Master Data Form Design

Remember the Computer Inspection form we deisgned? If you recall we added an Equipment Select/DropDown to the form and had entered the values to display in the form itself. While this is quick and easy when a new equipment has to be added the form has to be modified and published again. This is a cumbersome process. Additionally we cannot automate the Master Data updating process which we will learn later while designing flows.

We will now go on to design a Master Data form. For our example, the Equipment Master Data form has just two fields:

• Equipment Id
• Equipment Name

Master Data Design

1. Login to Turbo Apps and click on Forms in the sidebar
2. Click on the Create button and choose Master Data
3. In the Form Designer do the following
   1. From Basic, drag and drop Textfield component into the form
      1. Enter the Label as Equipment ID
      2. In the Display tab, also select the Table View option. This will enable this column to be shown in the Data view described later.
      3. Click on Validation and select the Unique and Required fields. This indicates that this is the key field for this Master Data entity
      4. Click on API and confirm API name is equipmentId
      5. Click on Save
   2. From Basic, drag and drop another Textfield component below the Equipment Id
      1. Enter the Label as Equipment Name
      2. In the Display tab, also select the Table View option. This will enable this column to be shown in the Data view described later.
      3. Click on Validation and select the Required field
      4. Click on API and confirm API name is equipmentName
      5. Click on Save

That’s it. We are now done with the Master Data design. Click on Save and enter the details:

• Icon - Click on the icon and select a suitable icon of choice (optional)
• Title - Equipments
• Description - Equipment Master Data

The newly created Master Data form is now saved.

Publish it

While you can preview the form, its not important as the Master Data form will never be displayed to user. It will only be used by Administrator and Developer to maintain the Master Data design and the data.

Now click on the Publish button, enter a comment and publish it, else this form cannot be filled in by Inspectors.

Maintaining Data Manually

For this tutorial we will only be maintaining the data manually. When we go to the Master Data Flow development we will learn how to automate it.

In the Forms list, click on the Data icon in the Equipments row. The list of Master Data entities already created will be displayed here. For now you will see an empty list as we have not added any data. You will also see only the columns that you have selected the option Table View for.

Recall that our Equipment list was of the form:

Equipment ID	Equipment Name
computer	Computer
monitor	Monitor
mouse	Mouse
keyboard	Keyboard
cpu	CPU

1. Click on the Add button and add the first equipment from the table
2. Repeat the step to add all the other master data
3. Once all are added you will see a list with 5 items as seen in the table above

That’s it. We are done designing and maintaining the Master Data. Now lets put it to good use.

Including the Equipment Master Data in the Computer Inspection form

From the Forms list, click on the Inspection Form to display the Form Designer

1. Click on the Equipment Select / Dropdown component in the form and open its properties
   1. Click on Data and click on the Data Source dropdown.
   2. A list of data sources in the system are shown. Choose Master Data option
   3. Deselect the Lazy Load Data checkbox. Since there are ony 5 rows its ok to load it all at once. If the number of rows of master data is large, then enable lazy loading so that data is loaded on demand only
   4. Under Master Data select the Equipments Master Data entity that we just created
   5. For Label Property choose Equipment Name as that is what we want to display to Inspectors
   6. For Value Property choose Equipment Id as that is the value we want to send to the server on form submission
   7. Leave all other values unchanged and press Save
   8. Click on Save

Preview the form and Publish it

Click on Preview to view form. Click on the Equipment Dropdown and view the Equipment Master Data now.

1. Leave the Preview form tab and switch back to the Turbo Apps tab.
2. Navigate to the Forms list and click on the Data icon in the Equipments row to display the five equipments added so far
3. Click the Add Master Data button
4. Enter a new equipment as below and Save it
   1. Equipment ID: watercooler
   2. Equipment Name: Water Cooler
5. Now switch back to the Preview tab and Refresh the page in the browser
6. Click on the Equipment dropdown now and notice that the newly added master data “Water Cooler” appears without any changes to the form!

Remember to go back to Form Design screen for the Computer Inspection formand click on the Publish button, enter a comment and publish it, else this version of the form with Master Data will not be available for Inspectors.

Login to Turbo Forms App

Now login to the Turbo Forms App on web or mobile as the same user and click on the + button to create a new form to fill and choose the Computer Inspection form. You should now be able to see all the size equipments in the newly created form.

Note: If you open the old form which is tied to the older version of the form, you will still see the earlier list of 5 equipments only.

Assignments

For working with the Flow Development tutorials later, you will need to design a couple of more Master Data entities. Here are the details for you to create:

1. Inventory Master Data

Complexity: Easy Add another Master Data called Equipment Inventory and add the following fields:

Field Label	API Property Name	Type	Table View	Mandatory	Unique
Equipment ID	equipmentId	Textfield	Yes	Yes	Yes
Inventory	inventory	Number	Yes	Yes	No

Add data manually for all the equipments you added in the Equipment Master Data earlier as below:

Equipment ID	Inventory
computer	10
monitor	20
mouse	30
keyboard	40
cpu	0

Note that we are not adding inventory for watercooler. This is to simulate an error later!

2. Personnel Master Data

Complexity: Easy Add another Master Data called Personnal and add the following fields:

Field Label	API Property Name	Type	Table View	Mandatory	Unique
Personnel Number	personnelNumber	Textfield	Yes	Yes	Yes
Name	name	Textfield	Yes	Yes	No
Phone	phone	Textfield	Yes	No	No
Designation	designation	Textfield	No	Yes	No
Organization	organization	Textfield	No	Yes	No

We will not add any data manually now as we will be downloading personnel information from SAP and saving using a flow

3. Dependent Master Data for Equipment and Location

Complexity: Advanced Add location master data and set it in the form automatically when an equipment is selected.

1. Modify Equipment Master Data and add another mandatory field called Location to store the equipment’s location.
2. In the Computer Inspection form change Equipment field to this Master Data. Add Location to a disabled textfield.
3. se the Refresh On field and set the value of Location based on the selected Equipment.

Check the solution for this assignment: Assignment Solution

Topics Covered

Note

The following concepts have been covered:

1. Designing a Master Data form with a key field and a label
2. Adding Master Data manually
3. Changing the form design to load data dynamically from the Master Data
4. Add additional Master Data and view the new data in the form automatically