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User Interface

The interface consists of a Left view and a Right view. The Left view is where the form and parameters are specified, and the Right view shows the content of a form.

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Left View

The left view contains the forms assigned to the user logged on (if User Accounts is enabled) and a user entry panel to determine the content of the display.

Right View

The right view displays the content of the form selected. The A column indicates the status of a row as a color indicator. The following colors are used:

  • No color – the row is empty; no data has been entered.

  • Grey – the row is read from the database table and displayed on the form.

  • Green – the row is edited and waiting to be stored to the database. After the store if the store is successful the cell changes to Grey.

  • Red – the row is edited but has not been successfully stored to the database. Typically, in this scenario an error message appears to describe why the store was not successful.

  • Dark Yellow – the individual record is locked and cannot be edited.

  • Yellow – every record in the form is locked and cannot be edited.

Collapse/Expand image2.pngimage3.png

These buttons expand and collapse the left panels.

Store

When manual data entry is complete, click Store to save the data back to the database.

Options

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Keep display on top

This option makes the application the topmost window. Use this setting if this is launched from an HMI display.

Appearance

  • Override

    These settings override the settings saved in the workbook template.

    • Worksheet headings

      This option displays headings (e.g., row numbers and column letters) on the right side of the application.

    • Worksheet formula bar

      This option displays the formula bar above the worksheet.

Lock

When one or more records are locked, edits may still be made to the form worksheet, however those edits cannot be stored back to the database. There are two lock options provided for a data entry form:

Lock Button

The Lock button locks every record currently displayed on the form. This is best used with forms set up By Table where multiple records are shown.

Conversely, the Unlock button unlocks every record displayed in the form so that edits can be stored to the database.

Lock Record (right-click)

The Lock Record option is available when right clicking the A column. This locks the record in the currently selected row of the form.

Conversely, the Unlock Record option unlocks the record in the selected row.

Cancel Edit (right-click)

If a value is entered or edited by mistake, the edit can be removed by selecting the cell in the A column corresponding to the edited record (colored green) and either clicking Esc on the keyboard, Cancel in the Keypad, or right-click Cancel Edit.

Delete (right-click)

If a record has been entered and stored by mistake, the record can be removed from the table by selecting the cell in the A column corresponding to the stored record (colored gray) clicking Delete on the keyboard, Delete in the Keypad, or right click Delete Record.

Keypad

The soft keypad is useful when using Data Entry Forms on a tablet or touch screen PC.

There are three available keypad types Alphabetic, Date Time and Numeric. When the keypad is opened, keypad type shown is based on either the cell value (if it is populated) or the cell format (if it is empty). The image8.png button toggles between the different types.

Note that if a cell is selected which has validation (like a drop-down list) the keypad is disabled.

For the Alphabetic keypad type, clicking .?123 will display punctuation characters.

The Delete pushbutton deletes the value in the selected cell except if the cell selected is in the A column of a record in which case this deletes the record from the database.

The Cancel pushbutton is only used when a cell in the A column is selected for a currently edited record. This cancels the edit, so the record is not stored to the database.

The arrow keys move the selector from the currently selected cell. The A? moves the selector to the A column of the row of the currently selected cell.

The Enter pushbutton sets the keypad value to the currently selected cell.