Form Masters

Toolyt's Form Masters let you manage fields and relationships in multiple forms.

Toolyt's Form Masters let you manage fields and relationships in multiple forms. The values updated in the master field element by the admin will be shown in other field elements added to any form.

Master is nothing but a set of values or data.

Ex: Suppose you enter a pin code, the other details such as Region, District, State and Country would be automatically filled in the subsequent field elements.

Form Master dashboard explained


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  1. This indicates the master group name (Region), description of the master group (Country, State, District) and the availability of the master group in different forms and sub forms.

  2. This contains different actions that can be performed on the form master dashboard.

    2.1 image.png Helps to enable and disable the master group.

    Note: Form master can only be disabled if it is not used in any forms or sub forms.

    2.2 image.png This helps to sort the the masters in the group on the basis how it must be displayed in a form.

    2.3 image.png View button helps you to view the master group and different masters present in it.

    2.4 image.png Edit option helps you to change name and description of the master group.

    2.5 image.png With delete option you can delete the master group.

    Note: Form master can only be deleted if it is not used in any forms or sub forms.

  3. Add tab helps you to configure new master group and sub masters.

How to create a Master group?


Note: Configuration of form master can only be done by the admin through admin configurations.

Step 1: Select 'Admin Configuration' from the top right corner of the Toolyt dashboard.

Step 2: Choose 'Form Masters' which is under the Manage category from the left side menu bar.

Step 3: Click on 'Add' button on right corner of Form Master dashboard and select 'New Master Group'.

Step 4: Enter the master group name and its description in the right side pop up and click on 'Save' button.

Step 5: Click on 'View' button of the newly created master group.

Step 6: By following Step 4, you can create masters within the master group.

How to set relations in the master?


While adding data to a master, you can set the relation among the masters by selecting the parent master and relation master.

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Parent Master indicates the primary master to which the selected master has to be related with. For example, if State and District are two masters and District is the selected master then State is the parent master of District.

State

District

Maharashtra

Pune, Mumbai City, Nagpur

Assam

Hojai, Lakhimpur, Dhubri

Kerala

Kochi, Trivandrum, Kollam

Related Master indicates the master values in the parent master. For example, if State is the parent master then Kerala, Assam etc. is the related master.

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Step 1: Click on 'View' button of the master.

Step 2: Select 'Is child to another master'

Step 3: Click on 'Select Parent Master' and choose the required masters from the dropdown.

Step 4: Click on 'Select Related Master' and choose the required values of the parent master to which relation must be made.

Step 5: Now follow the steps mentioned in 'How to add data to a master?' below

Note: Without creating parent relations in the master group, setting up form master relations among different forms won't be possible

How to add data to a master?


Importing data to a master is a very crucial step. You can add data to a master using two methods:

(A) Entering master value

Step 1: Click on the 'View' button near to the master.

Step 2: Enter the 'Master Value' and click on the 'Add' button.

Note: You can enter multiple values using a 'comma'.

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(B) Importing master values

Step 1: Click on the 'View' button near to the master.

Step 2: Select 'Use Import'.

Step 3.1: If the excel is in proper import format, click on 'Choose Files' button, select the excel file and click 'Import'.

Step 3.2: If the excel isn't in proper import format, click on download.

Step 3.2.1: Fill data in the downloaded excel.

Step 3.2.2: Now select 'Choose Files' and select the updated excel and click 'Import'.

Why do I get error while adding data to masters?


Case 1: Column not matches error while importing excel.

Reason (a) You had selected the parent master but imported an excel without the parent master column.

Reason (b) You hadn't selected the parent master but tried to import an excel with parent master column.

Solution: Make sure your 'relation' selections and the imported excel has proper values and same columns.

Note: When you set a parent relation and download the excel, every master value will get a unique ID. Hence the subsequent related values must be entered based on the ID.

Example: Suppose you have selected State as the parent master of District, then the downloaded excel would have a unique ID for the values entered in State master. Hence while entering data in District the corresponding State ID should be filled in state column.

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Case 2: Master value exists error while adding data.

Reason: This error shows if you enter a value which already exists in the master or in the related parent master i.e., If Kerala - Kochi, entering Kochi again shows the above error.

Note: You can enter same master value to two different parent masters. Ex: Bilaspur district in Himanchal Pradesh and Chhattisgarh or Melbourne in Florida and Australia.

Solution: Make sure the values doesn't exists.

How to apply Form Masters to Forms?


Once you have created a master group and added values, relation to it, next important task is to apply Form Master to different forms and sub forms.

Step 1: Select 'Admin Configuration' from the top right corner of the Toolyt dashboard.

Step 2: Choose 'Forms' which is under the Manage category from the left side menu bar.

Step 3: Select 'Manage' which is on top side of the Forms dashboard.

Step 4: Click on 'Manage Form Properties' image.png button of the Form to which the form master must be added.

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Step 5: Click on 'Masters' which is in the left side of the screen in Form dashboard.

Step 6: Drag the required Master Group from the 'Master' dropdown to the 'Default Elements'.

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How to relate a master group between two different forms?


Relating a master group among two different forms is one of the key features in Toolyt. This helps you to capture data in a Form and the related value of the master shall get reflected in another Form.

To reflect values, there are two types of sync settings i.e., one way sync setting and two way sync setting.

Sounds confusing !? Here's an example:

Let us consider that you have two forms (Form 1 and Form 2). Form 1 contains 'District' field element but doesn't have 'State' field element. Whereas Form 2 contains 'State' field element but doesn't have 'District' field element.

Remember State and District belongs to the 'Region' master group and follows a parent-son relation respectively.

Field Element

Form 1

Form 2

District

Present

Absent

State

Absent

Present

One way Sync:

When District (Ex: Pune) is selected in Form 1 the corresponding State (i.e., Maharashtra) gets automatically reflected in Form 2. But the vice versa activity doesn't happen here. This is because in the form configuration we haven't set a relation among this master group between these forms.

For this sync to happen, the logic works in such a way that the relation among masters should be set from the destination, in this case from Form 2.

How to setup one way sync?

Note: Setting up relations is only possible after applying or inserting master group to the specific form.

(A) Form 1 Settings

Step 1: Click 'Settings' icon in the applied master group, which is in right bottom corner. A pop up appears from the right side.

Step 2: Now select (tick) the required master of the Master group from 'Apply Masters' category to be displayed in the form. (In this case 'Dist')

Step 3: Click on save button in bottom right corner of the pop up.

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(B) Form 2 Settings

Step 1: Click 'Settings' icon in the applied master group, which is in right bottom corner. A pop up appears from the right side.

Step 2: Now select (tick) the required master of the Master group from 'Apply Masters' category to be displayed in the form. (In this case 'State')

Step 3: Now select the form to which the relation is to be set, from the 'Relation between Master' category. (In this case 'Form 1')

Step 4: Select the Master of the chosen form to which the relation must be linked. (In this case 'Dist')

Step 5: Click on save button in bottom right corner of the pop up.

Screenshot_8.png

Two way sync:

When District (Ex: Pune) is selected in Form 1 the corresponding State (i.e., Maharashtra) gets automatically reflected in Form 2. Similarly, when State (Ex: Maharashtra) is selected in Form 2 the corresponding District's of that State (i.e., Maharashtra) gets automatically filtered in Form 1.

For this sync to happen, the logic works in such a way that the relation among masters should be set from the destination, in this case from Form 2.

How to setup one way sync?

Note: Setting up relations is only possible after applying or inserting master group to the specific form.

(A) Form 1 Settings

Step 1: Click 'Settings' icon in the applied master group, which is in right bottom corner. A pop up appears from the right side.

Step 2: Now select (tick) the required master of the Master group from 'Apply Masters' category to be displayed in the form. (In this case 'Dist')

Step 3: Now select the form to which the relation is to be set, from the 'Relation between Master' category. (In this case 'Form 2')

Step 4: Select the Master of the chosen form to which the relation must be linked. (In this case 'State')

Step 5: Click on save button in bottom right corner of the pop up.

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(B) Form 2 Settings

Step 1: Click 'Settings' icon in the applied master group, which is in right bottom corner. A pop up appears from the right side.

Step 2: Now select (tick) the required master of the Master group from 'Apply Masters' category to be displayed in the form. (In this case 'State')

Step 3: Now select the form to which the relation is to be set, from the 'Relation between Master' category. (In this case 'Form 1')

Step 4: Select the Master of the chosen form to which the relation must be linked. (In this case 'Dist')

Step 5: Click on save button in bottom right corner of the pop up.

Screenshot_8.png

How can we delete a form master?


A form master group can only be deleted if it is not used in any forms or sub forms.

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