Form for registering new vendor
| ConfiForms Form Definition |
|---|
| formName | vendors |
|---|
| registrationFormTitle | Vendor Registration |
|---|
|
| confluence-administratorsVendor has been registeredRegister vendorINLINE
nameNametext locationLocationtext |
...
For for registering new client
| ConfiForms Form Definition |
|---|
| formName | clients |
|---|
| registrationFormTitle | Client Registration |
|---|
|
| confluence-administratorsClient has been registeredRegister clientINLINE
nameNametext vendorsVendors[7045319|vendors|name|true||]smartmultiselect locationLocationtext |
...
Basic reports
All my clients (in a table)
| ConfiForms TableView |
|---|
| formName | clients |
|---|
| sort | name ASC |
|---|
|
name |
Same as above but as a list (with totally custom layout)
| ConfiForms ListView |
|---|
| formName | clients |
|---|
| sort | name ASC |
|---|
|
name based in location |
...
All my vendors (in a table with name and location)
| ConfiForms TableView |
|---|
|
name location |
...
Vendors per location
| ConfiForms TableView Merger |
|---|
| vendors
location Per locationPer location:[count] |
...
| Chart |
|---|
|
| ConfiForms TableView Merger |
|---|
| clients
location Per locationPer location:[count] |
|
...
Vendors per region
| Chart |
|---|
|
| ConfiForms TableView Merger |
|---|
| vendors
location Per locationPer location:[count] |
|
...
My client (by name) with all vendors in a custom view (showing only ONE client by filter with custom layout)
| ConfiForms ListView |
|---|
| filter | name:*ABC |
|---|
| formName | clients |
|---|
|
nameBased in: location Vendors: vendors |
Showing customers who use vendor matching a filter (vendors:*TUV)
| ConfiForms ListView |
|---|
| filter | vendors:*TUV |
|---|
| formName | clients |
|---|
|
|
| Warning |
|---|
"questionable" reports - querying through vendors about clients (not directly at least, but though custom views), as we only store one way reference in client table/form. That means: vendors form knows nothing about clients
- Vendors used by clients (with multiselect fields (we have it for vendors) the reports might be not so flexible, values are appended automatically)
| ConfiForms TableView Merger |
|---|
| clients
vendors.name |
| ConfiForms TableView Merger |
|---|
| clients
vendors.name [count] |
same as above but with flattened dataset | ConfiForms TableView Merger |
|---|
| | clients
vendors.name [count] |
| ConfiForms TableView Merger |
|---|
| clients
vendors.name name |
same as above but with flattened dataset | ConfiForms TableView Merger |
|---|
| | clients
vendors.name name |
vendors.length with Merger table | ConfiForms TableView Merger |
|---|
| clients
name
vendors.asLengthvendors.asLength |
as normal table (using special function to count vendors) vendors.length with table view | ConfiForms TableView |
|---|
| name vendors.asLengthvendors.asLength |
same but using [entry_fieldname] | ConfiForms ListView |
|---|
| [entry.name] with vendors count: [entry.vendors.asCount] |
|
| Info |
|---|
In current configuration we have not created a form with locations which we can then reuse in both "vendors" and "clients". (this is certainly possible, but to simplify things we have decided to use simple text field) |
...