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Working with Records

Conrep provides flexible options to add, update, delete records in different modules of the application. Screens can be easily configured to support your company's unique business functions.

Individual fields can be turned on and off across-the-board, or you can give customized look to individual screens by choosing specific fields, depending on your preferences. Users can then choose the desired screen by switching between different templates available with a single-click.

Conrep offers several ways for managing your records:
1. Screen Templates
2. Copy Rules
3. Record Actions
4. Group Update Actions

Screen Templates 

Screen templates provide you interface to add, update or delete records. You can create as many screens templates for each application and use them however you want. Each report can be configured to open different screen templates when user tries to open the record from that report and users can still switch between the available templates on demand.

  • Pre-defined screen templates meeting most common needs
  • Show/Hide fields specific to templates
  • Customize field labels, lengths, lookups, default values, formatting, validations etc
  • Drag & Drop fields to define field positioning and grouping using our screen editor 'GRID'
  • Add screen add-ons to show child modules data in the same screen
  • Ability to add Calculated fields or make some fields non-editable
  • Choose between Tabular or Linear templates
  • Ability to drill-down to detailed reports
  • Control java script events and other complex validations using Application Rules
Examples
1. Employee Screen - Linear Template
2. Employee Screen - Tabular Template
3. Employee Screen Template with minimal fields
4. Employee Screen with Time sheets & Expenses details as Add-ons

Copy Rules 

Copy Rules lets you copy or update records from one module to another as per the pre-defined field mapping rules defined in each Copy Rule definition.

  • Pre-designed Copy Rules for most common needs
  • Create as many Copy Rules for each module
  • Option to delete source record after copying it to another module
  • Automatically update field values in source record through Record Actions, after copying the record to target module
  • Flexible field mapping rules (Constants, Source fields, System fields, User fields etc)
  • Execute Copy Rules only if specific conditions are met by the source record
  • Option to copy in the background
Examples
1. Convert a record from Prospective Employee module to Employee module and delete Prospective Employee record.
2. Convert Lead to Client and update Lead record status to 'Converted'
3. Update 'Resume' field in Employee record, when new Resume is added to Hotlist record.
4. Create Client Contact record from Client record and pre-populate Phone, Fax and Address fields automatically from Client record
5. Create Submissions to your requirements when Consultants post their resumes to the requirements posted on your website

Record Actions 

Record Actions lets you update specific fields in one or more records as per the field values pre-defined in the Record Actions definition. You can create Record Actions for most common updates in each application and execute them with single-click on multiple records, instead of updating each record manually.

  • Pre-designed Record Actions for most common needs
  • Create as many Record Actions for each module
  • Flexible field mapping rules (Constants, Source fields, System fields, User fields etc)
  • Execute Record Actions only if specific conditions are met by the record
  • Option to control to execute on only one record at a time.
Examples
1. Record Action 'Approve Timesheets' can update ' Status = Approved, Approved by = Login user id, Approved on = system date' for one or more records with a single click.
2. Create a Record Action called 'Close Requirement' with specific condition as 'Requirement is open for more than 10 days' and execute this Record Action from Job Scheduling tools at specific intervals.

Group Update Actions 

Conrep provides two other options to update multiple fields on bulk of records without having to edit each record individually.

Group Update Action: Using this action, you will select multiple fields and assign desired value for each selected field and it will update such fields for all the selected records. This action will help you assign same set of values on bulk of records. As against Record Actions, users can select the desired fields on demand.

Multi-row Update Action: Use this action to update fields with different values on record-to-record basis in MS Excel like format. This action will help you update different values to different fields on bulk of records.

Field Properties 

You can control field's appearance and behavior by editing its properties. Depending on what type of field you're editing, Conrep field properties window offers different options.

  • Field Label & Length to appear in the screen
  • Show/Hide in the screen
  • Maximum number of characters/numbers to accept
  • Make it a mandatory field
  • Make it a non-editable field
  • Default value to load while creating new records
  • Decimal length for number field
  • Make it as an amount field to show currency symbol dynamically (for number fields)
  • Mark it as an email field
  • Restrict any special characters in text fields
  • Specify field group
  • Associate lookup master (for lookup fields)
  • Associate display field, foreign module report, filter (for foreign fields)

Application Rules 

Application Rules help you configure advanced rules and validations to each application. Users cannot save the record if any one of the validation is failed.

  • Pre-designed Application Rules for most common needs
  • Create as many Applications Rules for each module
  • Activate or deactivate any Application Rule on demand
  • Choose Filter to apply only if specific conditions are met
  • Choose multiple fields to check for duplicate records
  • Restrict Look-up values, Hide certain fields when specific conditions are met
  • Restrict certain fields to edit when specific conditions are met
  • Restrict certain fields to have null or not null value when specific conditions are met
  • 50+ Java Script functions for various Java Script events
Examples
1. At least one phone field (Work, Cell or Home Phone) is mandatory.
2. Disable edit and delete options for Time sheets which are approved and invoiced.
3. Do not accept to save two employee records with same First name, Last name and Date of Birth.
4. Do not accept to save salary record of an Employee, if there is another salary record overlapping between same start date & end date.
5. Joining date must be earlier than termination date (JS function).
6. Convert Client name to upper case while saving the record (JS function).


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