Quick Search Index Group Editor

Quick Search Index Group Editor

Available in release 6.0.1804 and 6.1.1804

Overview

The Quick Search Index Group Editor will enable users to create groups of indexes that can be used with a Profile, or be made available as a Quick Search Definition in custom controls like generic links. When configuring, i.e. grouping the indexes that are required by users, a “boost” value can be specified for the indexes within a group. The boost value helps to control how the index search results are presented.

Configuration – Quick Search Index Group Editor

In order to create the required table and fields required, users must run the GNA Verify Database process. No additional configuration is required.

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Provide Access to the Quick Search Index Group Editor

Administrators that need to provide or restrict user access to the Quick Search Index Group Editor, can do so through the Govern Security Manager (GSM). In the GSM, under the left hand pane, locate the Quick Search Index Group Editor node. Refer to the GSM user guide for details about securing nodes.

Using the Quick Search Index Group Editor

In order to access to the Quick Search Index group Editor, in the GNA ribbon…

  1. Select Editors (tab) > Editors (group) > Dynamic Search Configuration > Quick Search Index Group Editor.

Creating a new Quick Search Index Group

When there are no existing search groups, opening the editor will, by default, create a blank form that is ready to be configured. To create a new group, click Create a new item. Parameters for new groups are validated; a code is required and the group must contain at least one index.
All available indexes will be displayed in the Available Indexes pane. Administrators will need to select the checkboxes beside the indexes that they want to include in the group.

Quick Search Index Group – Boost Factor

Upon selecting an index, the user will also be allowed to specify a “boost” value for the index. By default, the index will be assigned a boost factor value of 1. The boost factor influences how results from this index will appear in the Quick Search tab in Govern.
Search results from indexes with higher boost factors will be displayed before search results from indexes with lower boost factors. However, if the searched text string in index is a perfect match, and a partial match in index (B) search results from an index (A) with a lower boost factor may appear above another index (B) with a higher boost factor

Changing the Order of indexes within a group

Selected indexes can be re-positioned with a drag and drop action. The sequence number is displayed at the left of the index. The sequence number corresponds with the order it will appear in the Govern Quick Search pane. Click on the index text, and drag to the space between the indexes.

NOTE: Only selected indexes can be re-ordered.

Documentation

Click to here to the documentation for the Govern Quick Search for details.

Related Topics

Govern Search
Govern Quick Search
Quick Search Index Group Editor
Govern Search Technical Specifications

Saved Datasets
Dynamic Search Objects
Dynamic Search Styles
Dynamic Search Groups
Govern New Administration (GNA)

 

 

103-ED-022

 

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GNA – Mobile Configuration Editor

Mobile Configuration Editor

Overview

The Mobile Configuration editor allows administrators of the mGovern Mobile Solution to control aspects of the subset database that is generated for their mobile deployment. The Initialize Mobile Database process is used to create a subset of the main source database. Copies of system resources, i.e. reports, tables, views, and so on are also copied. In addition, general and selected module parameters and tables for given years are created. This process is executed at the initial setup of the Mobile device, or when changes occur in the source database. The Mobile Configuration Editor offers an interface for administrators to manage the tables, views, and functions that are transferred during the initialization process, or the refresh/update process.

Functionality

The Mobile Configuration editor is the user interface for the The Database Objects Exclusion, and the Add and Update User Tables features. This point and click interface simplifies the manual inclusion and exclusion process. For this interface, the following tables were implemented:

  • SY_MOBILE_DB_OBJ_EXCLUSION – This table will contain all object names that should be excluded during the GNA Initialize Mobile Database process.
  • SY_MOBILE_TABLE
  • SY_MOBILE_COLUMN

For more information on manually excluding objects, or adding and updating user table, see the following:

 

User Interface (UI)

The Mobile Configuration User Interface is a grid that allows for the selective exclusion of required database objects in the Mobile deployment database. The grid of the UI displays all system Tables, Views, and Functions. Each Table/View/Function is displayed as a line item in the grid. The database objects that are available for selection are accessed by selecting either the Table, Views, or Functions tab.

Mobile Configuration – Command Buttons

Save – After make selections, click Save to save you changes.
Cancel – Click Cancel [x] to cancel any changes made to the line items, i.e. objects in the grid.

Mobile Configuration grid – Column Headings

Each Table/View/Function is displayed as a line item in the grid.
Name – This column displays the system name of the Table/View/Function.
System – A checkbox is displayed in this column which corresponds to each Table/View/Function.

NOTE: Check boxes under the System column cannot be selected, if not previously selected, or deselected, if previously selected. These are System objects that are not accessible to users.

Exclude from Initialize Mobile Database

In the column heading there is a check box that will allow the selection of all objects in the grid. When the check box beside the line item under this column is selected, the database object on the line will be excluded from the Initialize Mobile Database process.
After selecting or deselecting the database objects, Tables/Views/Functions, required, click Save on the Mobile Configuration tab.

See Also

Initialize Mobile Database
Govern Mobile Technology

Govern Administrator (GNA) System Product Map

 

 

103-ed-020

 

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GNA Profile Editor

Profile Editor

Overview

In Govern, a Profile is the equivalent of a department in Govern for Windows. Inside a department there would be Functions and Reports. In Govern for OpenFormsTM, this same analogy can be applied in the sense that Functions are referred to as OpenForms. With this analogy, in a Profile, we would have OpenForms and Reports. In Govern for Windows, inside a department we can have Functions for tasks like Permitting, Complaints, Offences or obtaining Property Information. Within Profiles are OpenForm Zones; these are the tabs that appear under the profiles. These tabs can have additional command buttons.
The Profile Editor is the interface used to configure profiles and access to OpenForms. Administrators that are familiar with MS Govern’s user access interface will notice similar parameters

Profile Editor tab

The Profile Editor interface is divided into three (3) sections, Properties, Links, and Queries. Each section can be accessed by selecting either one of the tabs below the Profile tab.

Command Buttons

New – On the Profile tab, click New to remove all parameter entries in the currently selected profile. When saved, this will add your profile to the list of profiles. (Table: USR_PROFILE)
When you click on New, the button changes to Cancel ; this will allow you to cancel the creation of the current record. The Cancel button is present until the new record is saved.
Save – Click Save to save the current parameters to the List of Profiles or to update an existing profile.

Copying a Profile

When creating one or more profiles that are similar in forms, a good strategy is to create a “base” profile, then make copies of the profile. The minor modifications can then be made to each copy.
Copy – Click Copy to create a copy of the currently selected record. When the record is copied, it is given a random name that is based upon the original Profile Code.
Delete – Select a profile from the List of Profiles, click Delete to remove it from the list.

Closing the Editor

To close the editor, click the Close Window button in the upper right hand corner of the form.

Profile Editor – Properties tab parameters

The Properties tab is used to configure details of the tab that are displayed in Govern.NET. Parameters such as the label displayed on the tab, the department that it is linked to, warnings and the fiscal year that the user may be restricted to. The Links tab is used to link Models to OpenForms, and Reports that are linked to the Profile.

Code – Enter the code that will be used for this profile. This is a unique number that cannot be shared with another existing profile.
There is an Expand/Collapse button located below this field; when entering parameters, ensure that you click on this button to display the additional fields.
English Short Description – Enter the English description that will be used for fast data entry and look-ups where space is limited on forms.
English Long Description – Enter the English description that will be displayed for look-ups on forms, and normally used for reporting.

Dataset Type Code – Select the Dataset Type code from the drop down menu. This refers to the key that the profile will be using. This value will also serve to filter the options that will be displayed in the Default eGroup and Default eStyle parameters.

NOTE: For example if a Dataset Type Code of Name ID is selected, only the eGroups or eStyles that return a Name ID will be displayed in the Default eGroup and Default eStyle parameters.

View for Dataset TreeView
Specify the view that will be used for the Dataset TreeView; available options provide additional Treeview information.

eStyles and eGroups

Search Styles and Search Groups that are created in the Web Search Styles Management and the Web Search Group Management forms can be applied to the profiles through the Profile Editor. Either individual styles or groups can be configured.

Default eStyle – Select a default syle from the drop-down menu.

Default eGroup – Specify the default group that will be used for this profile. This group is a collection of styles

Department – Choose a department from the drop-down menu that this profile will work by, for example a permitting related profile might work with the Building Department. Click the ellipsis button to display the Department maintenance form.

Current Fiscal Year – This parameter allows you to specify the fiscal year that this profile will have access to.

Properties tab parameters – Options

Approved Subdivision – Choose this option to restrict access to only approved subdivisions.
Overwrite Calendar – When selected, the user will be able to overwrite a calendar.

Make Profile Available for Govern Mobile Option

During the Initialize Mobile Database process, a subset of a Source database is created to be used for a mobile deployment. The Available for Mobile Application option, when selected, will allow the the user to control whether the currently selected profile is added to the subset database. By default this flag is not selected, i.e. will not be added to the Mobile database that is generated.

Available for Mobile Application – When selected, this flag will indicate that the system should include the currently active profile in the subset, i.e. Mobile database that is generated from the Initialize Mobile Database process.

NOTE: First time users must run the GNA Verify Database process in order to make the Available for Mobile Application option visible for selection.

 

WARNING: When the Initialize Mobile Database process is initiated, if no profile is selected, the following error will be displayed:
Handled Error – There are no available profiles for Mobile. Please select at least one in the Profile Editor.
This due to the fact that during the Verify Database process, the flags for inclusion of all profiles were deselected. Always ensure that at least one profile has been selected.

 

Available for Desktop Application – Select this flag to indicate that the system should make the currently active profile available.

Profile Editor – Links Queries tab parameters

Click Add to display the list of available forms that are required to be added to the profile. Select one or more forms; click OK to accept the forms.
To remove one or more forms, click to select the form(s); click Remove to remove the form.

Forms (group)

Appearing in this list are the Business Models that users can be given access to.

Reports (group)

Click Add to display the list of available reports that are required to be added to the profile. Select one or more reports; click OK to accept the reports.
To remove one or more reports, click to select the report(s); click Remove to remove.

A/R Subsystems (group)

As with Reports and Forms above, click Add to display the list of available items. Select one or more from the list and click OK to accept their addition.
To remove one or more batch processes, click to select the batch process(es); click Remove to remove.

Batch Processes (group)

As with Reports and Forms above, click Add to display the list of available batch processes. Select one or more from the list and click OK to accept their addition.
To remove one or more batch processes, click to select the batch process(es); click Remove to remove.

External Commands (group)

As with Reports and Forms above, click Add to display the list of available items. Select one or more from the list and click OK to accept their addition.
To remove one or more batch processes, click to select the batch process(es); click Remove to remove.

Profile Editor – Queries tab parameters

On Click (group)

A click on the radio button to select the action that will be executed when the user clicks on the icon. Options are as follows:

  • None – The result of the query that has been configured in the Query parameter is displayed, using the configured Control Type, i.e. Pie Chart, Line Chart, and so on.
  • Execute Command – Click Execute Command to display the combo box. This parameter will list command that are available. Alternatively, click the ellipsis “” to display the External Command editor, and enter an expression.
  • Open Batch Process – A click will launch a configured batch process.
  • Open Form – Launch a specified OpenForm.
  • Open Modal Form – Launch a specified OpenForm, but display the form in a modal window. See When to use a Modal Window in Govern
    below.
  • Open Query Tool – When installed, this option will launch the Govern Query Tool.
  • Open Report – This option will launch a configured report.
  • Open View Query – Select this option to display a screen that will be populated by the results of a View Query.

 

When to use a Modal Window in Govern

A modal window is a graphical control element that disables the main window and keeps whatever window that is displayed visible. The users must complete the actions required by the modal window before they are allowed to return to main application. Use this option when you want the user to address the requirements of the window before moving on.

See Also

Govern New Administration (GNA)

 

 

103-ED-001

 

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GNA – Field Mask Editor

Field Mask Editor

Overview

With the Field Mask Editor, you can define a set of Field Masks that can then be applied to fields in the Business Entity Designer (BED). Applying a field mask automatically formats the data entered in the field according to a defined pattern. For example, you can define a pattern for telephone numbers and apply it to a Telephone field in the BED. When the user enters 18005551212 in an OpenForm, this is automatically formatted as 1-800-555-1212.

Use this editor for phone numbers, postal or ZIP codes, Tax Map Numbers, Social Security Numbers, etc.

NOTE: By default the fields on a form are “collapsed”, i.e. they are not fully visible. This is to give the form a cleaner appearance. Additional fields can be displayed with a click on the Collapse/Expand button.

Multi Box Field Masks

NEW! Along with the single box field masks, it is possible to specify Multi Box field masks. Field masks can be displayed in a single long field, or displayed over multiple fields. The Multi Box Field Mask Control takes a custom Govern mask and transforms each part into separate Text Box Masks that are parsed individually. This display option is available during the mask set up in the Field Mask Editor in the Govern New Administration (GNA). Govern’s set of mask rules and characters that apply to the control are below. See the  Validation Rules for Multi Box Masks on the 103-ed-002 page.

Govern Mask Preview

103-SY-003-GNA60-(FieldMskEdtr_PrevwBx00).png
Click image to display full size.

NEW! In the GNA Field Mask Editor there is a preview option that can aid the design and prototyping process. After designing your mask, you are able to get a preview of how it will appear. Entries can be made in the preview fields for further confirmation. This preview feature is valid for single box or the multi box field masks section of 103-ed-002.

NOTEUsing MaskedTextBox (developers can either bind the mask to the preview textbox or call the Initialize directly). This feature is available as of GNA Release 6.0.1502.0083,

Field Mask Editor Command Buttons

New
Click New to clear the screen so you can create a new Field Validation Mask.

When you click on New, the button changes to Cancel ; this will allow you to cancel the creation of the current record. The Cancel button is present until the new record is saved.

Save
Click Save to save a new record or modifications to an existing one.

Delete
Click Delete to remove the current record.

Closing the Editor
To close the editor, click the Close Window button in the upper right hand corner of the form.

Field Mask Editor – Format Tab Parameters

Name
Enter a name for the field mask. This appears in the drop-down list that is displayed when you apply the mask.
NOTE: Only alphanumeric entries are permitted incode parameters. This means that names for codes can only be made up of letters and or numbers. Special characters such as the underscore “_”, the dash “-”, the ampersand “&” , etc. are not recognized.
English Short Description
Enter a short description to identify the department. This is useful for fast data entry and look-ups if space is limited on the forms.
English Long Description
Enter a long description to identify the department. This will be displayed for look-ups on forms and will be normally used for reporting.

Second Language Fields

When there is a 2nd language, or multiple languages, ensure that these description fields are also completed.
Is System
This flag / option is reserved for constants that are designated as Govern system constants.
Display as multiple text boxes
Select this option to display your Field Masks as a multiple box; the default is single box.

GNA60_FieldMskEdtr_00.png
Click image to display full size.

System Reserved Values

Only users with Super-User access will be able to select and deselect the Is System option. In addition Super Users can also create new values and flag them for Govern system use.

NOTESystem constants are reserved for use by the Govern.NET system and as such should not be modified or deleted without a full understanding of the implications. Deletions of system values can damage the Govern.NET system, rendering it inoperable. Modifications that are made to System values should always be noted. When a system wide update is performed, these modifications may be overwritten.

Field Mask
In this parameter, enter the text string that will be used for your field mask.

The following tables list the symbols that can be used in field masks. The second table lists symbols that can be used for Tax Map Numbers only:

Valid Field Masks

Symbol Description
#

Numeric value. Exact number of digits must be entered as defined in the “New Database Field Creation”.

You can use the “-” (Dash) to separate the values.

9 Numeric value left justified compressed with trailing zeroes.
d Numeric value left justified compressed with trailing zeroes.
Z Numeric value right justified compressed with leading zeroes.
0 Numeric value right justified compressed with leading zeroes.
>

Alpha & Numeric values. Alphabetic characters must be in uppercase. If only ONE “>” is entered, then the number of digits entered can be LESS than defined in the “New Database Field Creation” Size.

Otherwise, the exact number of characters must be entered as defined. You can use the “-” (Dash) to separate the values.

< Alpha & Numeric values. Alpha in lowercase. If only ONE “<” is entered, then the number of digits entered can be LESS than defined in the “New Database Field Creation” Size. Otherwise, the exact number of characters must be entered as defined. You can use the “-” (Dash) to separate the values.
A

Alpha character in Uppercase. Number of characters entered must be as defined in “New Database Field Creation” Size.

The Dash “-” or Hyphen can be used to separate values.

^ When present in mask will present each option as a Combo box for selection.
NEW! – This symbol is no longer recognized as an “OR” clause.
! Alpha and numeric values as entered, both uppercase and lowercase. You can use the dash, — to separate values.
“ “ Leaves a blank space before the next series of characters, in the same text box.

EXAMPLE: A zip code should have 5 digits but may have a dash and 4 other digits.
The pattern could be: #####^#####-####

NOTE: NEW! – The “^” symbol is no longer recognized as an “OR” clause; when used in this context, the masks will be displayed in a combo box, (drop down menu), for selection.

Valid Masks for Tax Map Number Fields Only

(To use with the “0”, “9”, “d” and “Z” masks only):

Symbol Definition
. Displays the next series of characters in another text box with the period in between.
: Displays a single “.” Inside the series of characters, in the same text box.
“” Displays the next series of characters in another text box.
Displays a “-” (Dash) inside the series of characters, in the same text box.

=

=

NEW! Validation Rules for Multi Box Masks

Symbol Definition
^ When present in mask will present each option as a Combo box for selection. This symbol is no longer recognized as an “OR” clause.
# Numeric value. Exact number of digits must be entered as defined in the “New Database Field Creation”.
9 Numeric value left justified compressed with trailing zeroes
d Numeric value left justified compressed with trailing zeroes
Z Numeric value right justified compressed with leading zeroes.
0 Numeric value right justified compressed with leading zeroes.
A Upper case Alpha (transform lower case to upper case on key up)
a Case insensitive Alpha
? Any
! Case Insensitive Alphanumeric
> Upper case any
< Lower case any
. Separator
Separator
space Separator
: This character in the multi box field mask will function the same as a “ . ” separator in the single box field mask.

Other standard characters remain as is.

NOTE: The following rules apply for a Multibox

Parsing rules for areas with Read Only and Edit permissions

When parsing Read Only areas where masks are applied to, e.g. in the Treeview, and areas where the Edit permission is permitted, e.g. forms, the following rules will apply:

  1. The user will be prevented from entering invalid characters.
  2. If the mask contains a single “/”, it is validated as if the mask was the same length as the text
Symbol Definition
# Numeric
d Numeric, remove / add trailing 0
9 Numeric, add / add trailing 0
0 Numeric, add / add leading 0
Z Number, remove / add leading 0
> Upper case any => Transform lower case
< Lower case any => Transform Upper case
A Upper case Alpha => Transform Lower case
a Case insensitive Alpha
! Case Insensitive Alphanumeric
? Any

Other standard characters remain as is.

A Note to Users accessing Govern Remotely

NOTE: Users should note that parameters with field masks that are designed to accept hyphen separated entries entries, e.g. Telephone Numbers, Tax Maps, will display in OpenForms as a parameter with individual fields. These individual fields can be accessed with the tab key (A).
GNA60_GloblValMaskEdtrGovRemote.jpg
The Field Mask for the above would look like the like the following “XXX-”XXX-XXX-X”, each of the grouped X’s are separated. Users that are accessing Govern over a Remote Link, e.g. VPN should pay attention to the tab sequence when pressing the Tab key to jump to the next parameter. Over a remote connection, in the Tax Map parameter, the tab key will not move the cursor to the next field of the Tax Map number, rather it will jump to the Include Inactive parameter (1). This behavior only applies to remote connections to Govern.

 

TUTORIAL

Create a Zip Code Field Mask

In the following example we will create a custom Zip Code Number. This field mask will accommodate the United States zip code format, and the Canadian postal code format. The background information required is that US zip codes can be 5 numeric digits, or in a format called ZIP+4. ZIP+4 includes the standard five digits plus a hyphen and four more digits. The Canadian postal code uses six alpha-numeric (6) characters; the Alpha and Numerical characters alternate starting with and alpha character. For example H8T 2M3. The first character is always an alpha, and there is a space between the first three characters and the last three.

To create our custom mask…

  1. In Govern New Administration (GNA), select Setups/Editors > Editors > Field Mask Editor…
  2. In the Field Validation Mask Editor form, click New.
  3. In the name field, enter zippostalcode.
  4. Enter a Short Description of US Zip & Cdn Post in the field.
  5. Click into the Long Description field, the Short Description will be copied into the Long Description, add any additional information to the name.
  6. In the Field Mask field, enter the following mask pattern:
    #####^#####-####^A#A#A# NEW!Note:The “^” symbol is no longer recognized as an “OR” clause; when used in the context of Field Masks, the masks will be displayed in a combo box, (drop down menu), for selection
  7. Click Save to save the mask.

Based on the information that was provided, the mask will format the following:
Five (5) numerical characters OR 5 characters a dash and then four (4) more numerical characters, OR six (6) alternating alpha and numerical characters.
NEW! – The Caret symbol, “^“, is no longer recognized as an “OR” clause; when used, the masks will be displayed in a combo box, (drop down menu), for selection.

 

 

103-ed-002

 

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