[Widget] Advanced & Special Widgets

Created by YOOV Plus, Modified on Wed, 19 Oct 2022 at 04:57 PM by YOOV Plus

Advanced & Special Widgets


  • Expression - Make calculations using list of pre-set/custom mathematical formulae, the result will be automatically calculated 
  • Yes/No - Tick box
  • Rating - Show rating
  • Text Combination - To combine context from other fields into new value/text, similar to CONCATENATE function in Excel
  • Auto-Numbering - Generate a serial number in a custom format for each record automatically
  • RichText - A text editor often used for long paragraph,support complex format text, image, URL 
  • ID Card - Input ID card number with verification
  • Members - Add other colleagues from same company, supports notifying the selected member and grant the management authority for the record
  • Department - Select the department of members
  • Signature - Add signature to the record
  • Section Line - Separate sections
  • Remark - Remarks which are read only
  • Capitalized Amount - Display the capitalized amount in Chinese characters from associated fields




Expression

Make calculations using list of pre-set/custom mathematical formulae, the result will be automatically calculated.

Number

  • Expression Type
    • Calculate numeric values

 

  • Calculation Method
    • Choose the appropriate method: Sum; Average; Max; Min; Product; Custom formula

 

  • Fields
    • Choose data from designated field for calculations
    • Users can utilise the form's Amount Fields, Number Fields, other Expression Fields and Summary Fields

 

  • Unit
    • Set a unit for calculated results 

 

  • Decimals
    • Set decimal place
    • Default decimal place will be 2


  • Example
    • Fomula
    • Result


Date

  • Expression Type
    • Calculate durations of date and time

 

  • Calculation Method
    • Days between two dates: calculate a period of days and time
      • Input Start and End Date
      • Choose include end-date or not
      • Choose Time Unit: Year; Month; Day; Hour; Minute
    • Add/subtract time from date: add or subtract a period from a date to get a new date
      • Select Date and input Custom Date Formula
    • Days up to today: calculate a period from today
      • Days between today and selected Date: for date after today
      • Days between selected date and today: for date before today
      • If choose the wrong one, the value will be shown in negative 
      • Choose Time Unit: Year; Month; Day; Hour; Minute


  • Example
    • Fomula
    • Result


Yes/No

Tick box.

  • Default Value
    • Yes: the tick box will be filled by default 
    • No: the tick box will be empty by default

 

  • Checkbox Text
    • Set the display text next to the box during creation


  • Example


Rating

Show rating.

  • Rating Range
    • Users can choose “1 to 5 stars” or “1 to 10 stars


  • Example


Text Combination

To combine context from other fields into new value/text, similar to CONCATENATE function in Excel.

  • Select fields
    • Select the fields to be combined within the form 
    • Input the symbol to connect the data

 

  • Example
    • Setting
    • Result


Auto-Numbering

Generate a serial number in a custom format for each record automatically.

  • Number rule
    • Create a formatted and automated consecutive numbering ID for new records of the form
    • ID (Natural): number will start from the inputted Start Value and can be choose for reset by different period
    • ID (Formatted): set the digits of number, number will start from the inputted Start Value and can be choose for reset by different period, 0 will be added automatically for the lack of digits
    • Create at: choose the date formats and will be automatically filled by creation time when saving new record
    • Fixed length text: text inputs
    • Ref to column: use data of other fields

 

  • Example
    • Setting

    • Result


RichText

A text editor often used for long paragraph,support complex format text, image, URL.

  • Example


ID Card

A text editor often used for long paragraph,support complex format text, image, URL.

  • ID Card Type
    • Support Hong Kong ID card, China ID card, Taiwan ID card and Passport

 

  • Example
    • With verification


Members

Add other colleagues from same company, supports notifying the selected member and grant the management authority for the record.

  • Field Type
    • Single Selection: only one member can be selected for the record
    • Multiple Selection: more than one member can be selected

 

  • Selection Mode
    • Select members from pulldown menu or pop-up window


  • Permission
    • As Record Data: only for data record as a text
    • As Record Owner: selected member can view record data only or edit the record as record owner (set in authorization)

 

  • Team Name
    • Show if different from current: team name will be shown if the selected member is in another team 
    • Show always: Team name will be shown under member’s name 
    • Show always as tooltip: Team name will be shown when mouse over to the member’s name when viewing the record


  • Example


Department

Select the department of members.

  • Selection type
    • Select single or multiple department


  • Example


Signature

Add signature to the record.

  • Example


Section Line

Separate sections.

  • Title
    • Set a title for the section line


  • Example


Remark

Remarks which are read only.

  • Remark Content
    • Rich text box will pop up for edit the content in remarks


  • Example


Capitalized Amount

Display the capitalized amount in Chinese characters from associated fields.

  • Related Field
    • Relate to the amount widgets


  • Example

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