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id:
210

name:

Javascript and JQuery in Qrimp



description:
Make your Qrimp App more dynamic with JavaScript and JQuery.


ParentTopic:
 

id:
212

name:

Importing Large Datasets



description:
The following tips and tricks will help you import large datasets. If you are working with a small dataset, you can use the menu item Develop > Import data. See Import Data.

Copy Paste from Excel to Form

Keep the number of rows under 10,000 and the width less than 8,000 characters. We've noticed IE pastes large data sets better than Firefox. Sometimes the browser will crash if you try to paste a very large data set into a text field. So if this happens, try using one of the methods below. You can also paste this data into a .txt file and upload it using the Tab delimited file method described below.

Tab Delimited File Upload

One flat file import can be many megabytes, but upload time will depend on your connection speed. Since this is just one flat file, only a single table will be built. All the data should be consistent, meaning all date fields should be valid dates, numbers should all be numbers, no letters in the number fields. These rules apply to all import methods.

Excel 97/2000 .xls Import

File size < 20 MB, < 100,000 records per sheet, fewer than 20 sheets. Match sheet names to table names in Qrimp. Use this if you want to build the relational model to support multiple data sets automatically. Each sheet will be a table.

Importing Large Datasets

If you are converting an existing application or have extremely large sets of data you need to import, then the web is not a viable option. Because network latency, script timeouts, and other factors designed for a high scale environment like a web application are not designed to accommodate very long running batch processes, we need to import large sets without using the web.

Qrimp Hosted

If you are using Qrimp's Hosted solution, you can import data using the Rest-like API. This could take a while with millions of records to import, so in a scenario like this, it may always be best to contact support first. You can also download the Qrimp Server Installation and use the method described below.

Qrimp Enterprise Solution

If you are using the Enterprise solution installed on your local network, there are many options available for importing data. You will probably want to get help from someone experienced with Microsoft SQL Server to perform one of these import options. The first step to importing a large data set with Qrimp installed is to define the application. This is usually easiest using Qrimp's web interface to define tables manually. This process will create the underlying primary keys, foreign keys, and support tables needed to run your Qrimp application. A more difficult, but more flexible way is to define the data model directly using SQL Management Studio, export from UML, Earl, or some other relational modeling tool. For this to work, each table must have an INT IDENTITY field named id. The next step is to get the data into your data model.

Data Transformation Services (DTS)

Qrimp is built on top of the Microsoft SQL Server product, so getting data into Qrimp is similar to migrating data between any existing databases. The best way we have found is to use Microsoft's DTS to import the data. Here are a few resources on the Web to help you understand how to use DTS to import your data. Creating a DTS Package with SQL Server 2005 Creating a DTS Package with SQL Server 2008 Data import / export with SQL Server Express using DTS Wizard You can download DTS for SQL Server 2005 Express here: http://download.microsoft.com/download/4/4/D/44DBDE61-B385-4FC2-A67D-48053B8F9FAD/SQLServer2005_DTS.msi Download More Microsoft SQL Server 2005 Express Tools Here


ParentTopic:
 

id:
213

name:

Reordering columns



description:
To reorder the columns in a table, go to the grid edit view of the table. Click and hold the column header of the column you wish to rearrange. A multi-directional arrow icon will appear and a red line will show to the left side of the column you are moving. Hold and drag the column to its new position. All views will be updated to reflect your new column order.



ParentTopic:
 

id:
214

name:

Site Footer



description:
The site footer is used mainly if you have build an external website with Qrimp. Information in the footer will generally appear on all pages on the site. Web developers typically put information in the footer that is less important, such as copyright date, site developer, terms of service, contact links, etc.

Editing the Site Footer


Go to Design > Skins. In the area under "Change Site Header and Footer" marked "Footer" enter your HTML content and click save. Be cautious, as any changes you may have entered in the skin above will be lost when you save the site header/footer.

Replicating Look and Feel with Site Header/Footer


One of the fastest ways give a Qrimp app the same 'look and feel' as an existing site that you wish to migrate to Qrimp, is to copy the content from the footer near the bottom of the originating page.

To do this, copy the HTML and CSS from the originating page. If you have header content, do the same, but copy and paste it into the Header text box. You will surely have to make a few tweaks to width etc, and pull in any images, but this should start you off on the right foot.


ParentTopic:
 

id:
215

name:

Dashboard



description:
Your dashboard is a collection of portals that you subscribe to. Dashboards make great home pages, as they give you an overview of what is happening in your app and/or your company.

To learn more about customizing your dashboard, read about Portals.



ParentTopic:
 

id:
221

name:

Document Folders



description:

Navigating Document Folders


To view your document folders go to Documents > Document Folders



You will see your top level document folders. Top level folders may or may not contain subfolders.



Click a folder name to drill into the folder and see the subfolders under it. You can see the "breadcrumbs" trail above your folders, which shows you which level you are at.



Keep drilling in until you find your documents!


Adding a document and creating new folders


To add a document, go to your document folders. At the top you will see a link that says "Add Document". Click the link and enter your data in the fields. To create folders, type slashes "/" between the folder names in the Folder field.
When you enter folders and subfolders, these are created new if they do not exist.



Adding documents to existing folders


To add documents to folders that already exist, navigate to the folder you want your document to go into and THEN click the "Upload Document" link.

Bulk folder creation


If you would like to bulk import folders or replicate your existing folder system, please contact us for a quote.


ParentTopic:
 

id:
224

name:

Changing your favicon (tab image)



description:
You can change the image that appears in a browser tab.


First, create or find your favicon. It should be 16 pixels wide and 16 pixels high. Although it is created as a png or jpg, you will need to re-save it as a .ico. Your operating system may ask if you wish to do this, say yes.
 

Then navigate to Design > Skins


Scroll to the bottom of the skin and click the link that says Upload Images.


Upload your image.


After it uploads, you will see the attachment detail view. Look on the right hand side under attachments and click on the image of your favicon. It will take you to your attachment url.



Copy the attachment url to your clipboard. Only copy the part starting at the word "attachments", ie: "/attachments/app.qrimp.com-c035e92e-b45d-4e88-b92c-31e0472fb5e9/img.ico".


Now, go to Design > Clean URL map.


Click the add new button at the top.


In the CleanUrl field, enter "favicon.ico". In the DirtyUrl field, paste the file location from your clipboard and add a slash "/" in front of the word attachment.


Depending on your browser, it may take up to several days for your new favicon to appear. Favicons are stored in the browser cache and we're not sure why sometimes they take so long to refresh. You can sometimes see it sooner by checking your site on a different computer. There may be problems with certain combinations of operating system/browser. If your favicon does not populate within a couple of days, let us know.


ParentTopic:
 

id:
225

name:

Messaging Module



description:
Install the messaging module to send messages in your Qrimp app. See Adding Modules

Sending Messages

To send a message, go to Messages > Compose New.

Select the user(s) to send the message to by clicking a username, or enter an email address into the users box. Messages sent to external recipients via email will not be logged in the Messages table by default.

Logging messages sent to external email addresses

To track messages sent to external email addresses go to Develop > Manage Tables. Select the Messages table and click "edit". Add a field called ToEmail with a data type of Email Address.

Creating Contacts Automatically

You can set up your Qrimp app to automatically create an entry in your Contacts table when you send an email to a new external contact. If you do not have a contacts table, create a table with at minimum the fields mentioned below. If you already have a Contacts table, go to Develop > Manage Tables, select Contacts > edit, and add the following columns:

Name - Single Line Text 100 Description - Multiline text 500 or greater Email - Email Address

Now when you send a message to an external email, the Name and Email fields will both show the email address. The description field will indicate that the contact was created from a message from within your Qrimp app. You can edit these fields later with more details.

Logging Contact Interactions

If you have or create an Interactions table, you can log interactions with existing contacts using the Qrimp messaging system. First, follow the instructions above for "Creating Contacts Automatically". Then add a table called Interactions, or add the following columns to your Interactions table:

Name - Single line Text 255 ContactId - Pick From Contacts InteractionDate - DateTime Description - Multiline Text 5000+

Click the check boxes for auditing and versioning.

Once you've built the contacts and interactions table, messages you send to external users from your Qrimp app will be logged. This data makes a great addition to a CRM and can be very useful on Reports.

Messaging about items in your database tables

To use this feature, you must be comfortable with query string urls.

You can add the ability to see messages about an item in a table. First, add two additional fields to the messages table:

TableId - Pick From Table Settings ItemId - Number without Decimals

To send a message about a particular item, you must type in a url table that references the table you are mentioning. If you include a parameter to the tableid and itemid of an entity in your Qrimp App, the message will be created with the tableid and itemid specified. You can create the link like this: messages.aspx?t=messages&compose=new&tableid=1000&itemid=1

In this case, the message will be logged as being sent about item 1 in the table 1000.




ParentTopic:
 

id:
226

name:

Messages



description:
Install the messaging module to send messages in your Qrimp app. See Adding Modules

Sending Messages

To send a message, go to Messages > Compose New.

Select the user(s) to send the message to by clicking a username, or enter an email address into the users box. Messages sent to external recipients via email will not be logged in the Messages table by default.

Logging messages sent to external email addresses

To track messages sent to external email addresses go to Develop > Manage Tables. Select the Messages table and click "edit". Add a field called ToEmail with a data type of Email Address.

Creating Contacts Automatically

You can set up your Qrimp app to automatically create an entry in your Contacts table when you send an email to a new external contact. If you do not have a contacts table, create a table with at minimum the fields mentioned below. If you already have a Contacts table, go to Develop > Manage Tables, select Contacts > edit, and add the following columns:

Name - Single Line Text 100 Description - Multiline text 500 or greater Email - Email Address

Now when you send a message to an external email, the Name and Email fields will both show the email address. The description field will indicate that the contact was created from a message from within your Qrimp app. You can edit these fields later with more details.

Logging Contact Interactions

If you have or create an Interactions table, you can log interactions with existing contacts using the Qrimp messaging system. First, follow the instructions above for "Creating Contacts Automatically". Then add a table called Interactions, or add the following columns to your Interactions table:

Name - Single line Text 255 ContactId - Pick From Contacts InteractionDate - DateTime Description - Multiline Text 5000+

Click the check boxes for auditing and versioning.

Once you've built the contacts and interactions table, messages you send to external users from your Qrimp app will be logged. This data makes a great addition to a CRM and can be very useful on Reports.

Messaging about items in your database tables

To use this feature, you must be comfortable with query string urls.

You can add the ability to see messages about an item in a table. First, add two additional fields to the messages table:

TableId - Pick From Table Settings ItemId - Number without Decimals

To send a message about a particular item, you must type in a url table that references the table you are mentioning. If you include a parameter to the tableid and itemid of an entity in your Qrimp App, the message will be created with the tableid and itemid specified. You can create the link like this: messages.aspx?t=messages&compose=new&tableid=1000&itemid=1

In this case, the message will be logged as being sent about item 1 in the table 1000.



ParentTopic:
 

id:
230

name:

Adding Modules



description:
Modules are sets of database tables that add functionality instantly.

To add a module go to Develop > Add Module

Your module is added instantly. You may see new menus across the top that allow you to access the new tables. Sometimes you will not, for example, the "Countries" module simply adds the countries table to your list of tables. You can then use this as a look-up table (see Look-up Tables) in your other tables.


ParentTopic:
 

id:
231

name:

Remember Me



description:
Remember me is a checkbox you can click when you log in. It tells Qrimp to remember you the next time you access your app from that browser on that computer. By default you will only be remembered on the last browser and device you logged in from. If you click remember me on your laptop and then access the site from your mobile, you won't be remembered when your return to your laptop. If you clicked the remember me check box on a computer or device and then access the site from that same device, you will be remembered, but only on that one device.

Remember me on Multiple Computers



If you use your Qrimp app from multiple browsers or devices such as a work computer, your own laptop and your mobile device, and do not want to re-enter your log in information every time, you may wish to install the "Remember me on multiple computers" module. Please do not install if security is a concern. See Adding Modules. If you add this module, then Qrimp will remember you across multiple devices and computers.

Being remembered across multiple devices introduces increased possibilities for unauthorized access. If someone logs on at your home while you are at work, then they may be able to see things you don't want them to. If you don't add this module once you log in on a new device, someone using another device will have to log in again. If you add the module though, you could be logged in at home and at work at the same time -- and one of those could be someone else.

Prevent Session Timeouts


One great benefit of "Remember Me" is that your session won't be timed out. Without remember me, you are logged out after 20 minutes of inactivity. If you were typing one message for that long the message could be lost when you're asked to log in again. Clicking the remember me check box will ensure you're logged in automatically again when you click the send button and whatever you've been typing won't be lost. Note: Most newer browsers will remember what you have typed into a text area.

In-App logins: The Admin Screen



Qrimp has additional password protection for areas of the site that are behind the admin screen. The admin screen is a barrier that requires additional login before granting access to certain sensitive or important features of your app. In order to protect your app in the case that you are logged in and someone else accesses your account (ie: from your computer when you aren't at your desk). Even if you're logged in via a remembered session, you will have to log in again for further access. For example, if you want to create a user, even if you've accessed the site via a remembered session, we'll ask you to log in again.

This will prevent those who shouldn't be accessing your Qrimp app from having too much access. Some areas behind the admin screen are users, table management, portals, modules, queries, and operations.


ParentTopic:
 

id:
232

name:

Notification Parameters



description:
After you have subscribed a user to a notification (See: Notification Subscriptions Notifications and Custom Notifications), you can set notifications to be sent only when certain parameters are met. For example, you can send a notification to your sales rep Evelyn only when the order type is wholesale.

To set up a filtered notification, go to Admin > Notification Subscriptions and select the notification to filter.


Click the link on the far right that says 'Set Parameters'.


Now you are on the Notification Parameters page. At the top, you will see the notification you are setting up.


If any previous filters have been set, you will see them under "Current Parameters".


Select your parameters, then click "Save".


From now on, when a new Wholesale Order comes in, Evelyn will get an email about it. The email will look like this:



Note: Evelyn will no longer get an email for every order, only New Orders that are Wholesale. If you would like her to also get an email for every order, you must create a new, separate notification subscription.

You can change what the email notification says and what it looks like with Notification Templates.







ParentTopic:
 

id:
233

name:

Logging in



description:
First, make sure you have a Qrimp account. When you sign up, or when your admin creates an account for you, you get an email with your login info. Find this email.

Now, go to your app ie: "https://myapp.qrimp.net". Enter the email address and your temporary password from your sign up email. Passwords are cAsE sEnSiTiVE! Be sure to type slowly and carefully when entering your password (or copy/paste).


Once you are logged in, change your password. Memorize your new password, or write it down and keep it in a safe place.

If you forget your password, click the link that says "login help" and request a new password.

Please only contact us for help after you have tried all of the above. Lost passwords are a main use of support staff time and increase costs for all users. Take your time, be patient, follow the instructions and type carefully.


ParentTopic:
 

id:
234

name:

Notification Templates



description:

Notification Templates determine the text, images, links and design elements that are in notifications.

Existing Templates

Qrimp comes with the following default notification templates: UPDATE, CREATEACCOUNT, APPROVEACCOUNT, PASSWORDRESET, LOGIN, NEWMAIL, ACCOUNTREQUEST, New Suggestion, and New Comment On Suggestion. Use these default templates as the basis for your notifications. You can Copy these to create your own notifications. This will give you a head start on the content that can be displayed. You can also add new templates and start from scratch.

Update

Update is by far the most frequently used notification template. This basic template can be used to inform users that new records have been added to tables in your database.

What's in a Template?

Square Brackets

Notification templates rely heavily on Square Brackets to pull information from your database to the email in an automated fashion. Using Square Brackets you can show a user the name of the app in the email, which table and item was affected, which user made a change, the date the change was made, and more. Start with the default notification templates and copy/paste pieces of square brackets notation into your notifications.

CSS and HTML

Users familiar with CSS can also include the "<'style'>" tag to put design elements in the notification, such as fonts, colors, borders, backgrounds and more. Depending on the user's email client, the styles may show up differently. If a recipient shows text-only emails, these design settings may not make it through.



ParentTopic:
 

id:
238

name:

Forgot Password



description:
If a user forgets his or her password, it is easy for them to reset it. Go to the login screen (https://myapp.qrimp.net/login.aspx) and click the link that says "login help".



Enter the email address the user logs in with, select "Send a link to reset my password" and hit Send. Qrimp will send an email with a link that lets the user reset their password. For security purposes we do not send the actual password.



ParentTopic:
 

id:
244

name:

Forgot Username



description:
If a user forgets or loses his or her username, it is easy to reset.

Go to the login screen (https://myapp.qrimp.net/login.aspx) and click the link that says "login help".



Enter the email address the user logs in with, select "Send my username" and click Send.



The user will receive an email containing the login information and a link. When the user logs in, they will be prompted to change their password.



ParentTopic:
 

id:
245

name:

Why can't I see my column in grid view (view 1)?



description:
There are a couple reasons why you may not be able to see a newly added column to a table in your Qrimp app.

First reason, some apps may have a setting that only shows 10 columns at a time in the grid view.

To see more columns, go to Design > Form Designer. Click "Edit Column Labels" in the right hand column. Click on the "N" in the "Hide In Table" column for the column you wish to show.
Return to your table to see your column.

The second reason your column may not appear would be due to Column Security being enabled on the Table. When column security is enabled, you'll see a message at the top of the table description after you add the column letting you know that you'll need to configure column security to enable users of the system to see the column you just added. In that message is a link to configure column security.

If you miss the link, you can easily get to the column security configuration page by hovering over Develop, clicking Table Management. Then find the table you added the column to and click the Column Security link for that table. You'll notice on the configuration page that appears that the checkboxes for the new field are all empty for all the groups. Click the checkboxes for the groups you'd like to see the column. Your changes are saved automatically.


ParentTopic:
 

id:
247

name:

Custom Views (Sorting and Filtering)



description:
To enable custom views, you must install the custom views module. Go to Develop > Add Modules. Scroll down to "Custom View By Reports" and click "Add module".

To add a new custom view, go to the grid view of your table. At the top of the page you will see a drop down that shows "View By". In the drop down, select "Add new view".


Enter a Name for your view and select whether you want to make it the default view for yourself or all other users. Choose the columns you wish to appear in the view. Put the columns in the order you would like them in.


If desired, you can add further sorting and grouping to your columns.

Note: You must select a column in the GroupBy section in order to add totals for your view.



You can also add optional filters to the view, to only show data that meets certain requirements.


Select which users and/or groups can see the view:


Last but not least, click Save:


And then you have a view. This is a very simple view of Teams by year formed.



ParentTopic:
 

id:
250

name:

Table Backup



description:
You can back up the information in your tables one by one by downloading a copy of your data to Excel or .csv format.

To download a copy of your data, go to the table you wish to export and go to grid view. At the bottom of the grid you will see a link that says 'excel/csv'. Click that link, and the file will download to excel and open in excel. You can then save that file in either Excel or csv format.



If you do not see this option below your table, please contact your site admin and ask for permission to see export options.


ParentTopic:
 

id:
252

name:

Database table



description:
A database table is the master sheet of data in a particular area. It is best to create a new database table for each separate type of thing ie: Contacts, Contact Type, Employees, Inventory, Tasks, Invoices, etc. See also Introduction to Tables.

To see all of your database tables go to Develop > Manage Tables. (See also: Manage Tables)

Database tables can be linked together with relationships. For example, one employee may be related to many tasks. This would be a 'many-to-many' relationship. See Many-to-Many.


ParentTopic:
 

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