Library properties

This manual shows all the available functionalities and usages in the "Properties" of a "Library".

Users have to click on the module name first and then right-click on the library name. Here the name of the library is "Admission".

Right click will show the following options from their users have to click on "Properties".

New Item

The first functionality in the "Properties" is "New Item Configuration". Users must toggle the "Active" button to use this functionality. This functionality allows users to choose between "Contact" and "Company".

Selecting a company will show a "Group" selection option for the users. Users can select a group from here which will be used as a default group in the form.

The "Select group" option will show all of the available groups. Users can select any record from this dropdown.

Users will be able to change the "Group" if the "Force" option is checked. If unchecked, users will have the option to choose any of the available group while saving the form.

Finally, click "Save" to see the impact in forms.

This is how it looks in the form. Anyone who tries to fill up this form will have to create a new company at first and only after that, he will be able to save the actual form.

The functionality of the "Contact" creation is similar to the "Company" creation. The only difference is that here users can select the default "Company" alongside "Group". "Force" option is available here as well.

Access Control

In this tab, users can set permission for this library. Users can enable "Site Control" and "Push Access To Parent" at the top. Details are included in the permission tutorial.

Forms

The forms tab is where the form for this "Library" can be created. Clicking "System Default Form" will show the predefined form setup.

BizTRAQ by default adds two "Cards" in the form. "Card" is a group of fields with a header-adding option. The first default "Card" is called "Identification". It contains seven fields. Users can add more fields to this card by clicking on the "Add New Fields" button.

The second default card is called "Dates". This card contains four fields. Like previous one, users can add new fields to this card as well.

BizTRAQ allows users to config the form outlook as well. A user can define how he wants to see the form. Users can select between a single column and a double column. A single column will show all the cards one by one.

Selecting two columns layout will show the following screen. Users can add more cards and decide how many fields they want to have on each card.

There is another predefined card available for use. This card is called a "Contact Card". By clicking on the "plus" icon users can add this card to the form.

This card comes with thirteen predefined fields.

Apart from predefined cards and fields, BizTRAQ allows users to add custom fields to any of the cards. To add a custom field, users have to click on the "Add New Field(+)" button.

Clicking on the "Add New Field(+)" button, the following screen will be visible.

The following field types are available in BizTRAQ. 1. Text field - can be used for taking input of characters and numbers along with special characters. This can be used for collecting names, user names or any kind of data. 2. Text area - same as "Text field" with more text input options. Appropriate for description or paragraph. 3. Number - takes only numbers as input, along with "-". Users can set the number of decimals to be allowed. 4. Checkbox - can be checked or unchecked in the form. 5. Radio Button- multiple options can be added here. Users will be able to select only one of the options among them. 6. Image Uploaded - allows only image files to be uploaded into the system. 7. File uploader - allows users to upload all types of files into the system. 8. Signature Pad - an area where users can add their signature using and touch device or the mouse of a computer. 9. Single Select dropdown - allows selecting only one option from the available list. Admin users can add the list of options. 10. Multi-select dropdown - same as single-select dropdown but allows users to select multiple options from the dropdown. 11. Date - shows only calendar. Without a date, nothing else can be inputted here. 12. Date Time - allows users to input time alongside the date. 13. Date Time Range- takes a couple of dates and times as input. 14. Masked Field - this field hides input characters in a black circle. Just like the password input fields do. 15. Company, Site, Person Control - an input field that can be used for cascading selection between a company, site and contact persons. Let us consider the following example- a company can be an organization, a site can be the branches of that organization and contact persons are the employees of that organization. 16. Currency Field - takes only numbers as input. 17. Label Field - shows only text in the form. No input option is available for this field type. This can be used to show instruction, helper texts etc. 18. Note Field - a rich text box like Microsoft word where users can add images, videos, links and HTML codes. 19. Lookup Field - allow users to select values of other "Library". Once configured, items from another library will be visible as a dropdown in the current form. 20. Library Field - can be used to add multiple items in another library from a single form. For example, someone has 20 pens in three colors. By using this field type he will be able to input as follows: 8 black pen 7 red pen 5 blue pen.

Users can set which file types should be allowed to upload into the system. This option is available in the "Settings".

After creating the form, users have to click "Save Layout".

Below image shows how a form looks like after creation.