once:radix Documentation

Fundamentals

Running an application in a browser environment

Unlike most applications, which are resident directly within the computer's operating system, applications hosted by oCLI operate within a web browser. Browser resident applications function differently to normal HTML web pages. For example:

  • Page and record navigation do not function with the navigation buttons on the browser toolbar.

    • So when browsing records in the system you cannot retrace or revisit records by clicking the Back or Forward buttons on the browser toolbar. Do not use these functions.

  • The Reload button loads the Home page. You will be prompted with a warning message. Click OK to continue or Cancel to return to the current screen. The next message prompts you:

    Do you want to log off Once?

    Click No to continue or Yes to exit the application.

    • A Shift - Reload operation clears the browser cache, then reloads the once:client (oCLI) application.

    Note: This should be done whenever you are advised that oCLI has been updated.

  • The Home button exits the application without logging out correctly. Do not use this function.
  • The Stop button is disabled when the application is running.

In summary, always use scripted navigation buttons to move through records and the Top Menu to move between pages.

Navigating once:client (oCLI)

Now you are ready to start using once:client.

The database distributed with a standard once:client deployment is arranged in five areas (schema):

  • Administration (Preferences)
  • Security
  • Contact
  • Mail
  • Public

To this basic structure, other schema can be added to construct applications. The organization of data is transparent to the user. However understanding a few basic concepts will help you get the most out of the system.

Relational databases can be represented as a simple tree structure, in the same was as you can represent your family tree: child > parents > grandparents > great grandparents > ... > and so on.

For example, on the Organization page, each record may 'own' any number of Contact records. If the parent record is deleted, the child records should also be deleted or they would no longer have an owner.

However if the contact record owned child records (e.g. There might be several 'related' invoice records associated with that contact's organization.) If the contact record is deleted, the related project records should not be deleted too or the client history would be lost. To protect the data integrity of the system, rules can be set to determine how and if data should be created and deleted. (e.g. A Project can not be deleted while it has any associated records.) This can be done through a combination of restrictions in scripting and in the design of cascade deletion, as specified in the Metamodel.

As a general rule: Limit Delete Access Privileges on deployed systems to users with a specific need to be able to delete records.

Accessing the Database

The database is accessed through a standard set of pages for searching, browsing and editing details stored in the database. These can be reached through the Top Menu.

In addition, links within screens provide shortcuts between associated sets of data. The following sections introduce the techniques to access and manipulate the data.

Page Organization

The working area of the once:client page will vary depending on the page being displayed. However we recommend that developers apply some common standards to ensure consistency. The page is organized into three main areas:

  • Sliding navigation menu at the top of the display (Top Menu).
  • Common navigation and action buttons on the left-hand side (Sidebar).
  • The Main Display area contains relevant page information, subblock(s) and page navigation buttons.

The main display area also contains a combination of fields and labels, as well as other elements such as checkboxes, radio buttons, links and special purpose action buttons.

In the example below, the Person page is displayed. On the right, the header bar shows the current position within the found set of parent records. In this example, the search returned 301 parent records, the third parent record displayed shows: Record 333 of 633.

The information shown in the main display area of each page contains a combination of scrollable subblock windows, fields, labels, radio buttons, checkboxes, pop-up lists and images.

In this example, data are organized into one parent record per 'page' and into child subblock records in scrolling windows, which show two addresses plus email and phone details.

A summary of the purpose and application of each page layout is described in the next section: Top Menu.

Top Menu

This section introduces the top menu, which provides easy access to navigate once:client screens. It contains eight drop-down menus (some with sub-menus) which allow you to navigate to the key functions of the system.

Move your mouse over the top menu (Contact, Project, etc.) to see lists of sub-menu options. Move the mouse over the second level to view the third-level menus.

Example: Select Contacts on the top menu then Person on its sub-menu to display the Contact Details screen.

The top menu also features a drag handle (a shaded panel to the left of the ◆ icon), which allows the menu to be moved to any position across the top of the page.

Your system may not exactly match this example. It may have functions added or removed to suit your business requirements. Also, clicking on some functions may not respond or it may display a blank screen. This occurs if you don't have access privileges to the screen and/or data. If this occurs and you believe you should be able to access the data to perform your duties, please contact your System Administrator to have access privileges changed.

Menu Functions

Below is a list of all the functions available in the top menu:

◆
Home

Displays the home page. This page is also displayed when first logging on to the system.

Help

Displays the About Help page, which allows you to navigate the once:radix help guide.

About User

Shows the current user status within once:radix. The information displayed includes the user's current preferences and organization details.

Log Off

Exits the current page and displays the personal settings page. Click Continue to return to the home page, Admin to enter oADMIN, Edit to enter oED, or Log Off to complete the exit process. (Subject to user access privileges.)

Contacts
Person

Displays personal contact details for every person in the database.

Organization   

Shows details common to all members of the Organization, as well as a list of branches and people within those branches.

Security

Session

Displays a list of users logged onto the system. It allows the System Administrator to disconnect users who have not logged out correctly.

User

Allows the System Administrator to create and delete user accounts, and to reset a user password if difficulties are encountered logging on.

Membership

Allows the System Administrator to add and remove users to and from Groups.

Block

Used to set up the block permissions for a group. These permissions include Read, Write, Modify and Delete. All the blocks can be imported into the table, then permissions can be updated individual or by using the template and applying it to multiple records at a time. The template may also be used when importing the blocks.

Table

Used to set up the table permissions for a group. The permissions include Read, Write, Modify and Delete. All the permissions can be updated individually or by using the template and applying it to multiple records at a time.

Context Menu

Before introducing the graphic and textural elements that are used to construct a once:client page, there is a special function that adds functionality to the system: the Context Menu. Most of these functions are also applied through buttons on the page. However they are presented here to provide a convenient way to introduce many of these concepts.

The context menu is displayed when the right mouse button is clicked (two-button mouse) or the control key is pressed while the mouse is clicked on a single-button mouse (ctrl-click).

All options in the context menu are displayed, however access to these options changes according to the state of the page. For example, some options are displayed only when a field is selected. While others are available only in certain page modes.

Options that are not available are greyed out. In the example above, Next and Last would be inactive because the last record in the found set is being displayed. The Write and Cancel Edit options are inactive except when Edit mode is selected. For Cancel Row Edit to be active, the parent record must be in Edit mode and a subblock row must be selected and also unlocked.

The primary goal of the system is to save and retrieve data. Screen modes and the writing of data to parent and subblock records are introduced in this section. To save changes to the database from the parent and/or subblock records in one operation:

  • Double-click anywhere on the parent record that is not over a button or field;
  • Click Submit;
  • Double-click the icon in the top right-hand corner of the screen;
  • Switch to Find mode or navigate to a different record or select a different screen (e.g. by selecting a screen in the top menu); or
  • Select Write from this menu.

To save changes to the database after entering details in a subblock record, without also submitting the parent record:

  • Double-click anywhere on the subblock record that is not over a button or field;
  • Double-click the icon at the right-hand end of the subblock record; or
  • Select Write Row from this menu

Below is a list of all menu options:

Note: Most options in the context menu can be performed by keyboard shortcuts. These are shown next to each option.

Command

Shortcut

Description

First

Ctrl + ↑

Moves to the first record in the current set of found records.

Previous

Ctrl + ←

Moves back one record in the current set of found records.

Next

Ctrl + →

Moves forward one record in the current set of found records.

Last

Ctrl + ↓

Moves to the last record in the current set of found records.

File

Home

Ctrl + Shift + H

Displays the home page. This has the same effect as selecting Home from the top menu.

Open...

Ctrl + O

Displays the Open palette to select a page layout by name. Each page layout is located in its relative section (folder), following the top menu arrangement. This option has the same effect as selecting an option from the top menu. (e.g. Selecting the 'person' page layout in the 'contacts' directory, is the same as selecting Contacts > Person in the Top Menu.) This function is used when testing custom pages, before they are linked to the Top Menu or other pages.

Reopen...

Ctrl + Shift + R

Reloads the currently displayed screen. This function is used when testing custom pages to display changes made since the page was last loaded.

Export...

Ctrl + Shift + E

Opens the Export palette to export records in a variety of file formats to the users preference, including: CSV, PDF, HTML, XML and RTF.

Print...

Ctrl + P

Opens the Print palette, allowing you to print the current record, all records or select a range in the found set of records (PDF or RTF format).

Log Off

Ctrl + Y

This has the same effect as selecting Log Off from the top menu. It exits the current page and displays the personal settings page. To log out completely, click the Log Off button or Continue to return to the home page.

Mode

Browse

Ctrl + B

Displays records in Browse mode to allow you to browse and view the currently found set of records in the database.

Edit

Ctrl + E

Displays records in Edit mode to allow the currently-displayed record to be changed or a new record to be created.

Search

Ctrl + Shift + F

Switches to Find mode to allow a search operation to be performed on the database.

Kiosk View

Ctrl + K

This hides/shows the web browser toolbars at the top of the window.

Record

New

Ctrl + Shift + N

Browse mode: Switches to Edit mode, then creates a placeholder for a new blank record.
Find mode: Creates an additional search page. This allows searches to be performed for multiple field options. (i.e. Find surname = "Jones"(first search page) OR surname = "Smith" (second search page))

Edit Row

Ctrl + U

Unlocks the currently-selected child record in a subblock and its parent page. This function is usually performed by double-clicking anywhere on the subblock record or on the icon at the end of the row.

New Row

Ctrl + Shift + U

Commits changes to existing records or saves new records to the database. This function can also be performed by clicking Submit or double-clicking the Open Padlock icon.

Write

Ctrl + Enter

Commits changes to existing records or saves new records to the database. This function can also be performed by clicking Submit or double-clicking the Open Padlock icon.

Write Row

Ctrl + Shift + Enter

Commits changes to existing records or saves new records to the database. This function can also be performed by clicking Submit or double-clicking the Open Padlock icon.

Refresh

Ctrl + R

Updates the details displayed on the screen. This is normally used in training or conference situations when the second user wishes to see changes made by another user without having to re-Find the record. If performed in Edit mode, it commits changes to existing records or saves new records to the database.

Go To...

Ctrl + G

Moves to the nth record in the current set of found records. This option displays a dialog and prompts you to enter a record number, after which, that record is displayed.

Go To Row...

Ctrl + Shift + G

Moves to the nth record in the current set of subblock records. This option displays a dialog and prompts you to enter a record number, after which, that record is displayed.

Delete

Ctrl + D

Deletes the currently-selected record from the database. If the page contains subblocks, the subblock records may also be deleted, depending on the type of relationship between the page and subblock records.

Delete Row

Ctrl + Shift + D

Deletes the currently-selected subblock record.

Cancel Edit

Esc

Cancels any changes made to the current page.

Cancel Row Edit

Shift + Esc

Cancels any changes made to the current subblock.

Omit

Ctrl + Shift + O

Hide the currently-displayed record from the found set. This command can be entered any number of times.

Show Omitted

Ctrl + Shift + S

Hide the found set, then display all omitted records.

Clear Omitted

Ctrl + Shift + C

Erase the list of currently omitted records.

Insert

Field Index...

Ctrl + I

Displays a list of all entries in the selected field (text box) of the database. This function can also be performed by clicking the (Magnifying Glass) icon that appears above a selected field.

Local Time/Date

Ctrl + L

Inserts the local(current) time and date into the selected field of the database.

Tools

Templates...

.

Email...

Allows you to send emails directly from once:radix applications.

Update oCLI

Reloads oCLI from the server, replacing the copy held in the browser's cached memory. After displaying a warning message, oCLI is reloaded and control is returned to the home page.

Preferences...   

Ctrl + Shift + X

Allows you to enable/disable automatic submission of edited records.
It also sets the record to display after submitting a new record: to the end of the found set or to the position of the new record.

Help
Overview

Ctrl + H

Opens the once:client help guide, to the About Help page. This has the same effect as selecting Help from the top menu.

This Screen

F1

Opens the once:client help guide, to the related help page for the currently-displayed page.

About This User

Ctrl + ?

Shows the current user status within once:client. The information displayed includes their current user preferences and organization details.

About Page

Ctrl + Shift + ?

Displays the once:client splash page. Click on the splash page to remove it from the display.

About oCLI

Shift + F1

Displays the once:client splash page. Click on the splash page to remove it from the display.

Find

Ctrl + F

From Edit/Browse mode: Switches to Find mode.
From Find mode: Performs a find operation, which searches the current found set of records.

Find All

Ctrl + Shift + J  

Switches to Find mode, then performs a search and displays all records in the database for the current page layout.

Replace

This replaces the contents of the selected field in All records in the found set if the field is in the parent block. If the field is in a subblock, it replaces the contents of the selected field in All rows in this subblock for the current record only. The data to be changed is entered into the Replace with: field of the Replace palette.

Sort...

Ctrl + S

Opens the Sort palette to set up a list of fields that sort the current found set of records in a specific preference (i.e. Surname, Org Code). The sorted records are re-displayed on the page

Buttons, Fields and Elements

All buttons, fields and elements in once:radix applications should follow a standard form and displayed in a variety of colors for easy identification.

Buttons

Buttons perform various actions such as navigating between screens and records, printing, sorting, deleting records, etc.

While the design of pages is up to you, for clarity it is recommended that buttons performing operations on the parent record should be grouped together. Buttons located immediately above or below sub-blocks should affect the child records, only.

For example, the Delete button on the sidebar of the example Organization page delete the parent record and all child records (Branches and Contacts). The Delete button below the Branch scrollable sub-block window deletes only the currently-selected (highlighted in grey) Branch record.

To select a sub-block record, simply click on the record to highlight it.

Below is a list of common buttons that are frequently found in the system.

Buttons that perform specific actions are described on the relevant help topic pages.
Some button functions are restricted to specific modes. For example:
Edit is displayed in Browse mode. Submit is displayed in Edit mode. Neither is displayed in Find mode.

ButtonDescription
First:

Moves to the First record in the current set of found records.

Back:

Moves Back one record in the current set of found records.

Next:

Moves Forward one record in the current set of found records.

Last:

Moves to the Last record in the current set of found records.

Browse/Edit (mode): Moves to Find mode.
Find (mode): Searches the database, based on the search criteria entered.

Moves to Find mode, then displays All records in the database for the current page layout.

Browse (Only): Moves to Edit mode, then allows you to modify the record.
See also, Context menu for more details.

Opens the Sort palette, allowing you to sort the current set of found records in a different order.
Select a field name (i.e. Surname, Organization) to indicate how the records are to be sorted.

Browse/Edit : Opens the Print palette, allowing you to print the current record, all records or a selected range in the current set of found records (PDF or RTF format).
Find : Does not do anything.

Browse : Creates a New (blank) record then switches to Edit mode.
Find : Creates an extra search page to allow for multiple searches.
Edit : Creates a blank record.

Browse : Creates a Clone (duplicate) of the currently-displayed record or selected subblock records, then switches to Edit mode.
Edit : Duplicates the currently-displayed record or selected subblock records.
Find : Does not do anything.

Edit (Only): Creates a new record or Submit (save) changes to an existing record in the database.
See also, Context menu for more details.

Browse/Edit : Allows you to Delete (remove) the currently-displayed record, or currently-selected subblock record, from the database.
Find : Does not do anything.

Page Navigation: The currently-displayed page will have a Colour tab (i.e. Person), and the non-displayed page(s) will remain as normal (i.e. Organization).

Fields

Fields are used for inputting text information into a page or subblock record. They are in the form of a textbox with a number of different purposes.

Below is a list of typical field types used in once:radix applications.

FieldDescription

Entry

Allows you to manually enter text, or select from a list of frequently entered values.
To enter or change a field Entry, you must first be in Edit mode.

Read-Only

Does not permit any modifications to be made.
To make changes to a Read-Only field, you must return to the page where the field entry was first created, and edit that field.

Selection

When a Selection field is clicked, a script is performed. e.g. The value could toggle between preset values or a List Window of all values allowed to be entered in that field could be displayed.
Selection of a value in the pull-up list will return that value to the field.
Multi-line

A Multi-line textboxe allow free-format text to manually entered or selected from a list of frequently entered values. The Notes field in Contact Details is an example of this type of field. If the text exceeds the space available, a slider bar automatically appears to all the text to scrolled through.

Other Elements

Some of the other elements found in the example once:radix are listed below.

ElementDescription
Standard Checkbox

A standard field allows you to select an item by simply clicking inside a box. A standard Checkbox displays a setting of unchecked (not set) or checked (set).

Tri-State Checkbox

If the checkbox is bound to a boolean field (TRUE/FALSE) in the database, a Tri-State view is displayed in Find mode. It supports three states: unchecked over a green bar (not set or FALSE), checked over a green bar (set or TRUE) and don't care (don't care if TRUE or FALSE).

Radio Buttons

Radio buttons are similar in operation to check boxes. They are used where only one of a set of options may be selected.

Menu

The Menu element is similar in operation to radio buttons, as only one item from a set of preset choices may be selected.

Drill Down

When a field is clicked in Edit or Find mode, it displays a Drill Down icon.

Click the (or type Ctrl-I) to display Field Index window of all unique entries that are contained in the currently-selected field of the database. A filter field allows the search to be narrowed. Double-click to select an item, or click once to highlight the item, then click OK or press Enter to post the selection to the field.

Notes

When the Notes icon is clicked, the Text Entry Window is displayed.

Text can be entered directly into the window if the record from which it was activated is in Edit mode or the Text Entry Window's Edit key is pressed.

In the example, the icon changes from white to yellow if the window contains text.

Field Index Window

When the icon is clicked, the Field Index Window is displayed. It will contain a list of items available for selection. Double-click to select an item, or click once to highlight the item then click OK or press the Enter key to post the selection to the field.

List Window

When a Selection (blue) field is clicked, the List Window may be displayed. It will contain a restricted list of items available for entry into the field. Double-click to select an item, or click an entry once to highlight the item then click OK or press the Enter key to post the selection to the field.
To erase existing data in a field controlled by a List Window, click Clear.

Text Area Window

A Text Area Window is displayed when an Optional field or a button (such as the Notes icon) is clicked.

Text can be entered directly into the window if the record from which it was activated is in Edit mode or the Text Entry Window's Edit key is pressed.

If linked to an Optional field, the first line of text displayed in the window is displayed in the field after clicking .

If activated by a Notes icon, the icon changes from white to yellow if the window contains text.

Label

A Label is the title, or name, given to a field, subblock, checkbox, radio button or heading of the page. If it has been configured to behave as a button, the help page describing that screen will detail its operation.

Accessing the Database

Learning how to access the database is essential for all users of once:radix. An understanding of the way data is presented on screen (screen modes) and how to select search options will aid productivity. This section introduces some of the tools that enable simple yet sophisticated data selection.

Modes

To begin, consider the way data is input and presented. There are three operational modes. A symbol in the top right-hand corner of the screen indicates which mode is selected:

ModeDescription
Find

This mode search operations to be performed based on the current set of search screens.
Clicking Find from Browse or Edit mode switches to this mode.
Clicking Find or pressing the Enter key in Find mode performs the search operation then returns to Browse mode (if records are found) or displays a message if no records are found.

Browse

This allows records in the database to be viewed. It is enabled automatically when records are returned from a search operation and after committing changes to an existing or new record.
Clicking All in any screen mode displays all records in the database in Browse mode.

Edit

This allows the currently-displayed record to be edited.
Clicking Edit switches to this mode.
Clicking Submit saves the changes then returns to Browse mode.

The simplest way to switch between Browse and Edit modes is to position the curson anywhere on the screen layout that is not over a button, then double-click the left mouse button.

If the screen is in Edit mode when a button is clicked that navigates away from the currently-displayed screen (e.g. by selecting a different screen in the top menu) or parent record (e.g. by clicking First, Back, Next or Last), there are two possible responses:

  • The record is automatically submitted if the Write modified records without asking option in the Tools > Preferences section of the Context Menu is checked.

    • or

  • You will be prompted to Submit the changes before continuing or Cancel to cancel the operation.

Searching Fields

To Find records based on the contents of a text field, simply enter a word or phrase into the field (in Find mode).

For example, to find all records that contain the name "Philip" in the First Name field of the Contact Details screen, enter the search text:

Then press the Enter key or click Find. This would find:

    "Philip", "Philips" and "Philipson".

It would also find:

    "philip", "philips" and "philipson",

plus other combinations of upper and lower case, such as:

    "PHILIP", "PhiLipS" and "philipSON".

Single-character Wildcard  ?

Wildcard symbols allow searches to be performed where any character could satisfy all or part of a search request. The ? wildcard indicates that ANY SINGLE CHARACTER in an entry satisfies the search request. For example, to find all records containing three-letter words that start with "T" and end with "M", you would use:

   T?m

This would find:

    "Tim" and "Tom".

It would also find other combinations of upper and lower case as shown in the examples above.

This example would not find "Timmy", "Tommy" or "Tammy" as they contain more than three characters and they don't end with the letter "M". However this could be found using one of the following:

   T?m?? or   T?mmy

Multi-character Wildcard  *

  • There is a simpler way to find "Timmy", "Tommy" and "Tammy", as well as "Time", "Tim" and "Tom". This could be done using the mult-character wildcard (*).

    •     T?m*

  • As another example: To find all records that BEGIN with the letter "B" in the search field:

    •    B*

    This would find:

        "Bob", "Benjamin", "Bill" and "Bunny".

    It would also find other combinations of upper and lower case as shown in the examples above.

  • An asterisk can appear anywhere within a field. For example, to find all records that BEGIN with the letter "M" and END with the letter "N" in the search field:

    •    M*n

    This would find:

        "Martin" and "Morton".

    It would also find other combinations of upper and lower case as shown in the examples above.

  • Similarly, to find all records that BEGIN with the letter "B" and CONTAIN the letter "N" in the search field:

    •    M*n*

    This would find:

        "Martin", "Magicians", "Mandrake" and "Martini".

    It would also find other combinations of upper and lower case as shown in the examples above.

A common use for this option is to find all records that contain ANYTHING in a field. That is, to display all records where the field is not empty, simply enter * in the field.

Exact Match

The equals sign ('=') restricts the search to text which exactly matches all of the text or numbers specified. It disables the wildcards described above. As an example:

   =Martin

This would find:

    "Martin" but not "Martini".

It would also find other combinations of upper and lower case as shown in the examples above.

Search Ranges

There are search options to specify a search range. They are:

  • <     (less than)
  • >     (greater than)
  • <=   (less than or equal to)
  • >=   (greater than or equal to)

These can be used to perform both numeric and alphabetical comparisons on fields. For example, to find all records containing a number less than 1000, use:

   <1000

This would find:

    1, 2, 3, ... 999, but nothing greater than 999.

Similarly

   <=1000

would find:

    1, 2, 3, ... 1000, but nothing greater than 1000.

Search ranges also help to perform searches on text fields. For example:

   >=M*

This would find entries that begin with letters from M to Z:

    Mike, Nancy, Tom, ... Zarathustra, but would not return entries that begin with the letters A to L.

Two other range symbols are supported. The double-dot ('..') separator splits a find criterion into two halves. The first half is the lower limit of a range; the second half is the upper limit. For example:

   50..100

This would find all records that contain a number between 50 and 100.

This also applies to alphabetic values. For example:

   D*..K*

This would find all records that contain values that begin with 'D' through to 'K'.

Reversing Search Entries

The exclamation mark ('!') reverses the meaning of a search entry. For example, the following will find every field whose text DOES NOT CONTAIN the letter "i":

    !i

The exclamation mark can also be combined with other prefixes or wildcards. For example, to find every field that doesn't begin with the letter "A":

   !A*

And, although ">=" specifies values GREATER THAN OR EQUAL TO, this can also be achieved with the exclamation mark prefix. For example, to find all records that contain a number greater than or equal to 500:

   !<500

A common use for this option is to find all records that contain NOTHING in a field. That is, where the field is empty:

   !*

Joining Search Options

The ampersand ('&') operator allows two or more search options to be combined in a single field. For example:

   A*&!e

This would find entries that begin with the letter 'A' but do not contain the letter 'E'.

Printed Reports

  1. Printing in once:radix is performed by generating a PDF or RTF report on the server using JasperReports®. The report is then returned to the user's browser.

    2. The browser can be configured to handle these file formats using a helper application. Usually, this is Adobe Acrobat® for PDF format, Microsoft Word® for RTF format and Microsoft Excel® for CVS files.

    If you are not sure how to configure your browser, please refer to your browser user guide.

    Print functions can be initiated by:

    • Clicking the Print button on the left side of the display,
    • Right-clicking the mouse, then selecting Print from the Context Menu, or
    • Typing ctrl-P in Browse or Edit mode.

    If the screen is in Edit mode when Print is clicked, there are two possible responses:

    • The record is automatically submitted if the Write modified records without asking option in the Tools > Preferences section of the Context Menu is checked.

      • or

    • You will be prompted to Submit the changes before continuing or Cancel to exit the Print function.
  2. The Print dialog is displayed.

  3. Select a report Format (usuallly PDF or RTF)
  4. Select a page Range.
    • Current Record (the record currently displayed on screen)
      In the example above, this would be record number 1.)
    • All records (in the current found set)
      In the example above, the found set contains 242 records.)
    • From start to end (e.g. To print 10 records, starting with the tenth record in the found set, enter From 10 to 19.)
      In the example above, the full set ranges from From 1 to 242.)

      More examples:

      To print the first 100 records, choose 1 to 100.

      To print the last 100 records, choose 143 to 242.

  5. You may specify an appropriate Filename for the file that will be returned to your machine or will be emailed from the server (e.g. 'Sales Proposal'). If this is left blank, the system will assign a filename based on the date and time (e.g. export2006300805423641031.pdf).

    Do not include a file type extension (.pdf or .rtf) when specifying a Filename as this is automatically applied by the server.

    Click Cancel if you wish to exit the Print function.

    To print a hard copy

    Pages can not usually printed directly from the browser (unless they are formatted for direct-to-print output, in which case, they seldom suit on-screen display). They are usually loaded into a helper application, as described above, then printed. Most helper applications can set up to perform the print operation without prompting, to avoid a two-stage process.

    Note: To print a hard copy report, do not specify the email option.

    1. Click OK or press the Enter key to complete the print operation.
    2. The file will load automatically into the helper application, ready to be printed.

    Print files are saved by default into a temporary folder or directory. This can be changed through the browser's Preferences or Options window to save to any destination that you wish. Refer to your browser user guide for more details.

    Emailed Reports

    Reports can be emailed directly from the server, completely bypassing your own email program. This option avoids clogging your system with copies of routine documents which contain the same information that is stored on the database.

    Like Printed Reports, emailing in once:radix is performed by generating a PDF or RTF report on the server using JasperReports®. The report is then emailed directly to the recipient(s).

    6. Note: Your server must be configured for mail services.

    To send an email:

    1. Begin by opening the Print dialog and setting options as described above.

    2. To send the report from the email server, click the Email checkbox, then click OK or press the Enter key.
    3. The Email dialog is displayed.

      4. It contains the following fields:

      • From:  By default, it is the email address of the user logged onto the client computer.
        This may be changed manually by keying in a new address.
      • Reply:  An alternate email address for email replies - entered manually.
      • Recipients  One or more email addressees. These may be set to To, CC and BCC.
        • To add an addressee, click Add.
        • To remove an addressee from the list, click the X button beside the address.
      • Attachments  The first attachment is the name of the report to be generated by the server.

        • The email may also include local files uploaded from the client computer.

        To attach a local file:

        1. Click Browse. A file selection dialog is displayed.
        2. Locate the file then click OK to attach it to the email.

        To remove an attachment from the list

        • Click the Remove button beside the filename.
      • Subject:  A title for the email.
      • Message Body Any free-format text to accompany the attachments.
    4. Click Cancel if you wish to exit the Print function.
    5. To send the email, click OK or press the Enter key.

      6. The server sends the email then returns control to the original screen in Browse mode.