Using the Data Maintenance Wizard (web client version)

Use the Data Maintenance Wizard in the web client Web Designer to create an IDO, a table, and optionally, a form.

  1. In the Data Maintenance Wizard, provide these values:
    Note: All values are required, unless otherwise noted.
    IDO Name
    Specify the name for the new IDO, table, and (optionally) form to be created.
    IDO Project Name
    From the drop-down list, select the IDO project that the IDO is to belong to.
    Note: If you want the IDO to belong to a new IDO project, you must create the IDO project before using the wizard.
    Table Alias
    Specify an alias for the system to use when referring to the IDO table.
    Form Type
    From the drop-down list, select the type of form to create.
    Note: If you are not creating a form, it does not matter what you select for this option, nor the Form Layout and Device Type options. They are used only for form creation.
    Form Layout
    From the drop-down list, select the desired placement for the grid.
    Device Type
    Optionally, from the drop-down list, specify what type of device the form is being created for.
  2. Optionally, to designate the table, IDO, and form as part of a multi-site setup, select the Site Split option.
    When selected, the Table Name and View Name fields are automatically populated with appropriate names.
  3. Define the table columns, IDO properties, and form components that the wizard is to create. Click Add Row to add an entry to the grid for each column/property/form component.
    The grid includes these attributes for each column/property/form component:
    Grid column/Attribute Specification/Comments
    Name Specify a name for the new column/property/form component.
    Note: You cannot use spaces or special characters in the name.
    Property Class Optional. Specify the property class on which you want to base the column/property attributes.

    If you select a property class, several other column fields are populated automatically.

    If the property class you want does not yet exist, you can provide a name for a property class and then create the property class later. If you do not later provide the property class, the system simply ignores this setting.

    Data Type Specify the Mongoose data type for the IDO property.

    Assuming you specify this setting before the SQL data type, the wizard automatically selects an appropriate data type for the SQL Data Type setting, which you can then override if you want.

    SQL Data Type Specify the SQL data type for each record in this column of the table.

    You can specify an existing SQL base data type or a User-Defined Data Type (UDT).

    Property Length Optional, depending on the data type.

    Certain data types allow a length to be set. This specification determines the maximum length that the component's value can have. In the case of string types, it sets the maximum number of characters that can be used. In the case of number types, it sets the maximum total number of digits the number can have to the left or right of any decimal point.

    Decimal Precision Optional. Certain data types allow you to specify how many decimal places should display to the right of the decimal point.

    To create that scale, specify a number in this field.

    Primary Key To make the column/property a primary key, select this option.
    Required If the column/property value is required, that is, if it cannot be null, select this option. If the property is to allow null values, clear this check box.
    Label String ID Optional. Specify a translatable string to use for the form component's caption.

    If you specify a string that does not already exist, the system does not prompt you to create one. You must create it later, using the procedure to create a string global object. If you do not create the string object, the system treats the value here as a literal value.

    Default Value Optional. If the form component is to display a default value, specify that default value here. You can use keywords, such as the AUTONUMBER().
    Note: This setting refers to the IDO default value and not a SQL default value.
  4. Optionally, use the move buttons on the right to rearrange the order of your columns/properties/components.
  5. Optionally, to include a subcollection as part of the form, click Add Subcollection.
    This action displays a new "page" on which you can define the subcollection. Most of the fields and options on the new page are the same as for the primary collection. An additional optional field allows you to assign a Subcollection Name that is different from the basic collection Name.

    For additional steps that are required if you specify a subcollection, see Adding a subcollection in the Web Designer.

  6. When you are finished defining the columns/properties/form components for the primary collection and any subcollections, click Next.
    The wizard displays the Finish page.
  7. Optionally, to have the wizard create SQL scripts for the table and IDO, select the Create Scripts option.
  8. Click Finish.
    The wizard displays a prompt asking whether you want to create a form to go with the table and IDO.
    • To create just the table and IDO, click No.

      In this case, the wizard creates just the table and IDO and is finished. You can close the wiard.

    • To create a form to go with the table and IDO, click Yes.

      In this case, the wizard creates the table and IDO and then opens the Responsive Form Builder wizard. Use this wizard to create your form (see Responsive Form Builder).

      After the form creation process has completed, the Data Maintenance Wizard returns to the Finish page.

The wizard creates the IDO, table, and optional form. The wizard then opens the form in Runtime Mode and closes.

When the form opens, remember to go back and close the Data Maintenance Wizard.

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