<div class="container-fluid">
<div class="row-fluid">
<!-- Begin TOC Span -->
<div class="span2">
<div class="well">
<ul class="nav">
<li><a href="#terms">Terms / Concepts</a></li>
<li><a href="#inputView">Input View</a></li>
<li><a href="#dashboardView">Dashboard View</a></li>
<li><a href="#updateView">Update View</a></li>
<li>
<a href="#managerView">Manager View</a>
<ul class="nav" style="margin-left:15px;">
<li><a href="#managerView">User Manager View</a></li>
<li><a href="#adminManagerView">Admin Manager View</a></li>
</ul>
</li>
<li>
<a href="#editorView">Editor View</a>
<ul class="nav" style="margin-left:15px;">
<li><a href="#editorView-toolbar">Toolbar</a></li>
<li><a href="#editorView-viewOptions">View Options</a></li>
<li>
<a href="#editorView-viewFieldsEditor">View Fields Editor</a>
<ul class="nav" style="margin-left:15px;">
<li><a href="#editorView-viewFieldsEditor-field">Field Properties</a></li>
<li><a href="#editorView-viewFieldsEditor-options">Options</a></li>
<li><a href="#editorView-viewFieldsEditor-triggers">Triggers</a></li>
<li><a href="#editorView-viewFieldsEditor-viscond">Visibility Conditions</a></li>
<li><a href="#editorView-viewFieldsEditor-desc">Description / Scripts</a></li>
</ul>
</li>
<li><a href="#editorView-notificationsEditor">Notifications Editor</a></li>
<li><a href="#editorView-eventsEditor">Events Editor</a></li>
<li><a href="#editorView-filtersEditor">Filters Editor</a></li>
<li><a href="#editorView-viewUsersEditor">View Users Editor</a></li>
<li><a href="#editorView-formEditor">Form Editor</a></li>
</ul>
</li>
<li><a href="#userAccess">User Access</a></li>
<li><a href="#stylingAndScripting">Styling and Scripting Views</a></li>
<li><a href="#jsonSubmissions">JSON Submissions [Web Services]</a></li>
<li><a href="#credits">Credits, Libraries & Licenses</a></li>
</ul>
</div>
</div>
<!-- End TOC Span -->
<!-- Begin Content Span -->
<div class="span10">
<!-- Terms -->
<a name="terms"></a>
<h1>Terms / Concepts</h1>
<div class="well">
<dl>
<dt>INPUT VIEW</dt>
<dd>A VIEW used for entering new SUBMISSIONs into the system.</dd>
<dt>DASHBOARD VIEW</dt>
<dd>A VIEW for displaying the history of submissions to a
particular form (note, that is submissions to a FORM, not a single
VIEW).</dd>
<dt>UPDATE VIEW</dt>
<dd>A VIEW for updating the values of an existing SUBMISSION</dd>
<dt>ACCOUNT</dt>
<dd>All Users and all Views belong to an ACCOUNT. Primarily
this is for implementing access restrictions. A USER may only
access VIEWs which are in their ACCOUNT.</dd>
<dt>ALIAS</dt>
<dd>ACCOUNTs and VIEWs have a property called Alias which is the
name of the account or view converted into an alphanumeric, camel
case string. So, for example, the view "My First View" would have
an alias of "myFirstView"</dd>
<dt>USER</dt>
<dd>A simple user definition describing a username and
password as well as an account. All users are associated with a
single ACCOUNT and may or may not be ADMINs.</dd>
<dt>ADMIN</dt>
<dd>ADMIN users have the ability to edit FORMs and create new
VIEWs</dd>
<dt>FORM</dt>
<dd>
A FORM is a collection of FIELDS representing every piece of
information you may want to collect. <br />Note that FORMs are not
tied to an account.</dd>
<dt>FIELD</dt>
<dd>
A FIELD represents one piece of information. This could be
directly related to an HTML field like "Product Type" or "Part
Number but it may also represent other data, for example,
"Submission Status" or "Currently Assigned To". <br />Note that
since FORMs are not tied to an ACCOUNT a single FIELD may be part
of more than one VIEW.</dd>
<dt>OPTION</dt>
<dd>OPTIONs make up the list of possible values for an HTML
field. For example, given a <select> (dropdown) control, the
possible selections would be considered OPTIONs</dd>
<dt>FORM OPTION</dt>
<dd>A FORM OPTION is an option which cannot be removed or
altered by a user with EDIT VIEW permission, only ADMIN users can
modify FORM OPTIONs. The purpose of this is to allow other users
to configure VIEWs but to ensure that some options are always
present.</dd>
<dt>VIEW</dt>
<dd>A VIEW is a subset of FIELDS from one particular FORM.
Let's say that you have a FORM with these three FIELDs: "Product
Owner", "Product Type", and "Part Number". Now, say that most of
your users will be filling out all three fields when submitting a
request. However, perhaps you have another set of users which is
only allowed to submit one "Product Type". They would not need to
see the "Product Type" field as it's not applicable to them. In
this case you could create two VIEWs one of which would include
all three fields while the other included only "Product Owner" and
"Part Number".</dd>
<dt>USER VIEW</dt>
<dd>A USER VIEW is a database object which indicates that a
given user has access to a given view. ADMIN users may always
access every VIEW in their ACCOUNT but non-admin users must have
each VIEW assigned to them. This assignment creates a USER VIEW.</dd>
<dt>VIEW FIELD</dt>
<dd>A VIEW FIELD is associated with a particular VIEW and a
particular FIELD. Using the example in the description of VIEW,
the first set of users would have 3 VIEW FIELDS while the second
set would have only 2. VIEW FIELDs have properties which relate to
an HTML form field like "field label" and "is required". The
second set of users from the example would have two VIEW FIELDs,
"Product Owner" and "Part Number". Let's say that these users have
a different term for "Part Number", they call it "Product ID". You
can assign the label "Product ID" to the VIEW FIELD representing
"Part Number" so that the user sees the text "Product ID" but the
value for this field in their submission will still be tied to the
"Part Number" FORM FIELD. In this way you can have several VIEW
FIELDs with different names and properties (one is required,
another is not, etc) which will all tie their values back to a
single FORM FIELD so the submissions from multiple VIEWs may be
viewed together in a common DASHBOARD VIEW.</dd>
<dt>FIELD TYPE</dt>
<dd>Each VIEW FIELD has a FIELD TYPE which determines the type
of HTML control that will be displayed in the INPUT VIEW and
UPDATE VIEW. Examples are "text field", "drop down", "checkbox
group", etc.</dd>
<dt>VIEW OPTION</dt>
<dd>A VIEW OPTION is an OPTION which may be modified or
removed by any user with EDIT VIEW permission.</dd>
<dt>TRIGGER</dt>
<dd>A TRIGGER represents a client-side event which is fired
when the user modifies a VIEW FIELD say by selecting an option
from a drop down or checking a checkbox. TRIGGERs modify the
values of other VIEW FIELDs on the page.</dd>
<dt>TRIGGER TYPE</dt>
<dd>There are 3 TRIGGER TYPEs.
<ol>
<li>VALUE TRIGGER - sets the value of a field (selects an
option in a dropdown, marks a checkbox, etc.)</li>
<li>VALUESET TRIGGER - replaces the OPTIONS of a VIEW FIELD
with a given set. An example would be selecting Honda in one
dropdown and having a second dropdown automatically populated
with Accord, Camry, Civic, etc.</li>
<li>URL VALUESET - same as a VALUESET but the options,
rather than being statically defined, are retrieved from a URL</li>
</ol>
</dd>
<dt>TRIGGER VALUE</dt>
<dd>In the case of a VALUE TRIGGER, the value to which the
target field will be set. In the case of a VALUESET, the options
which are to replace those of the target field.</dd>
<dt>TRIGGER CONDITION</dt>
<dd>Conditions which must be met in order for a trigger to be
applied.</dd>
<dt>VISIBILITY CONDITION</dt>
<dd>Conditions which must be met for a VIEW FIELD to be shown
(if it is hidden).</dd>
<dt>EVENT</dt>
<dd>An event is triggered in response to a submission. Events
update submission values. An example would be automatically
changing the "status" of an submission to "updated" when the
submission is updated.</dd>
<dt>EVENT CONDITION</dt>
<dd>Conditions which must be met for an event to be triggered.</dd>
<dt>NOTIFICATION</dt>
<dd>An email which will be sent out when either a form is
submitted or when a submission is updated.</dd>
<dt>FILTER</dt>
<dd>Adds a button to the DASHBOARD VIEW which, when selected,
will filter the submissions displayed.</dd>
<dt>SUBMISSION</dt>
<dd>A submission to a VIEW</dd>
</dl>
</div>
<a name="inputView"></a>
<div class="pull-right" style="color:#aaa"><h4>URL Format: /formulate/<span style="color:#000">form</span>/[<i>account alias</i>]/[<i>view alias</i>]</h4></div>
<h1>Input View</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig1-inputView.jpg"/></span>
</div>
<p>The INPUT VIEW is what you would most easily think of as a
"standard web form". It consists of empty field inputs each
representing a VIEW FIELD in the VIEW configuration.</p>
<p>The screenshot to the right shows an INPUT VIEW with one
field of each possible type. Note that the datepicker looks like a
regular textfield until it is selected.
<br/>Here is a brief description of each type of field.</p>
<a name="inputView-textField"></a>
<blockquote>
<dl>
<dt>Text Field</dt>
<dd>A basic text field</dd>
<dt>Datepicker</dt>
<dd>A popup datepicker</dd>
<dt>Drop Down</dt>
<dd>A single-selection, drop-down list</dd>
<dt>Checkbox Group</dt>
<dd>A set of checkboxes, each with a separate option, which
can be independently selected. Note that the checkboxes are not
individual FIELDs but instead the entire group of checkboxes is a
single VIEW FIELD.</dd>
<dt>Radio Buttons</dt>
<dd>A group of radio buttons only one of which may be selected.</dd>
<dt>Textarea</dt>
<dd>A multi-row text area</dd>
<dt>Upload</dt>
<dd>An asynchronous, multi-file upload control. Unlike the
standard HTML upload field, files are uploaded asynchronously
meaning that as soon as the user selects a file it begins to
upload without the user being required to click submit. The file
upload progress will be shown while the file uploads and the
upload action may be canceled at any time. Also note that, unlike
the standard control, the user is able to upload more than one
file.</dd>
</dl>
</blockquote>
MORE STUFF GOES HERE
<div style="clear:both"></div>
</div>
<a name="dashboardView"></a>
<div class="pull-right" style="color:#aaa"><h4>URL Format: /formulate/<span style="color:#000">dashboard</span>/[<i>account alias</i>]/[<i>view alias</i>]</h4></div>
<h1>Dashboard View</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig2-dashboardView.jpg"/></span>
</div>
<h4>Submission Rows</h4>
<p>Each row in the table represents a submission object. The values
displayed are the current submission values. That is, if a
submission is updated these values will reflect the updated value
rather than the initial value of the field.</p>
<p>Clicking on the table header will sort the table by that column.
Clicking again will sort in the opposite direction. An arrow will
be displayed indicating the sort column and direction.</p>
<p>Submission fields may have multiple values in the case of
checkbox or upload input controls. In this case, the values will
be displayed in a list. Upload fields values link to the uploaded
file.</p>
<h4>Filter Buttons</h4>
<p>In the top left corner are displayed Filter Toggle buttons.
These buttons will filter the list of submissions by specific
criteria. See the editor section for more information about
filters.</p>
<h4>Search</h4>
<p>The search field in the top right corner will filter the
submissions based upon a search term. The search will be performed
against all fields in the submission.</p>
<h4>Pagination</h4>
<p>By default, 10 records at a time will be displayed. The label below the pagination will display the total number of records.</p>
<div style="clear:both"></div>
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig3-dashboardHistory.jpg"/></span>
</div>
<h4>History</h4>
<p>Clicking the History button opens a popup showing the history of
the selected submission. Each submissions event is displayed as a
row with the final column containing the user who submitted the
values and the date the submission was made.</p>
<h4>Edit Button</h4>
<p>If the form has both the Dashboard View and the Update View
enabled, the edit button will open an Update View for the selected
submission in a popup.</p>
<div style="clear:both"></div>
</div>
<a name="updateView"></a>
<div class="pull-right" style="color:#aaa"><h4>URL Format: /formulate/<span style="color:#000">update</span>/[<i>account alias</i>]/[<i>view alias</i>]/[<i>submission id</i>]</h4></div>
<h1>Update View</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig3-updateView.jpg"/></span>
</div>
TEXT HERE
<div style="clear:both"></div>
</div>
<a name="managerView"></a>
<div class="pull-right" style="color:#aaa"><h4>URL Format: /formulate/<span style="color:#000">manager</span>/[<i>account alias</i>]</h4></div>
<h1>Manager View - User</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig4-managerView.jpg"/></span>
</div>
<h4>User Account Editor</h4>
<h4>Views List</h4>
</div>
<a name="adminManagerView"></a>
<h1>Manager View - Admin</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig5-adminManagerView.jpg"/></span>
</div>
<h4>Account Users Editor</h4>
<h4>Views List</h4>
<h4>Form Editor</h4>
</div>
<a name="editorView"></a>
<div class="pull-right" style="color:#aaa"><h4>URL Format: /formulate/<span style="color:#000">edit</span>/[<i>account alias</i>]/[<i>view alias</i>]</h4></div>
<h1>Editor View</h1>
<div class="well">
<div class="pull-right">
<span class="thumbnail" style="background-color:#fff"><img src="docs/fig6-editorView.jpg"/></span>
</div>
<a name="editorView-toolbar"></a>
<h4>Toolbar Links</h4>
<a name="editorView-viewOptions"></a>
<h4>View Options</h4>
<a name="editorView-viewFieldsEditor"></a>
<h4>View Fields Editor</h4>
<div class="margin-left:20px;">
<a name="editorView-viewFieldsEditor-field"></a>
<h4>Field Properties</h4>
<a name="editorView-viewFieldsEditor-options"></a>
<h4>Options</h4>
<a name="editorView-viewFieldsEditor-triggers"></a>
<h4>Triggers</h4>
<a name="editorView-viewFieldsEditor-viscond"></a>
<h4>Visibility Conditions</h4>
<a name="editorView-viewFieldsEditor-desc"></a>
<h4>Description / Scripts</h4>
</div>
<a name="editorView-notificationsEditor"></a>
<h4>Notifications Editor</h4>
<a name="editorView-eventsEditor"></a>
<h4>Events Editor</h4>
<a name="editorView-filtersEditor"></a>
<h4>Filters Editor</h4>
<a name="editorView-viewUsersEditor"></a>
<h4>View Users Editor</h4>
<a name="editorView-formEditor"></a>
<h4>Form Editor</h4>
</div>
<a name="userAccess"></a>
<h1>User Access</h1>
<div class="well">
TEXT HERE
</div>
<a name="stylingAndScripting"></a>
<h1>Styling and Scripting Views</h1>
<div class="well">
TEXT HERE
</div>
<a name="jsonSubmissions"></a>
<h1>JSON Submissions [Web Services]</h1>
<div class="well">
TEXT HERE
</div>
<a name="jsonSubmissions"></a>
<h1>Credits, Libraries & Licenses</h1>
<div class="well">
Formulate makes use of the following Java Libraries:
<ul>
<li><b>Stripes 1.5.6</b> - <a href="http://stripesframework.org">http://www.stripesframework.com</a></li>
<li><b>ORM Lite 4.4.0</b> - <a href="http://www.ormlite.com">http://www.ormlite.com</a></li>
<li><b>Jackson 1.9.5</b> - <a href="http://jackson.codehaus.org/">http://jackson.codehaus.org/</a></li>
<li><b>GSON</b> - <a href="http://code.google.com/p/google-gson/">http://code.google.com/p/google-gson/</a></li>
<li><b>Apache Velocity 1.7</b> - <a href="http://velocity.apache.org/">http://velocity.apache.org/</a></li>
<li><b>Apache log4j 1.2</b> - <a href="http://logging.apache.org/log4j/1.2/">http://logging.apache.org/log4j/1.2/</a></li>
<li><b>Apache Commons</b> - beanutils, collections, fileupload, io, lang, logging, validator</li>
</ul>
All of the above libraries are available under the Apache 2.0 license - <a href="http://www.apache.org/licenses/LICENSE-2.0">http://www.apache.org/licenses/LICENSE-2.0</a>
<br/><br/>
The browser interface for Formulate is built using the Google Angular JS framework - <a href="http://angularjs.org">http://angularjs.org</a>
<br/>
and the Twitter Bootstrap CSS framework - <a href="http://twitter.github.com/bootstrap">http://twitter.github.com/bootstrap</a>
<br/><br/>
Formulate was written by Daniel Hinds-Bond - <a href="http://007design.com">http://007design.com</a>
</div>
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Front-end demonstration of Formulate, a dynamic data collection and manipulation system.
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