Invoice Management Tool

Create a NewForm in the OrderDetails Folder and open it for editing.

Click anywhere on the form to get the form properties loaded in the Properties window. Change the name of the form to MasterForm. Set the width of the form to 1200 and height to 1000.

Add a sub form to the bottom of the form and name it hdnSubform. Untick the visibility property of the form. This is to hide the sub form. This form is used to add the hidden controls. Add 3 textboxes and name them as hdntxtOrderId, hdntxtcustomerId and hdntxtOrderProductId.

Add an Image control to the top left of the Invoice form.

Click on the image control and edit the properties window displayed on the right. Add the desired image by browsing to the Image source by clicking on the button shown below.

Properties like width, height background color etc. of each label can be changed in the properties window displayed on the right.

Configuring the first Search Grid: Add a search control and name it as srcOrder. Click on grid to get the Properties window for the Search Grid. In the properties window, select SharePoint from the Dropdown for DataSource.

Click on the grid to get the popup menu, choose DataSources tab and click on New DataSource Configuration.

Available lists in SharePoint, choose OrderList from the given set of lists and click Next.

Select the Result columns that are to be displayed on the grid, make sure you include the Id column. Click Next.

Enter the selection criteria as shown below. Id Equals hdntxtOrderId.

Click Next until you reach the Search Result Configuration screen, the columns you had chosen would be shown there, you can modify the Column Header to give a user friendly name to the column. For Date columns change the default Type chosen as DateTime to Date if only date is to be displayed.

Configuring the second Search Grid: Add another search control and name it as srcProduct.

Click on grid to get the Properties window for the search Grid. In the Properties window, select SharePoint from the Dropdown for DataSource.

Click on the grid to get the popup menu, choose DataSource tab and click on New DataSource Configuration.

A new popup window opens showing the Available lists in SharePoint. Choose OrderProduct and ProductList from the given set of lists and click Next.

Select the Result columns that are to be displayed on the grid. Then click Next.

Enter the selection criteria as shown below.

Set the relationship between the two lists by selecting the common column name in Primary and Child table drop down columns as shown below and click (+ Add) button.

Click Next until you reach the Search Result Configuration screen. The columns you had chosen would be shown there, you can modify the Column Header to give a user friendly name to the column.

Click again on Create DataSource.

Give DataSource Name as dsSlctNameAdrs, choose SharePoint as the DataSource Type and click Ok.

Choose your CustomerList from the list and click Next.

In Commands dropdown, default will be Select, click on Add button.

In the query criteria mapping choose Customer Id Equals hdntxtcustomerId.

In Query Value Mapping section, we need to map only Name, FirstAddress and SecondAddress.

Click Finish to get back to the Commands Configured part and click on Add Trigger.

Select hdntxtCustomerId as the trigger and click on Create Rule. This would set hdntxtCustomerId events as the trigger for loading the DataSource. Click Close and Finish.

Sets current date in the label on top right through the rule GlobalVariable(Now). A variable VarSum is initialized by setting the value to zero.

The order id from the InvoiceDashboard form is passed to the hidden textbox named “hdntxtOrderId” in Invoice form. This rule contains all actions that has to take place once the order id value is filled in the hidden text box (hdntxtOrderId). ExecuteCommand(Select) rule is called in order to select the customer id corresponding to the given order id from the Customer List in textbox named“hdntxtcustomerId”. Next two searches SrcProduct and SrcOrder are filled using the order id.

ExecuteCommand(Select) rule is called in order to select customer name and shipping address from the Customer List using the customer id in “hdntxtcustomerId” textbox.

Contains 3 GridSetRowStyle rule. First one is used to set background color for all rows in the srcOrder search. Second one is used to set the header background color of the srcOrder search. Third one is used to set the header font color of the srcOrder search.

Contains 3 GridSetRowStyle rule. First one is used to set background color for all rows in the srcProduct search. Second one is used to set the header background color of the srcProduct search. Third one is used to set the header font color of the srcProduct search. GridSetValue rule is used to calculate and set the value in the “Extended price” column in Srcproduct search. Next a sub rule named “srcProductclr_1 “will be executed. This rule will work as a loop. This rule initially checks if the value of variable VarSum is less than the total row count of srcProduct search. If the condition is satisfied “Extended Price” value of each row is added and displayed in the SubTotal label displayed at the bottom. Also the subtotal value is added to the freight value and displayed in the total label at the bottom.

This rule is used to set the same customer address as the billing address.

Create a NewForm in the Invoice Folder and open it for editing.

Click anywhere on the form to get the form properties loaded in the Properties window. Change the Name of the form to InvoiceDashboard. Set the Width of the form to 1200 and Height to 1000.

 From Toolbox  ->  Standard  ->  Data drag and drop a search control onto the form.

Click on search control and name it as “srcOrderDetails” in properties window on the right. Set width as 790 and height as 250.

 Click on grid to get the Properties window for the search Grid. In the properties window, select SharePoint from the Dropdown for DataSource.

Click on the grid to get the popup menu, choose DataSource tab and click on New DataSource Configuration.

A new popup window opens showing the available lists in SharePoint, choose OrderList from the given set of lists and click Next.

Select the Result columns that are to be displayed on the grid, make sure you include the Id column. Click Next.

Enter the selection criteria as shown below. ID NotEquals “0”.

Click Next until you reach the Search Result Configuration screen. The columns you had chosen would be shown there,you can modify the Column Header to give a user friendly name to the column. For Date columns change the default type chosen as DateTime to Date if only date is to be displayed.

To change the Order Id column as link button, click on the Configure Column button.

In Configure Column Links, choose Link Button for Column Type.

Choosing Link Button opens another section below, where you can choose the form to navigate to when the button is clicked. Enter the folder name where the form is present and search to get that folder alone. Choose the form to be opened, in this case the Invoice form. Choosing this form makes this available in the Form Name drop down below.

Choose the field to be mapped in the Invoice form from the Field Name drop down. In this case hdntxtOrderId. In the Result Field choose Order Id. Click the + button to add this form to the box below. Next choose another field hdntxtcustomerId in Field drop down. In the Result Field choose CustomerID and click + button. Click Ok. Click Finish.

Contains 3 GridSetRowStyle rule. First one is used to set background color for all rows in the search control. Second one is used to set the header background color of the search control. Third one is used to set the header font color of the search control.