Working with Records

Conrep provides flexible options to add, update and 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 a 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 of managing your records:

  • Screen Templates
  • Copy Rules
  • Record Actions
  • Group Update Actions

Screen Templates 

Screen templates provide you an interface to add, update or delete records. You can create as many screens templates for each application and use them as you want. Each report can be configured to open different screen templates. Additionally users can also switch between the available templates on demand.

Key Features

  • Pre-defined screen templates meeting your most common needs.
  • Show/Hide fields specific to templates.
  • Customize field labels, lengths, lookups, default values, formatting, validations, etc.
  • Drag and 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 JavaScript 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 timesheets and 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.

Key Features

  • Pre-designed Copy Rules for your 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 the 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 let 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 a single-click for multiple records, instead of updating each record manually.

Key Features

  • Pre-designed Record Actions for most common needs.
  • Create as many Record Actions for each module as you want.
  • 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 execute 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 in bulk records without having to edit each record individually.

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

Multi-row Update Action: Using this action, you can update fields with different values on record-to-record basis in MS Excel like format. This action helps you update different values to different fields in bulk records.

Field Properties 

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

Key Features

  • Field Label and 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.

Key Features

  • Pre-designed Application Rules for most common needs.
  • Create as many Application Rules for each module as you want.
  • 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+ JavaScript functions for various JavaScript events.
Examples
1. At least one phone field (Work, Cell or Home Phone) is mandatory.
2. Disable edit and delete options for timesheets which are approved and invoiced.
3. Do not save two employee records with the same First name, Last name and Date of Birth.
4. Do not save the salary record of an employee, if there is another salary record overlapping between the same start date and 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).