Form Builder

Form Builder

Proprietary Information:
Client Content: The information provided by Client including, without limitation, all materials,
information, documents, design, source code, writings and other content provided by Client for use in
connection with this specifications (collectively, the “Client Content”), shall be deemed to be the
intellectual property and proprietary information of Client subject to the terms and conditions of the
NDA singed by C-Metric and Client. All Client Content shall remain the sole property of Client and Client
shall be the sole owner of all rights in connection therewith. Client grants to C-Metric a nonexclusive
license to use the Client Content solely in connection with the Business Relationship and in accordance
with the terms of the NDA.
C-Metric Content and Processes: The information and artifacts created by C-Metric, including any and all
systems specifications (SRS, Functional Specifications, Technical Specifications, process mapping,
business processes defined in form of client process steps (“CPS”), quality procedures, or any other
documents created or developed by C-Metric, methodologies used in developing systems or process in
connection with the Business Relationship (collectively, the “C-Metric Content”), shall be deemed to be
the intellectual property and proprietary information of C-Metric subject to the terms and conditions of
the NDA singed by C-Metric and Client. All C-Metric Content shall remain the sole property of C-Metric
and C-Metric shall be the sole owner of all rights in connection therewith. C-Metric hereby grants to
Client a nonexclusive, nontransferable license to use the C-Metric Content solely in connection with the
Business Relationship.

Application Purpose:
Form Builder provides dynamic financial solutions like Multi-user, Multi-company, and Multi-
Warehouse, Accounting & financial management, Sales management, Purchase management, customer,
suppliers. System provides dynamic form builder featured where user can configure its own customized
forms based on their financial requirement. Software is complete enterprise product suite to integrated
business management solution that helps to increase profitability and gain better control of business.

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Form Builder – Functional Requirement Specification

User Interface Specifications

Login View: User interface for user log in. User can select the company and pass their credential by
Username and Password for login. After successful login User will navigate to Form Builder Home page
based on their Roles and permissions.

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Form Builder – Functional Requirement Specification

Update user profile: User can view and update their profile like User Image, First Name, Last Name,
Display Name, Email Address, Contact Number, Address, City, Fax No. and Designation.

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Form Builder – Functional Requirement Specification

Change password: User can change their password by providing current password, new password and
confirm password. Password should be same as user current password and new password and Confirm
password should be same.

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Form Builder – Functional Requirement Specification

Users List View: This view displays all the list of active/de-active users. View provides search
functionality for search users by Username, First name, Last name. Administrator can active/deactivate
or delete existing user profile form here. Grid view provide server side Paging control for Go to Next
page, Previous page, First Page, Last Page or specific Page number. Pager will show Current page
number and Total page number with total record count.

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Form Builder – Functional Requirement Specification

Create/Update User: Administrator can create new user or update existing user from this view by
provides User Image, First Name, Last name, Display Name, Email Address, Contact numbers, Address
City, Fax No, Designation, Username and role. User will get their credential by mail after successfully
registration by administrator.

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Form Builder – Functional Requirement Specification

Companies List View: View provides search functionality for Search Company by company name.
Administrator can activate/deactivate or delete existing Company profile form here. Grid view provide
server side Paging control for Go to Next page, Previous page, First Page, Last Page or specific Page
number. Pager will show Current page number and Total page number with total record count.

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Form Builder – Functional Requirement Specification

Create/Update Company: Administrator can create new Company or update existing Company from
this view by providing Company Name, Company Code, Address, Contact number, Email Address, City,
Fax No, Company Web, HO Name, HO Company Code, HO Address, HO Contact number, HO Email
Address, HO City.

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Form Builder – Functional Requirement Specification

Roles Management: Administrator can create new Role or update existing Role from this view by
providing Role Name. Role can be deactivate or delete from Role list view. Grid view provide server side
Paging control for Go to Next page, Previous page, First Page, Last Page or specific Page number. Pager
will show Current page number and Total page number with total record count.

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Form Builder – Functional Requirement Specification

Form Permission: View provides functionality for change permission on form level for selected Role.
Form level permission will be Add, Edit, View, Delete, Permanent Delete and Print. Permission will load
on Web grid based on selected role. User can change form level permission from this view for selected
role.

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Form Builder – Functional Requirement Specification

Form Field Permission: View provides functionality for change permission on form field level for
selected form. Field level permission will be Modify and Visible. Permission will load on Web grid based
on selected role and form. User can change Field level permission from this view for selected Role.

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Form Builder – Functional Requirement Specification

Enums: User can add Update or Delete Enums value. Enums are used while dynamic view required to
displaying fixed fields (Ex. Gender => Male / Female) values in dropdown control in dynamic form html
view. Enums Detail will be creating while user clicks on Enums Item from Enum list view.

Enum details view

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Form Builder – Functional Requirement Specification

Manage Forms: View display List of all dynamic forms collection which is created and configured by
Administrator. View provides search functionality for search Forms by Form display name or form
name. Administrator can activate, de-activate, update or delete existing form. Grid view
provide server side Paging control for Go to Next page, Previous page, First Page, Last Page or
specific Page number. Pager will show Current page number and Total page number with total
record count.

Create/Edit Form configuration: This view is used while user want to create new form and update
existing form. View has Form Name, Display Text, On Save, On Edit, On Delete, On Permanent Delete and
Add Detail Forms properties. Form Display Text is useful for display user defined caption while form will
load on dynamic view. On Save, On Edit, On Delete, On Permanent Delete is like a trigger on form action
level. While user needs to execute customer stored procedure on form action then user can map stored
procedure in form configuration. On Save, On Edit, On Delete, On Permanent Delete dropdown will have
list of all stored procedure from application database which Name prefix is ‘UserdefSP_’. Add Detail
Forms is useful while User want to Link any existing form in current form. Linked forms will display on
Tab view while form will open on dynamic view. User can unlink Detail form from Detail form List. If List
view property check box is on for any view then Linked form will shows on List view mode on dynamic
view else system will Show forms by Input mode.

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Form Builder – Functional Requirement Specification

Manage Form Fields: View display List of all dynamic Form Fields collection with its basic properties
which is configured by Administrator for the form. View provides search functionality for search
Fields by Field display name or Field name. Administrator can De-Activate, update or delete
existing form field. Field Rule can be defined for field by clicking on Rule button. Field can be
order by up/down arrow key from Order Column. Grid view provide server side Paging control
for Go to Next page, Previous page, First Page, Last Page or specific Page number. Pager will
show Current page number and Total page number with total record count.

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Form Builder – Functional Requirement Specification

Field Rule Configuration: Rule provides dependency with another field as shown in below screen. While
user clicks on rule button on any field below screen will pop up on UI. User can select dependency field
from Select field dropdown and select operator and selected field values and build condition. System will
check runtime this condition if it is it returns true the control will be rendered as per properties like
default value, clear text, Is Read only or Read only with clear text. (Ex.: IF Account Group = ‘Capital
Account’ Then field should rendered with default value with read only control.)

Create/Edit Form Field configuration: View provides functionality to create dynamic form field for
dynamic form view. From Form List user can navigate to this view to add or update form fields. Fields
have below properties with their description.

 Name: Field Name.

 Display Text: Caption of field while generate control on dynamic view.
 Default Value: Default value for control while generate control on dynamic view.
 Show in Section: Control will generate inside Field set control for selected section.
 Is Display On List View: If property is ON Field will display on Web grid on dynamic view.
 On Display: If Property of ON Field will render on dynamic view else it will not load.
 Is Read Only: If Property of ON Field will render as read only on dynamic view.
 Is Required: If Property of ON Field will render as required field on dynamic view.
 Is Unique: If Property of ON Field will render as Unique field on dynamic view.

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Form Builder – Functional Requirement Specification

 Field Type:
o Text: Hold the String value and generate the Textbox control for Input. User can specify
Max Length and if not by default max length 250 character will set automatically.
o Integer: Hold the Integer type value only and generate Textbox control for the same.
o Numeric: Hold the decimal type value only and generate the Textbox control for type.
o Boolean: Hold the Boolean value and generate the checkbox control on dynamic view.
o DateTime: Hold the Date & Time value for field and generate Date picker control on
dynamic view with default current date selection.
o Auto Generate: Hold Integer auto generate value for the field. Textbox control will
generate on dynamic view in read only view.
o Text Area: Hold the Long String value and Text Are input type control will generate on
dynamic view.
o IP Address: Generate read only Textbox control and display current machine IP Address
on dynamic form view.
o Current User: Generate read only Textbox control and display current user name.
o Image: Generate Image selection and Preview control on Dynamic form view.
o File Type: Generate the File picker control on Dynamic form view. Field type is used while
any view required file up loader control.

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Form Builder – Functional Requirement Specification

 Function Type:

Enum Type / Multi select Enum Type: Generate the dropdown control for select Enum item on dynamic
form view for Enum Type field.

Dropdown Type: Generate the dropdown control for configured setting. Dropdown configuration
requires Reference form, Value Field (Id) and Text Field. Based on this configuration dropdown control
will be generated on dynamic form view. Administrator can also select existing Dropdown configuration
from dropdown collection or create new configuration by click on New.

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Form Builder – Functional Requirement Specification

Lookup Type: Generate Popup selection view for Lookup type. Lookup required below property to
configuration of lookup view.
Reference form: Lookup view control display selected form Data on Web grid.
Lookup Stored field: While user selects record from lookup popup view, stored field value will be
save on dynamic view form.
Display Field: Selected display field will show on textbox control while user selects any item from
lookup control view on dynamic view.
Form Fields: Shows list of all field of selected reference form to add in lookup view.
Selected form fields: Shows added fields from form fields and user also can remove or add from
form Fields panel by dragging and dropping item. Selected form fields will display with data on web grid
in lookup control on dynamic view.

Administrator can also select existing lookup configuration from dropdown collection or create new
configuration by click on New or reconfigured existing lookup view.

Formula: Generate text box control for this field type. Field is used for when application required any
field which can be auto calculated by another input field. Field type needs below property to configure.
Name: Administrator defined Formula name.
Condition: Administrator defined condition based on field name operator and constant value.
Condition used while application needs any constraints to execute configured formula. If Condition
returns true value then formula will executed and return output else not execute. Condition field will
show all the fields for current selected form of configuration.
Formula Text: Administrator can write Formula or Build formula by selecting column and
operator by selecting below control from Formula text.

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Form Builder – Functional Requirement Specification

Administrator can also select existing formula configuration from dropdown collection or create new
configuration by click on New or reconfigured existing formula field.

Multi Select Dropdown Type: Generate the multi select dropdown control for configured setting. Multi
select Dropdown configuration requires Reference form, Value Field (Id) and Text Field. Based on this
configuration multi select dropdown control will be generated on dynamic form view. Administrator can
also select existing Dropdown configuration from dropdown collection or create new configuration by
click on New. Multi Select Dropdown Type configuration is same as Dropdown type configuration.

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Form Builder – Functional Requirement Specification

Input Grid Type: Input grid field type will generate input grid view control based on configured selected
column. Below properties are required to be configuring for Input grid control.

Name: User defined input grid name.

Display Text: User defined Display Text for caption while generate input grid on dynamic view.
Generate Auto rows on Input Grid: Select Table and Field to generate rows automatically on input grid
based on select table data. Input grid automatically generates number of row which is same as table
records and generate column with actual value same as selected field name.
Once these properties filled and save configuration, In Input grid dropdown control on form field
configuration view will automatically select saved configuration control with Configure button. While
user clicks on Configure button the view will open to add additional column in input grid.

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Form Builder – Functional Requirement Specification

Below configuration are required to add additional columns on input grid control.
 Name: User defined input grid column name.
 Display Text: Display caption text for input grid header column.
 Default value: Default value will be set on cell value while generate input grid on dynamic view.
 Read Only: Field will be rendered on Dynamic view on read only mode if property is ON.
 Field Type: Field type need to configure to generate control in cell view on input grid.
o Text
o Integer
o Numeric
o Date Time
o Function: Enum Type, Dropdown, Formula, Multi select Enum, Multi Select Dropdown.
Above all fields configuration for input grid control are same as form field type configuration.
While user select above fields and clicks on save button configuration will save for input grid and
show in Grid as show in above Image.

Item Selector: Item Selector field will generate control, from where user can add the reference form data
which is mapped from configuration.
 Name: Item Selector Name. This will generate the dynamic table in background.
 Display Name: This will used for User defined display name on dynamic view while control
rendered on dynamic view UI.
 Ref. Form Name: This is used for reference form name selection. While user select form Ref. from
form name then user will able to add reference form record from pop up view on Dynamic UI. By
clicking on View Fields button user can add the list of field of reference form to show fields on
dynamic grid control.
 Additional Fields: User also can add additional column like Text, Integer Numeric, DateTime,
Enum, Dropdown, Formula, Scalar value function type fields as per their requirement.

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Form Builder – Functional Requirement Specification

Scalar Value Function: This field type is used to execute user defined scalar value SQL function and bind
value in control on some other control field change.

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Form Builder – Functional Requirement Specification

Note: Below parameters are required while user creates scalar value function and before
mapped with this field. Else system will generate the error while control generate on runtime.
@ItemFormId INT,
@ItemRecordId INT,
@ItemSelectorId INT,
@OnChangeFieldId INT,
@OnChangeFieldTextId INT,
@OnChangeFieldTextValue NVARCHAR(100)
Above Parameters are mandatory before mapped function with form fields else system will generate
error on runtime while system generate dynamic UI.

Menu Configuration: This view is useful to create dynamic menu and assign created form on menu.
There are two tree view contains this view. Form tree view shows all existing non assigned forms and
Menu Tree view shows all Menus, Sub Menu and assigned dynamic forms. Administrator can create 3 rd
submenu item and assign form by just dragging item from form tree view and dropping in to Menu tree
view item.

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