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FoldersNGauge Forms are your interface with any file-based datasource in Infoveave. Any file-based datasource in Infoveave may have its records managed using NGauge forms. Using NGauge forms, you can update or edit the table in a file-based datasource.
Table of Contents
1. Overview
NGauge Forms are your interface with any file-based datasource in Infoveave. Any file-based datasource in Infoveave may have its records managed using NGauge forms. Using NGauge forms, you can update or edit the table in a file-based datasource.
2. Create NGauge Forms
Steps to Create an NGauge Forms
- To create NGauge form in Infoveave over any existing Datasources, click on Studio NGauge Forms.
- All NGauge Forms, created by you or shared with you will be displayed under the tabs My NGauge Forms and Shared NGauge Forms respectively.
- To formulate a fresh formula, click on New NGauge Form.
- Enter the NGauge Form Name.
- Select the Datasource you want to use from the drop-down and click Add.
- Select the Datasource Table from the table dropdown.
- Provide a name for the NGauge form.
- Choose an icon to represent the NGauge form.
- Check the Read Only checkbox if you want to make the form read-only, restricting user editing.
- Check the Is Advanced checkbox if you want to enable advanced options.
- Check the Load Only When Filters Applied checkbox if you want to load data only when filters are applied. Useful for improving performance when dealing with large datasets.
- Check the After Submit Navigate to Add Screen checkbox if you want to navigate directly to add data, once the NGauge form is saved.
- Select the dimension on which edit is disabled with the Disable Edit On option.
- Select the row editor type from the available options of In-line New Screen, and Pop-up.
- It helps to decide the way new rows can be added to the Datasource.
- Click on Actions to define the NGauge default permissions.
- Check the necessary options you want to offer in the NGauge form.
- Add: Check this option to enable users to add new entries to the NGauge form.
- Edit: Check this option to allow users to edit existing entries within the NGauge form.
- Delete: Enable this option to permit users to delete individual entries from the form.
- Delete All: By selecting this option, users gain the ability to delete all entries present in the NGauge form.
- Download: Activate this option to provide users with the capability to download associated data or reports.
- Data Upload: Select this option to enable users to upload data into the NGauge form from external sources.
- Form Submit: Check this option to grant users the ability to submit the form data for further processing.
- Choose a task or job from the dropdown list and click Add to include them in the NGauge form.
- Click Save to save the default permissions.
Note
- Those actions you define under the Actions section will only be available in the NGauge List View.
- Configure the NGauge form columns (measures and dimensions) using the provided options:
- Is Required: Checkbox Option
- Determine whether the measure or dimension is required by checking the Is Required checkbox. When enabled, users will be prompted to provide a value for this field before proceeding.
- Is Disabled: Checkbox Option
- If you want to prevent users from interacting with a specific measure or dimension, check the Is Disabled checkbox. This is useful for fields that might not be applicable in certain contexts.
- Is Searchable: Checkbox Option
- Enhance user convenience by enabling the Is Searchable checkbox. This allows users to search for and locate specific values within the measure or dimension.
- Visible: Checkbox Option
- Control the visibility of the measure or dimension by toggling the Visible checkbox. When unchecked, the field will not be displayed on the NGauge form.
- Height and Width
- Specify the desired height and width for the measure or dimension. This influences the visual layout of the NGauge form.
- Display Name
- Provide a display name for the NGauge form columns (measure and dimension). This name will be visible to users on the form.
- Type: For Dimension Value and Measure
- Choose the appropriate field type based on whether you are configuring a dimension value or a measure:
- For Dimension Value:
- Select from options such as text, text area, radio, drop-down, master data (if selected, further options for Datasource and dimension become available), rich text editor, and markdown.
- For Measure:
- Choose from options like integer, decimal, slider, radio, drop-down, and master data (if selected, further options for Datasource and dimension become available).
- For Dimension Value:
- Choose the appropriate field type based on whether you are configuring a dimension value or a measure:
- Options
- Depending on the selected type, provide relevant options for the field. For instance, if you select a drop-down or radio button, input the available choices. For master data options, link the field to a specific data source and dimension.
- Code: (Enabled for Master Data Columns)
- If you choose a master data type for the column, the “Code” section will be enabled. Here, you can define custom code associated with the master data, enhancing its behavior and interaction.
- Is Required: Checkbox Option
- Click on Save to save the NGauge form.
