101-std-fea-044

Standard Module (STD) – Form Action Button Print a Generic Report
Govern Standard Module Overview, Configuration, Installation, OpenForms Reference, What’s New, wiki Module Map … Last modified May 2, 2018
Version 6.1 (1706)

Overview

This Action button when configured will allow users to export reports using Crystal Reports and Word templates.

Configuration

Configuring in the OpenForms Designer (OFD)

Technical Documentation for this feature can be obtained at the following URL. Note that you must have access to the Confluence document server to view this document. https://harrisgovern.atlassian.net/wiki/spaces/govrd/pages/83656866/Govern+OpenForms+Word+Integration+-+Action+Button+-+Export+Report+Action

This button can be configured as a standard action button, i.e. useable in most modules, and can be launched from a form tab in the profile. Configuration is through the OFD
NOTE: The Action button cannot be added to the tab of a custom entity.

To configure the action button in the OFD…

  1. Select a profile that the Action button will be added to.
  2. Click the tab to activate it.
  3. From the Controls group, drag an Action button to the tab.
  4. Click the newly added action button to display Properties on the right hand side (RHS).
  5. Configure the properties as in the grid below.
  6. Click Save to save the configuration.
  7. Close the OFD.
PROPERTIES Information
Action Button
Id
ElementID System Generated
Misc
Action MsGovern.OpenForms.CustomControls.dll
ExportReport_Action		 Select the Assembly and Class
Icon Navigate to an icon for the form.
Is Enabled
Name
Properties
PrinterName
ReportCode reportName.rpt – Sample Report Select a report from the list of available reports.
ReportExportFormat Select the report export format.
Tooltip Optional
En
Fr

Govern New Administration (GNA)

Ensure that the form that was modified in the OFD has been configured in the GNA. This is done in the GNA Profile Editor. Once verified, no additional configuration is required in the GNA.

User Interface

Presentation in Govern

The action button will display in the tab that it was configured under in the OFD. For our example, the Action button has been added to the Name and Address form (NA001).

Security

Security of the action button is managed from the OFD Designer. Refer to OpenForms Designer User Guide for details about security.

Documentation

Click on link to view or download the document.
101-std-fea-044_Action_Button-Print_Report.pdf

See Also

Govern Standard Map

101-std-fea-045

What-If Scenario Feature
Module Overview, Configuration, Installation, OpenForms References, What’s New, wiki Map … Last Updated Mar. 20, 2018 …
VERSION 6.1 GA1706

Overview

The feature of “What If” simulations was integrated in 6.1. The thought behind the simulations is to allow users to make projections on records. These projections will have no impact on any current records. After reviewing their projections, their current record are placed in their scenario.
Govern users will note that the Govern Audit and “What If” features create historical records that use Frozen ID’s. The Mass Appraisal (CAMA) and Tax (TX), PP, and PC modules have the same frozen id, (ID = -32765). Available in release 6.0.1611 and later.

Functionality

What-If simulations are essentially an Audit with a Frozen ID that is used exclusively by the feature. It still uses the audit table and its functionalities; the reserved Frozen ID is (ID =-32764). Refer to the Audit documentation for more details.
NOTE: For Governs versions prior to 6.1.1706, the Frozen ID remains the same for all sub-systems, i.e. (-32765). Versions after 6.1.1706 have their own Frozen ID.

Configuration

The What-If Scenario feature is available for the following Govern sub-systems:

  • Aircraft (AC) Link
  • Business Tax (BT) Link
  • Mass Appraisal (MA) Link
  • Motor Vehicle (MV) Link
  • Personal Property (PP) Link
  • Real Estate (RE) Link

NOTE: Configuration for the What-If Scenario is specific to each subsystem that it is available in.

Documentation

Click below to view the user documentation
101-std-fea-045_Govern_What_If_Scenario.pdf

See Also

103-ac-parm-CopytoYear

Copy Parameters to Year
Overview

Note: Functionality available in version 6.0.1505

Overview

The main purpose of this option is to copy all Year base parameter to another year. It will validate if the destination year exist, and if so, the user will have a warning message to override the data before executing the copy.

Furthermore, the copy will be refused if an Original Audit record is found in the AUDIT information (Entry_code = ‘original’)

101-std-frm-010

101-std-frm-010 #stdfrm #std

Standard Feature – Multimedia Document Queue
Module Overview, Configuration, Installation, OpenForms References, What’s New, wiki Map … Last Updated March 22, 2017

Table of Contents

Overview
Functionalities
Example
Configuration
OpenForms Designer (OFD)
OFD Properties
Extension Selector
Govern New Administration (GNA)
User Interface
Queue group – parameters (center)
Queue grid Columns
Queue grid Columns
How to refresh the Queue grid
Multimedia Type – Name
Details group
Preview
Actions group
Scan Settings subgroup
Adding to the Queue
Documentation
See Also

VERSION 6.1 Under Development

Overview

The purpose of the document queue is to serve as a placeholder for Multimedia documents that are to be added to a record at a later time. For example, a lineup of applicants are waiting to apply for permits or licenses, as the forms are filled out there may not be sufficient time to go through the process of scanning their required support documents for the application. As their record is completed, the scanning or importing attachment process for their multimedia documents are sent to the scanning queue. The will be attached at a later time. When the attachment process is ready to be completed, the Multimedia Scanning Queue presents the list of documents. Each document is selected on the list, and the scanning/import is performed. As each item on the list is processed, it is removed from the queue.

NOTE: The driver for the scanner being used must be Windows Image Acquisition (WIA compliant)

Functionalities

The Multimedia Scanning Queue is a custom control that allows users to “build up”, or “Queue up” a list of required documents for any Govern module. Although the title reads as Workflow Multimedia Scanning Queue, in actuality the feature is not dependent on the Multimedia function and can be used without the Multimedia control.
The Multimedia Scanning Queue action generates a multimedia document for the scanning queue that is related to a workflow. This action is performed according to the parameters defined in the Govern New Administration (GNA).

NOTE: This is not a generic action, and can only be invoked in the context of a workflow. This action is only functional when the category’s entry key type is a P_ID, or an NA_ID. USER_ID or DEPT_ID are not used.

The Multimedia function may be configured to work in together with the Multimedia Scanning Queue in Govern. This function can be used to control individual scans, or to control scanners that perform bulk scanning duties; the condition is that the installed driver for the scanner is WIA compliant.
The Multimedia scanning queue is a grid that displays a list that will require documents to be attached to them.

Example

As an example in a Workflow that results in the generation of a license, users can create a principal form workflow permit type. In addition to the principal form, the form will consist of two custom entities, the Multimedia entity, and the Multimedia Scanning Queue entity.

NOTE: Placing the Multimedia and Multimedia Scanning Queue custom entities together on the same form is not a requirement for functioning. As mentioned earlier, the Multimedia Scanning Queue entity can function independently of the Multimedia custom entity.

Configuration

OpenForms Designer (OFD)

As stated, Multimedia, and Multimedia Scanning Queue are both custom entities. When configuring the Multimedia entity, you would need to choose a parent entity, and set the selected multimedia type, e.g. in OFD configuration, the value of SelectedMultimediaType = Workflow, in the case of the Multimedia Scanning Queue, the configuration of a Parent Entity, or Property is not required.

OFD Properties

Properties Value
Custom Entity
ID
Element ID Generated by system
Misc
Action MsGovern.OpenForms.CustomControls.dll
MultimediaScanningQueue_Control
Name
Parent Entity – Not Required –
Properties
Tab sequence number – Not Required –
Text Multimedia Scanning Queue
(User defined name)

Extension Selector

This is displayed when the ellipsis button [ … ] at the end of the Action parameter is selected

Assembly Class
MsGovern.OpenForms.CustomControls.dll MultimediaScanningQueue_Control

Govern New Administration (GNA)

In the Department Maintenance form when defining Multimedia codes, note that one of two data types can be used for scanned requests. The data types that can be scanned are as follows:

  • I (Image) – Image files that are stored within the database.
  • P (Picture Link in the database) – Links to files that are external to the database.
NOTE: Picture (P) data types are associated with the External Document (Permanent Path) option.

external image image2017-2-27_13-53-14.png?version=1&modificationDate=1488221594276&api=v2

User Interface

When correctly configured, the Multimedia Scanning Queue form is presented with three (3) main groups. On the tab is a Refresh button

Queue group – parameters (center)

Queue grid Columns

Multimedia Type – Select one of two options Name, or Parcel. The initial default value is dependent upon whether the profile is based on a NA_ID, i.e. Name, or a P_ID, i.e. Parcel. This value can be changed to view the items in the queue.

Queue grid Columns

This grid is populated as a result of a query and will display a list of the multimedia documents that are to be scanned in the queue. There are two (2) queries that are used to populate the Queue grid. Which query used is determined by the value selected in the Multimedia Type parameter located above the grid. Consequently the columns displayed will be dependent on a selection of the Parcel (P_ID) or Name (NA_ID).

How to refresh the Queue grid

Users may refresh the grid containing queued items at any time. This can be done with a click on the refresh button that is displayed on the immediate right of the tab label.

Multimedia Type – Parcel
Entry Date – This column will display the entry date of the record
Document Type – The Document Type is the multimedia code that was assigned to the record when it is being queued. These codes are created in the Department Maintenance form under the Multimedia Codes tab.
Parcel Info – A certificate number is displayed in this column. If a certificate number is not present, then the application number is displayed.
Workflow # – When appropriate, this column will display the Workflow number associated with the record.

Multimedia Type – Name

Entry Date – This column will display the entry date specified for the queued record
Document Type – The Document Type is the multimedia code that was assigned to the record when it is being queued. These codes are created in the Department Maintenance form under the Multimedia Codes tab.
Name – This parameter displays the content of free_line_1 from the NA_NAMES table name (NA_ID) associated with the record.
Workflow # – When appropriate, this column will display the Workflow number associated with the record.

Details group

Info Type – This is the document type assigned to the requested file.
Details – Displays parcel or name information
Request Date – If available, this is the set date requested for the document
Document Type – The requested document type is indicated in this field. This is description of the document.
Image Type – This is the classification of the image.

Preview

Document Type – Description of the document.
File Type – This is the type of file, e.g. .jpg, .png, .bmp, .doc, .pdf, and so on.

Actions group

Import – Click to display the file selection window; navigate to and select the file that is to be imported.
Scan – To scan directly from Govern click this button. When the scan is complete the image will be displayed in the Preview group. No interim UI is displayed.
Save – A click on Save will save the file with the record. When the save is complete, the record will be removed from the scan queue.

Scan Settings subgroup

There is a combo-box that displays the WIA compliant scanner that is configured on the system.
Scan with the integrated UI – When this option is selected, the interface will default to the scanner manufacturers interface. When selected, all options in this form will be disabled.

Adding to the Queue

Items are added to the queue either directly through the Multimedia form, or as a result of actions that are associated with an activity. When the item has been added to the queue as a request, they can then be selected one at a time from the list. The required multimedia file is then acquired to be added to the request through a file import, or an import as a result of a scanner acquisition. When the imported document as been saved, i.e. associated with the queue request, the file is removed from the queue.

Documentation

101-std-frm-010 Workflow Multimedia Scanning Queue.pdf

See Also

Workflow Management ACTION – Generate Multimedia Image Queue
Multimedia
Workflow Management Wiki Map

101-std-install-multimediadocuments_control

Standard Module Form Control – Multimedia Custom Entity
Govern Standard Module Overview, Configuration, Installation, OpenForms Reference, What’s New, wiki Module Map … Last updated February 21st, 2017.

Table of Contents

Overview
Configuration (Root entity)
Controller Properties
Configuration (Stand Alone)
See Also

Version 6.1

Overview

This page is intended for system administrators, business analysts, or technical support for information on how to install and configure the form Custom Entity control for multimedia.
The purpose of this control is to provide management functionalities (add,delete, view) to an entity (parcel, name, st…) Multimedia Documents.
It can be used:

  • With an existing form for it’s Root Entity id documents
  • As a stand alone form for the profile Govern id
  • As a stand alone form that can be linked to for view queries link option

Form Custom Entity Name: MultimediaDocuments_Control

Configuration (Root entity)

To configure the controller with an existing form:

  • In OpenForms Designer, on the form where you want to add the multimedia, drag the Custom Entity object to the form header at the position where you want to create the new entity.
  • Then click on the new entity for tab to set the following properties.

Controller Properties

Element Property Setup
Misc. Action MultimediaDocuments_Control
Name n/a – Maintain by System
Parent Entity The form Root Entity (must be name or property base)
Name Maintain by System
Properties
Misc. SelectedMultimediaType Multimedia can be setup for different type of forms and entities.
—-Options include:
  • None
 need to verify where it is used
  • Building
 For documents linked to a building
  • Inspection
 to be reviewed
  • Parcel
  • ParcelOnly
  • PersonalProperty
  • Name
  • NameOnly
  • SpecialAssessment
  • SplitMerge
 Special
  • Sales
 Used to display comparable sales pictures – need to verify
  • Bankruptcy
  • DelinquencyCollection
  • SRT
  • Activity
  • Workflow
Tab Sequence Tab Stop Sequence Number Standard OpenForms
Text
Misc En Enter the name that will be displayed for the form entity
i.e Multimedia

Configuration (Stand Alone)

The following is the configuration of the controller or custom control object properties.

See Also

101-std-fea-023

101-std-fea-023 #stdfea #std

Standard Feature – Form Generic View Query Custom Control

General Overview, Configuration, Installation, What’s New, R&D only – wiki under construction

Overview

This standard custom control can be added to any form to provide a list with links to open forms.
The Custom Control Name is ViewQueryCustomControl.
For more information on how this custom control can be used, see:
101-std-fea-0

Custom Control Properties

The following properties can be set in OpenForms Designer (OFD). Once added to a form, double-click on the controller to access the properties.

Miscellaneous

Action Query Name

  • ViewQueryCustomControl

Is enabled
An expression can control if the custom control is enabled on a form.

Is tab stop

If selected, enter the Tab Sequence Number

Is visible

An expression can control if the custom control is visible or not on a form.

Properties Miscellaneous
Chart
Data Grid