Bridge. Advanced Configuration Guide. Version

Transcription

1 Bridge Advanced Configuration Guide Version

2 Table of Contents Page i Table of Contents Table Of Contents I Introduction 1 Building Advanced Lookups 2 Preparing the Data Source Configuration 4 Preparing the Combo Box Lookup Fields 21 Lookup Tutorial Final Product 31 Advanced Lookup Alternate Configurations 38 Dynamic Grid Lookups 38 Web Service Lookups 38 Index I

3 Introduction Page 1 Introduction Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies. This guide is primarily for design-level users, detailing advanced design features and structures. Note: Access to all data and features in the system are controlled by the user accounts. The type of account you have, and the security rights and roles assigned to it, will affect the following: The ability to see and use features to view, create, edit, or delete data. The ability to see and use data created by other users. You should always be able to use data you created yourself, unless your account has been changed to remove access.

4 Building Advanced Lookups Page 2 Building Advanced Lookups The basic purpose of a lookup feature is to access a source of data, and use filters and conditions to retrieve one or more records. The Data Source Configuration is the center of the lookup feature, defining the source and how the data is organized. Features that need to retrieve the data connect to the Data Source Configuration. The Data Source Configuration can be set for the following sources: Data Table Grid Web Service Data is stored within purpose-built tables. Currently this is achieved using the Data Tables feature, which allows data to be uploaded using Excel files, and organized by effective date and culture. Data is collected in dynamic grids within the workflow. This may be default data, user-provided data, or calculated values. All data from a single grid becomes available for lookups. This option uses a web service to request data from a system. This may be an internal request to retrieve Bridge data, or may access external systems such as Insurity resources. In the future, this may allow access to public and paid services offered by other companies. The Data Source Configuration can be accessed through the following methods: Combo Box Fields These are specialized drop-down fields that can be included in the user workflow. The user can enter text to search for specific data, which is then displayed in a table that expands down from the field. The user then selects one record. Selecting a record within a combo box can automatically populate other fields, and can even trigger searches in other combo box fields (known as Cascading). Calculated Fields These are fields that contain formulas that can display system information or perform complex cal-

5 Building Advanced Lookups Page 3 culations using functions and conditional logic. Using the LookupDataSource function inside a formula will return the results of the lookup. The function can also be used to populate other fields, and trigger searches in combo box fields. The next sections provide step-by-step instructions for building an advanced lookup.

6 Building Advanced Lookups Page 4 Preparing the Data Source Configuration Before proceeding, ensure that all necessary resources are in place for the data source configuration. Review the following checklist. Each data source configuration is created within a specific product configuration. See the section on Product Model in the User Guide - Product Design document for details on managing products. To create a data table lookup, the data table configuration must be created in advance. See the section on Data Tables in the User Guide - Product Design document for details on managing data tables. Notes: Once the data source configuration has been saved, the associated data table configuration cannot be edited or removed from the data source. Ensure that the data table configuration is correct before creating the data source configuration. Filters in the data source configuration can only be applied to columns defined as Key Columns in the data table configuration. The Sorting Column defined in the data table configuration will not be available for use as a Primary Display Column or Key Column in the data source configuration. When using Culture settings in the Domain / Rate Tables attached to the Data Table, the system must be able to locate the same data across all provided culture versions. To achieve this, the column selected as the Key Column in the Data Source must contain unique entries, and must have the same entries across all related tables. To create a grid lookup, the grid panel and fields must be created in advance. The grid and associated fields are available for configuration without having to publish the workflow. See the section on Workflow Configurations in the User Guide - Product Design document for details on managing fields and panels.

7 Building Advanced Lookups Page 5 Any fields to be used as filters or output fields should be created in advance so they can be selected in the configuration. However, filter and output fields can also be added after the initial configuration. Fields are available without having to publish the workflow. Example: For the purpose of this tutorial, we will be using a Data Table with the following data and settings. The ID column contains unique identifier numbers for the people in the list, while all other columns include duplicate values. ID and Last Name are set as the Key Columns, and no Sorting Column has been selected. 1. Proceed with the data source configuration. In the Product Design menu, select Product Model. The Products list opens. 2. Select the product under which the data source is to be created. The Product Management page opens.

8 Building Advanced Lookups Page 6 3. In the Product Menu widget, select Data Source Configurations. The Data Source Configurations list opens. 4. Click Add. The Data Source Configuration Management page opens. 5. Complete the necessary information. Fields marked with a red asterisk * are required.

9 Building Advanced Lookups Page 7 Name Code Description Enter the name of the configuration. This is the name that will be displayed when selecting the configuration in the Combo Box field setup. A unique identifier code can be provided, or one will be generated on saving the configuration. This code will be used to identify the configuration for functions. A description can be entered to provide more information on this configuration. This is only displayed on this page. Data Source Type Data Source Select Data Table, Grid, or Web Service. The Data Source field becomes available. Select the appropriate source. The available options will depend on the Data Source Type. Data Table Lists Data Table Configurations for the current Product. Grid Lists all Grid and Premium Grid panel configurations in the system.

10 Building Advanced Lookups Page 8 Web Service The available web services are defined in the system. Address Lookup: Verifies that an address is valid, and provides additional information about that address. Assured Lookup: Used to search for individual and company assured information. Auto Class Code Lookup: Used to search for a vehicle class code based on search filters. City File - Auto Information Lookup: Used to search for vehicle information that may affect the risks involved with a policy. City File - Location Information Lookup: Used to search for information on a city or community. City File - Property Information Lookup: Used to search for information on a specific property. Commercial Lines Manual - Foot Note Lookup: Used in conjunction with the Commercial Manual Lines - Search web service to retrieve foot note details associated to a specific class code. Commercial Lines Manual - Search: Used to search for information on a specific class code. Country Wide Indicator Lookup: Used to determine data capture requirements, validation information, and rating rules for a given class code. Distributor Lookup: Used to search for distributor company information. Loss Cost Lookup: Used to retrieve ISO Loss Cost data for controls within the workflow. Verify that the settings are correct. Once the data source is saved, the Data Source Type and Data Source fields cannot be changed. 6. Click Save to save the data source configuration. Additional configuration options become available. 7. The Attributes panel is expanded with new fields.

11 Building Advanced Lookups Page 9 Primary Display Column Key Column Rule Select a column from the data source. When a record is selected, the value in this column will be displayed in the lookup field. It is recommended to select a column with data that is recognizable to the user. This field is only available for Data Table and Web Service sources. The key column is the value that is stored in the database when a record is selected and the screen is saved. When referencing the lookup field in triggers or calculated fields, this is the value that will be provided. Note: For Grid sources, a key column cannot be selected. Instead, the value stored for the lookup field is a long alphanumeric code assigned by the system. Due to the random nature of the code, it is unlikely that this could be used in any meaningful way. The values in this column must be unique, as they specifically identify individual records. Key Column is Primary Display Column Specify Alternate Key Column The same column selected as the Primary Display Column will be used as the key column. A different column can be selected as the key column. The Key Column field becomes available.

12 Building Advanced Lookups Page 10 Key Column This field is available when Specify Alternate Key Column is selected as the Key Column Rule. Select a column to serve as the key column. Example: Our tutorial example now has the following settings. First Name has been selected as the Primary Display Column. While it is not a unique value, it is meaningful to the user and clearly indicates the purpose of the field. On selecting "John Smith", the lookup field appears as follows: Since First Name does not contain unique values, it should not be used as the Key Column. So, Specify Alternate Key Column has been selected, and the ID field has been chosen as the Key Column. The field displayed below is a calculated field that simply displays the saved value of the lookup field.

13 Building Advanced Lookups Page In some cases, the data source may have far more information than what is required for a particular lookup. Filters can be applied to control what data is presented to the user. Under the Filters list, click Add. The Add Filter window opens. Column This field is labeled Grid Field for grid sources. Select the column on which to apply the filter. For data tables, only columns defined as Key Columns in the Data Table configuration are available.

14 Building Advanced Lookups Page 12 For grids, all supported field types are available. For web services, only columns defined as Filters in the Web Service are available. See the section Web Service List for Data Sources in the User Guide - Product Design document. Filter By Select the source of the filter value. Field The data can be filtered by a field in the workflow. The Field field becomes available. Constant Value The data is filtered by a value provided here in the configuration. The Constant Value field becomes available. Field This field is available when Field is selected as the Filter By option. Select the field to provide the filter value. This can be a user-entered field or a calculated value. Notes: If the lookup will be used with a combo box, the field must be on the same screen as the associated combo box. However, you can use a calculated field on the same screen that refers to a field on another screen. Date Picker, Rich Text, and Textbox ( ) fields are not available. Selection fields that use option lists store the Code of the selected option. To use these field types, the selected Column must contain these codes. Constant Value This field is available when Constant Value is selected as the Filter By option. Enter the value to be used in filtering the column. This is commonly used when only certain data from the source will be required. Click Save & New to save the filter and clear the form to enter a new filter, or click Save & Close to save the filter and close the window.

15 Building Advanced Lookups Page 13 Notes: All filters applied to the same column, including fields that can have multiple options selected, will be handled as "Or" conditions. This means that if data matches any one of the conditions, it will pass the filters. If more than one column in the table has filters, then the columns will be handled as "And" conditions. This means that each record must pass at least one filter on each column, or the record will not be included. Whether a filter is based on a constant value or a field, the data must match the condition exactly in order to pass the filter. Any numerical fields should be formatted as text. Any extra characters, such as thousands separators or currency symbols, might not match the regional formatting of the user's browser, preventing a match. If a field used as a filter is changed, the combo box will be cleared. If multiple combo boxes are chained together, each serving as a filter for the next, changing one field will clear all dependent fields. If a combo box is cleared, any output fields that are in read-only mode will also be cleared. Output fields that are editable will not be cleared in case the user has changed the content. Example: Our tutorial example now has the following filter settings. The Filter Field in the workflow will allow the user to enter a last name. The Last Name column will be filtered to only show records with the provided last name. With the First Name column selected as the Primary Display Column, this creates the context for the user.

16 Building Advanced Lookups Page 14 The two examples below show the lookup results with no value in the filter field, and with the name "Smith" in the filter field. Note that the filter is not case-sensitive.

17 Building Advanced Lookups Page The Display Columns panel is used to define which source columns will be displayed in the combo box dropdown list. Under the Display Columns list, click Add. The Add Display Column window opens. Column Label Sequence This field is labeled Grid Field for grid sources. Select a column to be displayed. The name of the selected column is automatically entered as the label, but can be modified. Enter a sequence number to control the order of the columns.

18 Building Advanced Lookups Page 16 Searchable When a search is performed, this column will be included in the search and any matching records will be displayed. Note: If the search returns no results, a message will indicate so at the bottom of the dropdown. Click Save & New to save the column and clear the form to enter a new column, or click Save & Close to save the column and close the window. Example: Our tutorial example now has the following display columns. The ID and Gender columns are not necessary for the display, the Birthdate column does not need to be searched, and the label of the Birthdate column has been adjusted. The sequence numbers are set at intervals of 10, allowing additional columns to be inserted without having to adjust all other columns. The field to filter on the last name will be optional, so the Last Name column has been set to Searchable as well as the First Name. In the example below, we see the three selected columns with their labels, in the selected sequence. By entering "mi" in the lookup field, the lookup displays all records that contain those characters in the First Name or Last Name columns. As with filters, the lookup is not case-sensitive.

19 Building Advanced Lookups Page When a selection is made in a combo box, the values of one or more columns can be output to specific fields in the workflow. Under the Output To Fields list, click Add. The Add Output to Field window opens.

20 Building Advanced Lookups Page 18 Column Output Field This field is labeled Grid Field for grid sources. Select a column to be output. Columns that are not displayed in the lookup can still be output to fields. Select the field to receive the value. The receiving field must be in the same screen as the source combo box field. One column can be output to multiple fields, but an output field can only receive data from one column. Click Save & New to save the output and clear the form to enter a new output, or click Save & Close to save the output and close the window.

21 Building Advanced Lookups Page 19 Notes: HTML content cannot be output to any fields. The following field types are not supported: Checkbox Group, Date Picker, Include Exclude List, Multi Select, and Rich Text. The following control types are supported and can be hidden or read-only: Combo Box, Label, Text Area, Textbox, Textbox (Decimal), Textbox ( ), and Textbox (Integer). The following control types are supported, but will not be updated if they are hidden or read-only: Checkbox, Drop Down, and Radio Buttons. When using Checkbox, Drop Down, or Radio Buttons as the output, the data table must have the Codes for the individual options list items, and not the Labels. Example: Our tutorial example now has the following output columns. All columns will be output to a set of fields. In this example, all output fields are simple Textbox fields intended to display the data. When outputting data to fields of specific data types, ensure that the field type is a match to the source data or otherwise compatible.

22 Building Advanced Lookups Page 20 In the examples below, we see the lookup field and output fields before and after making a selection. 11. The Data Source Configuration is now complete. Click Save at the bottom of the page to save the full configuration. The data source can now be selected when configuring a combo box field. See the next section for the workflow component of advanced lookups.

23 Building Advanced Lookups Page 21 Preparing the Combo Box Lookup Fields Before proceeding, ensure that the necessary data source configurations have been completed. See the previous section, Preparing the Data Source Configuration, for details. The data source includes the settings for how the data is handled. The field configuration options are specific to how the field itself is used. 1. Proceed with the field configuration. In the Product Design menu, select Workflow Configurations, then select Fields. The Fields list opens. 2. Click Create. The Field Management page opens. Some columns have been hidden.

24 Building Advanced Lookups Page Complete the necessary information. Fields marked with a red asterisk * are required. Name Code External Code Control Type Enter the name of the field. This is the name that will be displayed when selecting the field in other configurations. This will not be displayed in the workflow. A unique identifier code will be generated on saving the field. This code will be used to identify the field for functions and placeholders. A custom code can be assigned to identify the field when integrating with external systems. Select Combo Box. Additional fields become available in the panel.

25 Building Advanced Lookups Page 23 Option Lists Size Height Data Source Search Mode This field is not used for this configuration. Select the width of the combo box field. This only affects the width of the basic field, while the dropdown section will be sized according to the number of columns being displayed. This field is not used for this configuration. Select the configured data source for this lookup. Select how the lookup is initiated. Automatic The user can enter text in the field, and the system will automatically perform the lookup and display results that match the entered text. The system will refresh the lookup as the user enters more text, further refining the results. This option is best used for searching smaller amounts of data. Larger data sources can take longer to respond to the user input. This option can also be used for cascading combo boxes. When a selection is made in one combo box, a value is output to a second combo box as a search value. If the second combo box is set to Automatic, and there is only one matching record, it will be selected without requiring user input. If there is more than one matching record, the user will still need to manually select one of the records. Manual The search text can be entered into the field, either by the user or as the output from another combo box, then the user must click on a search icon next to the field to initiate the search. This option should be used for large data sources, for web service sources that may incur charges for each search, or if cascading combo boxes are configured to output to fields used as filters in the same series of lookups. Changing a filter field or deleting the search text will clear the selected record from the field, but will not change the results available in the drop-down list. The user must click the search icon

26 Building Advanced Lookups Page 24 again to refresh the results. Minimum Filter Length This field becomes available when Automatic has been selected as the Search Mode. Enter the minimum number of characters that must be entered before the lookup initiates. This option can also be used for large data sources instead of the manual search option. If entering a certain number of characters before searching will significantly narrow down the results, this will reduce the response times. Note that the combo box field does not indicate the minimum number of characters, so it may be useful to provide instructions for the user in the label, help text, or a nearby label field. Line of Business System Library Correlated Parent Field The field can be associated to a specific Line of Business to group workflow components with similar purpose. Most fields where workflow components are selected will only show components associated to the same line of business as the current component, or those set to All. This option is not used for this configuration. This option is not used for this configuration. This field is not used for this configuration. Example: Our tutorial example has the following settings for this panel.

27 Building Advanced Lookups Page 25 By selecting Automatic Search Mode with zero Minimum Filter Length, the lookup searches the data source as text is entered. See the screenshots below.

28 Building Advanced Lookups Page 26 If the Search Mode were set to Manual instead, the lookup would show no results when the text is entered, only performing the search on clicking the lookup icon.

29 Building Advanced Lookups Page Continue with the configuration. The Mapping panel is not used for this configuration. Label Text Enter the label for the field.

30 Building Advanced Lookups Page 28 Help Text If help text is provided, a help icon is displayed to the right of the field label. Hovering the pointer over this icon displays a small window with the help text. This text can provide instructions on what should be selected, or how many characters should be entered to initiate a search. Required Check this box if a selection must be made before the user can progress in the workflow. The selection can be made by the user, or automatically selected by another combo box in a cas-

31 Building Advanced Lookups Page 29 cade structure. Note that if the field is Hidden or Read-Only, this setting will not be enforced. This setting can be conditionally changed using field override settings in the panel configuration. Read-Only Hidden Check this box if the field should display its current value without allowing the user to change it. A read-only field can still be changed by another combo box in a cascade structure, and can still output to other fields. This setting can be conditionally changed using field override settings in the panel configuration. Check this box to hide the field in the workflow. This setting can be conditionally changed using field override settings in the panel configuration. Note that hiding a combo box using this option will render it inoperable, and it will not be available to receive output from another combo box or send output to any fields. Use the Responsive Disclosure feature to hide the combo box while keeping it functional. Rate Driver Available for Triggers Available for Reports Calculated Always Calculate Calculated Field Formula Default Maximum Length This option is not used for this configuration. Check this box if the combo box should be available for the evaluation of triggers. Note that the Key values configured in the Data Source Configuration are the values that should be used in the trigger conditions. Check this box if the combo box should be available for reports. This option is not used for this configuration. This option is not used for this configuration. This field is not used for this configuration. This field is not used for this configuration. This field is not used for this configuration.

32 Building Advanced Lookups Page 30 Rounding Precision Scale This field is not used for this configuration. This field is not used for this configuration. The Field Initial Value Settings panel is not used for this configuration. 5. Click Add to save the field configuration. 6. The combo box field can now be used in a workflow configuration. See the section on Workflow Configurations in the User Guide - Product Design document for details on the remaining workflow components.

33 Building Advanced Lookups Page 31 Lookup Tutorial Final Product To complete the final product for this tutorial, a second set of Data Source, Combo Box, and output field configurations has been created. Both data sources are using the same sample Data Table. Assembled into a panel, screen, and workflow, the end result is shown here. The first Lookup field is a manual search field that is filtered by the Filter Field. The first name is displayed, and the selected record outputs to five read-only fields as well as the second Lookup field. See below.

34 Building Advanced Lookups Page 32 The output fields will be cleared if the Filter Field or lookup selection are cleared, and will be updated if the lookup selection is changed. The second Lookup field is an automatic search field that is filtered by the Filter Field and can receive output from the first Lookup field, which triggers an automatic search. The birth date is displayed, and the selected record outputs to five editable fields. See below.

35 Building Advanced Lookups Page 33 The output fields will keep their values if the Filter Field is changed, will be cleared if the lookup selection is cleared, and will be updated if the lookup selection is changed. The two lookups are linked together in what is called a "Cascading Structure", where one lookup can trigger a search in one or more other lookup fields.

36 Building Advanced Lookups Page 34 If the Filter Field is empty and no selection has been made in the first Lookup field, the second Lookup field will function normally with all records available.

37 Building Advanced Lookups Page 35 If a value is provided for the Filter Field but no selection has been made in the first Lookup field, the second Lookup field will be filtered normally.

38 Building Advanced Lookups Page 36 If the Filter Field is empty but a selection has been made in the first Lookup field, the output from the first Lookup field will be used as search text for the second Output field. The search is triggered automatically, presenting the user with the search results when they open the list. The user can still enter new search text, which will replace the search text received from the first Lookup field. The first Lookup field could have been set as a filter instead, allowing the user to perform a search separate from the filter, however this would not trigger an automatic search.

39 Building Advanced Lookups Page 37 If a value is provided for the Filter Field and a selection has been made in the first Lookup field, the automatic search is triggered on the filtered results. If there are multiple results, the user can make a selection. With our test data, this results in a single matching result. That record is selected automatically and the output fields are populated. When using unique values, this automatic selection can occur across multiple lookups. This can fill an entire form with data from multiple sources. If a lookup field is not expected to ever need user input, it can be hidden using responsive disclosure. This concludes the tutorial for preparing advanced lookups. See the following sections for information on alternate structures such as grid lookups, webs service lookups, and responsive disclosure for combo box fields.

40 Building Advanced Lookups Page 38 Advanced Lookup Alternate Configurations The detailed tutorial covered the configuration of an advanced lookup using data tables. Creating lookup configurations from other sources just involves a few adjustments. Dynamic Grid Lookups Dynamic grid lookups retrieve data from a grid within the workflow. The configuration is very similar to data table lookups, with a few considerations. A key column cannot be selected. Instead, the value stored for the lookup field is a long alphanumeric code assigned by the system. Due to the random nature of the code, it is unlikely that this could be used in any meaningful way. The grid may be filled with default values, calculated fields, uploaded data, and user-entered data. The content of the grid may be strictly controlled, or may be very unpredictable, requiring careful configuration of the grid fields and any fields associated to the lookup. Web Service Lookups Web service lookups retrieve data from an external source. The selected filter fields are sent as part of the request, and the service returns all records that match the filters. The available fields are predefined, see the section Web Service List for Data Sources in the User Guide - Product Design document. The following requirements and limitations apply.

41 Building Advanced Lookups Page 39 Some services require dates as filters. However, Date Picker fields are not supported as filters. A calculated field can be used to pull the date from the date picker field, and the calculated field can be used as a filter. In general, when using web service lookups, the results in the combo box cannot be searched. Entering text into the combo box field will have no effect. The one exception is the Address Lookup web service, in which case the search-text can be entered directly into the combo box to perform the lookup. In addition, if no address is found for an Address Lookup, the search address can be saved. This will not populate any output fields.

42 Index Page i Index A Add button 6, 11, 15, 17, 30 Add Display Column window 15 Add Filter window 11 Add Output to Field window 18 Address Lookup web service 8, 39 Always Calculate checkbox 29 Assured Lookup web service 8 Attributes panel 7-9 Auto Class Code Lookup web service 8 Automatic search mode 23 Available for Reports checkbox 29 Available for Triggers checkbox 29 B Business Rules panel 28 C Calculated checkbox 29 Calculated Field 2 Calculated Field Formula field 29 Checkbox control type 19 Checkbox Group control type 19 City File - Auto Information Lookup web service 8 City File - Location Information Lookup web service 8 City File - Property Information Lookup web service 8 Code field 7, 12, 22 Column field 11, 15, 18 Combo Box control type 2, 19, Commercial Lines Manual - Foot Note Lookup web service 8 Commercial Lines Manual - Search web service 8 Constant Value field 12 Constant Value filter 12 Control Type field 22 Correlated checkbox 24 Country Wide Indicator Lookup web service 8 Create button 21 Culture field 4 D Data Source 4, 31 Data Source Configuration 2, 20, 29 Data Source Configuration Management page 6 Data Source Configurations panel 6 Data Source field 23 Data Source panel 7 Data Source Type field 7 Data Table 4, 11, 31

43 Index Page ii Data Table data source 2, 7 Data Table Lookup panel Date Picker control type 12, 19, 39 Default field 29 Description field 7 Display Columns panel 15 Distributor Lookup web service 8 Domain / Rate Tables page 4 Drop Down control type 19 E External Code field 22 F Field field 12 Field filter 12 Field Initial Value Settings panel 30 Field Management page 21 Fields menu item 21 Fields panel 21 Filter By field 12 Filter column 12 Filter Field field Filters panel 11 G General Information panel 7, 22 Grid data source 2, 7 Grid Field field 11, 15, 18 H Height field 23 Help Text field 28 Hidden checkbox 29 I Include Exclude List control type 19 K Key Column field 10 Key Column is Primary Display Column option 9 Key Column Rule field 9 Key Columns field 11 Key field 29 L Label control type 19 Label field 15 Label Text field 27 Labels and Help Text panel 27 Line of Business field 24 Lookup Data Source function 3 Lookup field LookupDataSource() 3 Loss Cost Lookup web service 8

44 Index Page iii M Manual search mode 23 Mapping panel 27 Maximum Length field 29 Minimum Filter Length field 24 Multi Select control type 19 N Name field 7, 22 O Option Lists field 23 Output field 36 Output Field field 18 Output to Fields panel 17 Output To Fields panel 17 P Parent Field field 24 Primary Display Column field 9 Product Design menu 5, 21 Product Management page 5-6 Product Menu widget 6 Product Model menu item 5 Products panel 5 R Radio Buttons control type 19 Rate Driver checkbox 29 Read-Only checkbox 29 Required checkbox 28 Responsive Disclosure 29 Rich Text control type 12, 19 Rounding Precision field 30 S Save & Close button 12, 16, 18 Save & New button 12, 16, 18 Save button 8, 20 Scale field 30 Search Mode field 23 Searchable checkbox 16 Sequence field 15 Size field 23 Sorting Column field 4 Specify Alternate Key Column option 9 System Library checkbox 24 T Text Area control type 19 Textbox (Decimal) control type 19 Textbox ( ) control type 12, 19 Textbox (Integer) control type 19 Textbox control type 19

45 Index Page iv W Web Service data source 2, 7-8 Workflow Configurations menu 21

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