Table and Data sheets (previous name: Global Table)

Table and Data sheets are plugins available in Dew-X. An example table can be built so that it contains columns with fields: product name, net amount, VAT amount, gross amount, and columns with other plugins, such as Selection List or Dictionary. A template created this way will allow the user involved in the process to add and fill in any number of rows containing this data. Columns containing “amount” fields will be automatically summed. Note: on printouts from the system, data from tables are presented in rows. A standard table can be built directly in the process builder when creating or editing a process definition. Another special type of tables are Data sheets. They allow you to create templates of many different sheets, which can then be used repeatedly both in a given process and in various other processes. A great advantage of this type of sheets is their “wandering” nature – adding the same sheet on the next activities of a given process allows different participants of the process to fill in the same sheet. Furthermore, a given table can also be added at a specific activity in a non-editable form to present the data collected in the course of the process. Preparing a Data sheets template The Data sheets module can be found by selecting the Administration icon on the main menu: We create new Data sheet using the Add button. We prepare the Data sheet template in a builder similar to the process definition builder. A data sheets template created this way will be automatically enriched with the data of the table-filling user (first name and last name) and the date of the last modification after it is placed in a given process. Note: once created, the Data sheet template cannot be deleted. It will also not be possible to change its name. If you have made a mistake or do not want a particular template to continue to be used, simply turn off its visibility. Use of the data sheets when editing a process Data sheets are one of the plugins. When editing a activity in a process:

1. Select the Data sheet plugin
2. Specify whether it should be editable or not for a given activity (note below)
3. Select a data sheet template from the list (of course, it must be prepared in the Administration module beforehand)

Notes:

1. When adding a Data sheets to a activity in a process, specify whether it is to be editable at the activity or not. If you choose non-editable, the user will not be able to fill it in on a given activity, but will see what has been entered into it on other activities.
2. Data sheets will not be visible in the History tab. A Data sheet can and usually does have data collected on many different activities – it would be confusing to put them in the history on earlier activities as well. You will always find this data in the Data tab.