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Form Engine for VWG. By Mitch Stephens. Topics. Overview Summary of features Form Structure Editing Features Many to One relationships Formula Engine & Scripting Programming Integration Availability. Some Background.

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Form engine for vwg

Form Engine for VWG

By Mitch Stephens


Topics
Topics

  • Overview

  • Summary of features

  • Form Structure

  • Editing Features

  • Many to One relationships

  • Formula Engine & Scripting

  • Programming Integration

  • Availability


Some background
Some Background

  • We are a North Carolina based company and currently building an HR Performance management application.

  • The core of our application is a Form Designer and run-time engine that lets you design performance review forms.

  • We have created a full-featured Form Designer using VWG, which is detailed in this presentation.

  • Please note: We have created this presentation to determine if this form engine has commercial demand independent of our application.

  • At the present time, we don’t have this packaged, documented or really available for any download.

  • We are considering a spin-out subject to feedback and demand.


Our business requirements
Our Business requirements

  • A Web-based Form run-time environment with no client-side downloads.

  • A Web-based Form designer aimed at power-users & administrators

  • The Form Engine must-have features included:

    • Two-way data-binding to Business objects.

    • Support for arbitrary placement of fields (we couldn’t have a form designer that only supports 1 column of fields, for example)

    • Support for role-based security that controls visibility and editing

    • Many-to-one support, with run-time child add/change/delete with security options

    • Custom validations, formulas and scripting

    • High performance

    • Print-Preview

    • Easy to use, without programming or run-time licensing’

    • No client-side installation required.

    • Support for very large forms (10+ pages), with manageable sections


Summary of features implemented
Summary of Features Implemented

  • WYSIWYG Web-based form designer

    • Easy-to-use data-bound form designer based around table layout control with underlying Excel formula engine.

  • Forms are made up of Sections and Fields.

    • Excel-based notation for cell names, e.g., A1, B2, etc.

    • XML-based persistence

  • Server-based clipboard operations

    • Can cut & copy ranges, sections, fields, etc.

  • Role-based access to form fields

    • Determines visibility and edit mode.

  • Supports many-to-one relationships with child editing, controlled with security profiles

  • Real-Time Excel formula support

  • Separate Run-time Form Viewer, with Treeview navigation


Form structure modeled after excel
Form Structure – Modeled after Excel

  • The Forms consists of one or more Sections, just like an Excel workbook has many worksheets

  • At run time, you can navigate around using a Treeview.

  • A Section consists of Rows and Columns with cells.

  • Cells are identified by Excel-like names, such as A1, B2, etc.

  • A single cell can hold one Field, such as a text box, label, check box, etc.

  • Fields can span rows and/or columns

  • A field can optionally be data-bound or the result of an Excel formula.

  • In future releases, fields will support nested sections.


Single multiple choice fields
Single & Multiple Choice Fields

  • Fields can base based on a single value, or be derived from the Multiple-Choice Field

  • Multiple Choice fields include

    • Combo-boxes,

    • List Boxes

    • Radio Button Group

  • Choice Lists can be static or provided at run-time

Radio Button Group

Combo Box



Screen shot preview mode
Screen Shot (Preview Mode)

Preview mode allows you to quickly see the run-time behavior using some sample data stored in the form.



Basic editing create new form
Basic Editing – Create new Form

  • Forms are stored as XML structures

  • We store them as blobs in the database

  • Forms can also be saved as files, but this is trickier on the web.


Basic editing tasks add section
Basic Editing Tasks – Add Section

  • Add a new Section

  • Give it a name and set row/column counts

  • Can be a normal section of Many-to-One

  • Sections can be auto-generated in user-code to speed up form building.


Basic editing tasks add a field
Basic Editing Tasks – Add a field

  • Click in a cell

  • Click the Add Field button on the toolbar

  • Or Right click the cell and select New Field..


Basic editing tasks add a field 2
Basic Editing Tasks – Add a field (2)

  • Choose the data binding

  • A call-back into application feeds the list of business objects and data fields for the selected business object.


Basic editing tasks add a field 3
Basic Editing Tasks – Add a field (3)

  • Confirm the field name

  • Set the ColSpan and RowSpan if necessary

  • Note: these can be modified later


Basic editing tasks set label text
Basic Editing Tasks – Set Label Text

  • For label fields, you can double-click the field and set the Text property.

  • This dialog also lets you set the style

  • Styles can be pre-defined or user-defined.

  • Styles lets you set consistent look and feel in the application, e.g. yellow to indicate an editable field.


Basic editing tasks context menu
Basic Editing Tasks – Context Menu

  • Context menu includes:

  • Field Actions,

  • Clipboard operations,

  • Range Operations

  • Row & Column management


Basic editing tasks field properties
Basic Editing Tasks – Field Properties

  • Right click on field, select field properties

  • You can set all field properties including data bindings, styles, validations, etc.


Basic editing tasks add multiple fields
Basic Editing Tasks – Add Multiple Fields

  • Toolbar button allows you to add multiple fields at once from the business object


Basic editing tasks rows columns
Basic Editing Tasks– Rows & Columns

  • Sections are made up of Rows and Columns

  • Max 255 Columns

  • Any number of Rows

  • Rows & Columns can be absolute or percentage based

  • Can view and manage all rows & columns using ‘Set Row & Column Styles Dialog’ shown on the right


Basic editing tasks rows columns 2
Basic Editing Tasks– Rows & Columns (2)

  • Add Row to Section using Context menu or toolbar

  • Add Column to Section using Context menu or Toolbar

  • Can Insert Row above a row

  • Can Insert a Column to left of the current column.

  • Can adjust row height and column widths using toolbar or menu.


Basic editing tasks ranges
Basic Editing Tasks – Ranges

  • A Range is a selection of cells similar to a selection in Excel

  • Two step operation: set top left cell, then bottom right cell using context menu.

  • Can copy, paste, clear, clear rows, set all properties

  • Ranges make it easy to duplicate sections in the form.


Form designer row and column span
Form Designer – Row and Column Span

  • Fields can span rows and columns

  • Cannot overlap each other


Data binding
Data Binding

  • Fields can bind to Business Objects

  • Support for singleton objects or Many-to-one objects

    • 1 or 2 levels of indexing

  • Supports Read-only, Read-write, Write-only fields.

  • Can set visual Style for each mode so the user knows what is editable



Role based access
Role-based Access

  • Fields Access is controlled through Roles

  • Separate Role for Edit And View

  • Predefined List of 15+ Roles

    • Employee,

    • Manager,

    • Indirect Manager

    • Admin

    • Supervisor,

    • Custom1 – Custom 5



Form designer tree view
Form Designer – Tree View

  • Shows Sections

  • Shows Fields in sections

  • You can easily navigate around the form using the treeview

  • Shows Many to one relationships


Form designer form properties
Form Designer – Form Properties

  • Set Name and Description

  • Set Form Instructions

  • Set Layout Dimensions

  • Set default properties

    • Sections can be based on the defaults set at the form level

  • Set Form Styles

  • Set Runtime behavior


Form designer manage sections
Form Designer – Manage Sections

  • Add, Delete, Edit, Copy, Paste, Move up, Move Down,

  • Save to Template

  • Insert from Template

  • Edit Properties

  • Changes are shown in the Treeview as they happen.


Form designer manage fields
Form Designer – Manage Fields

  • Fields List in Form Designer shows all fields for all sections

  • Lets you view everything for the form

  • Can modify properties using the property grid or the Field Properties form

  • Property Grid lets you set multiple properties at once.


Form designer manage runtime toolbar buttons
Form Designer – Manage Runtime Toolbar Buttons

  • The Buttons List on Form Editor Tabs control the run-rime button behavior.

  • You can control access rights for buttons, which means some buttons are only visible/enabled for some users.

  • Set tool tips and other properties for the buttons

  • Set button order.


Many to one support
Many to One Support

  • Sections can Singleton or Many-to-One

  • A Singleton Section has only one instance at runtime

  • A Many-to-one Section has a grid page plus one or more sections that are generated at run time based on the underlying data.

  • Each generated section represents a child object.

  • You can control the rendering to display the children


Many to one form editing
Many to One Form Editing

  • There are two sections needed for many to one: Parent Section and repeating child section.

  • When you add a many to one section, you will see the parent Section and child sections in the Treeview.

  • The parent section holds the summary grid showing the children.

  • The parent section can also hold summary totals.


Run time rendering
Run Time Rendering

  • At run-time, the many to one sections can be shown like this, or as popup windows, or as single child view.

Summary Grid

Child Sections


Many to one run time editing
Many to One – Run time Editing

  • The Form Runtime supports editing of child objects at run time

  • Editing is controlled using Many-to-One Profiles

  • Each profile includes settings for:

    • Security

    • Buttons

    • Child Rendering options


Many to one run time editing cont
Many to One – Run time Editing (Cont.)

  • Example of Editing Many to One:

    • Employee can add/delete and edit their annual goals

    • Manager can edit goals, but not add or delete them

  • At run time, the Employee sees the Add & Delete buttons, but the manager does not see a toolbar at all.


Field validations
Field Validations

  • Editable Fields can be configured to have declarative validations

  • These include:

    • IsRequired

    • Specific values

    • Range checks

    • Required with other fields

  • NOTE: The Error form is a custom form that is supplied at run time from the application.


Formula engine excel support
Formula Engine & Excel Support

  • At run time, the form is generated with an invisible Excel workbook that provides formula support (Excel is not used.. We use a third party Excel engine)

  • Each Section maps to a worksheet in the Excel workbook

  • Each Field maps to a cell.

  • Many to one sections are named Section_xwhere x is the sequence number

  • Many to one fields are shown in a summary grid worksheet

  • You can download the generated workbook and see the field mappings

  • The Cell name mappings in the form builder are intentionally compatible with Excel


Formula engine excel support1
Formula Engine & Excel Support

  • To set a formula, download the Excel workbook, and test it in Excel.

  • Formulas can refer to other sections.

  • For many-to-one fields, you can refer to the summary grid worksheet


Setting field level formulas
Setting Field-level formulas

  • A Field value can be set from an Excel formula

  • Formulas will refer to cell names, like A1, A2, etc.


Formula values are updated real time
Formula values are updated real time!!!

  • At run time, the formula engine is live and any changes made to fields are instantly reflected in the formula fields.

  • This lets you automatically create totals, do validations, or any other computations at run-time with no post-back!


Run time user forms
Run time User-Forms

  • The form engine allows you to popup your own forms in response to any button click. This allows you to have specific forms for certain actions taken by the user.

  • For example, the custom save form for our application looks like this:

  • And the Custom Add Goal form looks like this


Programming integration
Programming Integration

  • At the present time, this form engine is a set of classes that are integrated into our application. However, the engine is very abstracted and can be externalized completely.

  • To integrate the form, you will create a PRX_FormInstance class that will need to respond to requests from the form engine. For example:

    • Returning the allowed business objects

    • Returning meta data for business objects

    • Handling Database updates for the form

    • Validating form data

    • Create default sections on demand

    • Returning Choice lists for the multi-select fields


Cost and availability
Cost and Availability

  • We have not launched this application as a development tool, although the design would allow for this in the future. Our primary focus is building an HR application.

  • In the near term, we would consider selling the C# source code and providing consulting on integrating it into other applications.

  • This is a comprehensive and full-function form engine that is built for enterprise applications.

  • If you have a similar need, please call me at 919 741-5099 to discuss pricing and licensing.

  • Note: we are US-based company in Raleigh, NC.

  • Mitch Stephens

  • [email protected]


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