Version: DashboardFox v11
Role: App Builder
Permission: App Builder access to the application
Access the App Builder Section
This section show how you can access the App Builder section
Application and Category
This section shows the steps on how you can access the application and create a new category.
Click the down arrow button to select an application.
Note: For this guide, we have created a sample. Applications will vary depending on your organization's admin.
Select the application you want to house the new category you are creating.
Click the Add button beside Categories.
Type in the name of the Category.
Click Save.
Adding a database table
This section shows the steps on how you can add a database table to the category you are creating
Click on the newly created category.
In the database view section, click the Add Table button.
An Add SQL Table dialog box will appear. Select the table you want to use.
Type in your Table Alias. Use underscores (_) instead of spaces and avoid special characters.
Note: The table alias is used for internal queries and won't appear on the user interface.
Leave the Table owner blank unless you know the specific table owner.
Click Save.
Join Tables
This section shows the steps on how you can join database tables in the report you are creating.
Add as many tables as needed within the category.
To join tables, select two tables (only two can be joined at a time).
Note: After selecting two tables, the checkboxes for other tables will be grayed out.
Click the Join Selected Table button.
Note: The first table selected will be the primary table, and the join clause will appear in the second table.
Select your desired join type.
Do not change anything within the Parent Alias field box.
Choose your Field 1.
Op should be equal sign [=].
Alias should not be changed.
Select your 1st Field 2 in the dropdown box.
For the 2nd Field2 dropdown box, Select And.
Click Save.
Repeat this process for the other tables you have added.
Note: Only the primary table has an empty join clause; other tables must have a join clause to establish relationships between them.
Add Report Fields
This section shows the steps on how you can add report fields to the report you are creating.
In the report tree, select the root folder.
Click the Add Folder button.
Type in the folder name.
Click Save.
Select the newly created folder.
In the database view, select the table where the fields are housed.
Click the plus button beside the fields
Configure the Display Name
Select the proper data type.
Click Save.
Repeat these steps as you choose which fields to add.
To add them in bulk, tick the checkbox beside the fields.
Click Add Selected Cols button.
Reminder:
- Remember to arrange fields in a way that makes them easily accessible in the composer.
- There is no save button here. Any work done is automatically saved and appears in real time in the composer application.
And there you have it! You now know how to create a new category in the app builder section!