DesignSelect Data Source Queries and Rules to Run

If you want data source queries, form rules, or business rules to run when a Data ProviderClosed Person or process that enters data into a form or other data entry view for a label that was configured by a Designer. A user acting as a Data Provider requires the DOCUMENT_PRINTER role or equivalent permissions. performs a particular action using a control, you must configure a triggerClosed A means of running an action, rule, or data service. Includes a trigger source if interactive (such as a button, a prompt, or a form) and a trigger event (such as clicking a button, entering text at a prompt, loading a form, or submitting a job). For example, you can specify a particular button as a trigger source that Data Providers can click to perform a query of a database. for each data source or rule.

For information about how to add a control, see Adding Controls.

Control Trigger Event When the Trigger Event Occurs

ButtonClosed A type of control or document field in the data entry view of a label template or in a form that can be used to run a data source query, a form rule, or a business rule when clicked by a Data Provider.

onClick

A Data Provider clicks a button.

Check BoxClosed A type of control or document field in the data entry view of a label template or in a form that can be used to run a data source query, a form rule, or a business rule when the check box is selected or cleared by a Data Provider.

onChange

A Data Provider selects or clears a check box, changing its state.

Drop-Down ListClosed A type of control or document field in the data entry view of a label template or in a form that can be used to run a data source query, a form rule, or a business rule when a Data Provider changes which item is selected.

onChange

A Data Provider changes which option is selected in a drop-down list.

Device SelectorClosed A control field in a form or in the data entry view of a label template that allows a Data Provider to select a printer or other device. A Device Selector is displayed as a browse button and the name of the selected device. Clicking the browse button opens a dialog box from which a Data Provider can select a device. A control can also be used to run a data source query, a form rule, or a business rule.

onChange

A Data Provider changes which printer or other device is selected and clicks OK in a Device Selector dialog box.

Folder SelectorClosed A control field in a form or in the data entry view of a label template that allows a Data Provider to select a folder. A Folder Selector is displayed as a browse button and the name of the selected folder. Clicking the browse button opens a dialog box from which a Data Provider can select a folder. A control can also be used to run a data source query, a form rule, or a business rule.

onChange

A Data Provider changes which folder is selected and clicks OK in a Folder Selector dialog box.

Label SelectorClosed A control field in a form or in the data entry view of a label template that allows a Data Provider to select a label. A Label Selector is displayed as a browse button and the name of the selected label. Clicking the browse button opens a dialog box from which a Data Provider can select a label. A control can also be used to run a data source query, a form rule, or a business rule.

onChange

A Data Provider changes which label is selected and clicks OK in a Label Selector dialog box.

Radio Button GroupClosed A type of control or document field in the data entry view of a label template or in a form that can be used to run a data source query, a form rule, or a business rule when a Data Provider changes which item is selected.

onChange

A Data Provider changes which option is selected in a radio button group.

PromptClosed A type of control or document field used to collect information from a Data Provider in the data entry view of a label template or in a form. When a Data Provider submits data via a prompt, a data source query, a form rule, or a business rule may be run.

onFocusOut

A Data Provider enters text then clicks to another field, tabs to another field, or presses the Enter key to submit the text in the Prompt field to Loftware Enterprise SP.

User SelectorClosed A control field in a form or in the data entry view of a label template that allows a Data Provider to select a user. A User Selector is displayed as a browse button and the name of the selected user. Clicking the browse button opens a dialog box from which a Data Provider can select a user. A control can also be used to run a data source query, a form rule, or a business rule.

onChange

A Data Provider changes which user is selected and clicks OK in a User Selector dialog box.

Text Box PromptClosed A type of control or document field in the data entry view of a label template or in a form that can be used to allow a Data Provider to retrieve lengthy data from a database and then manipulate the data retrieved.

onFocusOut

A Data Provider enters text then clicks to another field, tabs to another field, or presses the Enter key to submit the text in the Text Box Prompt field to Loftware Enterprise SP.

Select a Data Source Query to Run

If you want a query of a Database data sourceClosed A connection to a database that acts as a data source and can serve as the data ref for a document field. A Database data source is associated with a Database data service. or an Alternate data sourceClosed A connection to a file external to Loftware that acts as a data source and can serve as the data ref for a document field. An Alternate data source is associated with either a File data service or an HTTP data service. to be run when a Data Provider uses a particular control, do the following to select a trigger.

Tip: If you have not yet created the data source for which using the control should act as a trigger, you can skip this step and select the trigger when you create the data source. For more information, see Create a Database Data Source or Create an Alternate Data Source.

  1. From the Insert tab in the ribbon, click and drag Run Data Source to the form. The Run Data Source Action dialog box is displayed.

  2. Select a Trigger Source and Trigger Event, as described above.
  3. If you have configured more than one data source query to be run by this control, you can configure the running order of the data source queries by entering a value for Priority. The data source with the lower value for Priority is run first.
  4. If the data source should only run under a certain condition. Select Conditional, and describe the conditions.
    1. Enter a Name.
    2. Select an Operator.
    3. Enter a Value.
  5. Select the data source to use for the action from the Data Sources.
  6. Click OK.

Select a Rule to Run

If you want a rule to be run when a Data Provider uses a particular control, do the following to select a trigger.

  1. From the Insert tab in the ribbon, click and drag Map Operations, Static, or Run Another Business Rule to the form. The action dialog box is displayed.

  2. Select a Trigger Source and Trigger Event, as described above.
  3. If you have configured more than rule to be run by this control, you can configure the running order of the rules by entering a value for Priority. The rule with the lower value for Priority is run first.
  4. If the rule should only run under a certain condition. Select Conditional, and describe the conditions.
    1. Enter a Name.
    2. Select an Operator.
    3. Enter a Value.
  5. Configure the remaining fields for the rule. For more information, see Map Operations Rule, Static Rule, or Run Another Business Rule.
  6. Click OK.