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…

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.

Keyboard Shortcuts

Overview

Although the Govern User Interface (UI) is designed for use with a mouse, users may also use a series of keyboard shortcuts. These shortcuts can speed up user interaction with the interface when performing certain tasks.

The following shortcuts are for the Govern Release 6.x UI.

Govern
Key or Combination	Action
F1	Select the Help Ribbon
F2	Select the Home Ribbon
F3	Select the auto-hide Predefined Search pane
Alt + F3	Advanced Search / Quick Search pane (Toggle)
Ctrl + F3	Select the auto-hide Saved Dataset pane

Shift + F3	Select the Query Tool (Only valid if the Query Tool is installed)
Ctrl + F4	When a form is selected, it will close the current active form
F5	Refresh an Open Form
F6	Go to Previous record in the Treeview pane
F7	Go to the Next record in the Treeview pane
F11	Maximize, i.e. display current form in full screen mode (double click on window title bar to restore)

Ctrl+F9	Go to the First record
Ctrl+F10	Go to the Previous record
Ctrl+F11	Go to the Next record
Ctrl+F12 Ctrl+N Ctrl+S Alt +Del Shift+Esc	Go to the Last record Create a New record Save a record Delete Cancel a Save

Ctrl + Tab	Cycle forward between open Profiles
Ctrl + Shift + Tab	Cycle backwards between open Profiles
Ctrl + H	Display Entity Audit screen

Ctrl + F	Search for a string within an OpenForm or Browse pane

Right Mouse Button (Click)	Expand or contract the browse pane of an OpenForm with a grid

OpenForms Designer (OFD)
Key or Combination	Action
Ctrl + O	Open a new Entity
Ctrl + S	Save a change
Ctrl + N	Create a new Form
Ctrl + F	Find
Ctrl + U	Undo
Ctrl + (Up cursor arrow)	Zoom in
Ctrl + (Down cursor arrow)	Zoom out

Mass Appraisal – Buildings
Key or Combination	Action
Not implemented	Move First record of a parent entity from a Child Entity
Ctrl + Shift + F10	Move Previous record of a parent entity from a Child Entity
Ctrl + Shift + F11	Move Next record of a parent entity from a Child Entity
Not implemented	Move Last record of a parent entity from a Child Entity

General
Key or Combination	Action
Ctrl + T	Enter current date (i.e. Today) in Date field (Specific to Date fields)

Configuration of Shortcuts

Link to Configuration of Keyboard Shortcuts (101-std-fea-030) – Updated for Release 6.0.1603

Printable Version

Click below to select a printable .PDF version of the above shortcuts.

101-std-fea-021-GOV60-KybdShortcuts.pdf

OpenForms Standard Feature – Form Generic Link Controller Setup

Version 6.0 / Version 6.1

Overview

This standard OpenForms Controller can be added to a form to provide a Link to another Form. Two (2) versions of the controller exists, depending on the underlying business rules and whether it is allowed to delete a link once it has been established.

Without Delete Capabilities (CO_GenericLink_Control)
With Delete Capabilities (CO_GenericLinkWithDelete_Control)

Prerequisites

The following conditions are required for form setup in order to enable the Controller.OpenForms Designer Setup:

The Form’s ID Setters Properties must contain the Linked to Form Govern ID (i.e. NA_ID, P_ID, ST_ID, AR_ID, and so on…)

The Govern ID must be displayed in the search GRID used for the Linked Form

Profile Security

The Linked to Form must be available in the profile (GNA)
The user must have security access (GSM) to the profile’s form.

Configuration

Configuration of this controller occurs in the Govern OpenForms Designer (OFD) application. Two (2) versions of the controller exist. The version used will be dependent on the underlying business rules required; i.e. whether once the link has been established, will be allowed to be deleted.

Control to use

Link without Delete

Without delete capabilities (CO_GenericLink_Control)

Link with Delete

With delete capabilities (CO_GenericLinkWithDelete_Control)

For more information, refer to the following:

Govern OFD MANUAL Govern OpenForms Designer, version 6.1 see Chapter 3 – Links
Setting up the Form Controller General Link in OpenForms

OpenForms Designer (OFD)

Controller Setup

Adding a Custom Control to a Form

To add the Custom Control…
1. In the OpenForms Designer (OFD), drag the Custom Control Icon to the desired area (row or column, group.. ) on the form.
Custom Control Form Configuration
2. Once the Custom Control is displayed on the form, click on the inserted control object to configure it. The following parameters are to be completed:
Layout

Height
Horizontal alignment
Margin
Text style
Vertical alignment
Width

Action

Assembly Name = Msgovern.OpenForms.CustomControls.dll (by default)
Class Name = CO_GenericLink_Control OR CO_GenericLinkWithDelete_Control

Custom Control Properties

Allows the selection of current ID (Will automatically show the current Govern ID item and the user will be allowed to select it)
Current ID Description
Header Override
Selected Description
Selected Form Name
Selected ID Code (na_id, pid, …)
Selected Search Group
Selected Search Style

PROPERTIES	Setting	Description
ID
Element ID	N/A (set by system)	System generated information
Layout
Height		Height of the form
Horizontal alignment	Stretch	Aligns the text at the top and left of the cell. Increases the width of the column if the text is long and requires more space.
Margin	7,3,7,3	Margins are used to ensure that there is space between items on the user forms. Defaults are for the right, top, left, and bottom margins.
Text style		Expression to specify the text style
Vertical alignment	Stretch	Aligns the text at the top and left of the cell. Increases the width of the column if the text is long and requires more space.
Width		If required, enter a value for the width of the label inside the cell in the Width text box.
Misc
Action	MsGovern.OpenForms.CustomControls.dll CO_GenericLink_Control
Is enabled	Hidden on load	Hidden on Load hides the Browse screen from view when the record is loaded to the form.
Is tab stop		Checkbox is selected if a tab sequence number is entered. If deselected the tab sequence number is removed.
Is visible	Selected	Select the checkbox
Name	CO_GenericLink_Control
Properties
AlternateAttributeName		This is optional. By default, we use an attribute with the same name as SelectedIdCode to get the id we want to link to. If we want to use a different attribute we can set it here. For example, if we want to use the attribute REF_ID.
NEW!AutoCloseModalWindowExpression		This will allow the setup of an expression that can automatically close the modal window when clicking on: Save button or Cancel button
CurrentIdDescriptionQueryName		This query gives the description to use for the CurrentId option when using AllowSelectCurrentId.
DefaultSelection
FastNameCreation
HeaderOverride		This is optional. It sets the control header.
NEW! OpenFormAsModal		Opens the link as a modal window. When using this, a new instance of GovernIds is used so that the current profile GovernIds won’t be affected by the modal form when open.
QuickSearchIndexGroup
SelectedDescriptionQueryName		Description that is displayed for the selected ID.
SelectedFormNameInProfile		Form to open.
SelectedIdCode		The Govern ID that is set when the link is clicked.
SelectedSearchGroup		Search group
SelectedSearchStyle		Search style
SuggestedLinksQueryName		Select a query for the description (Optional)
Tab sequence number

Specific Configurations

In the OFD, depending on the controller use, configure the target form as illustrated below.

Generic Link Controller

PROPERTIES		Information
Browse
	Columns	Click to edit
	Hidden on load
	Show on left
	Size	150
Controller
Controller	MsGovern.OpenForms.CustomControls.dll CO_GenericLink_Controller
Controller properties
Misc
SelectedIdCode	na_id – name id
SelectedSearchGroup
SelectedSearchStyle	stAccountByName – Retrieve ST Account

Linked to Name Controller

PROPERTIES		Information
Browse
	Columns	Click to edit
	Hidden on load
	Show on left
	Size	150
Controller
Controller	MsGovern.OpenForms.CustomControls.dll LinkedToName_Controller
Controller properties
Misc
SelectedSearchGroup	naName – Name Search
SelectedSearchStyle

Linked to Self-Reported Tax Controller

PROPERTIES		Information
Browse
	Columns	Click to edit
	Hidden on load
	Show on left
	Size	150
Controller
Controller	MsGovern.OpenForms.CustomControls.dll LinkedToSelfReportTax_Controller
Controller properties
Misc
SelectedSearchGroup
SelectedSearchStyle	stAccountByName – Retrieve ST Account

Troubleshooting

The following are some issues that may arise during configuration, their possible resolution.

Issue: Form was designed for a different Govern ID access (P_ID, NA_ID), but the setup is the same.
Possible Resolution:

The ID Setters properties for the entity must be configured.
The Govern ID must be displayed in the GRID

Issue: The form does not work.
Possible Resolution:

Form was designed for a different Govern ID access (PID_ NA_ID, and so on…) than the controller property.
The form’s ID Setters properties must be configured on the form

Issue: Cannot select existing name or property
Possible Resolution:

The select existing feature requires to have the Govern ID displayed in the GRID of the search result

Govern Added Fields

Version 6.0 | Version 6.1

Overview

It is possible to add user controlled fields in different Govern Application Modules including Mass Appraisal, Workflow Management, Self-Reported Business Tax, and so on. The following explains this functionality.

Added Fields Form

When adding a field, a form is presented and contains the following information.

Column Properties

New Column Name (Attribute)

Column Name that will be created in the Database Table

Description (Attribute)

Field description that will be recorded in the business entity and system dictionary

Column Type

Attribute type: Currency, Date and Time, Memo, Numeric (single), Numeric no decimals (integer), Text

Size

Attribute size: If Text is selected, you will need to specify the length of the field. The maximum text size for fields created automatically is 15 (v6.0) and 30 (v6.1).
Attribute size if Look-up table is used: The maximum text size for fields created is 15 if fields is used for user tables as the TABLE NAME is recorded as a CODE in the VT_USER and SYSTEM tables. – validate exceptions

Important Note

Once the added field is created, it is no longer possible to change its properties. Create with care!

Validation Rules

Column Name

Must be unique in the Table and Business Entity
Maximum length of Column Name
- Version 6.0 = 15
- Version 6.1+ = 30
Must Meet the Column Name Database constraints:
Maximum length of Column
Must start with a letter, can only contain letters, numbers and the special character underscore

Column Size

Must be within the range of 1 to 8000

Column Description

Maximum length of Column Description = 50 — See Roadmap

System Dictionary

User added fields are recorded in the system dictionary table when creating Added Fields.
See 101-std-fea-040 for more information.

Workflow Added Fields

On save of KIND and CATEGORY, the fields are created in SY_DICT_DESC under table name = WM_KIND_(code) and WM_CATEGORY_(code)

User Added Fields Configuration

Once the field has been created, additional information can be setup in the Business Entity Designer system. See 104-all-bed for more information.

Govern Standard Module Configuration

Overview

101-std-config

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AR Copy Parameters to Year

Copy Parameters to Year

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 receive a warning message to override the data before executing the copy.

103-ar-parm-CopytoYear

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Standard A/R Controller Configuration (101-ar-fea-022-ofr)

Standard Accounts Receivable (A/R) Controller – Create A/R (Configuration)

Overview

This standard OpenForms Controller can be added to a form to provide an Action Button to create Accounts Receivable for new accounts.
This controller is available in GA Release 1606

For more information on the functionality, see Product Information (101-ar-fea-022).

Configuration