How to limit browse dialog on child dialog form


Author
Message
Richard Keller
Richard Keller
StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)StrataFrame User (132 reputation)
Group: Forum Members
Posts: 84, Visits: 324
I also like the Master Detail metaphor as well.  Where the summary rows are in one tab, edittable and the detail are another tab.  Please take a look at my screencast.  It shows how to create a master detail tab and bind to toolbar with minimal effort.

http://www.screencast.com/t/a3rEJbsYFtt

Edhy Rijo
E
StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)
Group: StrataFrame Users
Posts: 2.4K, Visits: 23K
Larry Tucker (03/08/2008)

(In VPM, I actually used related pages a lot more than related forms for this reason... clicking on a child tab made more sense to my users than poping up a new window.  The less sophisticated the user, the more they seemed put off by multiple windows.  I've had some good luck building related pages forms in SF too. Wink

Hi Larry,

Honestly I never used the Related Form functionality in VPM, I am sure some developers may find it very useful, but in my case, I try to keep it simple whenever I can.  Also I am always looking at other commercial applications look and I have never seen the Related Form approach which lead me to just keep it in the bag in case I may ever use it, but after 10+ years working with VPM (Visual ProMatrix) I never actually use it and disable it at the base class.

I am glad to be of some help.  Please show us your final form when complete.

Edhy Rijo

Edhy Rijo
E
StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)StrataFrame VIP (4.6K reputation)
Group: StrataFrame Users
Posts: 2.4K, Visits: 23K
Hi Richard,

Thanks for sharing this video with us, it does provide a quick way to get this done, even though you are using a 3rd party controls.

One thing I notice is that at the end of the video the screen came up all red and IE just crashed, I tried twice and the same thing happen, so I guess the video is somehow corrupted.

I noticed from your toolbar that you are using IBIZ component for QuickBooks.  I purchased a license long time ago to be used with VFP as an ActiveX, but never got the chance to use it.  I may need to upgrade my license for .NET for an upcoming project, can you please give me your input on the use of these component under .NET?

Thanks again!

Edhy Rijo

Trent Taylor
Trent Taylor
StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)
Group: StrataFrame Developers
Posts: 6.6K, Visits: 6.9K
Hey guys,

Thanks for all of your ideas here...good stuff.  I thought I would put in my two cents as well. Smile

Larry, I think that what Edhy was getting at when he mentioned working against the framework isn't that the BrowseDialog (a StrataFrame component) was working against the framework, it is more related to working against a disconnected data set.  We too are from a VFP background and one of the bigger learning curves to make is working with disconnected data.  In VFP, you could just slap on a filter and show only the records that you were interested in....this was easy since all of the records were ALWAYS brought the client side (even when using views, etc. since the query was performed on the client and not a server like SQL Server).

Edhy's example of the child data is similar to what we do.  We use a lot of ListViews instead of grids and then use teh ChildFormDialog control to popup a child form to add and edit those child records. 

If you want to filter out records allowed in the Browse, then you can use the Searching event of the BrowseDialog like we talked about in an earlier post.

But you have mentioned Related Forms from VPM...though a slightly different twist, using a ChildFormDialog control and setting the BusinessObject Translations is basically helping you achieve this same type of thing.  In FoxPro you would genreally have the parent form set as a Private data session and the child as a default so that it could see the parent's data session...in essence this is what the ChildFormDialog helps you to accomplish.  I will try to post some screen shots in the next couple of days showing how we implement this in our medical software (it might spark a few ideas). Smile

Richard,

Thanks for taking the time to create this video...these types of things are ALWAYS helpful for other developers out there! 

Larry Tucker
Larry Tucker
StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)
Group: StrataFrame Users
Posts: 69, Visits: 308
Everyone,

Yes, this is very helpful and all the input is appreciated.  Both Edhy's and Richard's examples are great.  I think we are addressing 3 different issues at once:  1)  what is the easiest UI for the user; 2) what works best from a technical / efficiency point of view with disconnected data; 3) whether a browse dialog ever works on a child form.

Richard's "Master/Detail" tabs are similar to what I used to do in VFP (and called "related pages").  Using parameterized views, I'd requery the detail view as needed when it was clicked.  I think I've been able to do something similar in SF as follows

Private Sub pgfMain_SelectedIndexChanged(ByVal sender As System.Object, ByVal e As System.EventArgs) _

  Handles pgfMain.SelectedIndexChanged

If Me.pgfMain.SelectedIndex() = 1 Then ' page 2

  If Me.TemHeadBO1.IsDirty Then

    Me.TemHeadBO1.Save()

  End If

  Me.TemItemBO1.FillByParentPrimaryKey(Me.TemHeadBO1.PK_TEMHEAD)

Else ' back to page 1

  If Me.TemItemBO1.IsDirty Then

    Me.TemItemBO1.Save()

  End If

End If

End Sub

Not sure this is the best way to save dirty BOs, but the detail BO requery seems to work.  I notice Richard also changes the primary business object at this point to make the nav work on either the master (TemHead) or detail (TemItem) BO.  Very nice.  His example loads the entire detail BO at form load and then uses the SF BO.ChildAutoFilter setting to apply a filter.  I assume his approach is technically preferred for smaller detail tables and the separate queries when needed (as above) is better for larger ones.

As for the preferred UI, my guess is that for detail tables with fewer fields, Edhy's single page approach is preferable... and that the Master/Detail related tabs is better for complex child tables especially if the child tab has simply fields instead of a grid or even additional tabs if needed.

Finally, as for my original question on this thread concerning using a browse dialog with a child form, Trent, are you saying you are able to get the dialog to work?  I can filter it to match the records in the child table, but can't get it to position the child record pointer when it closes.

Larry

Trent Taylor
Trent Taylor
StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)StrataFrame Developer (10K reputation)
Group: StrataFrame Developers
Posts: 6.6K, Visits: 6.9K
what is the easiest UI for the user;

This in itself can be a very long.  Here is a sample of one of our maintenance forms in our medical software.  We take a different approach and use the IsDirtyChanged event to dynamically add the Save and Undo links to an action list for the end-user.  You can also see how we present child information to the end-user.

  1. Actions - This action list is in the same place on every form in the system (we actually call them pages since we use a folder style format).  This list grows with actions specific to the entry form at hand.
  2. Getting Started - This generally has a browse and an Add new link to help the end-user get started.  These links do the same thing that the Action list does...it is just on the first page (which is a page in a PanelManager).
  3. MRU List - We have a persistent MRU list for every maintenance form, by logged in user, in the entire system.  This is a huge feature that our users love....especially since it is persistent.

Once a record is selected for maintnenace (either a new record or existing record) then the PanelManager moves to Page two which has the editor:

You'll see that as soon as a text field is changed, the Save and Undo links automatically appear in the list.  This is done by handling the IsDirtyChanged event of the BO.  When we load the record, we use the FillMultpleDataTables method on the BO (refer to the docs on how to use this new method in 1.6.5) to retrieve the parent and child records in a single trip to the server...MUCH faster!  You can see that there is a page tab that has Provider Numbers.  In this maintnenace form, there are so many fields that we had to use a page tab, which is where the child records are presented.

You can see that they are already populted when the records is loaded...NOT when you go back and forth from page to page.  Doing this when a page becomes active can work in a scenario where the data is going to be very small.  But the larger the data becomes the less responsive your application becomes.  Users tend to be OK with an initial loading pause, but not when they are in the middle of modifying a record.  If a child record is selected or added, then a ChildFormDialog control is used to show the child form.  Here is what the child form for the list on the left looks like:

The Save doesn't actually save to the database, it just checks the rules and if all is well, returns back to the parent.  The Parent form is where all of the saving to the database should take place.

what works best from a technical / efficiency point of view with disconnected data

This one question could be an entire training session, and is something that we cover in our training class.  The bottom line is the fewer trips to the server the better and only bring back what you need.

whether a browse dialog ever works on a child form

A browse dialog will work anywhere that you put it.  I think that the issue that you are running into on this forum discussion is that this is generally not something that should be done to load a record for editing on a child.  If you are using the BrowseDialog to lookup a child or foreign key record then that is perfect, but to bring back a record for editing is not good programming technique and is confusing to an end-user.

His example loads the entire detail BO at form load and then uses the SF BO.ChildAutoFilter setting to apply a filter.

This can be dangerous and is something that we see people fight all the time.  There is a time and place for filters, but this is generally not the place.  If you are using this technique you are bringing back more data than you need to work on.  Secondly, this can present issues with you add or modify a record since the filter is dynamic.  I have seen MANY issues come from this approach.  You have to be very cautious in a designer environment when using a filter since you are going to be adding records and modifying records...records can start "disappearing" or "moving" on you which throws a wrench in your programming logic thus introducing bugs and "disappearing data."

Finally, as for my original question on this thread concerning using a browse dialog with a child form, Trent, are you saying you are able to get the dialog to work?  I can filter it to match the records in the child table, but can't get it to position the child record pointer when it closes.

This works fine and we have this in many places in our medical software.  The only reason that you record would be positioned wrong in this case would be some logic in your code moving the record pointer.  Check which events you are handling and where you have logic to reload or move a record pointer.  The record pointer in this case is being moved AFTER the BrowseDialog has done its work.

Final Note: Larry, I think that the training class that we have in July would be a major boost to your development cycle.  We cover all of these topics and more and you can move your learning curve to the left a year or more.  We have tweaked our training over time to tackle all of these types of issues so that you don't continue to churn your wheels in the muck and can get to business much faster.  Just a suggestion. Smile  Not just for Larry, but for anyone facing these types of questions!

Larry Tucker
Larry Tucker
StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)StrataFrame User (139 reputation)
Group: StrataFrame Users
Posts: 69, Visits: 308
Trent,

Thanks very much for the detail and screen shots. 

As for the class suggestion, it is a good one and I was hoping to take the next class... but the scheduling conflicts with my vacation.  Maybe next time.

Larry

GO

Merge Selected

Merge into selected topic...



Merge into merge target...



Merge into a specific topic ID...




Similar Topics

Reading This Topic

Login

Explore
Messages
Mentions
Search