records You design what records to include in the group and then perform procedures such as e Deleting e Checking or unchecking Checkbox fields e Beaming e Moving from one category to another e Applying plug ins When you perform a Filtered Operation you select the group on which to perform the operation by creating a List View that includes only those records you want to include You can accomplish this with filters as the name of this section suggests but you can also use view designs and categories as well The rule is the procedure will be performed on all records currently
114. longer text entries up to 4096 characters long Entries may include letter numbers punctuation special characters and spaces The Key field stores an uneditable integer value that starting with 1 automatically increments as records are added to the SmartList Adding a Key field creates a unique identifier for each record that guarantees that every record remains unique even if the value in all the other fields are identical The DB Join field enables you to inter relate SmartLists Rather than storing a value directly this field contains a pointer to another field contained in another SmartList The DB Join field will return the value of the field it points to almost as though the value was present in the same SmartList The DB Lookup field works together with the DB Join field to increase the inter relation between SmartLists Once you configure the DB Join field to 35 One to Many Address Join Address Lookup Radio Button Image Conditional Expression Auto Incremental SmartList To Go Plug In point to a certain field in another SmartList you can configure one or more DB Lookup fields to point to other fields in the same record and return corresponding values You can even use DB Lookup fields in expressions and conditional expressions The One to Many field links a single SmartList record to two or more records in another SmartList As an example consider that you created a SmartList named Authors to coincide with the
115. lus anywhere in the Image Viewing Area to indicate the text insertion point the enter text as normal e Rectangle Tool Use this tool to draw rectangles Place the stylus on the screen to indicate one corner of the rectangle then drag to the opposite corner and life the stylus to indicate the rectangle s height and width e Filled Rectangle Tool Use this tool to draw rectangles filled with solid color e Clear Tool Use this tool to clear the current image An alert window will open to verify that you want to clear the image DI Image Tool Size This button opens the Image Tools Size menu Once you have selected a tool in the Image Toolbox select the size of the tool using this toolbox 70 101 e Image Color Selection If your handheld has a color screen this button will open the Color Selection screen This screen enables you to select the Pen and Text colors for your image Color Selector Fen Color Text Color WW To use this screen click on the color swatch that corresponds to the color you wish to change This will open the Color Palette screen Select the desired color and click OK When you have selected your colors click the Done button on the Color Selector screen 102 5 10 3 Adding an Image Field to the Form To add an image field to a form open the Form Designer and follow these steps oo at ee E 9 Click the line on the form where you would like to Field Display Properties ad
116. ly This manual must and does assume that users are already versed in the use of their handheld device For information regarding the use of your handheld device please refer to the manufacturer s documentation for that device 1 1 2 How to Use this Manual The purpose of this manual is to serve users as both a set of complete instructions and a quick reference guide By that we mean that this manual is designed to be used in two distinct ways First feel free to read this manual from front to back like a book Doing so will guide you through the process of learning how to use the SmartList To Go handheld application That process begins with learning your way around SmartList To Go handheld databases proceeds to the basics of creating your own databases and finally addresses the advanced functions that allow you to design numerical and conditional expressions and to interrelate individual databases with each other or Palm applications like Memo Pad and Address Book The second method of using this book is to provide a quick reference for those who for the most part already know the SmartList To Go handheld application or are comfortable enough with databases in general to prefer working things out largely for themselves To accommodate this method each section in this manual is designed to lead off with quick and detailed information describing the functionality of the interfaces that section addresses Using the Table of Contents at the front o
117. manent damage to your software or damage to your hardware Always take a moment to stop and read these cautions as the information they contain will always be valuable to you work arounds you might employ if they are useful to you Anything that might enable you to WM Tip Tips inform you of key items to remember as you proceed or of tricks you can use or of streamline your processes and increase efficiency will be included in a tip Example Examples take the concepts discussed in the section and show you how they might be applied to better your understanding of how a function or capability might be used to satisfy your project needs 1 2 Contacting Sales and Technical Support In This Section e 1 2 1 Required Information to Have Before Calling e 1 2 2 Contact Information 1 2 1 Required Information to Have Before Calling In order for our Sales and Technical Support staff to serve you better please have the following items available and close at hand before you call Some items may depend on your specific issue but items marked with an asterisk next to them are always required for all calls e The name and email address under which you registered your copy of SmartList To Go e The registration code provided to you when you purchased SmartList To Go e The handheld with SmartList To Go installed must be with you as our support personnel may ask you to perform certain tasks to better determine the nature of the problem or to correct
118. martList To Go handheld application Beam SmartListTo Go installed on the handheld you are beaming from You do Bear SmartList To Go app not need to have the SmartList To Go app installed on the Include the following SmartList handheld you are beaming to you will have the option of installing the SmartList To Go handheld app as you beam the SmartLists To beam a SmartList between handhelds position the O PatientRecords handhelds so that their infrared emitter receivers are facing each other start from the SmartList To Go Home screen and follow these steps The Beam screen e 1 Click on the Beam icon T to open the Beam Smartlist Recs Mad screen artist a 3 3 23 BigShop a 268 3 23 Contacts xX 7 3 23 2 Ifthe handheld to which you are beaming the SmartList already has the SmartList To Go handheld app installed do not check the Beam P SmartList To Go application checkbox If the Sat handheld to which you are beaming the SmartList does not already have the SmartList To Go handheld app installed check this box If the SmartList To Go handheld application is not The Beam window installed you will not be able to open view or use Greatldeas 21 2 3414 the SmartList in any way SmartList To Go FS adli SmartList _ _Recs Mod 1 1 1 artist z 3 3 23 3 Below the Beam SmartList To Go application BigShop fe E checkbox you will find a list of all the SmartLists Contacts zi 7 3 23 currently installed on your handheld Che
119. matically open the SmartList Properties screen Set the properties for the new SmartList as described in Section 4 1 2 Setting SmartList Properties The new SmartList cannot have the same name as the original so be sure to highlight the original SmartList name and enter a new name Click OK to implement these changes Do not click Cancel to close the SmartList Properties screen without implementing your changes because you must at least change the SmartList name A Confirmation window will open to indicate that the structure of the new SmartList has been created successfully and to ask if you wish to copy the records as well Select Yes to copy of all the records in the original SmartList in the new clone SmartList Select No to create the new SmartList without any records at all You will now return to the SmartList To Go handheld app Home screen where you will find the new SmartList is added to the list of SmartLists 84 SmartList To Go e All SmartList w Calorie Tracker et CDCallertian Open Add Record Search Categorize Move To Card SmartList Properties SmartList MyBooks2 O SmartList is read only PR Search when doing Global Find Search Fields O Do NOT backup during HotSync Startup Screen _Recs Mod H 2 Am 5 2 9 1 2 9 33 2 9 d 2 9 11 2 9 3 2 9 2 2 9 11 2 9 0 2 9 a v Ka o SmartList To Go w All SmartList Recs Mod 3 23 artist x Confirmat
120. ms with multiple pages Take a look at the records in the sample SmartList MyBooks for an example of how tabs work Each tab in the form pictured at right contains different fields Select which tab to show by clicking on the tab name You can create tabs in your forms as well Tabs increase the number of fields that fit on a form and enhance usability by grouping fields together logically First you will decide how you wish to group your fields Next you will create and name the tabs Lastly you will add the fields to the appropriate tabs as described in Section 4 2 2 2 Adding Fields above The fields on each tab only display when that tab is selected In this manner you can create up to 14 tabs Fields you want to display all the time regardless of the tab selected you put above the tabs You can adjust the tab layout upward or downward to accommodate more or fewer fields above the tabs To create or modify tabs in the Form Designer screen you must first plan out how you will group your fields on to tabs how many tabs you will need and what you will name the tabs Then tap on an existing Tab and choose Edit Tabs from the pull down Cerri TH Form Designer Title text i Author text d r Tabs S Delete Tabs Kee Pages 123 integer Edition list Release date Rating list Paid 123 45 floating Ea The Edit Tabs Pop up menu Edit Tabs Tab Name The Edit Tab
121. n change Y No Password View change w No Password Enter Password tinyByte MyBooks2 See Security Record update Password spooky 13 Password spooky 14 5 A Verify Password window will open and ask you to enter the password a second time Enter the password again and click OK to apply the password or click Cancel to abort applying the password A Warning screen will then open to remind you to remember your password Click OK to continue This will return you to the Security Settings screen which will now indicate Assigned for the function you assigned a password to 6 Repeat steps 1 through 5 for each additional password you wish to change 97 5 9 3 Removing a Password To remove a password begin in the List View screen and follow these steps 1 Open the Main Menu and select SmartList gt Security Settings to open the Security Settings screen The six functions you can password protect appear on the Security Settings screen Functions that are currently restricted by a password will indicate Assigned in the corresponding pull down menu to their right Open the Password pull down menu that corresponds to the function whose password you wish to remove and select No Password A small window will open in which to enter the current password You must enter the current password before you can remove it Enter the Current Password and click OK or click Cancel to abort the password removal An alert window will o
122. n the Field editor The Category list always exists even when you do not make use of it There are a number of ways to open the List Editor screen for any given list depending upon what screen you begin List Categories from Business Health To open the List Editor screen from the List View screen click on the tab at the top of the screen to view the Main Menu and select Tools gt Design Lists OR To open the List Editor screen from the Field Editor Up screen or the Form Designer screen click on the pull down menu at the top right of the screen and select List Editor OR To open the List Editor screen from the Categories pull down menu in the List View screen or a Record screen click on the Category pull down menu and select the last selection Edit Categories This will open the List Editor screen with the Category list selected OR To open the List Editor screen from a field that uses a list open the list and select the Edit or Edit items option This will open the List Editor screen with the relevant list already selected In This Section e 4 2 4 1 Configuring a List e 4 2 4 2 Using a Configured List 4 2 4 1 Configuring a List Configuring a list in the List Editor screen consists of em List Edition adding removing modifying and sorting list items HIE To add a list item follow these steps 1 Open the List pull down menu at the top of the screen RER and select the list you wish to add the
123. n to open the Main Menu and select SmartList gt Create New SmartList or use the shortcut Y Enter the Name of the SmartList in the field provided Enter the Location of where the SmartList will reside either Handheld or Card if available Apply a Category if desired Choose from one of the three Creation Methods provided and select the Next button e Use SmartList Wizard The SmartList Wizard allows you to enter fields in a simplistic manner In the Name field enter a name for the field such as Title and then choose the Type of field that it is such as Text Select the Add button and the field is added Repeat the process for all fields that you wish to add When finished adding fields select the Next button e Create from Template This creation method allows you to use an existing SmartList as a starting point for a new SmartList From the Choose List dropdown menu simply choose an existing SmartList to be used as your starting point After selecting a SmartList you will also have an option to import the data from that SmartList e Enter Data Directly This option opens the new SmartList directly into the Field Editor You can add fields by selecting the New button in the Field Editor 24 4 1 2 Setting SmartList Properties A SmartList s properties control preferences that will apply to the entire SmartList Control these preferences using the SmartList Properties screen Set SmartList properties when you cre
124. ne handheld to another without the need of special cable or other physical connection This function requires your device to have an infrared receiver emitter most handhelds that use the PalmOS come equipped with one Click OK to initiate the Beaming procedure For more information on how this procedure works see Section 5 4 Beaming Select the Move button to move the selected records from their current categories to the category you select in the pull down menu to the right of the button Select the destination category in that pull down menu and click OK to move the records and return to the List View screen or click Cancel to close the screen without moving the records For more information on categories see Section 5 1 Categories 92 e Apply Select the Apply button to apply the plug in field you select in the pull down menu to the right of this button and click OK The exact function of applying a plug in field depends upon the plug in so for more information refer to the plug in s documentation The Filtered Operation is now complete 93 5 9 Security The SmartList To Go handheld application s security functions enable you use password protection to control users abilities to make view or change SmartList data Using the Security Settings screen your primary interface for working with security you can independently set passwords to control six different aspects of the SmartList To Go handheld app s functionality Among these a
125. ng a list of all the records in the SmartList in tabular form In this Table each column represents a field and each row represents a 15 unique record The column headers indicate the name of the field When you create your own SmartList you can control the appearance of this list including which items are listed and what kinds of information are visible by using the View Select Filter Select and Category Select menus To the right of the list is a scroll bar that allows you to scroll your view of the list up or down Just below the tab you will find two pull down menus and a third menu is in the upper right corner of the screen The menu on the left is the View Select menu that allows you to view the records in a SmartList in a variety of different list configurations that you design For example the default view for MyBooks lists the books in alphabetical order by title and shows the book title and author s name Another view Pages displays the title of the book and the number of pages left to read ordering the list by page numbers not title The menu on the right is the Filter Select menu that allows you to display limited groups of the total records based on the data within them For example select the Borrowed filter to list only those books that have been lent out to others Select no filter to display all the books in the SmartList The third pull down menu is the Category Select menu Use this menu to display records by category
126. o the data in a specific field use the pull down menus on the right side of the Column area to indicate your sorting preferences First select the field you want to sort by and click on the corresponding pull down menu Select either primary ascending or primary descending Ascending means that the view will list these records so that this field s data is in alphabetical order Descending will sort records in reverse alphabetical order For example in the sample SmartList MyBooks the view By Title lists records in alphabetical order according to the first word in the title By Author Title lists records in alphabetical order according to the author s name 45 6 Next if you wish select a second field to use when creating secondary sorts open the corresponding pull down menu and select secondary ascending or secondary descending For example My Books may have a number of books by the author Stephen King Selecting Author as the primary ascending sort field will group all books by Stephen King together the books order will be essentially random because they each have identical data in the author field However selecting Title as the secondary ascending sort field will then order the books by Stephen King alphabetically Lastly if you wish you can sort books to a third or tertiary level If you wish select to freeze view columns This means that when you scroll left and right in the view to see the other columns up to three of t
127. ords In the course of normal use the user may utilize times in their databases then delete the databases leaving the Timer Records stranded In order to give the user a way to delete those unwanted Timer Records the Timer Records dialog displays all the timers in the handheld and allows the user to delete them To view the Records table select the drop down menu and select View Timer Records To delete a Timer Record select its checkbox then select Delete Checked Records Note Timer Records each take up approximately 40 bytes 128 Index Address Book 0aanannnnoaaonannnnnennenna 104 110 119 Address Jon 14 104 110 119 DO RE 110 ClO ale wisi tire a ee aa aa 110 ET EI EEN 110 USC ices eeh Ee Et ee eee 110 Address Lookupes 14 104 110 119 te WEE 110 GEIER gedreet eee ee AE 110 lee a Ee ieee 14 Applications Launcher ssseeeeeesseesesrssesnssrn 11 Applying Filters 000aa eee 85 Applying Multiple Eltere 85 Auto Incremental 14 119 Auto Wrter 119 Cancel button 14 Category menu 85 Category Geet 14 Category Select men 14 CHECKBOX A E E E ES 119 Girel Toob ee oa a earo eeneg 99 Clear TOO l a aaraa sevens e ee 99 lompe asa e a e rere rre 84 Color UE EE 99 Color Selector aeeeeeeererereeeesrersrseene 99 Condition button 63 Conditional Expr eeaeee eere reenen 63 Conditional Expression 14 63 119 Conditionial Expr 119 Configuring Filters 000 aeee 85 Grea
128. osing to beam a SmartList instead of records means that you are creating a brand new SmartList on the receiving handheld guaranteeing that its structure is in complete agreement with the SmartList on the sending handheld 4 Now that you have created a corresponding SmartList on the receiving handheld you can delete the clone SmartList on the sending handheld leaving the original with all its records intact and in the future you can beam records back and forth directly To beam an individual record begin in the Record screen of the individual record you want to beam position the handhelds so that their infrared emitter receivers are facing each other and 82 follow these steps 1 Open the Record screen Menu and select Actions gt Beam Record A small window will open describing the progress of the beaming procedure First it will indicate that your handheld is preparing the SmartList To Go handheld record then that it is searching for the receiver in the receiving handheld As with any beaming procedure in any handheld application if the handhelds are unable to acquire a signal form each other they will be unable to complete the transaction This is most often due to the alignment and distance between the handhelds For more information on the optimal alignment and distance between handhelds please refer to that handheld s documentation If the receiving handheld contains a SmartList with the same name as that within the sen
129. pen to verify that the password is removed Click OK to return to the Security Settings screen J SmartList Tools About Ju R Security Settings Corrie Stephen King Family Honor Robert B Parke Hearts in Atlantis Stephen King Information Rules Carl Shapiro S Mastering the Zon Barry Sears l Ho Password Record update Assigned Design chang change View change w No Password Beaming e Ho Password Copy w No Password Repeat steps 1 through 4 for each additional password you wish to remove 98 5 10 The Image Field The Image Field enables you to store image data in your records exactly as you would text data or other kinds of data This field inserts an image icon onto the data entry form To view or manipulate an image you will open the record and click on the image icon This will open the Image screen You can use the Image screen to create view or alter images The SmartList To Go handheld application supports three image formats black and white 2 color grayscale 16 colors and 256 colors 256 color mode is only available on handhelds with color screens Images are 154x135 in dimension and may range from 2K to 12K in size In This Section e 5 10 1 Creating and Configuring an Image Field e 5 10 2 Using the Image Screen e 5 10 3 Adding an Image Field to the Form 5 10 1 Creating and Configuring an Image Field To create an image field open the Field Editor and follow these steps 1 Tap the New
130. r example the expression 3 30 00 2 would evaluate to 3 30 02 The Hours format adds or subtracts two Time field type values and returns the sum or difference in hours The Minutes format adds or subtracts two Time field type values and returns the sum or difference in minutes The Seconds format adds or subtracts two Time field type values and returns the sum or difference in seconds The Hrs Mins and Secs format adds or subtracts two Time type field values and returns the sum or difference in an Hrs Mins Secs format The Hrs Mins and Secs format adds or subtracts two Time type field values and returns the sum or difference in an Hrs Mins Secs format 60 Expression Field Type Result Formats and their Requirements Factor Requirements All factors must be numerical The operator may be plus minus multiply or divide The first factor must be a Date type field value the operator must be plus or minus and the second factor must be numerical field type value The first factor must be a Date type field value the operator must be plus or minus and the second factor must be numerical field type value The first factor must be a Date type field value the operator must be plus or minus and the second factor must be numerical field type value Both factors must be Date type field values and the operator must be a plus or minus Both factors must be Date type field values and the operator must be a plus
131. r Than or Equal to operators by combining Less Than or Greater Than with Equals The Equals and Does Not Equal operators Create the Does Not Equal operator by combining Less Than and Greater Than The logical operator AND appears on the Operator pull down menu as AND and in the Expression view area as an amp ampersand Use this operator for conditional expressions The logical operator NOR appears on the Operator pull down menu as NOR and in the Expression view area as a caret Use this operator for conditional expressions The logical operator OR appears on the Operator pull down menu as OR and in the Expression view area as a vertical line Use this operator for conditional expressions The Open Parens and Close Parens operators serve two very different purposes First these operators indicate the order of operation when that order does not follow the normal order of precedence Consider for example the equation 2 3 4 Following the order of precedence shown in this table SmartList To Go would first multiply three and four then add two for a total of fourteen However by adding parenthesis as follows 2 3 4 you indicate to SmartList To Go that it should add two and three first then multiply the result by four for a total of twenty Second these operators also enclose the elements of a function For example Sel numberGrade 10 4 F D C B A Functions insert the Open parens automaticall
132. r example in the example above you would create two DB Joins one each for the Detail SmartLists The first would be a DB Join to the ISP Companies SmartList the second would be a DB Join to the ISP Contacts SmartList 6 1 2 1 Creating a DB Join When you create SmartLists SF iesetaa gery se Field Editor that will be connected by DB a Joins first create both the SUD La Master and Detail SmartLists then populate at least the Detail SmartList with data before creating the link between them Name Status Type DB Join The DB Join field enables you to To create a DB Join start inter relate SmartLists Rather l from the Field Editor in the than storing a value directly Master SmartList and follow this field contains a pointer to these steps 1 Tap the New button to open the Single Field Editor 2 Enter a Name for the BA E field and select DB Join Field Status from the Type j i dropdown list 3 Click on the Field Properties icon to the Join e LastPg right of the field type to open the Field Properties screen Source SL e My Books Display e Pages 4 Open the Source SL Use view v By Author Titl pull down menu You will see a list of all the other SmartLists that currently exist on your handheld Select the SmartList that will serve as the Detail SmartList 107 5 Open the Join pull down menu You will see a list of all the fields in the Detail SmartList to which it is possible to join
133. r other device that operates using the PalmOS version 3 5 or higher including but not limited to Garmin iQue 3600 Handera 330 Handspring Treo 180 Treo 180G Treo 270 Treo 300 Treo 600 Treo 90 Visor Edge Visor Neo Visor Platinum Visor Prism Visor Pro Kyocera 7135 Smartphone QCP 6035 Smartphone Palm 1705 Ic Ixe m105 m125 m130 m500 m505 m515 Tungsten C Tungsten E Tungsten T Tungsten T2 Tungsten T3 Tungsten W VIIx Zire 21 Zire 71 Samsung 1300 1330 1500 Sony PEG N610C PEG N710C PEG N760C PEG NR70 PEG NR70v PEG NX60 PEG NX70v PEG NX80V PEG NZ90 PEG S300 PEG S320 PEG S360 PEG SJ20 PEG SJ22 PEG SJ30 PEG SJ33 PEG SJL10 PEG T415 PEG T615C PEG T665C PEG TG50 PEG TJ25 PEG TJ35 PEG UX40 PEG UX50 For additional information on whether your handheld or other device currently uses or can be 9 upgraded to use PalmOS 3 5 please refer to the device documentation provided by the manufacturer To upgrade your device to PalmOS 3 5 visit the Palm Web site at www palmone com 2 2 Installing the SmartList To Go Handheld Application 1 The download you obtained is a cd image that installation program will start automatically when you insert the SmartList To Go CD into your desktop CD ROM drive or open Microsoft Explorer select the CD ROM drive and doubleclick the file setup exe 2 Follow the InstallShield Wizard instructions to install to your desktop 3 HotSync to install
134. r value if the expression evaluates to False The Auto Incremental field is an integer field The first record you create will automatically store a value of 1 in this field Each subsequent record will continue to count upwards adding 1 to the value saved in the previously created field This is very similar to the Key field type but be aware that you can manually change the value in an Auto Incremental field while the value of a Key field is not changeable Therefore only the Key field guarantees you a unique identifying field for each and every record The SmartList To Go Plug In field enables you to expand the functionality of SmartList To Go with special plug ins The exact functionality of this field depends upon the plug in inserted For information on using specific plug ins see www dataviz com smartlisttogo 36 4 2 1 3 Deleting Fields To delete a field tap on the field name or type to open the Single Field Editor Select the Delete button to delete the field 37 Single Field Editor Type Text The Text field type stores any combination of letters numbers punctuation marks and spaces up 254 characters The Single Field Editor screen 4 2 2 The Form Designer Screen The Form Designer screen is your primary interface for configuring your SmartList s input and display form To open the Form Designer screen from the Field Editor screen open the pull down menu in the upper right corner of the screen and sele
135. rd screen in the record you wish to delete and click on the tab at the top of the screen to open the Main Menu and select Actions gt Delete Record or use the shortcut D This will erase the current record close it and return you to the View List screen The Records are now deleted from your SmartList 4 3 4 Deleting All Records You can delete all the records in a SmartList without deleting the SmartList itself This allows you to start with a clean slate without losing the design and configuration work you have already accomplished To delete all records in a SmartList without deleting the SmartList start from the View List screen and click on the tab at the top of the page to open the Main Menu and select Delete All Records This will erase all the records from your SmartList There is no shortcut for this process 52 5 Using Advanced Functions In the last chapter we discussed the basic functions that will quickly get you up and running with SmartList To Go but SmartList To Go offers a great deal of additional functionality to help you make the most of your databases This chapter will discuss many of these more advanced functions and explain how to use them In This Chapter e 5 1 Categories e 5 2 The Expression Field e 5 3 The Conditional Expression Field e 5 4 The Advanced Expression Field e 5 5 Beaming e 5 6 Printing and Exporting e 5 7 Cloning a SmartList e 5 8 Filters e 5 9 Filtered Operations e 5 10 Security e 5 11
136. rd to a category from the Record Screen To assign a record to a category open the Category pull down menu at the top right corner of the screen Select the desired category to close the pull down menu and display the record s new category 56 5 1 3 Displaying by Category Display records according to category in the List View screen To display records according to category open the Category pull down menu at the top right corner of the screen Select the desired category to close the pull down menu and display the record s new category This will create a List View that includes only those records which belong to the category you selected To display records that do not belong to a category select Unfiled in the Category pull down menu To display all records regardless of category select All in the Category pull down menu 57 5 2 The Expression Field The Expression Advanced Expression and Conditional Expression field types depend upon mathematical or boolean expressions for their values These expressions may include the values in other fields in combination with constant values The Expression field type determines its value according to a mathematical expression you design Unlike other fields that receive their values through user input the SmartList To Go handheld application calculates the result of the expression and automatically displays the answer in the field The Reading tab in the SmartList MyBooks contains two
137. re e Open SmartList Applying a password to Open SmartList prevents a user who does not have the correct password from opening and viewing the data contained in a SmartList e Record update The Record update password does not prevent users from viewing a SmartList or its data Rather this password prevents a user who does not have the correct password from changing any of the data in a record e Designchange Applying a password to Design change prevents a user who does not have the correct password from being able to add or remove fields or alter their properties alter form designs or change list configurations e View change Applying the View change password prevents a user who does not have the correct password from being able change the design of views They cannot alter add or remove views and they cannot alter existing views e Beaming Applying the Beaming password prevents a user who does not have the correct password from being able to beam the SmartList or any of its individual records to another handheld e Copy Applying the Copy password prevents a user who does not have the correct password from being able to clone the SmartList How Passwords Work Passwords are always specific to a single SmartList When a user attempts to perform a function that is protected by password a small window will open prompting the user for the password If the user enters the correct password the function is performed In addition SmartList
138. red in the second field or constant The starts comparator is not case sensitive In the example described above the following filter Author starts Ben would return records in which the author s name began with the string text segment Ben ignoring capitalization This filter would accept names like Ben Bova Benning Annette benjamin franklin and even just Ben This filter would not accept names like Annette Benning and Gil Hibben This comparator only creates a valid comparison for text values numerical values cannot be compares with starts The Starts comparator like starts checks that the first field begins with the text entered in the second field or constant This comparator however is case sensitive In the example described above the following filter Author Starts Ben would return records in which the author s name began with the string text segment Ben including the capitalized B This filter would accept names like Ben Bova Benning Annette and Ben This filter would not accept names like Annette Benning benjamin franklin and Gil Hibben This comparator only creates a valid comparison for text values numerical values cannot be compares with Starts A single filter can also test according to as many as three separate criteria using the linking operators AND and OR When you select one of these linking operators the SmartList To Go handheld application enables a second set of
139. rom 2 147 483 648 to 2 147 483 647 Stores numerical values with up to 3 digits after decimal point Enables the user to create a list of preset values and stores the selected value Stores date values Stores time values Stores True or False values that display as a checkbox Checked is True unchecked is False 119 Fields Properties Field Name Default value Auto Writer Do not capitalize first letter disables automatic capitalization of the first letter in the field Field Name Default Value Increment Decrement inserts up and down arrows for changing values Field Name Default Value Increment Decrement inserts up and down arrows for changing values Field Name Default Value Dec Digits format the values by selecting 0 to 3 digits after the decimal Field Name Configure the list of values in the List Editor screen Field Name Default Value Record Added Automatically stores the current date on the day the record was created Record Updated Automatically stores the date the record was last updated Field Name Default Value Record Added Automatically stores the current time when the record was created Record Updated Automatically stores the time the record was last updated Field Name Expression Advanced Expression Memo Key DB Join DB Lookup One to Many Address Join Stores the result of a mathemati
140. rtLists SmartList To Go SmartList Recs Mod H xI Calorie Chart 309 2 9 xJ Calorie Tracker 2 2 9 xI CDCollection 5 2 3 wz DYD Collection 1 1 2 9 xJ Exercise Assistan 33 2 9 xJ Medical Records 4 2 9 xi My Books 11 27 9 zi Personal Trainer 3 2 9 xi Prescription 2 2 9 xJ Start Here II 279 3 K The SmartList To Go Home screen 0 If SmartList To Go opens on a screen other than the Home screen click on the Home icon in the lower left corner of your screen 12 3 2 SmartLists In SmartList To Go a SmartList is a database Simply stated it is a collection of one or more individual records contained in a single file Each record stores the same types of information types as every other record in the SmartList but each record describes a separate individual item in a group Definition A SmartList is a single file containing one or more records each record providing the same types of information describing items in a group A SmartList may include For example a SmartList named MyBooks may include up to 65 000 individual records book title author s name and other data for a collection of books Each record would provide information describing a different individual book but every record would provide the same kinds of information about each book 13 3 3 A Tour of MyBooks With SmartList To Go you have the option to install Sample SmartLists from the SmartList desktop application Throughout this m
141. ructions that guide you in selecting items in a menu path will separate items with the gt symbol Also such menu paths will appear in bold face as in the example below Select Tool gt Design Views to open the View Designer screen Shortcut commands allow you to accomplish common tasks quickly by bypassing the normal menu commands As in most Palm OS applications you use such commands by making a forward slash with the stylus starting from the lower left corner of the graffiti pad draw the stylus across to the upper right corner followed by the shortcut s identifying letter For example the shortcut for creating a new database is a forward slash followed by the letter Y This manual will refer to shortcuts by typing the forward slash and the letter together in bold face as shown below To create a new database open the Main Menu and select SmartList gt Create New SmartList or use the shortcut Y In addition to these conventions this manual includes the following kinds of additional information that are set off by their icons and borders Note Notes provide extra items of information that expand upon the nearby text For example a note might direct you to another location within the manual or elsewhere that provides additional information about the current topic D Warning Warnings set off cautions and other items of information that will help you to avoid situations that might result in a loss of data or temporary or per
142. s In fields are optional but recommended b Starting Timer When viewing records in Tab View select the Timer PlugIn field to launch the timer Note that when the timer is launched for the first time for a given record the status label is Not Started the Start and Stop times are none and the Elapsed Time is 0 To start the timer select Start Timer The Start Time is set to the current time and the status label will change to Running The first button will change to Pause Timer Note that while the timer is running the Elapsed Time is not dynamically updated The Elapsed time will be updated when Pause Timer or Done Timing is selected The initial Start Time is recorded when the timer is first started However the Elapsed Time reflects the total time that the timer has been in the Running state c Pausing Timer Pausing the timer will set the Stop Time to the current time and will update the Elapsed Time To continue timing select Resume Timer 127 d Done Timing Done Timing unlike Pause Timer is not restartable When the user returns to SmartList To Go after Done Timing the Elapsed Time is returned and the timer record is removed from the database Therefore if the user runs the Timer again after selecting Done Timing this has the side effect of restarting the timer in the same manner as Clear Timer Don t press Done Timing unless you really mean it e Clearing Timer Clearing the timer will return the timer to th
143. s screen To add a tab click on the plus button and enter a name for the tab in the Add Tab screen To delete a tab highlight the tab name you want to delete and choose the minus button To reorder tabs highlight a tab and choose the up or down arrow to reorder the tab To rename a tab highlight the tab you want to rename and choose the rename symbol menu You can modify the tabs from this screen as follows 1 2 3 accordingly 4 below the down arrow Enter the new name 5 To delete all tabs choose the X button You many also delete all tabs in the Form Designer by tapping on a tab and choosing Delete Tabs from the popup menu 42 4 2 2 9 Creating a Default Form The quickest method of creating a form is to use the Generate Form Function This function is available in the Main Menu in the Form Designer screen and it creates a basic utilitarian form with the following properties All existing fields will appear on the form in the order in which they are listed in the Field Designer If multiple tabs are required to accomplish this the correct number of tabs will be created The names of the fields indicated in the Field Designer will be used as field labels Field labels will appear in bold face type and field values will display in the normal font Image fields will display images as icons To create a default form open the Form Designer screen and follow these steps l 2 Open the Main Menu and select Generat
144. so 3 Click OK to add the new duplicate record Click Cancel to close the duplicate record without saving it Note Key fields are always unique If you duplicate a record that contains a key field the value in the field in the twin records WILL NOT be identical The Key field in the new record will increment to the next integer just like when you create a new record by the ordinary means 51 4 3 3 Deleting Records To delete one or more records start from the List View kv Books FA screen and follow these steps Select record to be deleted 1 Click on the Delete Record icon at the bottom of Author ies the screen A message that asks you to click the Barry Sears The Zone Done button when you are done deleting will Carl Shapiro toen appear at the top of the screen Stephen King Hearts In Atlantis 2 Click on the record you wish to delete Then click Robert B Parker Family Honor the Done button This will open a menu that Orson Scott Card Ender s Shadow allows you to continue deleting the record or Orson Scott Card Enchartment BE E EE Patricia Seybold Customers com Stephen King Carrie 3 Select Delete trash can to complete the deletion d K L and the Smart jet To Go handheld app will delete ZS lt 10 10 the record and remove it from the List View table Select Cancel to abort the deletion 4 Repeat Steps 2 and 3 as often as necessary to delete all the records you wish to erase OR Start from the Reco
145. st pull S down menu Beam SmartList contains Print Export commands for Zoom creating a new SmartList deleting the SmartList or S individual records vi Design Fields configuring Autl Design Forms SmartList gl Design Views properties adding Design Filters security measures Design Lists beaming and Be printing or Carl Find exporting reports Ors Filtered Operations e Tools The Tools Ors Reports Statistics pull down menu Pati Auto Size All Columns contains commands for accessing the design screens including screens Stej Record View Prefs amp Color Prefs for design Fields Smartlist Tools DS e Forms Registration Info Views About SmartList ToGo CH e Filters The List View Main Menu e Lists This menu also includes commands for performing filtered operations generating reports auto sizing columns sorting and configuring SmartLists preferences e About The About pull down menu contains commands for registering your copy of SmartList To Go and accessing version information 29 In a Record Screen The Main Menu in the Record screen contains three pull down menus Actions Edit and Options Actions The Actions pull down menu contains the commands for creating and duplicating deleting printing exporting or beaming records Edit The Edit pull down menu contains commands you would expect in the Edit menu of a Windows application including cut copy
146. standing these elements is key to understanding the SmartList To Go handheld application Fields Definition A field is a named In the SmartList To Go handheld application a field is a placeholder for storing data in named placeholder for storing a certain kind of SmartList To Go A field s type information you can then recall for review or controls how you can enter manipulation by referring to the field s name For display and manipulate data example in the SmartList titled MyBooks there is a field There are currently 22 field types called Title that stores the book s title Author that to choose from and a record may stores the book author s name ISBN that stores the contain up to 80 individual fields book s ISBN number and many more Values A value is the actual data that you store in a field For example in the sample record above we can see that the name Stephen King appears in the field labeled Author Stephen King is the field s value Taken together fields and their values make up a record the Definition A value is the information stored within a field 19 same way records make up a SmartList Field Types The SmartList To Go handheld application accommodates a number of different kinds of fields You determine what field type to use based upon what kind of data it will store because it controls how the values can be manipulated For example you will store the author s name in the field called Author
147. sword 3 Enter the desired password in the Password window D WARNING Be careful when you assign a password that you remember the password you have chosen If you forget the password there is no way to bypass it and regain access to the passworded function Security Settings EN Security Settings Open SmartList e No Password Open SmartList e No Password Record update Y No Password Record update No Password Design change Y No Password Design change Y No Password View change w No Password View change w No Password Password Beaming w No Password Copy w No Password Password spooky 14 Click OK to continue or Cancel to close the screen without applying the password 4 A Verify Password window will open and ask you to enter the password a second time Enter the password again and click OK or click Cancel to abort applying the password A Warning screen will then open to remind you to remember your password Click OK to continue This will return you to the Security Settings screen which will now indicate Assigned for the function you assigned a password to 5 Repeat steps through 4 for each additional function you wish to control by password The password is now set 95 5 9 2 Changing a Password To change a password begin in the List View screen and follow these steps 1 Open the Main Menu and select SmartList gt Security Settings to open the Security Settings screen EEAS Tools About Creat
148. t 8 Create the title of the temporary view of the Detail SmartList using the Label and Field controls Enter the text of the title in the text input Label then Open the Field pull down menu and select the Mater SmartList field you wish to use in the title In the example described above you might enter Books written by in Label and select the Name field in Field If you clicked on the One to Many button in the Robert Jordan record in FavAuthors you would see a temporary view of MyBooks titled Books written by Robert Jordan 9 Click OK to apply the configuration you have create or click Cancel to close the Field Mame Robert Jordan Properties screen without applying the Book by Author configuration This will return you to the Field Editor 10 Enter the desired name of the field in the Field column corresponding to the One to Many field The One to Many Field is now created Place the field on the form as you would place any field see Section 4 2 2 The Form Designer Screen The field will appear as a DAHA E button with the field s name on it 116 6 3 1 2 Using a One to Many Field To use a One to Many field start from the Record screen and follow these steps 1 Ensure that the fields in the record that are part of the comparison criteria used by the One to Many field contain their appropriate data 2 Click on the One to Many field button SmartList To Go will compare the data in selected fields in this Master
149. tact Andrew Lane Contact Andrew Lane Washington D NetHome Bob Fuerer ISP Contact Location ISP Contact Location ISP Contact Location Boston WinStar AndrewLa Address 17 Oak Street Title Site Manager Ka Hem York WinStar AndrewLa City ST Son Diego CA Phone 781 555 7268 Address 95 Lynn St Zip 10234 EMail dlane winstar com City ST Boston MA Phone 781 555 1234 Zip 1032 Phone 978 555 8572 If every ISP hosted only one group of servers and every contact only covered issues for a single group of servers then you could probably maintain all this information in a single SmartList quite easily However it s more likely that you deal with the each company in a couple of different locations You might deal with WinStar for example in locations in Los Angeles San Francisco Seattle Boston New York and Providence That means that a number of records will have identical information in the fields that describe the company and you will have to re enter the information again for each record that applies to WinStar 105 Similarly a single contact might handle issues for all the WinStar locations in the Northeast New York Boston and Providence That means the name and contact information for that contact will have to be entered 3 separate times You can see that this is not very efficient To enter all your information you have to repeat identical entries over and over and if something changes if WinStar perhaps changed th
150. tant This comparator creates a valid comparison for numerical values only text values cannot be compared with the greater than or equal to sign The contains comparator checks that the first field contains the text entered in the second field or constant The contains comparator is not case sensitive In the example described above the following filter Author contains Ben would return records in which the author s name contained the string text segment Ben ignoring capitalization whether the name is Ben Bova Annette Benning or Gil Hibben This comparator only creates a valid comparison for text values numerical values cannot be compared with contains Like the contains comparator the Contains comparator checks that the first field contains the text entered in the second field or constant This comparator however is case sensitive In the example described above the following filter Author Contains Ben would return records in which the author s name contained the string text segment Ben including the capitalized B This filter would accept the names Ben Bova and Annette Benning but not the name Gil Hibben This comparator only creates a valid comparison for text values numerical values cannot be compared with Contains 87 starts Starts The starts comparator is a more specific variation of the contains comparator This comparator checks that the first field begins with the text ente
151. ter a string text in SmartList To Go Handheld that includes single quotes simply enter the first quote then enter the string text exactly as you would like it to appear as in the example below HOO Expression Builder e Field HOAX P Operator WEEE e Function e Color 6 OLIO Constant w Bob d Format w Float HAI IOS 79 Expression Builder Bob s e Field w Prevrec OOO w Operator if w Function Ge OIG E Format e Float Gilemlenulotel To enter a string text in SmartList To Go Desktop type the string text exactly as you would like it to appear with the addition of single quotes at the beginning an end Unlike SmartList To Go Handheld SmartList To Go Desktop will not enter the end quote automatically To enter a string text in SmartList To Go Desktop that includes single quotes it is necessary to precede the single quote with a backslash To enter the string text Bob s for example you would type Bob s 5 5 Beaming Many handhelds that use the PalmOS have built in infrared emitter receivers that enable users to beam data from one handheld to another without the need of a special cable or other direct connection The SmartList To Go handheld application supports this capability In This Section e 5 5 1 SmartLists e 5 5 2 Records 80 5 5 1 Beaming a SmartList To beam one or more SmartLists to another handheld you must have the S
152. tes to a number with a decimal point The Floor function will round the number down to the last integer For example if the argument evaluated to 2 96 the Floor function would return the value 2 The Absolute Value function has one numerical argument If the argument evaluates to a positive number the function will return the positive number but of the argument is negative the function will convert the result to a positive number The Sign function has one numerical argument If the argument evaluates to a positive number the function will return the value 1 If the argument evaluates to a negative number the function will return the value 1 If the argument evaluates to zero the function will return zero 74 Date and Time Functions The following table describes the functions available in the Functions pull down menu that relate to date and time values Date Time Year Month and Day Hour Minute and Second Weekday The Date function has three numerical arguments month day and year Write the Date function in the following format Date Month Day Year The Time function has three numerical arguments hour minute and second Write the Time function in the following format Time Hour Minute Second The Year Month and Day functions all operate in a similar way These functions have one argument in Date format and they extract and return the corresponding component of that Date
153. the Category list in the List Editor screen includes adding removing modifying and sorting categories To add a category follow these steps List e Edition 1 Open the List pull down menu at the top of the screen and select Category Hardcover Poperback Edit 2 Click on the Add button to add the first category to the list This will open the Item screen Item Item Audio 3 Enter the text for the first category Click OK on O Set this item as default the Item screen to complete the addition or Cancel to close the Item screen without adding the category 4 Click Done on the List Editor screen to return to the previous screen By default the Category menu in a new record will remain Unfiled until you specifically select a value from the list 55 To automatically assign all new records to a default category follow these steps 1 Open the List pull down menu at the top of the screen and select Category 2 Select the category you wish to set as the default and click on the Edit button to modify it This will open the Item screen 3 Check the box labeled Set this item as default Click OK on the Item screen to complete the modification or Cancel to close the Item screen without setting the default category 4 Click Done on the List Editor screen to return to the previous screen You may override this default at any time by manually assigning the record to any category as described in the section on Assign
154. the application and featured SmartLists to your handheld device The installation process is now complete 10 3 An Overview of SmartList To Go The SmartList To Go handheld application is a powerful relational database manager It is conceptually and functionally similar to some of the desktop database applications you may already be familiar with such as Microsoft Access but with a straight forward design and structure for optimal performance in the handheld environment The purpose of this chapter is to introduce you to SmartList To Go The following sections will take you on a tour through existing databases explaining new vocabulary and illustrating the broad concepts of what SmartList To Go is and what it can do This will provide you with a strong foundation for understanding future chapters that will explain how to create and use databases In This Chapter 3 1 Launching the SmartList To Go Handheld Application 3 2 SmartLists 3 3 A Tour of MyBooks 3 3 1 Opening a SmartList 3 3 2 The List View Screen 3 3 3 Records 3 3 4 Closing a SmartList 11 3 1 Launching the SmartList To Go Handheld Application When you install SmartList To Go on your handheld device the installation added the SmartList To Go icon to your Applications Launcher screen To initiate Ke SmartList To Go select this icon SmartList To Go will start up and display the SmartList To Go Home screen The SmartList To Go Home screen lists the current Sma
155. the matching field in the Master SmartList A way to further ensure proper matching is to create a Key field in the Master and join the Detail DB Join to the Key field This DB Join would join to the Key field but display the Name field and the One to Many matching criteria would compare the Master Key field to the Detail DB Join field The table below illustrates how this configuration could be applied to our example of the FavAuthors and MyBooks SmartList As you look at this table remember that this is just an example the specifics for your SmartLists will be different Master FavAuthors Detail MyBooks Key Field AuthorKey Text Field Title Text Field Name DB Join Field Author e Joined to AuthorKey e Displays Name One to Many Field Book by Author e Compares AuthorKey to Author 118 Appendix A SmartList To Go Field Types In This Appendix e A 1 Supported Field Types A 2 Field Type Capabilities A 1 Supported Field Types The SmartList To Go handheld application supports 21 field types listed in the table below Field Name Text Integer Long Integer Long Floating Point Float List Date Time Checkbox Description Stores string text s of up to 254 characters numbers spaces punctuation and special characters Stores whole number values from 32 768 to 32 767 Like Integer stores whole number values However uses additional memory to stores values ranging f
156. the operation again click Skip to defer the operation until later or click Cancel to abort the operation entirely The Beaming operation is now complete The SmartList is now available on the receiving handheld 5 5 2 Beaming a Record In addition to beaming entire SmartLists the SmartList To Go handheld application can also beam individual records from a SmartList between handhelds Unlike when beaming a SmartList both the sending and receiving handhelds must already have the SmartList To Go handheld app installed when you beam a record If the receiving handheld does not remember that you can install it quickly and easily while beaming a SmartList using the directions in the section above Further the receiving handheld must contain a SmartList with an identical field structure in order to accept the incoming record with its data intact Unless you are already sure that the sending and receiving SmartLists already have an identical structure for example they may have both been installed from the same SmartList or Access database on the desktop by far the best way to ensure that the receiving SmartList s structure is appropriate you should follow this process outline 1 Clone the SmartList on the sending handheld with all its records 2 Delete extraneous records if any leaving only those records you wish to send to the receiving handheld 3 Beam the clone SmartList you created in the last step to the receiving handheld Cho
157. the problem e If you are calling in regards to a software problem please be prepared to describe the errant 7 behavior fully including if applicable taking exact notes of any error messages you may be receiving and what causes them to appear e Jf you are calling in regards to a problem regarding synchronization with a desktop application make sure you are close to your desktop as our support personal may ask you to perform certain tasks to better determine the nature of the problem or to correct the problem 1 2 3 Contact Information General Phone 203 874 0085 Fax 203 874 4345 DataViz Inc Merritt Corporate Woods 612 Wheelers Farms Road Milford CT 06460 USA Sales amp Upgrades Phone 800 733 0030 or 203 874 0085 Fax 203 874 4345 Our Sales department is available Monday Friday 9 am 5 pm EST Please keep in mind that our offices are not open on weekends and U S holidays Tech Support DataViz offers a number of options for tech support To learn more about each option please visit Support Options Web Site www dataviz com 2 Getting Started with SmartList 3 0 In This Chapter e 2 1 Handheld Compatibility and System Requirements e 2 2 Installing SmartList 2 1 Handheld Compatibility and System Requirements e Mac OS 10 1 or greater e Palm OS 3 5 or greater e HotSync 3 1 or greater e 750kB free space on the handheld SmartList To Go 3 0 for PalmOS is compatible with any handheld o
158. time and date formats Configure Expression using the Expression Builder screen Field Name Select the format of the result from a list of numerical time and date formats Configure Expression using the Expression Builder screen Field Name Default value Auto Writer Do not capitalize first letter disables automatic capitalization of the first letter in the field Field Name Field Name Source SL the Master SmartList with which to Join Join the Master field whose data you want to extract into the DB Join field Display the Master field whose data you want to appear in the DB Join field may be different from the data stored in the field Use View the view in the Master SmartList to use when selecting the record with which to Join the Detail SmartList record Field Name Source SL the joined SmartList from which to extract information Join the Master field whose data you want to extract into the DB Lookup field Display the Master field whose data you want to appear in the DB Lookup field may be different from the data stored in the field Field Name Related SL the Master SmartList Relationship establishes the criteria for selecting records in the Master SmartList based on data in the Detail SmartList record View information defines the appearance of the temporary list of Master SmartList records Field Name Display format data by choosing from 27 di
159. tion Reading fields but the values entered describe just one item ISBN 624852515 Publ Scribner Pages 512 18 Edition e Paperback Release 9 14 99 Rating w Paid 20 00 EEE Definition A record is a group of one or more fields and their corresponding values that describe one item in the group represented by the SmartList A SmartList may include up to 65 000 records A record may contain up to 80 fields For example in MyBooks each record contains information describing each book s title author publisher number of pages ISBN and more Take a few moments to take notice of some of the Record screen s key elements The tab in the upper left corner of the screen now displays the record s number and how many records are in the SmartList Just as in the View List screen you can click on this screen to open the main menu In the lower right hand corner of the screen is the Record Tool bar Use this tool bar to move display the previous or next record the first or last record create a new record or search for a record First Last New Record Poroa E Record Cancel Accept a of lt p gt Ma bk pb T Zoom in Zoom Out ae search Previous Record Next Record Dominating the center of the Record screen is the record s Form The Form contains the fields with their labels and spaces to enter values These elements work closely together to control what data is entered to store the data and to display it on the screen Under
160. to a group of fields Static text is essentially a label that extends across both columns of the form the left column where labels usually reside and the right columns where the values normally go In all other ways static text behaves just like a label except that if the text is longer than the screen is wide static text will continue on additional lines Field labels are restricted to one line only 3 3 3 3 Closing Records To close a record and return to the View List screen click the OK button to return to the View List and save any changes you have made to the record Click the Cancel button to return to the View List and abandon any changes you have made to the record 3 3 4 Closing a SmartList To close a SmartList from the List View screen click on the Home icon located in the bottom left hand corner of your screen This will display the Home screen and its current list of SmartLists There is no need to manually save your changes when leaving a SmartList the SmartList To Go handheld application will save your changes automatically 21 This completes our tour of the SmartList MyBooks You should now have a firm understanding of SmartList To Go s basic theory of operation and a familiarity with much of the vocabulary you will need to use the SmartList To Go handheld app As you continue to the next chapter you will begin to learn how to make your own SmartLists to fit your needs 22 4 Designing SmartLists Now that Chapter 3 h
161. to the expression When SmartList To Go calculates the value of this expression it will use whatever value appears in this field to do so You can use almost any field type as long as it exists in the same SmartList To add a field to the expression using the Field Control click on the down arrow to open a pull down menu of all the eligible fields in the SmartList Select the desired field to close the menu and add the field to the expression Prev rec Add the value of a field from the previous record to the expression When SmartList To Go calculates the value of this expression it will use whatever value appears in this field in the previous record to do so Almost any field type is permissible To add a field to the expression using the Prev rec Control click on the down arrow to open a pull down menu of all the eligible fields in the SmartList Select the desired field to close the menu and add the field to the expression Operator Add a or operator between two factors to add subtract multiply or divide them respectively Whether a constant or a field value ALL factors MUST be separated by an operator for the expression to be valid To add an operator to the expression using the Operator buttons click on the desired button Constant Add a constant numerical value to the expression To add a constant to the expression using the Constant Control first enter the constant value on the line provided Then click Enter to ad
162. u select which SmartList it will use as a Detail SmartList The One to Many field appears as a button on your form When you click on this button SmartList To Go opens a temporary view of the Detail SmartList that includes only those Detail records that correspond to the Master record This association between records is based on matching criteria you configure when you create the field You select a field in the Master SmartList and a field in the Detail SmartList when you click the One to Many button in the Master record it opens the Detail SmartList and tests every record If the data in the Detail record field matches the data in the Master SmartList field the SmartList To Go handheld application displays the record if not it doesn t This creates a List View in the temporary view that includes only those Detail records that match the criteria For example consider that you were creating a SmartList called FavAuthors in which you will store information about your favorite authors In this SmartList you will create a One to Many field that creates a link to the SmartList MyBooks the same SmartList we have used as an example throughout this manual This link creates a button in each record that when pressed will open a temporary view of MyBooks that lists all books in MyBooks written by that author In this case the One to Many field must be configured to compare the Name field in FavAuthors to the Author field in MyBooks Any MyBooks recor
163. ut because the user cannot manipulate Key values you may not wish to include the Key field on the form Labels Definition A Label is text that accompanies each field input on a form The purpose of this text is to indicate to users what kind of data to enter in each field Labels are often identical to or closely based on the field s name but this is in no way a requirement designers are free to label fields using whatever text seems most appropriate Look at the sample record for Stephen King s book Hearts in Atlantis above There are many fields on this form and each field is intended to accept a different item of information You know which information to enter in each field however because the field labels guide you Field labels increase and enhance the usability and user friendliness of a form by indicating what information each field is intended to accept It is important to note that the label is separate from the name of the field When you name a field you are limited to letters numbers and spaces only and when you add a field to a form the SmartList To Go handheld app automatically creates a label based on the field s name Once created however you are free to change the static text to create user friendly labels that use any combination of letters number spaces punctuation and special characters Static Text You can also create static text on lines in the form that do not contain a field perhaps as a heading
164. uts v w cousin First Field Comparator Linking Operator Second Field Je Relation or Constant contains w uncle Second Set of Criteria Inputs A filter works by comparing the value in a selected field to another value This value may be the value of another field or it may be a constant value that you enter when you create the filter You will use the Filters Editor screen to create this comparison Those records that meet the criteria established by the filter will appear in the resulting view Those records that do not meet the criteria will not The SmartList To Go handheld application does not delete or alter the records it removes from view when applying a filter Consider for example that you have created a SmartList to track your collection of books You have created fields that contain the book title author s name genre and edition The edition field is a List type field that contains choices like hardcover with dust jacket hardcover w o dust jacket paperback audio on tape audio on CD and ebook Now consider that you want to create a filter that will show Filter Designer Li you only those books that were written by Stephen King Filter v by stephen King w Author v w Stephen King You would open the Filters Editor screen and construct the following filter v Author Stephen King Such a filter when applied would test the values entered in the Author field against the constant value Steph
165. various gray scale formats or 256 colors Field Name Condition design the logical expression that determines which preset value is used Then design the value to use when the Condition is true Else design the value to use when the Condition is false Field Name Field Name Plug In Select the installed Plug In to insert A 2 Field Type Capabilities For logical reasons not all tools and functions can be applied to all field types For example you apply the Sort function to arrange records according to an Image field Other examples however may not be as obvious so the table below lists which tools and functions may be used in conjunction with each field type H o e S 2 En D a e amp l2 EE S E S SS E H E o is SI H ZS ls Be 2 55 2 22 2 SS lt 5 ab UA D o e d u Gd S mm vs wos E 5 Ke D oo Ki D e Ki D s x a E 2 Fy pa oC a a UI a o I Field Type gt 5 K G S32e 32 3 er 3 S Text Yes Yes Yes Yes No Yes Yes No No Yes Yes Integer Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Long Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Floating Point Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes List Yes Yes Yes Yes Yes No Yes Yes No Yes Yes CheckBox Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Date Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Time Yes No Yes No Yes No Yes Yes
166. will appear as a text field with a Link icon O on the right side 6 2 1 2 Using an Address Join In most fields you enter the data or select an item directly In the Address Join as in the DB Join field you instead select the record that will supply the data for the field In an Address Join that record is an entry in the Address Book application Before you can use an Address Join field the Field Properties must first be configured as described in the section above To use an Address Join field start from the Record screen and follows these steps 1 Click on the Link icon O to the right of the Address Join field This will open a temporary view of your Address Book or Beyond Contacts contacts list 111 2 Select the contacts entry that contains the data you wish to use The temporary view of the Address Book or Beyond Contacts will close and you will return to the Record screen in the Master SmartList The Address Join will retrieve and display data from the contacts entry you selected according to the properties you configured when creating the field In addition any Address Lookups that are associated with it if any will also retrieve and display the appropriate data The process is now complete EE An Address Join retrieves a limited amount of Single Field Editor information from an Address Book or Beyond Contacts entry enough to fill just one field on the SmartList Record The Address Lookup uses the link establ
167. y The Comma operator This operator separates items in a function as in the example above 72 Numerical Functions The following table describes the numerical functions available in the Functions pull down menu as well as the If and Selection functions which are included in the buttons on the right side of the screen If Sel The Conditional or If function has three arguments the Condition True Value and False Value Enter Conditional functions using the format If Condition Then Result Else Result The Condition is a boolean expression and is always the first argument Boolean expressions compare two values and are either true or false If the Condition evaluates to true the function evaluates to the True Value if the Condition is false the function evaluates to the False Value For an example consider the following expression If customerAge gt 21 Grant Deny Entry This expression will compare the value entered in the field called customerAge to the literal value 21 If the value in customerAge is greater than or equal to 21 the Condition is true and the function will return the True Value Grant Entry If not the Condition is false and the function will return the False Value Deny Entry Notice that the three items in the Conditional Function are separated by commas and the entire group is enclosed by parenthesis The Selection function has three or more arguments The
168. y selected Click on the Filter Select menu and click on Borrowed to see the wa Borrowed filtered list The Borrowed filter shows only those Mi a L idee records that indicate Borrowed in the Status column this Mere of a Geish A To Read selection filters out all records with any other value Mastering the Zon B Top rated Enchantment g Multiple Click on the Filter Select menu again and select Top Rated to the Top Rated filtered list This list shows only those books with the highest number of stars under rating The filter can do this even though the rating column is not displayed 17 You can configure and use up to 12 different filters Each filter and test records according to up to three different criteria You can even select more than one filter at a time to display only those records that are common to both filters Before you continue to the next section click on the Filter Select menu again and select no filter Displaying by Category Located in the upper right hand corner of your screen you aed will find the Category Select menu A category is yet an uik Business another way of classifying records The Category Select Memoirs of a Geish pe menu enables you to list records from only one category at a E a Edit Categories time Click on the Category Select menu and select Fiction to see a list of only those books in the fiction category Click again and select Business to see only those books in the Bus
169. y the properties you have defined or click Cancel to close the screen without applying the properties 10 Add the newly defined Conditional Expression field to the form as described in Chapter 4 The Conditional Expression type field is now created 67 5 4 The Advanced Expression Field The Advanced Expression field type is a field whose value depends upon an expression Unlike other fields that receive their values through user input the SmartList To Go handheld application calculates the result of the expression and automatically displays the answer in the field There are three possible types of expressions you can use numerical boolean and string text e A numerical expression is a mathematical phrase that evaluates to a constant value In SmartList To Go such an expression can be as simple as two plus two but more complex numerical expressions may incorporate advanced operations like square root parenthesis values from other fields in the same or the previous record variables like pi and constants like the date the record was created Numerical expressions include expressions that manipulate dates and times as well including a variety of functions with which to do so e A boolean expression compares the values of two mathematical phrases and evaluates to either true or false For example 1 1 2 is a boolean expression that is true and 1 1 lt 2 is a boolean expression that is false These expressions can vary in complex
170. you instead select a record from the Detail SmartList that will supply data to the DB Join field Before you can use a DB Join field the Field Properties must first be configured as described in the section above To use a DB Join field start from the Record screen and follows these steps 1 Click on the Link icon O to the right of the DB Join field This will open a temporary view of the Detail SmartList the DB Join is linked to This view of the Detail SmartList looks exactly like what you would see if you had opened the SmartList normally and it uses the View you selected in the Use View field when setting up the DB Join s properties 2 Select the record in the Detail SmartList that contains the data you wish to use The temporary view of the Detail SmartList will close and you will return to the Record screen in the Master SmartList The DB Join field will retrieve and display data from the record you selected according to the Field properties you configured when you created the field In addition any DB Lookups that are associated with it if any will also retrieve and display the appropriate data The process is now complete 108 6 1 3 DB Lookup Creating a DB Join retrieves information from just one field in another SmartList Once that connection between records is established you can use DB Lookups to retrieve information from additional fields using the same connection DB Lookups always use the link established by a D

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