Edit and Form

The Edit and Form extensions provide basic writeback functionality.

The Edit extension features a table in which you can configure each column to display a multitude of data types in a range of editors. Form offers the same functionality for a single row of data in a more comprehensive manner. Overall, this extension serves as a comprehensive solution for organizations seeking to enhance the efficiency and integrity of their data ecosystem.

Check the YouTube Video to learn more about more possible use cases.

You can also learn how to create new data sets directly in Qlik with Edit and Form in this video.

Data in Write! Edit and Form

Edit table columns and Form fields need to be configured in the Property Panel > Data section. You can configure the following fields for the extensions:

• Edit—Columns
• Form—contains Dimensions that are read-only and Measures that are editable fields.

After adding a column, dimension or measure, you can set Write!-specific properties. The following sections describe what these settings do and how to set them. Columns, dimensions and measures are referred to as Fields.

In the Property Panel the main Write!-specific settings for fields are Technical Field Name, Field Type, and editor.

Figure 1:  Property Panel entries for a sample ItemNo field

Technical Field Name

Write!Technical Field Name (TFN) is a free text field you can use to set a field TFN. Using the TFN, Write! maps Qlik fields to fields in the app's associated Endpoints. When you configure endpoints in Write! Management Console (WMC), each field is associated with its own TFN. Therefore, each field that you want to save in its associated endpoint needs to have its TFN set to match the endpoint field TFN.

Field Type

The Field Type property defines which type of data the field is expected to hold. Field type restricts the field's available editors. The available data types are:

• Text

• Number

• Currency

• Date

The Field Type set here needs to be selected also in the endpoint. insightsoftware recommends that the field type match the type selected in the extension endpoint. The table shows a list of mappings of endpoint field types to field types and editors.

Mapping of endpoint field types to data types and editors

Endpoint Field Type	Field Type	Editors
String	Text	Non Edit, Dropdown, Free Text, Text Area
Number	Number	All available editors
Date	Date	All available editors
Text	Text	Non Edit, Dropdown, Free Text, Text Area
Styled text	Text	WYSIWYG Editor
Multiselect	Text	Multiselect

Figure 2:  Field Type and associated restricted selection of editor options

Escape HTML in Strings

Fields with this option activated don't render HTML tags. This option is available for Edit columns with Text field type, and for Form dimensions.

Editor

The Editor property defines how you can interact with a given field.

Depending on the chosen Field Type, the Editor dropdown has the following options:

These options might be limited by the chosen Field Type. An overview of Field Types with associated Editors can be found in the table below:

Editor options available for Field Types

Field Type	Editor
Text	Non Edit; Dropdown; Free Text; Popup; WYSIWYG Editor; Multiselect
Number	Non Edit; Dropdown; Free Text; Popup; Checkbox; Traffic Light; Rating
Currency	Non Edit; Dropdown; Free Text; Popup
Date	Non Edit; Calendar

You can configure the editors in the following way:

1. Go to Extension Settings in Qlik.

2. Set the Qlik Field Type. Choose from the option mentioned in the table above.

3. Set the Editor available for the Field Type chosen in step 2.

The sections below explain how you can use the available editors.

Non Edit

Fields with the Non Edit option selected are non-editable.

Dropdown

When you click on a dropdown cell, a dropdown menu is displayed. You can select dropdown values. You can set the dropdown values using the Dropdown Field property.

When you choose the Dropdown Menu option, you need to select a Dropdown Field from where the selectable options can be chosen.

Figure 3:  Property Panel section of Field with Dropdown editor

You can set a dropdown field as an associated field by clicking the Activate as Associated Field button. For more information, please see Associated Dropdowns.

The Dropdown sorting option can be used to specify a sort order of the dropdown list.

The following sorting options are available (ascending and descending):

• Alphabetical
• Numeric value
• Number of concurrences
• Initial load order

Alternatively, custom sorting can be implemented through a Qlik expression.

For numerical and alphabetical sorting, the dropdown dynamically loads its options instead of loading the full dropdown field's list. This results in better performance for large drop-down lists.

Key-Value Mapping

The Key-Value Mapping feature allows for the separation of displayed and saved values. On activation, the field's associated keys are saved in the endpoint. To activate the feature, enable the Activate Key/Value checkbox. A dropdown called Key field for values appears. Here, select the key-field in your data model.

Note: You need to ensure a 1-to-1 relationship of keys and values in the entire data model. 1-to-n relationships result in overwriting data.

Refer to Developer Mode for options to display both key and value in the cells.

Figure 4:  Property Panel options with the Key-Value Mapping feature activated

For more information, see the YouTube-tutorial.

Traffic Light

The Traffic Light feature is available for fields with the Number field type. By utilizing a dropdown list, users can assign a status ranging from 0 to 3, with each number corresponding to a distinct color. Specifically, 0 represents an undefined value and is a black circle with a white stripe, 1 is a red circle, 2 is an orange circle, and 3 is a green circle. Any value not falling into these categories defaults to 0. This ensures clear and intuitive visual cues for the data at hand.

Figure 5:  Edit extension with the Traffic Light editor in the Status field

Calendar

Calendar is the editor for the DateField type. The Date Format and the Date Separator between day/month/year are selectable. Date fields are stored as strings, Format ISO8601 UTC.

Figure 6:  Left: Write! Calendar Editor. Right: Properties for the Calendar editor

The use of the calendar is similar to the use of the calendar in Windows:

• When you click on the month, Calendar displays the monthly overview.
• When you click on the year, Calendar displays overview of the current decade.

Today button can be used to select today's date. Clicking the Clear button resets the date.

Free Text

With Free Text, you can edit individual cells with a small text field in the size of the currently selected cell.

Popup

The Popup editor is a text area. In the Edit extension, the text area is displayed using a popup. In the Form extension, the area is inlined and the editor is called Text Area.

Figure 7:  Popup Text Area Input

Pressing the Enter key applies the popup text to the field and closes the popup window. Pressing Shift and Enter moves to the next line.

Checkbox

The Checkbox editor is a boolean with either checked (1) or an unchecked (0) state.

If you have enabled the Allow Global Inputs option, the state of the checkboxes in a table column is reflected in a table header. Three statuses are possible:

• The status symbol means, that all checkboxes are checked within the table column.

• The status symbol means, that some checkboxes are checked and some are unchecked.

• The status symbol means, that all checkboxes are unchecked.

For more information on the Allow Global Input option, see Editor Settings.

Figure 8:  Checkbox editor in the Edit Table.

Calculated

The Calculated editor is supported by fields with the Number and Currency field types. Calculated fields aren't editable. Instead, the software calculates their values by evaluating the user-defined Calculation Formula. The formula field references are their Technical Field Names.The formula supports the basic operators of ()+*/. Saving calculated values to endpoints requires the endpoint to have the Always save full row feature feature active.

Figure 9:  Calculated feature. Left - Property Panel. Right - Calculated column in Edit

Rating

The Rating editor provides a star-rating input for fields. It's available for fields with Number field type. The configuration involves the following two settings:

• Maximum amount of symbols—defines the maximum number of stars users can use to rate items. You can choose between one to ten stars.

• Rating Mode—can be absolute or relative. In the absolute mode, each star represents a unit, so 4 stars represent a value of 4 . In the relative mode, all stars combined represent a value of 1.

The default settings are the absolute Rating Mode and 5 Maximum amount of symbols. Here, if the users select four out of five stars, the value returned is 4. In contrast, the relative rating mode returns a value of 0.8 because four stars constitute 80% of the maximum possible rating of five stars.

Figure 10:  Rating editor settings in the Property Panel

Figure 11:  Visualization of the Rating editor in the Edit Table

WYSIWYG Editor

The What-You-See-Is-What-You-Get (WYSIWYG) Editor editor features a rich text editor. Copies from and to .docx files keep their formatting. The text formatting is saved as additional HTML in Write! endpoints.

For more information on WYSIWYG editor, see WYSIWYG.

Note: Data connections in Qlik Data load editor limit the characters they load from the database, depending on the type of data connection. If this limit is exceeded, the loaded cell content is cut off. You can configure data connections to load more characters (for example by setting the useBulkReader to 0 for PostgreSQL data connections). Doing so might slow down the loading process.

Figure 12:  WYSIWYG Editor displaying text with several formatting options used.

In Write! Management Console (WMC), you can select a field type as styled text when configuring the fields of an endpoint. When you select this option, the software creates two distinct columns in the database tables associated with the endpoint:

• <fieldname>_plain—saves text unformatted.
• <fieldname>_styled—saves text formatted.

Figure 13:  Endpoint Field Settings set up for usage with WYSIWYG

For more information, see the YouTube tutorial.

Multiselect

With the Multiselect editor you can select multiple values from a dropdown list. After saving, the selected values are concatenated with the {;} delimiter and stored in the endpoint as a string. You can configure the values available for selection by choosing a field in the Filter Pane Field option.

Figure 14:  Multiselect editor on the UI

To use the Multiselect editor, the associated endpoint field in WMC needs to have the Field Type set to Multiselect. For more information, see Endpoints.

Figure 15:  Property Panel options for the Multiselect editor

You can use the Multiselect editor with the key-value mapping feature. Using the Multiselect editor with key-value mapping requires careful configuration of the load script to map concatenated keys to concatenated values. The following code snippet demonstrates how to accomplish this:

First, split the multiselect field along the delimiter using the SubField function and apply the mapping to each item using ApplyMap. Then in a separate load, concatenate the mapped values back together using the Concat function. Make sure to group the individual values by the original primary key.

Default Values

The Default Values feature allows you to pre-populate fields when creating new records in your extension. When enabled, this feature provides a convenient way to set automatic values for dimensions and measures using Qlik formulas. Using Default Values feature to specify dimensions is especially useful when using Forms as it may enable you to create new rows without creating duplicates. To use default values, you need have the Allow New Items option enabled in your extension settings. When this option is enabled, the Default Value field for each dimension and measure appears in the Property Panel.

Set Default Values

To set default values for fields, you need to do the following:

1. Navigate to a dimension or measure in the Property Panel.

2. Locate the Default value field.

3. Enter any valid Qlik formula.

4. Click the Add row icon in the extension toolbar.

The default value automatically appears for the chosen dimension or measure.

Default Values Acceptance Criteria

In order for the software to accept default values you need to make sure that the following conditions are fulfilled:

• The default value must match the field type specified for the column.

  A numeric field can't include text values. A date field requires properly formatted date values.

• The editor input must be valid. Different editors have specific requirements. To check accepted values for editors, navigate to the Editor topic.

  Table 1: Sample editors and their acceptance values.

  editor	Accepted Values
  Checkbox	Only 0 or 1.
  Rating	Only values between 0 and 5.
  Dropdown	Only existing values in the current data.

• For dropdown fields with column associations, make sure that:

  • The default value exists in the current data.

  • When associated with other columns, the value combination already exists in the data.

  The system checks that the default value appears together with any previously set values.

Note: For date fields, you need to use the YYYY-MM-DD format, for example =Date(today(), 'YYYY-MM-DD').

If the basic requirements set forth by the Field Type and editor aren't fulfilled, the software ignores the default value.

Default Values Limitations

You can't set default values for the following columns:

• Calculated columns - they derive their values from other data.

• Auto-GUID columns - they're automatically generated unique identifiers.

Default Values Best Practice

insightsoftware recommends you to do the following to make the most use of the Default Values feature:

• Use default values to maintain consistency across new entries.

• Consider using formulas that generate unique values when needed.

• Test your default values to ensure they meet all validation requirements.

Default Values Troubleshooting

If your default value isn't appearing:

1. Verify the formula syntax: Check for errors in your Qlik formula

2. Confirm the data type: Ensure the result matches the column's expected type

3. Check editor restrictions: Review the specific requirements for your editor

4. Examine associations: For related columns, verify the value combinations exist in your data

Editor Settings

You can enable the Allow Global Inputs option for the following editors:

• Date
• Free Text
• Checkbox
• Traffic Light
• Rating

The Allow global inputs option is useful when you're working with the Edit table. The options adds the editor input, for example a checkbox, to the column header. Editing the input, by for example changing the checkbox state, changes all rows of the columns to the selected input.

Common Editor Features

The below sections describe the features common for all editors.

Conditional Editing

Using the Conditional Editing option, you can manage the editability of a field using a Qlik expression input. You can activate the Conditional Editmode for the whole field or for an individual cell.

When you activate this Conditional Editing, a Qlik formula becomes available in the Property Panel. Conditional Editing works by allowing editing if the Qlik formula's expression equals 1. The expression's default value is 1.

In the following example of a Qlik formula, editing is limited to the Personal/Me user:

or

Figure 16:  Available Conditional Editing settings

The By field Conditional Editing applies its Qlik formula to determine editability for a full column. In contrast, the By cell option applies the Qlik formula individually to each cell of the affected column. If the Qlik formula contains other fields, the Expression matching fields settings dialog opens after you save the Qlik formula (see Expression matching fields settings ). In this dialog, you can match the formula fields to Write! fields. If done correctly, the formula is applied live while editing those other fields. If you don't match the formula's field to Write!, changes in editability apply only after a reload.

Figure 17:  Expression matching fields settings

Column Width

Setting the Column Width is available for the Edit extension. It limits the width of a field's associated column in the Edit table. You can set both the minimum and the maximum width. If the content of the column exceeds the set width, a line break is made. If the maximum width is set to Auto, the column width is set to the length of its longest text.

Figure 18:  Column Width setting of a field in the Property Panel

Visible

With the Visible feature, you can configure the visibility of fields. The following options are available:

• Show always (default),
• Hide always
• Conditional show—visibility is determined by a Qlik formula.

Figure 19:  The Visible feature in the Property Panel

Example 1:

This example illustrates the Visible feature with the Conditional show configuration. With Conditional Show, you can hide certain fields from users if they don't have the rights to see them. You can do this using a Qlik expression:

Only users with the Admin user type assigned are able to see the respective field.

Example 2:

This example illustrates the Form extension where the Visible feature has been set to By field . In the Article field, the Visible feature has been set to Conditional show with a Qlik formula stating that the article is hidden if the value of the Quantity field exceeds 50:

if(Quantity>50, 1, 0)

Figure 20:  Article visible as the quantity is lower than 50

Figure 21:  Article hidden as the quantity is higher than 50

Colorization

The Colorization feature enables you to configure a field's text color, background color (Edit only) and border color (Form only). You can set the colors using Qlik formulas of the respective X Color Expression option (where X is Text, Background or Border). The Colorization feature works only with line-by-line assessment without aggregation functionalities and isn't available for the Checkbox, Traffic Light and Rating editors.

Figure 22:  Examples of colored cells

To set or change a color, double click into the field and add a Qlik expression that includes a color function. The entered Qlik formula returns a color. You can find the available Qlik color functions here.

Figure 23:  Color expressions for background and text

Configure Matching Fields

When you configure properties by cell using a Qlik formula and reference another field in the formula, the matching is necessary for Write! to update the values instantly. For this purpose, you need to use the Configure matching fields button for all by cell formulas.

Example: With Qlik ColorMix1 function, you can create gradients using the the following formula as expression in the Background Color Expression option of the Sales field:

The background color of the Sales field in the Edit table gradually changes based on the individual cell values as shown in the Configuration of a color gradient using the Background Color Expression option figure.

Figure 24:   Configuration of a color gradient using the Background Color Expression option

Note: If you change an expression, all mappings are cleared and need to be renewed.

Figure 25:  Expression matching fields settings

Validation Rules

You can define a Validation rule for every dimension or measure. The feature verifies that the data entered in the filed is valid. The following validation options are available:

• Qlik Formula

• Predefined expression

• Regular expression

When you choose the Qlik Formula option, the software adds the Qlik Validation Expression input. The validation is successful only if the expression equals 1.

When you choose the Predefined option, a dropdown is displayed with a list of predefined rules. Predefined rules vary by Field Type.

Table 2: Predefined rules available for field types

Field Type	Predefined rules available
Currency and Number	Greater than; Less than; is 1; is 0
Date	Later than; Earlier than
Text	Not empty; E-Mail; Phone; URL; Minimum character count; Maximum character count

When you choose the Regular Expression option, the software adds a text input that accepts JavaScript regular expressions, for example \d{1}. For more information, click here.

Validation rules are evaluated for all fields in the Form extension when you finish editing any field. When the validation fails, the affected cell is colored red. The software notifies you of the error. The Save button is disabled as long as there are invalid cells.

You can also define custom error messages to replace the default ones. When Validation is active, a Qlik expression input labelled Custom Validation Error Message is available. The entered expression returns a text.

Example:

Validation expression:

Custom validation error message:

Figure 26:  Validation expression and Custom validation error message on the UI

Figure 27:  Sample error message

Figure 28:  Error message in the upper right corner

When you create a new row, the primary keys already have a validation rule applied: they must not be empty. However, you can also apply another validation rule to these fields.

Appearance

You can find general information on Styling settings under Styling in the Common Features chapter.

Advanced Tooltips

In release 9.1.0 of Write!, insightsoftware introduced advanced tooltips. When you hover over input fields in the Edit and Form extension, the software displays an advanced tooltip that has the following capabilities:

• Displays HTML.
• Is scrollable.
• Has selectable input.
• The input can be copied.

The advanced tooltips enable you to easily read long and stylized entries, especially those created with the WYSIWYG Editor. Additionally, you can copy the entries created with the WYSIWYG Editor with their complete HTML stylization.

The advanced tooltips are mutually exclusive with the popup editors configured within the same extension, for example Multiselect or Calendar. It means that if you have configured for example, a Calendar editor for a date field, the advanced tooltip isn't displayed for such a field because it would interfere with the calendar that pops up.

New Row Marker in Edit

When users add new rows to Edit extension, these rows are automatically marked with a vertical bar indicator on the left side. This visual cue helps distinguish newly created rows from existing data, improving data entry workflow and reducing potential errors.

Figure 29:  New rows marked in green

The new row marker appears as a vertical bar positioned on the left side of each newly added row. The default color for this marker is green, providing clear visibility without interfering with the data content.

You can customize the new row marker using the New Row Marker Color property in the Property Panel > Write!- Edit Settings.

With the new row marker feature, the software behaves in the following way:

• The new row marker isn't replaced by changes to the new row. The software doesn't consider editing now rows as a change, so the cells and rows aren't marked as edited.

• If a new row contains an invalid value, the software marks the respective cell and row as invalid.

• Once a new row is saved, the software doesn't display the new row marker or replaces it with a Client Hybrid marker if this feature is enabled.

Sorting

Sorting determines the sort order of rows in the Edit extension table. It has no effect in the Form extension. Each field configured in the Data section has a corresponding entry in the Sorting section. You can adjust the sort order between fields by dragging and dropping items. You can adjust the sorting within each field by configuring the sorting in the field's sorting tab. You can set the Sorting option to Auto to use Qlik sorting or Custom. The custom sorting enables sorting by Qlik expression, numeric value, or alphabetically.

Figure 30:  Custom sorting options example

Sorting Columns in the Edit Table

You can sort columns directly in the Edit Table. You can determine the way columns are sorted in the Property Panel > Sorting section. Clicking on the column header marks the column as the primary one for sorting. Clicking again toggles the sorting direction. When you change the column sorting, the option appears in the Property Panel to save or discard the changes.

There are the following limitations:

• Sorting is disabled when there are unsaved changes
• If the Write! Hybrid feature is enabled, hybrid values occur out of order because Qlik can't see them.
• Some columns can't be sorted because their displayed values differ from what Qlik sees. These include Multiselect, Calculated and WYSIWYG columns.

Selection

The Selection feature applies to all column headers of Dimensions except for the Calculated, Multiselect, and WYSIWYG editors. When you click the icon in a column header, the software displays a Qlik filter pane pop-up where you can select dimension values. The chosen selection is immediately applied to the app's selection.

Add-ons

This is a Qlik native Property Panel section. For more information, see this video.

Figure 31:  Add-ons feature on the UI

Write! Hybrid

For detailed information on Write! Hybrid please refer to the Write! Hybrid section in the Common Features chapter.

Associated Dropdowns

With the Associated Dropdowns feature you can link several fields that use the Dropdown or Non-edit editors with each other. The feature uses the association logic of the Qlik data model. When it's configured, the selections available for dropdown fields are dependent on the other linked field selections. This ensures that the linked dropdowns show only semantically correct values.

As an example, for an entry indicating a country, only states within this country can be selected. When you pick a value in one field, other values are restricted depending on the association in the Qlik data model. Also, multiple associated groups can exist independently in a large table.

Figure 32:  Example of fields connected with the Associated Dropdowns feature

If only one value is available as result of association, the cell is filled automatically with this value. This also works for Non-edit fields.

To configure field associations, you need to make sure the respective fields are available for association. You can make the field available by enabling the Activate as Associated Field option in the Property Panel > Data. The option is available for the Text and Number field types with the Dropdown editor, and for the Text, Number, and Currency field types with the Non-edit editor.

Figure 33:  Activate as Associated Fields option in the Property Panel

When you enable the Activate as Associated Field option, the Associated Group Settings dialog opens.

Figure 34:  Associated Group Settings dialog

In the Associated Group Settings dialog, you can configure associated groups. These groups consist of a set of associated fields that you can add by clicking the Add associated field button. If a field that is a part of an associated group is deleted, it is also deleted within the group.

Write! Edit Settings

Write! Edit Settings include options to activate the following features:

• Manual Edit Mode
• Developer Mode
• Allow new items
• Autogenerated Identifier

Figure 35:  Edit Settings

Manual Edit Mode

Edit Mode prevents the Write! extension from reloading. The feature applies to all extensions. By default, it is active only when a user has unsaved changes in their extension. When the Manual Edit Mode feature is active, the software adds the button with the icon to the extension navigation bar. The button toggles the extension edit mode.

The feature is helpful when multiple users are working on the same Fiplana Endpoints. Without the feature, any save operation by any user may trigger reloads for all other users, disrupting their workflow. With Manual Edit Mode active, users can review the current state of data and actively choose to reload when they want to.

Developer Mode

You can use the Developer Mode in combination with the Key-Value Mapping feature.

When Developer Mode is active, cells associated with key-value mapping display both key and value separated by a pipe symbol.

Figure 36:  Key-Value Mapping with activated Developer Mode

Allow New Items

The Allow new items option adds the Add and Remove buttons to the navigation bar. Consequently, you can add and remove rows in the Edit table.

Note: When you save a new row using the Save button, the software saves the row in the database. You can't delete such a row anymore.

Excel and CSV Data Import

You can import multiple rows of data from external Excel and CSV files directly into Write! Edit extension. This feature enables loading data from spreadsheet files, mapping columns to the appropriate fields, and defining how the imported data is handled by the software. Additionally, you can further configure the data according to your use case directly in the Edit extension.

Enabling Excel and CSV Data Import

To enable data import do the following:

1. Navigate to Qlik Sense > Fiplana Edit > Write! Property Panel > Write! - Edit Settings.

2. Locate the Allow Data Import setting.

3. Enable the setting to allow data import.

When import is enabled, the software displays the Import option in the extension navigation bar.

Data Import Modal Window

When you click the Import option on the navigation bar of the Edit extension, the software opens the Data Import modal window.

Figure 37:  Data Import modal window

In the modal, you can load Excel or CSV data by using the Load Excel/CSV File button or paste your data directly into the modal.

The modal contains the options that define how the software handles data on import. You can map columns to the extension fields, clear all mappings with the Clear field mapping button, or define how to handle invalid values, when to use default values, and how dates are formatted.

Importing a File

To import the Excel or CSV file to the Edit extension, follow these steps:

1. Click the Import option on the navigation bar of the Edit extension. The software displays the Data Import modal window.

2. Paste you data directly to the modal or click the Load Excel/CSV File to select a file. The software loads the file and proceeds as follows depending on the loaded data format:

   [Excel] The software displays the Excel Sheet Preview modal.

   [CSV] The software displays the CSV Import Settings modal.

3. Depending on the loaded data format, do the following:

   [Excel] In the Excel Sheet Preview modal, select a sheet to be imported and click the Select Sheet button.

   [CSV] In the CSV Import Settings modal, define the row delimiter and column delimiter, and click OK.

   The Data Import modal displays data in a table view. If the source contains column headers, they'll be mapped to the extension fields by name.

4. Map the columns from the source file to the fields of the Edit extension by using the Select Field dropdowns at the top of each column.

   Note: You can exclude rows from importing by disabling the checkbox in the first column.

5. (Optional) Refine the import data processing by using the dropdowns to define how to handle the following cases:

   • Invalid Values

   • Unmapped Fields

   • Date Format

6. Click the Import button to add the selected data as new rows in the Edit extension.

You've successfully imported your Excel or CSV file into the Edit extension. You may configure the imported data according to your use case directly in the Edit extension.

Autogenerated Identifier

The Autogenerated Identifier feature can only be used in conjunction with an endpoint that has Automatic Primary Key activated. When you activate this feature, you need to choose the Autogenerated Identifier Field. Its field defaults to endpoint_guid, which is the field name of endpoint's automatic primary key.

The extension then creates an additional dimension called endpoint_guid. It can never be manually edited and is invisible by default. Its visibility can be changed in the Property Panel.

Figure 38:  Autogenerated Identifier Field on the UI

Figure 39:  Added dimension endpoint_guid

Note: If you migrated an existing Edit endpoint to use Automatic primary key, make sure to update its Qlik Load Script using Management Console for that endpoint.

Grid View

The Grid View feature applies to Write!Form extension only. You can represent Form in a grid view where fields can be moved around, lengthened, shortened and switched through drag and drop, comparable to worksheets in Qlik.

In the Write! Form Settings, you need to enable the grid view and set the number of rows and columns. After that, you can move every field to a new spot within the grid. You can adapt the field size by clicking onto the field and dragging the cursor either further away or narrowing it. This way, you can create either longer, shorter or even two- or more-line fields.

To switch the position of fields, you can drag a selected field onto another field. If you drag a longer-sized field onto a shorter space, its size is adapted as well.

Server Settings

For detailed information on Server Settings, see the Server Settings section in the Common Features chapter.

Write! Info

For detailed information on Write! Info tab, see the Write! Info section in the Common Features chapter.

Operation

Under Operation, you can find helpful information and tips and tricks for your daily work with the Edit and Form extensions. Edit tables and Form forms always work natively with Qlik. Dimensions and measures within the components display data from Qlik data model and respond accordingly to selections.

Operating Edit and Form

The operating instructions are targeted at the end-users of Fiplana extensions.

After completing the configuration of the Edit or Form extensions in the Qlik App and loading data in Qlik Data load editor, both the Edit and Form extensions render a view similar to figures below.

Figure 40:  Example of a table in the Edit extension

Figure 41:  Example of the Form extension

Edit tables can display any number of rows, while Form displays the values of exactly one row. Therefore, for the Form extension to render, you need to make a Qlik selection narrowed down to a single row.

Fields in the table can either be editable or non-editable. Non-editable fields are grayed-out or show a cursor with a stop sign icon on hover. Editable fields can be edited by clicking on them. You can save the changes by pressing the Save button in the navigation bar. When you press the Cancel button, the software performs a refresh of the extension and discards any unsaved changes.

For more details on Edit and Form extensions navigation bars, see Navigation Bar.

After you save the data, Write! triggers a reload of the underlying Qlik data if configured to do so. After the reload, your changes are visible to all users in the application.

Calculations in Cells

Cells containing numbers accept formulas according to the Mathematical Expressions section.

Global Input

Editable columns in the Edit table may have the Global Input feature activated. The feature allows for overwriting all values of that column at once with a single value. To apply global input, enter the new value in the input field below the column header and confirm by pressing the Return or Enter key. All values in this column are overwritten with the provided value.

Figure 42:  Example of global input in the Quantity column

If the table cell count exceeds 10.000, Data Paging prevents immediate access to global input. Consequently, the input fields are replaced by the Preload button. When you press the Preload button, the software cancels data paging and loads the remaining data. The global input feature is available again.

Data Paging

Data Paging improves the performance of Edit tables when you use large datasets. On the initial render, the Edit table loads a maximum of 10.000 cells. If the selected dataset exceeds that count, additional cells are loaded when you scroll through the table or press the Preload button in columns that have the Global Input feature configured.

Note: Loading the entire selected dataset may take some time.

You can deactivate data paging only by using the Preload button.

Figure 43:  Preload button in the header of a column in the Edit table