Configuring Form View

In this article I want to show you several examples how form view can be configured.

Form view configuration have several options:

  1. Position fields in two columns
  2. Group fields
  3. Create form tabs

 

1. Position fields in two columns
To position fields in two columns just move fields in second block area. See screenshot

and in result we will have from where fields will be positioned in two columns

 

2. Group fields
We can group fields by creating fieldset

and in result it will looks like this

 

3. Create form tabs
Each form can have unlimited Tabs. Each Tab can have Name and Description and we can sort Tabs in form. Just for example:

and in result

Posted in Using Bilt | Leave a comment

Using Comments

In Bilt you can use comments for any materials. Just turn ON option Use Comments when you create Material.

Comments have several targets:

  1. Allows you simple add comments
  2. Allows you change item data by adding comments

 

1. Allows you simple add comments
To use comments for material just turn ON option Use Comments when you create/edit Material

Once you allow use comments option then you can add comments for each Material item.

If item have assigned users then these users will be notified about new comment by email.

 

2. Allows you change item data by adding comments
When you adding new Field or Filter you can see option Display in Comments. This allows you to update field Value as part of adding a Comment. Just for example we have filter Status. Lets set this filter to display in comments.

Once you set this option you can see and change field value when you add new comment.

 

Using field type “Numeric Sum”
This is special numeric field type works only with comments. Field value of this field type calculated by sum values entered in comments. Just for example we have field Work Hours where users can add work hours by adding comments. Total work hours will be calculated by sum all work hours in comments. See screenshot:

 

Configure comments access
You can hide comments for some users groups. See screenshot.

 

Using patterns plugin
With patterns plugin you can create patterns for comments. Pattern can be common text that you write every day. Using patterns you can save your time.

Posted in Using Bilt | Leave a comment

Using filter type “Material”

Filter type Material allows you relate materials. It means this filter type allows you assign Material items to other Materials.

Filter type Material have several targets:

  1. Relate materials
  2. Create unique filters for sub-materials
  3. Create custom custom filters

 

1. Relate materials
If you need relate materials you can use filter type Material.
Just for example in our simple project management application we will add extra Material – Contacts to store simple contacts details and relate them with projects.

Then in Project filters we will create extra filter Material:Contacts

This filter allows you assign contacts to projects.

You can related any top Materials or top Materials with sub-materials or  sub-materials to other sub-materials from the same parent Material. Sub-materials from different parent Materials can’t be related.

 

2. Create unique filters for sub-materials
At the moment we can create sub-materials. So to create unique filter for sub-materials we just need to create extra sub-material and using filter type Material we can relate it to other sub-materials.

Just for example in our simple project management application we will create sub-material  Version for Project Material and relate Versions with Tasks

Then we will create filter Material:Version for Tasks

In result when we create task we can assign version to task and each project can have unique versions list.

 

3. Create custom custom filters
If filter have to store addition information (not just only Name like usual filter has) then you can create Material to store filter information and  use filter type Material to create custom filter for other Materials.

Posted in Using Bilt | Leave a comment

Using field type “Formula”

Using this field type you can calculate value by formula.

There are several ways how it can be used:

  1. Simple use values from other fields
  2. Use PHP math function in formula
  3. Use PHP code to calculate value

 

1. Simple use values from other fields
Just for example we have field Profit where Income-Expenses = Profit
Filed Income have ID 116
Field Expenses  have ID 117
Then formula for field Profit will be: [116]-[117]
Numbers in []  are fields ID and they will be replaced by field values.

Value of formula field will be calculated when you add new item only so if you have to change formula you have to update item to update formula field value.

For each materials you can have unlimited Formula fields.

 

2. Use PHP math function in formula
Also in formula you can use any PHP math functions.
For example formula string can be: max([116],[117])
So field will display highest value from fields 116 and 117
See all math functions here http://www.php.net/manual/en/ref.math.php

 

3. Use PHP code to calculate value
PHP code in formula fields have to be inserted in {}
For example:

{
if([116]>0)
{
return [116]/2;
}
else
{
return [117];
}
}

In future we have plan to add formula helper allows you add common formulas.
I think it will be something like Exel has.

Posted in Using Bilt | 6 Comments

Using filter type “Users List”

In this article I want to explain what is Users List filter type and how to use it.

Users List filter have several targets:

  1. Allows you assign users to item and filter items by user
  2. Configure users access to items
  3. Notify user when item is created

 

1. Assign users to item and filter items by users
If you have to assign users to items in your application you can do it by creating filter with type Users List. It means when you crate item you can select users from exist users list and assign them to item.

Users List filter type have several view options: Drop-down list, Checkboxes, Radio buttons. Use Checkboxes view type if you have to assign several users to item.

Note: users list in sub-materials depend with assigned users in parent material items.

Once you added Users filter to material you can filter items by users in items listing.

Also filter by users will be available in reports form.

 

2. Configure users access to items
As you know users in Bilt separated by user group and when you create User Group you can configure users access.  There are two special access types: Manage Own Only and View Own Only. If you set access allows  users view or manage own only items it means users will have access to items where they are assigned.

 

3. Notify user when item is created
By default email notification is active so it means if you create item and assign user to item user will get email notification. Also user will be notified if comment will be added to item.

Check Email Options in Configuration->General->Email Options

 

Posted in Using Bilt | Leave a comment