Category : Other Functions

Bookmarks & Templates The system allows users to access functionality in one of two ways these being; Bookmarks – a bookmark is a stored search view that the user will run many times. An example is a Customer search which you would run if you wished to carry out any customer administration functions. Templates – ..

Read more

Every schema within TLP has permissions assigned, defining which roles can access the schema and for what purpose. There are four permissions that can be set these being; Create                  Add a new record to the schema Read                      Read an existing record on the schema Update                 Update an existing record on the schema Delete                  Delete a ..

Read more

Users The User Administration facility can be accessed by Site Administrators or System Administrators through the System Utilities menu. A user record is shown above. In this example a user has been set up with two roles, Rating to provide most functions and also FULLACCESS to provide specific functionality as detailed on the previous page. ..

Read more

Roles A major element of the security provided by TLP is the use of roles. A role is a group of users that have a common level of functionality and data access requirements, for example operations staff as against accounting staff. Roles are used for security purposes as follows; Roles are assigned against data schemas ..

Read more

Storing “Favourites” Two facilities are provided to enable the user to store favorites, set up recurring jobs or add items to the menu system. These facilities are bookmarks and templates which are both described in this section The difference between the two is Bookmark           – allows you to re-execute a view and is best ..

Read more

Some scripts are required if data is not displayed with the values one would expect. Often the display can be changed. Set The Display of Boolean Values The default display in a grid view is True or False whereas in a Search View it is Yes or No. If you wish to change the system ..

Read more

Run A Report: doReport (report_file) Generate a report using the current view as data source (detailView or searchView) to fill in the JasperReports template report_file: // generate a report for the current view — must be a view of MY_Schema scope.doReport(‘reports/custom/MY_Schema/detailedReport.j..

Read more

ScriptingService provides a set of helper functions which can be called thus: ScriptingService.functionName(params, if, any) findFirstInCache (schema, search_json) Retrieves an item of a specific schema from the cache (schema must be cached) based on search criteria. schema: the schema to search search_json: specific search criteria – JSON format {field:value} For Example to get a AD_Post_Codes ..

Read more

Accessing Data If a script is operating on a document (basically always) the document model can be accessed as a variable called model. Say the document is an address details and the script is going to set the zone: model.Zone = “some zone” or setting a value based on other values: Value = Quantity * ..

Read more