About User Interface Designer

It allows users to:

• Design new web forms.
• Modify existing forms.
• Control how data is displayed, edited, and managed
• Customize behavior without rewriting the entire form.

Web Layout

1. Search Feature - Search for forms within the grid.
2. Add - Create a new form.
3. Edit - Edit an existing form.
4. Delete - Delete an existing form.
5. Quick Add Form - Create a new form, quickly.
6. Copy - Copy the form interface.
7. Purge All Form Cache - Clear cache for all forms.
8. Import Interface - Import interface into the solution.
9. Export Interface - Export interface from the solution.
10. Launch with Customizations - Launch new form with added customizations.

How UI Designer Defines its Data

The User Interface Designer allows you to build and customize forms from scratch, giving you full control over the layout and structure of your application's front-end experience. However, the forms you create are only as powerful as the data behind them. This is configured in the Data Services form.

The Data Services form is the backbone that connects your forms to live, structured data. Built on SQL, it defines where your data comes from, how it is collected, who can access it, and how it is processed and returned. 

The four components of Data Services each play a distinct role in this connection:

• Data Service – Identifiers the core data source your form communicates with.
• Data Collection – Determines how data is gathered and structured for use within the form.
• Security – Controls who has permission to access or interact with the data your form presents.

Data Collection

The Data Collection tab is built to manage the connection between the user interface and the SQL database that the form will interact with. The form within Data Services is where you define and configure the specific SQL procedures and database objects that Insight will use to interact with the backend database.

Data Collection Settings

Within the tab, you can manage the values for the form.

• Load by key - Tells the SQL procedure to go directly to the database and return only the single record that matches that specific key value. The key is typically a unique field such as a record ID, order number, or part number that exists in the database and can be used to pinpoint an exact row of data.
• Refresh Row - Instructs the system to go back to the database and pull the latest version of that record so that any values that may have changed as a result of the update are reflected on the form without the user having to manually reload or reopen it.
• Disable usrID Parameter Match - Controls whether the SQL procedure filters or matches data based on the ID of the user who is currently logged into the system. When this setting is enabled, it tells the system to ignore the logged-in user's ID and instead base the parameter match solely on the record being worked on, regardless of who is making the change. 
• Recompile - Instructs SQL to discard its previously saved execution plan for a procedure and build a brand new one each time the procedure is run. It also can be used to get more performance from the software, throwing away an execution plan that SQL creates.

Security

The Security tab controls and manages what actions specific user groups are allowed to perform within the system. By attaching user groups to each permission category, administrators can define a clear set of rules that govern how different groups of users interact with data in the software.

There are four levels of access:

1. Explicitly allow, displayed with a green check mark.
2. Denied access, displayed with a black X.
3. Null value, displayed with a solid, black box.
4. Explicitly denied, displayed with a red X.

Filters

Filtering is a SQL based feature that allows users to define specific criteria that controls how different sets of data relate to and interact with each other within the system.