NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Dataform Direct Administration (Quick Admin)

About this video

Synopsis: The dataform administration icon (top right of all dataforms for Global Admins) has been dramatically enhanced to allow all dataform administration to be accomplished directly from the dataform without the need to access System Administration.  This new functionality gives Global Admins the ability to perform the following from the configuration icon:

  • Form Properties - configure base dataform properties, such as Form security, default attributes etc...
  • Form Fields - add, delete, edit and configure all dataform fields.
  • Field Display - configure field display properties to hide, display enable and disable fields on the dataform.
  • Custom Links - create, edit and delete custom links in the dataform header.
  • Business Rules - manage custom dataform rules, configure hard and soft errors and dataform save bizlogic.
  • Lookup Configuration
  • Lookup Group Configuration

This enhancement improves the user experience for global administrators and dramatically decreases the amount of time it takes to configure custom dataform behavior 

 

Video:

 

Dataform Direct Administration.mp4

 

 

 

 

 

 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm