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Datalist Formatter
Steps to use the Plugin Template - Datalist Formatter Plugin:
1. Launch the app, navigate to the Plugin Template Management menu, and click the "New" button to create a new Plugin Template (See Figure 10).
Figure 10 Create a new Plugin Template
2. Fill up the Plugin Template Management Page accordingly and for the plugin choose any one of the formatter under Datalist Column Formatter. (See Figure 11)
Figure 11 Fill up the Plugin Template details
3. Configure the plugin by clicking the "Configure Plugin" button according to Figure 12 and then submit it.
Figure 12 Configure plugin (Bean Shell Formatter) for the Plugin Template
4. Click the "Save" button to create a Plugin Template for formatting Datalists. (See Figure 13)
Figure 13 Save the new Plugin Template
5. Click the List - Plugin Template to open the design view of the Datalist builder. (See Figure 14)
Figure 14 Enter Datalist builder
6. Preview the Datalist before applying the "Plugin Template - Datalist Column Formatter" for comparing the effect of the Formatter. (See Figure 15)
Figure 15 Preview Datalist before plugin Template
7. In the Datalist builder go to properties of a column and navigate to General > Action Mapping > Formatter select "Plugin Template - Datalist Formatter" in the Formatter drop-down list. (See Figure 16)
Figure 16 Choose Plugin Template - Datalist Formatter for the "Formatter" field
8. Navigate to General > Action Mapping > Formatter > Plugin Template - Datalist Formatter and choose the template that has been created and press OK to apply it. (See Figure 17)
Figure 17 Select the created Plugin Template
9. Repeat steps 17 and 18 for as many columns as you want in the Datalist and then save it.
10. Preview the Datalist to view the intended effect of the template of Plugin Template - Datalist Formatter. (See Figure 18)
Figure 18 Preview the form after Plugin Template
11. Using one Plugin Template created, we can now apply the effect and format of the template to as many columns as we want in the Datalist builder increasing efficiency and reducing the chance of human error. (See Figure 19)
Figure 19 Columns with Plugin Template - Datalist Formatter applied
Userview/ Form Permission
Steps to use the Plugin Template - Userview / Form permission:
1. Launch the app "Plugin Template Demo" and create a new template again on the Plugin Template Management Page by clicking the "New" button. (See Figure)
Figure Create a new Plugin Template
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Figure Fill up the Plugin Template details
3. Click the "Configure Plugin" button and as there are no properties to configure for this plugin, submit the plugin and save the template by clicking the "Save" button.
4. The Permission Plugin Template created can be applied to enforce Permission rules to both Form and Userview.
For Userview
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2. For applying the Permission plugin template at the Userview itself, go to the Userview Builder, select Settings, navigate to Configure Layout > Theme (DX Progressive Theme) > Configure Permission and choose Plugin Template - Permission for the Permission Type field. (See Figure)
Figure Choose Plugin Template - Permission for the "Permission Type" field
3. Navigate to Permission Type (Plugin Template - Permission), select the template you have created, and save the Userview by clicking the "Save" button. (See Figure)
Figure Select the created Plugin Template
4. For applying the Permission plugin template at the Userview Category level, go to the Userview Builder, select the permission icon of the category and choose Plugin Template - Permission for the Permission Type field. (See Figure)
Figure Choose Plugin Template - Permission for the "Permission Type" field
5. Navigate to Permission Type (Plugin Template - Permission), select Permission the template you have created, click the "OK" button, and save the Userview by clicking the "Save" button. (See Figure)
Figure Select the created Plugin Template
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| borderColor | Red |
|---|---|
| titleColor | White |
| titleBGColor | #f45555 |
| borderStyle | solid |
| title | Note |
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For Form
1. The Form Permission plugin template created can be applied at the Form or Form Section level using the Permission Control feature.
2. For applying the Form Permission plugin template to the Form itself, go to the Form Builder of the form, select Properties, navigate to Edit Form > Advanced, and choose Plugin Template - Permission for the Permission Type field. (See Figure)
Figure Choose Plugin Template - Permission for the "Permission" field
3. Navigate to Permission Type (Plugin Template - Permission), select the template you have created, and save the Userview by clicking the "Save" button. (See Figure)
Figure Select the created Plugin Template
4. For applying the Permission plugin template at the Form Section level, go to the Form Builder, select the Edit Section icon of the section, navigate to Edit Section > Data Binder > Advanced Options and choose Plugin Template - Permission for the Permission Type field. (See Figure)
Figure Choose Plugin Template - Permission for the "Permission" field
5. Navigate to Permission Type (Plugin Template - Permission), select the Permission template you have created, click the "OK" button, and save the Form by clicking the "Save" button. (See Figure)
Figure Select the created Plugin Template
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| borderColor | Red |
|---|---|
| titleColor | White |
| titleBGColor | #f45555 |
| borderStyle | solid |
| title | Note |
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Process Tool
Steps to use the Plugin Template - Process Tool:
1. Launch the app "Plugin Template Demo" and create a new template again on the Plugin Template Management Page by clicking the "New" button. (See Figure)
Figure Create a new Plugin Template
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Figure Fill up the Plugin Template details
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4. The Process Tool Template created can now be used to map the tool in your processes.
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Figure Map Tool to Plugin Template created
6. After clicking on the "Add/Edit Plugin" button, select Plugin Template - Process Tool. (See Figure)
Figure Choose Plugin Template - Process Tool
7. Select the Template created for your Process Tool and click submit to save your tool mapping. (See Figure)
Figure Select the created Plugin Template
Form Options Binder
Steps to use the Plugin Template - Form Options Binder:
1. Create a new Form called Country Categories from which the country select boxes of forms will populate its selections from. (See Figure)
Figure Fill up Form Details of Country Categories
2. Drag a text field into the Country Categories form, label it as Country, and make it a mandatory field.
3. Save the new form and click on Generate App to generate a CRUD for it.
4. Launch the userview, go to "Manage Country Categories" and create a few country records. (See Figure)
Figure Create New records for Country Categories
5. Create a new template again on the Plugin Template Management Page by clicking the "New" button. (See Figure)