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deleteedit1268Add an Active/Inactive Field<h2>Creating an Active (y/n) Field on an Existing Table</h2>
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]).

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Use the [Form Designer] to arrange the new field.

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Update your clients and mark them Active yes or no. [Grid Edit] makes this faster.
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You may also wish to [Hide Inactive Fields from Drop-Downs]
Adding Columns
deleteedit1269Managing UsersTo manage users and user groups go to Admin > Manage Users.Security
deleteedit1270Deleting a UserTo delete a user, go to Admin > Manage Users.

Click the name of the user you want to delete:

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In the [ContentHeader], click the red X delete button:

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

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Managing Users
deleteedit1272Marking a User Inactive (Not Enabled)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'.

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Managing Users
deleteedit1273Adding AttachmentsAttachments are added to individual records in your Qrimp tables.

There are two ways to add attachments:

<h2>With the paperclip icon in the header/footer</h2>

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<h2>Using the Add link in the Attachments box</h2>

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deleteedit1274Custom CSSYou 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].Changing the Look and Feel of Your App
deleteedit1275CSSCSS stands for Cascading Style Sheets. This is the code that determines the colors and positions of elements in your web app.Definitions
deleteedit1276Change your skinYou 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.

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

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Now your site will look different:

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Changing the Look and Feel of Your App
deleteedit1277Delete an AttachmentTo 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.

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

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

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Your item will be deleted from your database.
deleteedit1278Attachment PermissionsUser 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])Attachments
deleteedit1279User Group SettingsOn the User Security Page you can allow or disable the following options by group:

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

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.

<h2>Allow Edit CSS</h2>
Can this user group to edit Cascading Style Sheets?

<h2>EnableUploads </h2>
Can this user group upload attachments to your Qrimp app?

<h2>Show Export Options</h2>
Can this user group see [export options] to export data from your tables?

<h2>Show related data</h2>
Should the group see [related data]?

<h2>Default Start Page</h2>
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]

<h2>Input Black List</h2>
If the user group has permission to enter [HTML], which characters can they not enter?
User Groups
deleteedit1282Delete Multiple AttachmentsTo 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.

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Click the checkboxes beside each item you wish to delete:

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

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Your items will be deleted from your database.
deleteedit1283Edit an Existing Custom ViewTo 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"

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Edit your view to suit your needs.

See also [Custom Views (Sorting and Filtering)]
Custom Views (Sorting and Filtering)
deleteedit1284"..." in the Grid ViewFields 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.

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If you want to see the full text in the grid view, you will have to edit the field template (See <a href="db.aspx?t=helptopics&id=7&vid=11">Field Templates</a>) for that record. The easiest way to do this is to turn [design mode] on. Go to Design > Design Mode On.

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

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

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Change the ... to <noeval>[DATA]</noeval>. Then click save.

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Your full field (description) will now appear.

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Field Templates
deleteedit1285JavaScriptJavaScript is a type of code that is used with <a href="">to make the </a> elements of a page interactive.Definitions
deleteedit1286Design ModeDesign 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.

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A gear icon will appear near the top right every field that has a field template. Click the gear to edit the template.
Field Templates
deleteedit1287Add a Link to the Activity Log from the Grid ViewBy 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]).

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<span class="small">The default icon and link in the grid view</span>

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

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<span class="small">Our goal is to add an icon like this</span>

<h2>Copy the Link to the Activity Log</h2>
In this example, we will use the clients table.

Go to the grid view of the clients table.

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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..."

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<h2>Open the field template</h2>
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].

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<h2>Paste the url into the template</h2>
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:
<textarea><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></textarea>

<h2>Make your url a link with anchor tags</h2>
Put your cursor between the two "a" tags after the edit icon:

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

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Change the OwningRecordID from "1" to <noeval>1287</noeval>.

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Then wrap the link with an "a" tag. Put the following text around your link:<textarea><a href="db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=1287"></a></textarea>.

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<span class="small">Type carefully! Every symbol is needed!</span>

<h2>Step 4: Add the icon</h2>
Put the image icon between the a tags. You can copy the img tag from below:
<textarea><a href="db.aspx?t=ClientsActivityLog&orderby=1&orderby=1&OwningRecordID=1287"> <img align=absmiddle src=/images/webexview.gif height=20 width=20 border=0 alt="edit"> </a></textarea>.

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<textarea><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=1287"><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></textarea>

Click Save!

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

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Field Templates
deleteedit1288Copy a RecordIf 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.

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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]).

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Add a Record
deleteedit1289Hiding columns with CSSYou 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.

<input type=text size=100 value="<style>#iddiv,#createdatediv,#createiddiv{display:none}</style>">

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

<input type=text size=100 value="<style>#StartDatediv{display:none}</style>">

To do the same for Grid/Table views use this style definition in the header:
<input type=text size=100 value="<style>.id,.createdate,.createid{display:none}</style>">
Headers and Footers
deleteedit1290Configuring Imported TablesIf your system was created from imported data, here are a few things you may wish to do:

<a href="db.aspx?t=HelpTopics&id=213&vid=11">Re-order columns</a>

Change your [Table Security]

<a href="db.aspx?t=HelpTopics&id=256&vid=11">Add a Calendar List to your Dashboard</a>

[Change your skin]

<a href="db.aspx?t=HelpTopics&id=180&vid=11">Change your logo</a>

<a href="db.aspx?t=HelpTopics&id=247&vid=11">Set up Custom Views (Filtered and Sorted Reports of your data)</a>
[Edit an Existing Custom View]

[Convert a Field to a drop-down]
[Add a drop-down Field]
[Hide Inactive Fields from drop-downs]
<a href="db.aspx?t=helptopics&id=265&vid=11">Change a field to a drop-down</a> Make sure you have clean data first! Try out [grid edit] and sort by the field you want to convert to a drop-down.

Working with Data
deleteedit1291Form Field LayoutWe have changed the name of the form field layout feature. Please see [Form Designer].Form Designer
deleteedit1292Radio ButtonA 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.

<label class="datalabel move" for="Canceled">Canceled:</label>
<span class="radiobtn" style="white-space: nowrap;"><input name="Canceled" tabindex="8" id="CanceledN" type="radio" value="N"><label for="CanceledN">No </label></span><span class="radiobtn" style="white-space: nowrap;"><input name="Canceled" tabindex="7" id="CanceledY" type="radio" value="Y"><label for="CanceledY">Yes </label></span>

You can enter radios into [field templates] using [square brackets].

deleteedit1293Find the ID number of a TableEvery 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.

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deleteedit1294Hiding fieldsYou 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"

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Wait for the Grid Edit view to load.
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Click HideinColumn for field you want to hide.
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Change the field to say "Y" or "yes" to hide it.

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Grid View
deleteedit1295Separate name and address fields (From WebOffice)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.

<h2>Step 1 for both options: Create Separate Fields</h2>

In your Qrimp app, <a href="db.aspx?t=HelpTopics&id=19&vid=11">Add columns</a> 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:

<h2>Option 1: Fast Qrimp Update Statement and Manual Review of Fields</h2>
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.

<h2>Option 2: WebOffice Custom View and Thorough Qrimp Update Statement</h2>
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.

<h3>Steps to Complete Option 2</h3>
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. <strong>This view must include the UniqueID of the record in the view</strong>.

Export your data to a .csv file, then <a href="db.aspx?t=helptopics&id=62&vid=11">import it</a> 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.
Configuring Imported Tables
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