System Meta Data Connection

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The System Meta Data connection enables form designers to access Users, User-Groups and Positions lists from within their forms.

 

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Selecting the Connection

Selecting the Action

Send and Return Parameters

Sample Use Case

 

 

 

Selecting the Connection

 

When in the form designer and selecting a connection in the Properties bar for a Connect or Connect and Search behavior command, you are presented with any available form connections (as established in the Connections Dashboard). You are also presented with a System Meta Data connection. The System Meta Data connection is always available. It is not established by the account administrator nor can it be edited in the Connections Dashboard.

 

Connection Selection

 

Selecting the Action

 

There are three actions associated with the connection: Users, User-Groups and Positions. Only those Users, User-Groups and Positions associated with the account are presented in this list. The actions are read-only and do not allow updating of data.

 

Action Selection

 

 

Send and Return Parameters

 

All “Send” parameters act as search parameters and support the usual wildcards “*” and “?”. For example, if you pass “Ca*” to the “Last Name” parameter, it will return all users whose last name begins with “Ca”. Send parameters which are left empty or which pass an empty string “” are ignored. If multiple Send parameters are defined, they are all applied together as logical AND. If all Send parameters are empty, then all Users, User-Groups or Positions (depending on the action selected) are returned.

 

The table below provides detail for some of the parameters for each action.

 

Action

Parameter Detail

Users
•Is Active - Can take either 0 - Not Active or 1 - Active.
•Role - Can take either 1 - Basic User, 2 - Full User or 2 - Limited User.
•has Offline Role - Can take either 0 - No or 1 - Yes.
•User Group Name - Pass the name of an existing user-group, and it returns all members of this group. (Wild card is not supported.)
•User Group ID - Pass the ID of an existing user-group, and it returns all members of this group. (Wild card is not supported). The ID can be retrieved from the “User-Groups” action return parameters.
•Position Name - Pass the name of an existing position, and it returns the user of this position. (Wild card is not supported.)
•Position ID - Pass the ID of an existing position, and it returns the user of this position. (Wild card is not supported.) The ID can be retrieved from the “Positions” action return parameters.

User-Groups
•User ID - Pass the ID of an existing user, and it returns all groups of which this user is a member. (Wild card is not supported.) The ID can be retrieved from the “Users” action return parameters.
•Number of Members - Returns the number of members in this user-group. If no members exist then 0 is returned.

Positions
•User ID - Pass the ID of an existing user, and it returns all positions of which this user is assigned to. (Wild card is not supported.) The ID can be retrieved from the “Users” action result.
•Number of Members - Returns number of members in this position (0 or 1).

Properties Bar

 

 

Sample Use Case

 

A scenario in which this type of connection might be helpful is when there is a need to populate a drop-down list with a full list of groups. The user of the form could select any group from the list and then have a behavior that returns all the names of all users in that group to another drop-down list. The user of the form could then select a name from the Name drop-down and return the users e-mail address (or any other information about the user).

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_system_meta_data_connection.htm
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