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Details

Details

Details store and display data about an Item or a Relationship.  In WorkXpress, there are many types of Fields to display many different types of data.

Fields are for saving or retrieving data elements in WorkXpress. A WorkXpress Field combines form elements, input masks, data types, storage methods, storage parts, search comparisons (aka parameters, operators), and display options into a single Building Block. Fields are relied upon by all other Building Block types when those Blocks are trying to interact with WorkXpress data.

  • A Field must always be associated with either an Item Type or a Relationship Type. The Fields themselves are the stored data, that is, the parameters/attributes about the associated Item Type or Relationship Type.
  • Most Field settings are global and apply everywhere the Field is found, but some are local. 
  • "Fields" refers to one of the five fundamental Building Blocks.
  • "Field Type" refers to a specific style of Field, for example "Number", "Short Text", or "Address".
  • "Field" refers to a specifc Field Type that was placed in a Layout and is now a part of the application. For example, a builder will put a "Field Type - Address" into a Layout and name this new Field "Billing Address".
  • "Data", also "Value", refers to the specific information stored within a Field about a particular item. For example, "222 Maple Lane" is the data stored in the "Billing Address" field associated with the item "Acme Company" (an Account).

Details Describe Business Concepts

In WorkXpress, Details become orange blocks known as Fields.

          Details become Fields

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Overview

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    Like a Database

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    Like a Web Page

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    Field Parts

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    Form Elements

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    Filters

  • Custom - You are given the option to specify date(s).
  • Relative Date - Allows you to choose to evaluate against a time a certain amount of time before or after the current time.
  • Now - Evaluates against the current time.
  • Today - Evaluates against the current day.
  • This Week - Evaluates against the current week.
  • This Month - Evaluates against the current month.
  • This Quarter - Evaluates against the current quarter.
  • This Year - Evaluates against the current calendar year.
  • Yesterday - Evaluates against the previous day.
  • Last Week - Evaluates against the previous week.
  • Last Month - Evaluates against the previous month.
  • Last Quarter - Evaluates against the previous quarter.
  • Last Year - Evaluates against the previous year.
  • Tomorrow - Evaluates against the next day.
  • Next Week - Evaluates against the next week.
  • Next Month - Evaluates against the next month.
  • Next Quarter - Evaluates against the next quarter.
  • Next Year - Evaluates against the next year.
  • Item-type filters: These filters are available when an Item or multi-part Field is compared to another, such as when an Item Picker is filtered, when "Item" is chosen as a filter, or when a social security number is filtered.  They are:

  • Is - This filter only displays items that have the same WorkXpress Item ID as the specified/evaluated Item.
  • Is Not - This filter only displays Items that don't have the same WorkXpress Item ID as the specified/evaluated Item.
  • Is Empty - This filter only displays Items where the Field or Field Part is empty.
  • Is Not Empty - This filter only displays Items where the Field or Field Part is empty.
  • Checkbox-type filters: These filters are only available for checkboxes.  They are:

  • Is Checked - This filter only displays Items where the checkbox is checked.
  • Is Not Checked - This filter only displays Items where the checkbox is not checked.
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  • Block Association

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    Modes

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    Output Formats

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    Automations

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    Configuration

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