Changes

Jump to: navigation, search

Custom Field Type: Special - Advanced Data Table

38 bytes added, 18:58, 8 December 2016
no edit summary
*Field options and settings
*Example of an XML
 
== Configuring - Essentials ==
 
=== Creating a Special - XML Data custom field ===
 
Typically XML Data custom fields are created for UTA level 1, 2 or 3, (example: a grant application) or they are created for organizations. To create a XML custom field:
# Click '''Save'''.
  === Create XML with pre-defined number of rows ===
[[File:xml-sectionbuilder.png|The section builder|500px]]
Use the XML '''Section Builder''' to create sections, define your rows(including the number of rows displayed), columns, formulas, and style your XML. Note you must manually enable the '''Section Builder''' before you can use it.
# Scroll down to the '''Options''' section and check '''Enable Builder'''.
# Click '''Save'''.
# When you are done, navigate from the builder back to the field by clicking the '''Field''' button.
Note: Do not use the same node names across different sections, rows or columns in the xml.
 
=== Create XML with dynamic number of rows ===
In '''Using XMLs Section Builder''' above, we saw how you create a static XML (A XML with a defined number of rows). You can choose to let the user define the number of rows they will get. You do this by entering '''0''' for the number of rows. When you enter '''0''' for number of rows the user will get a plus button where they can choose to add as many rows as they need. When creating a dynamic XML if you click into any column header, you will notice a property called '''Has Total'''. Check '''Has Total''' if you want to automatically sum and display all the items in that column. Note even though you set the number of rows to '''0''' you still need to configure one row of data which will be used to format the dynamically created rows. You may also set a maximum number of rows for a dynamic XML section.
=== Creating a XSL template for XML ===
[[File:xml-xsl.png|The XSL template|500px]]
 
XSL stands for Extensible Style Sheet Language; the XSL template defines how the XML will look. To make this easy we have included a sample template. All you have to do is add the template and specify where you want each section to appear. This is done on the field and not in the section builder.
Smartstaff, administrator
4,478
edits

Navigation menu