Data records table

A Data records table is a template that you define and use as the basis for producing charts and Table views. It creates a table that lists the jobs that have imported data into the database, e.g. Transformer jobs, Manual data entry, Web data entry, or a form distributed via Forms.

How to create a Data records table

To create a Data records table go to the Template panel. It is a default panel in the Business Management Platform model and can also be found under Structure in the Windows menu.

Right click in the Template panel to and choose Add -> Category, or use an existing category to store the table template.

Then right click the category and choose Add -> Table -> Data records table. Double click the Data records table to configure, or use the Properties panel.

Properties

General

Name - the name "Data records table" is generated automatically but it may be changed
Description - an optional text describing the table; displayed when you click Description in the drop-down for the element on the web

Configuration

From modifier - enter an Adjusting function, e.g. -1q or -2m, to indicate the first period to include
To modifier - enter an Adjusting function, e.g. +1q or +2m, to indicate the last period to include
Follows YTD - check to show figures for the year to date
Commented node data only - show node data with comments only

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Table

Columns - the elements that can be included in the table are listed here. You can change the order in which they appear by right clicking and choosing Move up or Move down. In the Configuration panel you can see some of these properties for each element:
- Name - the heading name
- Visible - check to display the element on the web
- Display in tables as - how the column content should be displayed when there isn't enough room in the column: Full text, Wrapped, or Truncated
- Show ID - check the box if you want to display the objects IDs in the table
- Format - choose format for dates: Short, Medium, or Long, or Default. See Period format.

Organization - choose the organization(s) to include, or This organization
- Sum depth - how values of this and suborganizations are included in calculations: This, Subs, All
- Depth - how children of the selected object are displayed:
  - This - selected element only
  - Children - subelements only (one level down from selected element)
  - This and children - selected element and subelements (one level down from selected element)
  - All children - descendants, i.e. all subelements (all levels)
  - Entire branch - selected element and all subelements (all levels)
  - Siblings - selected element and all elements at the same level

Node - choose the Node(s) to include
- Depth - how children of the selected object are displayed. See above for details.

Node type - choose the node types to include
- Depth - how children of the selected object are displayed. See above for details.

Node data import - right click and choose Node data import, then select one or more Node data imports from the list. The list may be sorted ascending or descending by any column to help you find the import you need, or you may enter a search text in the Search field at the top.
- Depth - how children of the selected object are displayed. See above for details.

By using Node data import a complete Node data import can be extracted in a Data Records Table. Combine with a Table source in Corporater Transformer to extract to an external database for validation/verification of data.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.