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.

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.

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.

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.

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.

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.

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.

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.

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.

Detail view shows you one individual record in a table at a time.

If you go to the detail view of a record, you can see related data, attachments and more on the right hand side of the table.

The view id for the view is 11.

First, make sure you have an appropriate table to use as a lookup table (see Look-up Tables.)

Go to the table you want to add a drop down to, then go to Table Management. Click "Add a column"

In the "datatype" drop-down, select the database table you wish to add as a lookup table.

You may also wish to Convert a Field to a Drop-Down.

One way to add Portals to your Dashboard is to subscribe to them.

Hover over the Dashboard menu tab, then click the sub-menu for 'Portal Subscriptions'. (Note: If you cannot see Portal Subscriptions, please contact your site Administrator to get permission to the menu).



Click the checkboxes next to the portals that are of interest to you, then click save. If your user group does not have permission to see that area of the site, the portal window will be blank, and you should delete it.

A list of upcoming events on your Dashboard can help you see what you need to do this week. You will need to have the Calendar and Custom Views modules installed (see: Modules).

Adding a Calendar List

In your menus, go to > Calendar > Event List


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You will see a list of all events. You need to filter this using custom views, so that you see only today's and future events. You must have the custom views module installed.


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At the top of the list, click "Add New View".


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Enter a name for your view. "Calendar" will be fine. Don't select it as the default view.


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Select the "Name", "BeginAt" and "StartDate" columns from the list.


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Sort by Start Date.

Group by Start Date.


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Filter the view. Select "Start Date", "greater than or equal to" and "Today".


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Select the user groups and users who should be allowed to see this view. There is nothing private in our calendar so we make it available to every user group except anonymous. Note: this will not add the portal for those users or groups. Users can add a portal using Portal Subscriptions.


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Save your view.


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You will see your new view. At the bottom is a link to share it. Click the share link.


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You will see a link to add to Dashboard. Click the "Add to Dashboard" link.


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Name your new calendar view. "Calendar" is a good name.


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Click the "View Your Dashboard Now" link.


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Your calendar is now a portal window on your dashboard.


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Grid edit is a view that makes data entry faster.

You also use the Grid Edit view to re-order columns in your database table. See reordering columns.

In grid edit, you look at multiple rows in your table, and you can click each field to edit it from the table, without going into each record.

To get to grid edit, go to the table you want to edit and select the "Grid Edit" sub-menu tab.


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Click the field you want to edit. Edit your data. Click save when you are finished.

Advanced: Grid Edit Query String

Enter &_showeditgrid=true" in your query string to get a grid view for any table. (See query strings).

A query string is part of a url. The query string is one of Qrimp's most powerful customization tools. We encourage you to take some time to experiment with query strings.


The query string that pulls back the current record from the help topics table

In general, a query string will allow you to specify the source of your data (the table) and select which data from that table to display. You can also use a query string to format and filter your data. You can even limit which data within a particular record you would like to display.

A query string contains query string parameters that identify which data to pull back and how to display it.

The rules of Internet URL Query String Syntax specify that the first parameter after the .aspx should be a ?. All subsequent parameters should be prefixed with an &.

A url (uniform resource locator) is the string of words and symbols that makes an address on the internet.


A url

If you type in www.qrimp.com into the location bar of your web browser, you have just written a url.

Links on websites are also urls.

A url usually has two parts. A file path leads to a location on the internet, like a website, and query strings contain parameters that specify which data from a site or database to pull back into your browser for display. Query strings are used when a website communicates with a database - the information in the query string tells the database which data to pull in to the web browser.

The location bar or address bar is the part of your web browser where you type in a website address on the internet. Most browsers will also let you enter a search query.

A program used to browse the internet. Common web browsers are Chrome, IE, Firefox, Safari and Opera.


Some web browser icons

Many smart phones have built-in web browsers.

Scenario: Bob is creating a new timesheet, and he's selecting a client from a drop-down. If some of your clients are no longer active, you do not want him to see them in this drop-down.

In this case, the first thing you will have to do is make sure your system has a way of knowing the client is no longer active. If you do not already have a field that tells you whether a client is active, you must Add an Active/Inactive Field.

Then you will have to set the clients table to only show active clients when users are entering clients records from a drop-down field in another table.

Get the Table ID of the Clients Table

Find the id of your Table and write it down, copy it to your clipboard, or remember it. You will need to get the right table id number for this to work!


You can find the TableID from Table Management

Write a SQL query

To hide an inactive record, you will need to use SQL security. Go to your Clients Table. Go to Table Management or Manage Tables. Click the link that says "Configure Table Settings" or "Settings".

Scroll down the Table Settings page to the field called "sqlsecurity". In that textbox, write the following statement, including all punctuation*:

('[_TABLEID]'=1048 or Active = 'Y')

Important: Change the id to match the id of your table!



Now, when Bob is creating a timesheet, he only sees active clients!

Important: Complete Data Entry is Key!

If you don't mark each client record as either active or inactive (and the field is empty) the record will be treated the same as if it were inactive. Be sure to mark all clients that you want in the list active!

* You could also write Active <> 'N'. The <> in a sql statement means 'not equal to'.

To change the datatype for a field, go to your table, then to Develop > Table Management.

Choose the field that you want to change and click 'change datatype'.



In the dialog box, select a new datatype from the drop-down list.

Before you Convert

Make sure your data is clean. Use the grid edit view and sort by the column you wish to convert to a drop-down.

You would not want to change this data to a drop-down:

Category:
Restaurant
Gas Station
Reeatruant
Restaurant
Grocery Store
Diner
Grocery STrore
Gas Station
Restaurant
GroceryStore

If you converted data like that, every time someone was picking from the drop-down they would see all the misspellings!

So take the time to correct them first.

A drop-down list box is also known as a select list, look-up table or a pick-from list.

When you are adding records, drop-down lists increase data accuracy by letting you select data from a list rather than type it in. Drop-down are particularly useful for oft-repeated data entry fields, like "Country" "Status" or "Category".

Drop-downs are also used to connect a record to an item in a related table. For example, if you were entering a new Project, the drop-down for the "Manager" field, would be a list of Employees.

Sample Drop-down

Number with decimalsNumber without decimalsDate/TimeText (2 characters)Text (50 characters)-- picklist from --accounttypesfurcolort_userst_viewsyesno

See also:
Look-up Tables
Convert a Field to A Drop-Down
Add a Drop-Down Field
Hide Inactive Fields from Drop-Downs

Qrimp automatically assigns every table and every record in every table an id number. This number is used by the system to identify those tables and records. IDs are created sequentially and start at 1 for the records in a table.

By default, you will see the id for a record in the grid view for a table. Click the id number to go to the detail view for that record.



The default link or url for each record will also show the id. You can find this in the location bar of your browser. The url for customer with an id of 238 will look like this:

http://myapp.qrimp.net/db.aspx?t=customers&vid=11&id=238

The customer with an id of 238 is the 238th customer that was added to your system. If a record is deleted, the id numbers in that table will become non-sequential.

Besides deleting a table, the best way to make sure that nobody sees it again is to use Table Security to make it so that all user groups have no CRUD permissions on the table.

Follow the instructions in Table Security but turn off all permissions, like this:

Go to Develop > Manage Tables

Find your table and click the delete link:



You will be prompted to make sure you really want to delete the table:



Deleting a table is final! If you are sure you won't ever need any of the data in this table again at any point in the future, go ahead and click yes.

If your table had relationships, you will be warned about those connections so that you do not have orphaned records.

Creating an Active (y/n) Field on an Existing Table

You may want to mark certain fields inactive. For example, you may have clients that you no longer work with.

Go to the Clients table > click the Table Management sub-menu, or go to table management, find your table in the list and click edit. Add a column called "Active" and make the datatype a yes/no. Click "Add Column". (See Adding Columns).



Use the Form Designer to arrange the new field.



Update your clients and mark them Active yes or no. Grid Edit makes this faster.


You may also wish to Hide Inactive Fields from Drop-Downs

To manage users and user groups go to Admin > Manage Users.

To delete a user, go to Admin > Manage Users.

Click the name of the user you want to delete:



In the ContentHeader, click the red X delete button:



If the user has created records, or has permissions associated with their account, you will either need to delete or reassign those records:

If you want to not let someone use your system anymore, but you want to keep the historical data associated with them, you can mark them inactive. This can be more convenient than deleting a user because a) you get to keep all of their data and b) you don't have to reassign all of their data.

Do make a user inactive go to Admin > Manage Users. Then click the users name.

Change the radio button enabled to 'no'.

Attachments are added to individual records in your Qrimp tables.

There are two ways to add attachments:

With the paperclip icon in the header/footer

Using the Add link in the Attachments box

You can use CSS to style any part of your Qrimp app. If you only want the style to be applicable to a particular page, table or view, you can write the CSS in a style tag in views or headers and footers.

CSS stands for Cascading Style Sheets. This is the code that determines the colors and positions of elements in your web app.

You can change the look and feel of your site in an instant by changing the skin. The skin is the CSS code that determines the colors and positions of elements in your app.

To change your skin, go to Design > Skins.



Select a different skin from the drop-down and click "Select Skin".



Now your site will look different:

To delete a single attachment, go to the record that your item is attached to. Click the attachments link on the right-hand side at the top.



Click the delete icon next to the item you want to delete:



You will get a warning asking whether you are sure you want to delete this item. Click Okay to delete.



Your item will be deleted from your database.

User accounts need the appropriate security permissions to add attachments. An admin can grant permission to a user to upload attachments by going to Manage Users > Manage Security Groups and clicking "yes" under Enable Uploads. (See User Group Settings)

On the User Security Page you can allow or disable the following options by group:

AllowHTMLInFields

Should this user group be allowed to write HTML? HTML fields can change the appearance, color, style, font and layout of your data.

AllowScriptInFields

Should this user group be allowed to write scripts, such as Javascript? Scripts should only be given to trusted users, as they can be used to alter your system.

Allow Edit CSS

Can this user group to edit Cascading Style Sheets?

EnableUploads

Can this user group upload attachments to your Qrimp app?

Show Export Options

Can this user group see export options to export data from your tables?

Show related data

Should the group see related data?

Default Start Page

The default start page is what a user sees when they first log in. If you do not change this setting, all users see the Dashboard.

See Change the Default Start Page

Input Black List

If the user group has permission to enter HTML, which characters can they not enter?

To delete multiple attachments, go to the record that your items are attached to. Click the attachments link on the right-hand side at the top.



Click the checkboxes beside each item you wish to delete:



You will get a warning asking whether you are sure you want to delete all of these items. Click Okay to delete.



Your items will be deleted from your database.

To edit an existing custom view, go to the grid view of your table.

Choose the view you want to edit from the drop-down list of views.

Click the link that says "Edit View"



Edit your view to suit your needs.

See also Custom Views (Sorting and Filtering)

Fields with a lot of data will be converted to a "..." to preserve space in the grid view. If you hover over the "..." you will see a small box pop-up that shows the data in that field.



If you want to see the full text in the grid view, you will have to edit the field template (See Field Templates) for that record. The easiest way to do this is to turn design mode on. Go to Design > Design Mode On.



A gear icon will appear near the top right every field that has a field template. Click the gear to edit the template.



You can see that the "..." is coming from this template.



Change the ... to [DATA]. Then click save.



Your full field (description) will now appear.

JavaScript is a type of code that is used with to make the elements of a page interactive.

Design Mode is a tool that lets you quickly edit Field Templates to change the display of your fields in any table and any view.

To turn design mode on, go to Design > Design Mode On.



A gear icon will appear near the top right every field that has a field template. Click the gear to edit the template.

By default, the grid view has an icon that lets you edit that record and an id link that you click to view the record detail (Detail View).


The default icon and link in the grid view

If you have activity logs on your site, you can add an icon that links to the activity log for that table.


Our goal is to add an icon like this

Copy the Link to the Activity Log

In this example, we will use the clients table.

Go to the grid view of the clients table.



Click the id number "1" next to the first record.



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You will see the Detail View. On the right of the detail view is the Activity Log for this client.

Click the link at the top of the box that says "ClientsActivityLog".



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You are now on the page that shows all of the activity for that client.

Go to the location bar of your browser and copy the url, starting at "db.aspx..."

Open the field template

Go back to the grid view of the clients table.



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Turn design mode on by going to Design > Design Mode On.



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A gear icon appears near the top right every field. Click the gear above the id field to edit the template.



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A text box for the item template will appear. You will see some HTML.

Paste the url into the template

You will have to paste the link you copied into this HTML code. Then you have to format it to make it a link.

The HTML in your textbox looks similar to this:
<a href=db.aspx?t=HelpTopics&id=[DATA]&vid=2 id="edititem"><img align=absmiddle src=/c6401/630.png height=20 width=20 align=absmiddle border=0 alt="edit"></a> <a href="db.aspx?t=HelpTopics&id=[DATA]&vid=11" title="View Details">[DATA]</a>

Make your url a link with anchor tags

Put your cursor between the two "a" tags after the edit icon:



Paste the link into the HTML "db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=1".



Change the OwningRecordID from "1" to [id].



Then wrap the link with an "a" tag. Put the following text around your link:<a href="db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=[id]"></a>.


Type carefully! Every symbol is needed!

Step 4: Add the icon

Put the image icon between the a tags. You can copy the img tag from below:
<a href="db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=[id]"> <img align=absmiddle src=/images/webexview.gif height=20 width=20 border=0 alt="edit"> </a>.


<a href=db.aspx?t=tHelpTopics&id=[DATA]&vid=2 id="edititem"><img align=absmiddle src=/c6401/630.png height=20 width=20 align=absmiddle border=0 alt="edit"></a><a href="db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=[id]"><img src="/images/ico_activitylog16.gif" height=20 width=20 align=absmiddle border=0 alt="ViewActivityLog"></a><a href="db.aspx?t=HelpTopics&id=[DATA]&vid=11" title="View Details">[DATA]</a>

Click Save!



Now, you can click the icon to see the Activity Log for a client record!

If you are entering new records that have very similar data to existing records, you can start from a copy of an existing record.

To copy a record, first go to the edit view of that record.

Click the "Copy" button at the bottom of the record. You will be taking to the detail view of your new record, and will need to click the edit icon again to enter the new data.



Be careful here and proceed slowly to make sure that you enter new data in the copied record, and do not overwrite the original record. Look at the location bar of your browser and check that the record has a higher id number than the original. (See AutomaticIDs).

You can hide columns for a view of a record or table using CSS.

Go to Develop > Header/Footer. In the header field, add the following style to hide the id, createid, and createdate fields. CSS is not supposed to be case sensitive, but just in case of browser bugs, make sure your div names are identical to the div in the HTML.



Notice that each field name is followed by the word div. So to hide another field named StartDate, you'd use this:



To do the same for Grid/Table views use this style definition in the header:

If your system was created from imported data, here are a few things you may wish to do:

Re-order columns

Change your Table Security

Add a Calendar List to your Dashboard

Change your skin

Change your logo

Set up Custom Views (Filtered and Sorted Reports of your data)
Edit an Existing Custom View

Convert a Field to a drop-down
Add a drop-down Field
Hide Inactive Fields from drop-downs
Change a field to a drop-down Make sure you have clean data first! Try out grid edit and sort by the field you want to convert to a drop-down.

We have changed the name of the form field layout feature. Please see Form Designer.

A radio button is an interface input to a datatype that has two options. It shows up as two small circles. When one option is selected, a dot appears in the selected circle.

Canceled:
No Yes

You can enter radios into field templates using square brackets.

[radios:yesno:[DATA]:autoupdate]

Every table in Qrimp is automatically assigned an id number. (See AutomaticIDs)

To find the id number of a table, go to Develop > Table Management.

Find your table in the list and note the id # that appears in brackets beside your table name.

You can hide fields from ever appearing in the grid view.

In this example, we are going to hide the 'email' field from the Clients table.

Go to your table.

Go to Design > Form Designer

Click the link on the right that says "Edit Column Labels"



Wait for the Grid Edit view to load.


Click HideinColumn for field you want to hide.


Change the field to say "Y" or "yes" to hide it.

If you are coming to Qrimp from WebOffice, this applies to you.

If you used the "name" or "address" datatypes when you built your WebOffice, the WebOffice back-up tool concatenates your separate name and address fields into one field. For example, if you had FirstName, MiddleName, LastName they would all be merged into one Name field.

If you want to re-separate the fields, follow the steps below. Note that there are two ways to pull the data into your app.

Step 1 for both options: Create Separate Fields

In your Qrimp app, Add columns for FirstName, MiddleName, LastName or Address1, Address2, City, State, ZIP, to the affected database table.

You now have to choices about how to get the separated data into those fields:

Option 1: Fast Qrimp Update Statement and Manual Review of Fields

Let your Qrimp rep know when you have separated your fields. A Qrimp support person will run a big update statement that will update all your records with the broken out data at no additional charge. You will need to review the data that is created, as it may have some problems which will need to be fixed manually. This option requires less work but doesn't give perfect results. Some of your data may not split properly depending on punctuation, spelling and symbols in the fields.

Option 2: WebOffice Custom View and Thorough Qrimp Update Statement

Create a custom view in your WebOffice that breaks the Name/Address fields out, then a Qrimp rep updates your app. Qrimp charges at our Hourly Rate for this service. Each table will take about 2 hours. This is more thorough than Option 1. It requires more work on your part, but gives the best results possible. This solution can be problematic if WebOffice does not provide a UniqueID field. A UniqueID field is only provided in some cases.

Steps to Complete Option 2

Go to your WebOffice. Create a custom view that breaks the NAME and ADDRESS fields out into individual columns for each portion of the name and address. This view must include the UniqueID of the record in the view.

Export your data to a .csv file, then import it into your Qrimp app as a new table. Name the new table "ClientMap".

Let your Qrimp rep know when you are finished with this and they will run an update query that updates all the records with what WebOffice exports in that custom view.

Note: If WebOffice doesn't provide the UniqueID, then we have to find some other field(s) to use as a unique identifier to update the records and that's not always possible depending on the data.