Configuring a Dataform to open as a Module

Did you know that you can create a module from a dataform? This allows you to access a single or multi-dataform without having to enter the Workspace first.

To create a module:

  1. Go to System Admin Modules.
    The Modules dashboard opens.
  2. Click Add.
    The Module Details form opens.

  1. Complete the form:
Name Enter a name for the new Module.
Category Select a category for the new Module.
Description Enter a description.

Target

Select Main Window.

Type

Select Dataform. The Dataform field becomes available.

Dataform

Select a dataform from the list. These are single dataforms (not tabbed forms).

Active

Select to activate the new module.

  1. Click Save.

Example of how to use

Let's say that you want to configure a module named Employee Search to display a list of Employees.

To configure:

  1. Go to System Admin Modules.
  2. Enter the Name as Employee Search.
  3. For Category, select Other.
  4. For Target, select Main Window.
  5. For Type, select Dataform.
  6. For Dataform, select Employee.
  7. Click Save.

To view your new module:

  1. Go to System Admin Modules.
    The Modules dashboard opens.
  2. In the list, locate your new module, Employee Search.
  3. To open, click (Jump).

The list of employees is displayed with the columns that are configured in the Dataform Admin for the Employee dataform, under Multi Col (see Defining dataform multiform list column headers). Numeric values (not zero) in Multi Col determine the columns that you see in the Employee Search list.