IQA Monitor

An iMIS Accelerator by BSI (View Release Notes)

Overview

IQA Monitor is a utility that can be deployed with any IQA to allow you to perform CRUD (Create, Review, Update and Delete) operations on any iMIS data source.

IQA Monitor works with a selected Panel defined in iMIS to which controls the display and business rules for your specific update scenario.

Configuration Options

  • Query Menu iPart Title – This setting identifies the specific IQA on the page that will be connected to IQA Monitor. This title must match the title exactly.
  • Target Panel – This setting identifies the target panel that will be used for edit and add operations.
  • User-Defined Table Name – The Data Source name represents the underlying core business object that is being addressed by IQA Monitor. Note that you cannot target or update views using Expression Builder – only “core” Data Sources that are fully managed by iMIS.
  • Window Height – Expressed as Height Percentage (e.g. 60%25). You can update this to accommodate the target panel.
  • Window Width – Expressed as Width Percentage (e.g. 60%25). You can update this to accommodate the target panel.
  • Modal Title – aka “Popup title” you can provide user guidance by adding a friendly name to the popup window such as “Applicant Update” or “Location Information Update”.
  • Allow Configuration? – Displays the Settings icon for the Panel to SysAdmin users.
  • Allow Adds? – Displays the “+” icon to all users to allow new records. The ID for new records will be taken from the page context.
  • Allow Edits? – Displays the Pencil icon to allow for editing of the specific record
  • Allow Deletes? Displays the red “X” icon to allow for deletion of the record. A confirmation box is shown to confirm the instruction.

IQA Settings

To target the correct record for update the target IQA must include one or both of the following:

  • Edit Link
    • Using the keyword “Edit” as the Alias
    • Including the target ID of the record or “0” if it is a standalone table
    • Including the Ordinal or SEQN of the record if it is a multi-instance source
  • Delete Link
    • Using the keyword “Delete” as the Alias
    • Including the target ID of the record or “0” if it is a standalone table
    • Including the Ordinal or SEQN of the record if it is a multi-instance source

Examples

  • CONCAT(‘0_’, [vBoOAA_RegisterDisplay].[Ordinal]) – Standalone table
  • [vBoNetContactBasic].[ID] –Single-instance table
  • CONCAT(‘ CONCAT( [vBoApplicationData].[ID]),’_’, [vBoApplicationData].[Ordinal])

When configured, your IQA should have display column(s) similar to those shown below: