Xelence Product Community Blog

Word Correspondence Helper methods

By Xelence Documentation posted 08-25-2025
using Newtonsoft.Json.Linq; using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Context; using System; using System.Collections; using System.Collections.Generic; ...
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AdHocReport Helper methods

By Xelence Documentation posted 07-31-2025
using Sagitec.Model; using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Context; using System.Collections.Generic; namespace Sagitec.Interface { /// <summary> ...
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BPM Helper methods

By Xelence Documentation posted 07-28-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Context; using System; using System.Collections; using System.Collections.Generic; namespace Sagitec.Interface ...
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Configure Tracing a Rule

By Xelence Documentation posted 07-01-2025
Introduction There may be a business need to trace the rule execution flow — for example, to identify where the rule execution has stopped or to investigate unexpected results. In such cases, rule tracing can be enabled. It allows you to monitor the ...
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Tracing Helper methods

By Xelence Documentation posted 05-02-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using System.Runtime.CompilerServices; namespace Sagitec.Rules.Interface.Helper.Execution { /// <summary> /// Provides methods ...
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Rules Helper methods

By Xelence Documentation posted 05-02-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Container.Entity; namespace Sagitec.Rules.Interface.Helper.Execution { /// <summary> /// Defines ...
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GlobalContext Helper methods

By Xelence Documentation posted 04-30-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Helper.Execution; namespace Sagitec.Rules.Interface.Context { /// <summary> /// Provides global ...
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Entity Helper methods

By Xelence Documentation posted 04-29-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Container.Entity; using System.Collections; using System.Collections.ObjectModel; namespace Sagitec.Rules.Interface.Helper.Execution ...
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CurrentContext Helper methods

By Xelence Documentation posted 04-25-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; using Sagitec.Rules.Interface.Helper.Execution; using System.Data; namespace Sagitec.Rules.Interface.Context { /// <summary> ...
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DateTime Helper methods

By Xelence Documentation posted 04-22-2025
using Sagitec.Rules.Core.Instance.Attributes; using Sagitec.Rules.Core.Interface; namespace Sagitec.Rules.Interface.Helper.Execution { /// <summary> /// Provides various helper methods for working with date and ...
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Configure API Security for Clients

By Xelence Documentation posted 03-27-2025
Introduction In case of multiple clients, if you want to allow access to only specific resources for selected clients in Xelence, you can configure the necessary permissions using this process. It restricts data exposure to only authorized client applications, ...
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Create a Maintenance Form

By Xelence Documentation posted 10-01-2024
Introduction If you want users to be able to create, update, view, or delete anything from the database, you must build forms. this is a new line. A maintenance form is a screen that allows a user to work with data. This process creates a maintenance ...
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Maintenance Form Design Layout

By Xelence Documentation posted 09-27-2024
Every time Xelence opens a form, it displays the Design tab of that form. This is where you can maintain the UI that your app will display whenever a user accesses that form. Forms with default layout settings display three main areas: Toolbox ...
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Configure a Field Bookmark in HTML Correspondence

By Xelence Documentation posted 09-04-2024
Introduction There can be a business requirement to display certain value(s) from the entity data column on the generated correspondence. For this, you must use a Field Bookmark and map it with that entity field. For this, you must ensure that the ...
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Create a HTML Correspondence File

By Xelence Documentation posted 08-21-2024
Introduction The purpose of the HTML Correspondence file is to map all the bookmarks in the template of the application data. This is how the application can populate the correspondence with targeted values. It is similar to doing a mail merge. Previously, ...
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Create and Configure the HTML Footer Correspondence Template

By Xelence Documentation posted 07-29-2024
Introduction This allows you to create and configure HTML Footer which can be inserted in the main HTML Correspondence file later. Footer templates are useful for including information that you want to display on every page of correspondence, such as ...
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HTML Correspondence Overview

By Xelence Documentation posted 07-26-2024
What is HTML Correspondence and why is it important? HTML Correspondence, or communication, is a channel used to design and generate a variety of letter templates for your communication requirements such as welcome letters, acknowledgment letters, ...
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Word Correspondence Overview

By Xelence Documentation posted 07-26-2024
What is a Word Correspondence and why is it important? Word Correspondence, or communication, is a channel used to design and generate a variety of letter templates in Word (.docx) for your communication requirements such as welcome letters, acknowledgment ...
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Reports Overview

By Xelence Documentation posted 07-11-2024
What is a Report and why is it important? Report functionality generates collections of entity data with queries. It provides a user-friendly way to present data in various formats like tables, charts, graphs, and more. Once a report is generated, the ...
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Rules Overview

By Xelence Documentation posted 07-10-2024
What is a Rule and why is it important? In Xelence, a Rule is an expression of business logic. It can determine application values or actions available to the user. What do I need to know to begin learning about Rules? You should already be familiar ...
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Create and Configure the HTML Header Correspondence Template

By Xelence Documentation posted 07-09-2024
Introduction This allows you to create and configure HTML Header which can be inserted in the main HTML Correspondence file later. Header templates are useful for including information that you want to display on every page of a correspondence, such ...
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Data Types and Variables

By Xelence Documentation posted 07-02-2024
Introduction In X#, all variables and expressions have a data type such as primitive or collection. Primitive Data Types Data Type Size Description Int16(short) 2 byte Stores whole numbers ranging from ...
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Control Text Box

By Xelence Documentation posted 05-27-2024
Text Box Properties: This control is found in multiple Xelence file types. The properties related to this control and their order may vary based on the file type. Common Section: Property What it does How ...
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Configure a Visible Rule Bookmark (Word Correspondence)

By Xelence Documentation posted 05-08-2024
Introduction A visible rule bookmark determines the appropriate text to include in a correspondence based on the results of a mapped condition expression. In this example, a visible rule bookmark points to a visible rule that checks whether a field ...
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Map Bookmarks and Link the Correspondence to the Maintenance Form (Word Correspondence)

By Xelence Documentation posted 05-07-2024
Introduction The application populates a generated correspondence by retrieving the data values for the correspondence bookmarks. This process maps the bookmarks so the application populates them correctly. When you are finished working with the correspondence, ...
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Create a Correspondence (Word Correspondence)

By Xelence Documentation posted 05-07-2024
Introduction This process creates an HTML file to map all the bookmarks in the Word template to the application data. This is how the application can populate the correspondence with targeted values. It is similar to doing a mail merge. When you create ...
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Wizard Form Configuration Controls

By Xelence Documentation posted 04-17-2024
Details Section: Form Name What it does: Identifies the form's programmatic ID. How to use it: Read-only. Form Title What it does: Text the app displays as the form's name. How to use it: Enter text. Form Title ...
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Wizard Form Glossary

By Xelence Documentation posted 04-17-2024
Action Control that performs an action when the user clicks it on the form, such as open a new record. Often called a Button (most common expression of an Action). Button See Action. Captcha Control used to determine whether the user is ...
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Wizard Form Tabs

By Xelence Documentation posted 04-17-2024
Wizard forms display several main tabs in a left sidebar. They are: Configuration: Displays the overall form properties and allows you to configure methods, shortcuts, etc. Design: Default view of the form. Displays the form's UI and allows ...
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Wizard Form Overview

By Xelence Documentation posted 04-17-2024
What is a wizard form and why is it important? Forms represent individual interfaces that enable your users to view, create, update, and delete database table values. A wizard form is a maintenance form divided into steps to make a system process ...
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Maintenance Form Configuration Controls

By Xelence Documentation posted 04-09-2024
Details Section: Form Name What it does: Identifies the form's programmatic ID. How to use it: Read-only. Log View Rule What it does: Determines whether the app logs the user details to the Audit log table when the user views the ...
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Make a Control Visible Based on the User's Device

By Xelence Documentation posted 03-11-2024
Introduction You can configure a form to achieve responsive design based on the user's device. For example, you might want to hide non-mandatory fields if the user is viewing the form on a device with a smaller screen. To make controls' behavior dependent ...
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Convert Class ToBoolean() Overrides

By Xelence Documentation posted 03-05-2024
Note: The following methods always throw InvalidCaseException: ToBoolean(Char) ToBoolean(DateTime) ToBoolean(Boolean) Parameters: Value: Byte Return Type: Boolean Description: Returns the specified Boolean value ...
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Convert Class ToByte() Overrides

By Xelence Documentation posted 03-05-2024
Note: The following method always throws InvalidCaseException: ToByte(DateTime) ToByte(String) Parameters: Value: String Return Type: Byte Description: Converts the specified string representation of a number to ...
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Convert Class ChangeType() Overrides

By Xelence Documentation posted 03-05-2024
ChangeType(Object, Type) Parameters: Value: Object ConversionType: Type Return Type: Object Description: Returns an object of the specified type whose value is equivalent to the specified object. ChangeType(Object, Type, IFormatProvider) ...
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Convert Class Methods Without Overrides

By Xelence Documentation posted 03-04-2024
You can access the following methods that do not have overrides. FromBase64CharArray(Char[],Int32,Int32) Parameters: InArr: Char[] Offset: Int32 Length: Int32 Return Type: Byte[] Description: Converts a subset of a ...
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Using the Convert Class in Xelence

By Xelence Documentation posted 03-04-2024
Xelence allows you to access some convert methods when creating a logical rule. To call the method, use the syntax: Convert.method_name. You can do this in X# view (directly coding the rule) or in diagram view (drag-and-drop graphic elements to design ...
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Convert Class ToSingle() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following methods always throw InvalidCaseException: ToSingle(DateTime) ToSingle(Char) ToSingle(String, IFormatProvider) Parameters: Value: String Provider: IFormatProvider Return Type: Single Description: ...
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Convert Class FromHexString() Overrides

By Xelence Documentation posted 03-04-2024
FromHexString(ReadOnlyspan<Char>) Parameters: Chars: ReadOnlySpan <Char> Return Type: Byte[] Description: Converts the span, which encodes binary data as hex characters, to an equivalent 8-bit unsigned integer array. ...
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Convert Class ToBase64CharArray() Overrides

By Xelence Documentation posted 03-04-2024
ToBase64CharArray(Byte[], Int32, Int32, Char[], Int32) Parameters: InArray: Byte[] OffsetIn: Int32 Length: Int32 OutArray: Char[] OffsetOut: Int32 Return Type: Int32 Description: Converts a subset of an 8-bit unsigned ...
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Convert Class ToBase64String() Overrides

By Xelence Documentation posted 03-04-2024
ToBase64String(Byte[]) Parameters: InArray: Byte[] Return Type: String Description: Converts an array of 8-bit unsigned integers to its equivalent string representation that is encoded with base-64 digits. ToBase64String(Byte[], ...
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Convert Class Methods with Overrides

By Xelence Documentation posted 03-04-2024
You can access the following methods with overloads: ChangeType() FromHexString() ToBase64CharArray() ToBase64String() ToBoolean() ToByte() ToChar() ToDateTime() ToDecimal() ToDouble() ...
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Convert Class ToChar() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following methods always throw InvalidCaseException: ToChar(Single) ToChar(Double) ToChar(Decimal) ToChar(DateTime) ToChar(Boolean) ToChar(Object) Parameters: Value: Object Return Type: Char ...
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Convert Class ToDateTime() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following methods always throw InvalidCaseException: ToDateTime(Single) ToDateTime(UInt16) ToDateTime(UInt64) ToDateTime(SByte) ToDateTime(UInt32) ToDateTime(Double) ToDateTime(Int32) ToDateTime(Int16) ToDateTime(Int64) ...
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Convert Class ToDecimal() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following methods always throw InvalidCaseException: ToDecimal(DateTime) ToDecimal(Char) ToDecimal(Single) Parameters: Value: Single Return Type: Decimal Description: Converts the value of the specified ...
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Convert Class ToDouble() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following methods always throw InvalidCaseException: ToDouble(DateTime) ToDouble(Char) ToDouble(Object, IFormatProvider) Parameters: Value: Object Provider: IFormatProvider Return Type: Double Description: ...
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Convert Class ToHexString() Overrides

By Xelence Documentation posted 03-04-2024
ToHexString(Byte[], Int32, Int32) Parameters: InArray: Byte[] Offset: Int32 Length: Int32 Return Type: String Description: Converts a subset of an array of 8-bit unsigned integers to its equivalent string representation ...
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Convert Class ToInt32() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToInt32(DateTime) ToInt32(String) Parameters: Value: String Return Type: Int32 Description: Converts the value of the specified string representation ...
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Convert Class ToInt16() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToInt16(DateTime) ToInt16(String, Int32) Parameters: Value: String FromBase: Int32 Return Type: Int16 Description: Converts the string representation ...
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Convert Class ToInt64() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToInt64(DateTime) ToInt64(String) Parameters: Value: String Return Type: Int64 Description: Converts the value of the specified string representation ...
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Convert Class ToSByte() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToSByte(DateTime) ToSByte(UInt32) Parameters: Value: UInt32 Return Type: SByte Description: Converts the value of the specified 32-bit unsigned integer ...
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Convert Class ToString() Overrides

By Xelence Documentation posted 03-04-2024
ToString(Int32, Int32) Parameters: Value: Int32 ToBase: Int32 Return Type: String Description: Converts the value of a 32-bit signed integer to its equivalent string representation in a specified base. ToString(Decimal, ...
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Convert Class ToUInt16() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToUInt16(DateTime) ToUInt16(String) Parameters: Value: String Return Type: UInt16 Description: Converts the specified string representation of a number ...
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Convert Class ToUInt32() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToUInt32(DateTime) ToUInt32(Single) Parameters: Value: Single Return Type: UInt32 Description: Converts the value of the specified single-precision floating-point ...
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Convert Class ToUInt64() Overrides

By Xelence Documentation posted 03-04-2024
Note: The following method always throws InvalidCaseException: ToUInt64(DateTime) ToUInt64(Single) Parameters: Value: Single Return Type: UInt64 Description: Converts the value of the specified single-precision floating-point ...
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Maintenance Form Glossary

By Xelence Documentation posted 02-22-2024
Action Control that performs an action when the user clicks it on the form, such as open a new record. Often called a Button (most common expression of an Action). Allow Filtering Data table property that allows the user to filter the data table ...
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Maintenance Form Tabs

By Xelence Documentation posted 02-22-2024
Maintenance forms display several main tabs in a left sidebar. They are: Configuration: Displays the overall form properties and allows you to configure methods, shortcuts, etc. Design: Default view of the form. Displays the form's UI and allows ...
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Maintenance Form Overview

By Xelence Documentation posted 02-22-2024
What is a maintenance form and why is it important? Forms represent individual interfaces that enable your users to view, create, update, and delete database table values. A maintenance form is a form on which the user can view or update table data. ...
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Add a Sub Query

By Xelence Documentation posted 02-12-2024
Introduction A sub query executes when a user submits criteria from the sub query's table. Otherwise, it does not execute. You need a sub query if you want to enable users to search for records from the main query table that also have matching attributes ...
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Lookup Form Overview

By Xelence Documentation posted 02-07-2024
What is a lookup form and why is it important? Forms represent individual interfaces that enable your users to view, create, update, and delete database table values. A lookup form is a form from which users can search for table values. Other common ...
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Lookup Form Configuration Controls

By Xelence Documentation posted 02-07-2024
Details Section: Form Name What it does: Identifies the form's programmatic ID. How to use it: Read-only. Form Title What it does: Text the app displays as the form's name. How to use it: Enter text. Default Action ...
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Lookup Form Glossary

By Xelence Documentation posted 02-07-2024
Action Control that performs an action when the user clicks it on the form, such as open a new record. Often called a Button (most common expression of an Action). Button See Action. Caption Text that identifies the control for the user. ...
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Control Menu

By Xelence Documentation posted 02-07-2024
When you select a control on a form, Xelence displays a menu above the selected control with options for configuring the control. These options vary based on the control type selected, but may include: Style Editor: Displays the Style Editor tab ...
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Lookup Form Tabs

By Xelence Documentation posted 02-07-2024
Lookup forms display several main tabs in a left sidebar. They are: Configuration: Displays the overall form properties and allows you to configure queries, shortcuts, etc. Design: Default view of the form. Displays the form's UI and allows ...
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Configure the Search Results Section

By Xelence Documentation posted 01-26-2024
Introduction The Search Results section controls the values users see after the application executes a search. It also determines the interaction possible with those values. This process demonstrates specific configuration choices you can make with ...
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Configure the Child Collapsible Control

By Xelence Documentation posted 01-23-2024
Introduction A maintenance form is based on one form object, and the columns in that object's table can be easily added and configured from the entity attributes. For ease of navigation, it's often necessary to add columns from the entity's child table ...
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Entity Overview

By Xelence Documentation posted 01-23-2024
What is an entity and why is it important? An entity is an XML object that moves data from its linked database table to and from the screen your app uses to enable users to create, view, update, and delete that data. It also houses the properties ...
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Entity Configuration Controls

By Xelence Documentation posted 01-23-2024
Details Section: File Name What it does: Identifies the entity's programmatic ID. How to use it: Read-only. Description What it does: Text description of the entity. How to use it: Enter text. Parent Entity What ...
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Entity Glossary

By Xelence Documentation posted 01-23-2024
Attribute Property that maps to data the entity can manipulate or a relationship the entity has with another entity. Calculated Field Property that returns a read-only calculated value. Column Attribute that represents data that has a mapped ...
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Entity Relationships

By Xelence Documentation posted 01-23-2024
Your entity's relationship with its data and the data from other entities is determined by its table's keys. There are two keys to be aware of: Primary Key Foreign Key The table's primary key is what your app will use to identify individual ...
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PickLists

By Xelence Documentation posted 01-23-2024
A PickList is a data type that maps a database column pairing of x_id and x_value to a code group. A code group consists of a Code ID record and the Code Values that belong to that record. Together, these records define the possible values for the mapped ...
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Entity Design

By Xelence Documentation posted 01-23-2024
Every time Xelence opens an entity, it displays the Design tab of that entity. This is where you can maintain the entity properties that determine how the data behaves in your app. These properties are managed in the Entity Tree, which is divided into ...
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Entity Tabs

By Xelence Documentation posted 01-23-2024
Upon creation, an entity displays six main tabs in a left sidebar. They are: Configuration: Displays the overall entity properties and allows you to configure entity details, soft error details, etc. Design: Default view of the entity. Displays ...
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Configure a Form with a Tooltip

By Xelence Documentation posted 12-18-2023
Introduction A tooltip is a control that displays a configured form. When the user triggers the tooltip by rolling over it or clicking it, they will see the mapped form. This gives users the option to view data that otherwise isn't on the current screen ...
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Configure a Soft Error

By Xelence Documentation posted 11-28-2023
Introduction Some data is so illogical that users can't be allowed to persist it in the database no matter what the circumstances. For example, entering a future date of birth or trying to create a record with an existing SSN should never be allowed. ...
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Make a Server Error Message Display the User's Invalid Entry

By Xelence Documentation posted 11-28-2023
Introduction When a server error validates to true, the system displays exactly the text of its configured message. However, it is possible to associate the rule and the message with a parameter to customize the message with the specific invalid data ...
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Configure the Criteria Section

By Xelence Documentation posted 10-13-2023
Introduction The Criteria section properties control how the section looks and behaves. If you want to change configuration from the default settings that Xelence automatically uses, open the panel properties and edit them. Prerequisites The form ...
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Configure the Lookup Form’s Details

By Xelence Documentation posted 10-13-2023
Introduction The lookup form configurations control the lookup form’s behavior in the application. Prerequisites The form you need to edit must already exist. The GetMaxSearch flag should be set to true in the Settings section The ...
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Forms Toolbox Actions Section

By Xelence Documentation posted 10-10-2023
These are the available form Actions section controls, from top left to bottom right. IDM Save Function: Button that executes an IDM save operation. Restriction: Maintenance Open Function: Button ...
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Forms Toolbox Container Section

By Xelence Documentation posted 10-10-2023
These are the available form Container section controls, from top left to bottom right. Inline Advance Criteria Function: Adds advanced criteria that can be expanded or collapsed. Restriction: Lookup Collapsible ...
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Forms Toolbox Soft Error Section

By Xelence Documentation posted 09-22-2023
These are the available form Soft Error section controls. Internal Soft Error Function: Container that displays app errors that do not prevent the internal app user from saving. Restriction: Maintenance Wizard ...
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Forms Toolbox HTML Section

By Xelence Documentation posted 09-22-2023
These are the available form HTML section controls, from top left to bottom right. Anchor <a> element used to create a hyperlink. Break Creates a break after a control. Div Container that groups content ...
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Forms Toolbox Chart Section

By Xelence Documentation posted 09-22-2023
These are the available form Chart section controls, from top left to bottom right. Area Chart Function: Chart that displays series as filled areas on a diagram, with each data point displayed as a peak or valley in the area. ...
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Forms Toolbox Custom Section

By Xelence Documentation posted 09-22-2023
These are the available form Custom section controls. GeoMap Function: Control that displays data for specific geographic locations. Restriction: Maintenance Wizard Progress Bar Function: Control ...
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Forms Toolbox Card Section

By Xelence Documentation posted 09-22-2023
These are the available form Card section controls, from top left to bottom right. Card Control that contains a variety of content, including images, text, list groups, links, and more. Card Body Main content of a ...
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Forms Toolbox Collection Section

By Xelence Documentation posted 09-22-2023
These are the available form Collection section controls, from top left to bottom right. Data Table Function: Control that displays data in a tabular format. Other Sections: Basic Input List Function: ...
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Forms Toolbox Controls

By Xelence Documentation posted 09-15-2023
Xelence forms use controls to enable users to view, enter, and update data; perform operations on data; and navigate within the app. One way to place a control on a form is to select it from the toolbox of available controls and drag it to the desired ...
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Forms Toolbox View Section

By Xelence Documentation posted 09-15-2023
These are the available form View section controls, from top left to bottom right. Label Function: Field that displays read-only text. Other Sections: Basic HTML Calculated Field Function: Field that ...
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Forms Toolbox Input Section

By Xelence Documentation posted 09-15-2023
These are the available form Input section controls, from top left to bottom right TextBox Function: Field that allows the app user to freely enter text for the selected entity column's value. Other Sections: Basic ...
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Forms Toolbox Basic Section

By Xelence Documentation posted 09-15-2023
These are the available form Basic section controls, from top left to bottom right. TextBox Function: Field that allows the app user to freely enter text for the selected entity column's value. Other Sections: Input ...
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Require a Unique Value to Create a New Record

By Xelence Documentation posted 09-11-2023
Introduction This process configures a lookup form to require a unique value, in this case an SSN, to create a new record. To complete this configuration, you must first make the field required when the user clicks the New button, then add a query ...
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Logical Rule Elements

By Xelence Documentation posted 09-08-2023
Xelence creates all logical rules with an empty field that will contain the rule's logic. The most common way to design that logic is to drag and drop elements from the toolbox on the field (the other way is to open the X# view and directly code the logic). ...
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Configure Opening the Parent Maintenance Form from the Child Maintenance Form

By Xelence Documentation posted 08-08-2023
Introduction Users may have a business need to be able to return to the parent object's maintenance form from the child maintenance form once they finish working with the child objects. One way to enable opening the parent form is to link an identifying ...
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Configure a Data Table with Dialog Panel Editing

By Xelence Documentation posted 05-31-2023
Introduction A dialog panel is a way to edit a data table that is particularly suited to tables with many columns in use. You can put a small data table on the form, with just enough information to identify unique records, and have a dialog panel with ...
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Entity and Forms Life Cycle Methods

By Xelence Documentation posted 05-30-2023
Validation: BeforeWizardStepValidate Description: Your app calls this method when the user clicks the Next button on a wizard step. Override this method if you want to do something before validating the Wizard step data based on configured Rules ...
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Configure a Data Table with Collapsible Control Editing

By Xelence Documentation posted 04-17-2023
Introduction This is a way for a user to edit a data table: you can put a collapsible control on the form, from which the user can add new records or edit existing records. Prerequisites The data table must already exist. Quick ...
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Configure a Data Table with Editable Controls

By Xelence Documentation posted 04-04-2023
Introduction If a collection is on a form, the user generally is gong to need a way to edit its values. Putting editable controls directly in the data table is one way to accomplish this. Prerequisites The data table must already exist. Delete ...
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Add a Filter Data Table Button

By Xelence Documentation posted 04-03-2023
Introduction A Filter Data Table button allows the user to execute a query on the application server to populate the collection and bind it to the form. This is another way to help the user find the value they want in a data table collection, especially ...
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Configure a Dashboard Report

By Xelence Documentation posted 03-28-2023
Introduction When you create a dashboard report, it requires configuration to display data to the user the way you want it to. This example configures a Customer Oder Dashboard. It starts with an existing created report and applies the following updates: ...
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Configure a Label Report

By Xelence Documentation posted 03-20-2023
Introduction When you create a label report, it requires configuration to display data to the user the way you want it to. This example configures an Employee Details report. It starts with an existing created report and applies the following updates: ...
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Configure a Summary Report

By Xelence Documentation posted 02-15-2023
Introduction When you create a summary report, it requires configuration to display data to the user the way you want it to. This example configures a Customer Purchase Summary report. It starts with an existing created report and applies the following ...
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Configure the New Page Section

By Xelence Documentation posted 01-09-2023
Introduction If the user wants to modify the data from the attributes of the main entity or the one-to-one relationship entity, then you have to put controls on the form to modify that information. Prerequisites The maintenance form must already ...
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Create a Dashboard Report

By Xelence Documentation posted 12-14-2022
Introduction This process creates a dashboard report to allow users to view query-loaded data in a tabular or grid format, chart format, or a combination of layouts. Prerequisites The entity must already exist and its query must already be configured. ...
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Use a Try Block in a Logical Rule and Test the Rule

By Xelence Documentation posted 12-14-2022
Introduction This process uses a Try block in a Logical Rule. This handles runtime exceptions to prevent your app from crashing. A try block contains a block of code that might raise an exception. If an exception occurs, the app will execute the nearest ...
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Create a Lookup Form with the Item Wizard

By Xelence Documentation posted 12-05-2022
Introduction A lookup form is a screen that allows a user to search for data. This process creates a lookup form with the item wizard. Prerequisites The entity on which the forms are to be based must already exist. If you want to restrict users’ ...
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Add a Query to an Entity with the Query Builder

By Xelence Documentation posted 11-09-2022
Introduction The Query Builder allows you to add a query to the entity without having to manually write the SQL. Use the Query Builder interface to drag and drop the query elements you want and Xelence will generate the query for you. Then you can call ...
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Import Code Values as Constants

By Xelence Documentation posted 10-17-2022
Introduction A constant defines a value that parameterizes rules. This means instead of defining a particular limit within a rule, you can specify the limit as a constant and then refer to that constant in any of your rules. If the constant values ...
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Create a Master Detail Report with Two Queries

By Xelence Documentation posted 10-12-2022
Introduction This process creates a master details report that uses multiple data sources to display related data from multiple tables. This example uses a master query to load master grid data and a detail query to load detail grid data. Prerequisites ...
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Create a Master Details Report

By Xelence Documentation posted 09-19-2022
Introduction This process creates a master details report that uses one or more queries to display data from multiple tables for parent and child entities. This example uses only one query as the data is not complicated. Prerequisites The entity ...
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Create a Label Report

By Xelence Documentation posted 08-29-2022
Introduction This process creates a label report that displays data in a format that can be printed on labels. It uses a query to return data at run time. Prerequisites The entity must already exist and its query must already be configured. ...
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Create a Summary Report

By Xelence Documentation posted 08-22-2022
Introduction This process creates a summary report that groups data. It uses a query to return data at run time. Prerequisites The entity must already exist and its query must already be configured. The report with same name must not already ...
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Create a Blank Non-Modular Cloud Development Application

By Xelence Documentation posted 08-09-2022
Introduction An application stores all the required information of the Sagitec Xelence Suite. In order to create a form, queries, methods, or any properties, an application must already exist. This process creates a Development Studio application ...
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Create a Tabular Report

By Xelence Documentation posted 06-15-2022
Introduction This process creates a tabular report that loads a dataset with a query. This enables users to view data in a report in a table or grid format. Prerequisites The entity must already exist and its query must already be configured. ...
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Convert an Excel File into a Decision Table and Test the Rule

By Xelence Documentation posted 05-24-2022
Introduction When you have your business rules stored as Excel spreadsheets, you can use that data in matrix format only if you limit yourself to two inputs. If you want to convert an Excel file with more than two inputs to a rule, you need to convert ...
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Convert an Excel File into a Matrix and Test the Rule

By Xelence Documentation posted 05-24-2022
Introduction If you have data in an Excel file in the form of two inputs that determine a result, you can import that as a rule even if the spreadsheet is not in a matrix format. You don't even have to remove the inputs you're not using: all you have ...
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Create an Excel Matrix with an Excel File and Test the Rule

By Xelence Documentation posted 05-23-2022
Introduction An Excel matrix allows you to import data organized as one X and one Y axis to create logic that can return hundreds of results, like a very large decision table. Once imported, you should test it exactly as you would test a decision table ...
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Create and Test a Logical Rule with a Loop and a Call a Decision Table

By Xelence Documentation posted 05-23-2022
Introduction This process creates a more complex rule that loops through a collection and uses a decision table to calculate a value for each collection member. You can test this rule by creating collection members and viewing each iteration. Prerequisites ...
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Configure a Form Rule

By Xelence Documentation posted 05-20-2022
Introduction A form rule is a representation of a rule as a flow chart. It applies logic that makes a decision, performs a calculation, or triggers an action only to that specific form. In this example, the form rule calculates the total amount of ...
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Add a Scheduler to a Form

By Xelence Documentation posted 05-20-2022
Introduction This process creates a customizable event calendar, with the capability to support multiple events on a single date. When the user clicks a calendar event, the application opens the event details. Prerequisites The maintenance form ...
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Configure a Sub Form

By Xelence Documentation posted 05-20-2022
Introduction A sub form is like a record that displays next to the data table it's for. When the user selects a record from the data table, the application displays that record in the sub form section. The user can edit the record in the sub form. This ...
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Configure an Export Button

By Xelence Documentation posted 05-17-2022
Introduction Users will often have a business need to view the records offline. This process enables them to download the records in PDF or Excel format. Prerequisites The lookup form must already exist. The data table must already exist. ...
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Make Search Criteria Phonetic

By Xelence Documentation posted 05-13-2022
Introduction You can set the Soundex property for a field on a lookup form to enable users to search for a value with a phonetic spelling. Prerequisites The lookup form must exist. Quick Steps 1 Search for and open the form ...
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Update the Entity's Database Table

By Xelence Documentation posted 04-29-2022
Introduction There are three ways you can update the entity's table in Xelence. If the table the entity is based on needs to be updated with new columns, you can manually add columns to the table and attributes for those columns so Xelence will call ...
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Configure the Advanced Criteria Tab

By Xelence Documentation posted 04-29-2022
Introduction The Advanced Criteria tab allows advanced users to select the operator they want to use with a given criterion. By contrast, the Criteria tab always uses the operator associated with a given criterion at design time; users have no ability ...
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Create Manual Constants

By Xelence Documentation posted 04-20-2022
Introduction A constant defines a value that parameterizes rules. This means instead of defining a particular limit within a rule, you can specify the limit as a constant and then refer to that constant in any of your rules. You create manual constants ...
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Add an Execute Button

By Xelence Documentation posted 04-11-2022
Introduction An Execute button is a button that you can configure to perform a function on a form that is not covered by the default buttons available, such as New or Open. You can configure an Execute button to execute an entity rule, XML method, ...
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Configure a Button to Launch a Wizard

By Xelence Documentation posted 04-04-2022
Introduction Making a wizard the active form of a button enables the user to access the wizard. Prerequisites The wizard must already exist. The lookup form must already exist . Quick Steps 1 Open the form ...
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Add a New Date-Specific Version to a Decision Table and Test the New Version

By Xelence Documentation posted 03-16-2022
Introduction You may have a business need to apply different versions of the same decision table based on the date the system calls the decision table. To use an existing decision table with values changed at a particular point in time, you should add ...
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Add a Variable to an Existing Decision Table and Test the Rule

By Xelence Documentation posted 03-16-2022
Introduction This process begins with an existing decision table with one in variable. The original decision table calculates a discount based only on the number of units the customer is buying. This decision table calculates a discount based both on ...
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Make a Form Read-Only Based on a Business Rule

By Xelence Documentation posted 03-07-2022
Introduction Under normal circumstances, every time the user navigates to a maintenance form, that form is editable, whether the user is creating a new record or updating an existing one. However, you may have a business need to change a form to read-only ...
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Test the Decision Table

By Xelence Documentation posted 02-21-2022
Introduction When you have configured a decision table, you should test it to ensure it behaves as you intended. One way to test it is to use a scenario. This means you test the logic independent of your project's data. Depending on the rule logic ...
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Configure a Calculated Field

By Xelence Documentation posted 02-16-2022
Introduction A calculated field is a custom value that uses existing entity attributes to calculate a result via logical rule. This allows you to create a new field from the attributes that are already part of the entity, without changing those attributes ...
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Create and Test a Logical Rule with One Condition

By Xelence Documentation posted 02-14-2022
Introduction Logical rules are structured in a way that they define relationships, operations, or conditions that must be met for a particular conclusion or outcome to be valid. These rules are often used in reasoning, decision-making systems, and programming. ...
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Configure a Server Constraint

By Xelence Documentation posted 02-07-2022
Introduction If you want to prevent a user from entering nonsensical or impossible data, like entering a future date as a date of birth, you must configure a server constraint, or hard error. A server constraint is a condition that, if evaluated to ...
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Create a Decision Table with One In Variable

By Xelence Documentation posted 02-07-2022
Introduction A decision table is a representation of rules in tabular form. It is especially useful for a rule that makes many decisions based on multiple inputs. This example is a very simple decision table just to demonstrate the interface. It calculates ...
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Configure the Consume Post Web API File

By Xelence Documentation posted 01-10-2022
Introduction When you have created the POST Consume Web API file, you can configure it at any time. The main aspects you can configure are the request schema, parameters, and response schema. Prerequisites The file you need must already exist. ...
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Configure a Form with a User Control

By Xelence Documentation posted 12-23-2021
Introduction There may be a business need to add the same set of fields on multiple forms. For example, you may have Supplier and Product Maintenance forms. You may want to add the supplier details to these forms to indicate who the product belongs ...
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Configure a Wizard with a Child Step

By Xelence Documentation posted 12-22-2021
Introduction If you want users to be able to create a record in a child entity via a series of steps, you can add a child step in a wizard form. This example creates a wizard, configures it with steps, adds a child step, and enables opening the wizard ...
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Configure Multiple Active Forms

By Xelence Documentation posted 12-08-2021
Introduction There may be a business need to design multiple similar maintenance forms to cover a larger category of information. For example, if your forms will be used to maintain benefit application information, you might have a maintenance form ...
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Create an Access Token and Consume Post Web API File

By Xelence Documentation posted 12-06-2021
Introduction If you want users to be able to post the data or consume the data from the specified resource, you must create the Consume Web API file. This allows you to add, edit and delete the fields, objects, and collections that you want to post ...
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Configure Wizard Steps

By Xelence Documentation posted 11-29-2021
Introduction Users cannot accomplish anything with the wizard until you have configured the steps with fields and buttons. This example configures three wizard steps to enable the user to enter customer, address, and order information. Prerequisites ...
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Test the Expose Post Web API File

By Xelence Documentation posted 11-08-2021
Introduction If you want to check how the configured API works on the client side, you must test it with Swagger to display your configured schema and create/update the data to post it to the other resource. This will allow you to download the exposed ...
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Edit the Expose Web API POST File

By Xelence Documentation posted 11-08-2021
Introduction When you have created the Expose Web API file, you can update it at any time. The two main aspects you can update are the entity attributes and parameters: you can add or remove both. Prerequisites The file you need must already exist ...
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Create an Expose Post Web API File

By Xelence Documentation posted 11-08-2021
Introduction If you want users to be able to create or update data and then expose that data to the specified resource, you must create an Expose Post Web API file so you can add, edit, or delete the fields you want to expose. Prerequisites The ...
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Configure the Consume Get Web API on a Maintenance Form with the Execute Button

By Xelence Documentation posted 10-11-2021
Introduction One way to display data from the specified resource on a maintenance form is the Execute API button. When a user opens the form and clicks the Execute API button, it displays the API data. You can configure the form entity on the form ...
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Configure the Consume Get Web API on a Maintenance Form with the Default Method

By Xelence Documentation posted 10-07-2021
Introduction One way to display data from the specified resource on a maintenance form is the form entity's default method (Load). Whenever a user opens the form, the form automatically displays the API data. You can configure the form entity on the ...
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Configure the Consume Get Web API File

By Xelence Documentation posted 09-29-2021
Introduction When you have created the Consume Web API file, you can configure it at any time. The main aspects you can configure are the content type, request type, parameters and schema. Prerequisites The file you need must already exist. ...
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Create an Access Token and Consume Get Web API File

By Xelence Documentation posted 09-29-2021
Introduction If you want users to be able to get the data or consume the data from the specified resource, you must create the Consume Web API file. This allows you to add, edit and delete the fields, objects, and collections that you want to consume ...
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Test the Expose Get Web API File

By Xelence Documentation posted 09-20-2021
Introduction If you want to check how the configured API works on the client side, you must test it with Swagger to display your configured schema. This will allow you to download the exposed data in JSON format and provide the URL of the API for other ...
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Edit the Expose Get Web API File

By Xelence Documentation posted 09-15-2021
Introduction When you have created the Expose Web API file, you can update it at any time. The two main aspects you can update are the entity attributes and parameters: you can add or remove both. Prerequisites The Expose API file you need must ...
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Create an Expose Get Web API File

By Xelence Documentation posted 09-07-2021
Introduction If you want users to be able to send data or expose data to the specified resource, you must create an Expose Web API file so you can add, edit, or delete the fields you want to expose. Prerequisites The entity on which the web API ...
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Create a Wizard Form

By Xelence Documentation posted 09-03-2021
Introduction If users should be able to create a record via a series of steps, you must create a wizard form. Prerequisites The entity must already exist. Quick Steps 1 Click the Create New File icon, then select New ...
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Create a Form First

By Xelence Documentation posted 09-03-2021
Introduction If you know what the design for one of your application screens, or forms, will be before you have created an entity for the data the form will use, you can create and configure the form in Xelence first. When you have added the fields ...
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Create a Child Maintenance Form and Configure Opening it from the Maintenance Form

By Xelence Documentation posted 09-03-2021
Introduction You can manage child objects from their parent object's maintenance form, but users may have a business need to manage these objects from their own maintenance forms. Prerequisites One-to-one relationship between child and parent ...
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Add Default Values

By Xelence Documentation posted 09-03-2021
Introduction Default values are values that automatically populate a field on the application side every time the form is opened to create a new record. (This is applicable only when you create a new record, as it does not change the values when you ...
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Configure a Retrieve Control

By Xelence Documentation posted 09-03-2021
Introduction If you have a form configured that requires the user to enter some information they don't know in order to be able to proceed, it's good practice to give the user a Retrieve control. The Retrieve control opens a lookup form in a popup window ...
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Configure Auto Complete and Auto Populate

By Xelence Documentation posted 09-02-2021
Introduction Auto complete allows the browser to predict the value the user is entering. When a user types in the field, the application automatically displays the options to fill in the required value based on the typed values. This can be more effective ...
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Make a Control Read-Only Based on a Condition

By Xelence Documentation posted 09-02-2021
Introduction Just like making a whole form read-only based on a rule, you can make a control read-only based on a rule condition. The rest of the form will still be editable (as long as no read-only rules evaluate to true); just that one control will ...
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Add a Cascading Drop Down

By Xelence Documentation posted 09-02-2021
Introduction A cascading drop down is a series of drop downs whose populated values depend on what the user entered in the previous drop down. This keeps users from having to deal with unusably large lists of values (like every state/province in the ...
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Configure Opening the Child Maintenance Form from the Lookup Form

By Xelence Documentation posted 09-02-2021
Introduction Users may have a business need to be able to manage the child objects from their parent object's lookup form directly (without going from the maintenance form). Prerequisites The lookup form exists. The child maintenance form ...
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Configure Deleting Records

By Xelence Documentation posted 09-02-2021
Introduction If you want users to be able to delete a row from a database table, you must set delete properties for the child objects. Prerequisites The child objects must be present before adding them to the configure delete order list. ...
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Configure Sort Hierarchy

By Xelence Documentation posted 09-01-2021
Introduction By default, a user can sort individual columns in ascending or descending order by clicking the column header. However, you can also programmatically set a default sort order among multiple columns. Prerequisites The data table you ...
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Configure Data Table Grouping and Filtering

By Xelence Documentation posted 09-01-2021
Introduction Data table grouping allows the user to sort collections into groups by specific column values. Data table filtering allows the user to filter the data table by entering specific criteria for the particular data table column value that is ...
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Configure Retrieval

By Xelence Documentation posted 09-01-2021
Introduction Retrieval is a nice shortcut for users. It will often be the case that they need to enter fields whose values can be identified by the value of some other field. For example, the primary key can identify all the values in its row. When ...
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Create an Entity First

By Xelence Documentation posted 09-01-2021
Introduction There are times when you may not have the table already created before you want to start working with an entity in Xelence. This is a way to start the work and then link the entity to a table at a later date. Prerequisites An entity ...
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Configure a Validate Delete Constraint

By Xelence Documentation posted 09-01-2021
Introduction Some data is crucial and should not be deleted. For example, you might want to disallow deleting a record that is in Valid status. To prevent the user from deleting such records, you must configure validate delete rules. These rules evaluate ...
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Deploy Mobile App

By Xelence Documentation posted 08-25-2021
Introduction When you are finished developing your application, deploy it so you can access it on your mobile device. Quick Steps 1 Configure the forms 2 Preview the app, if desired 3 Click the Deploy icon ...
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2021-08-06 Release Notes

By Xelence Documentation posted 08-06-2021
Hi All, Here is the list of work items which we completed in this release. ID Work Item Type Title 35653 Bug TFS Oprations - Images are not seeing in pending changes after adding in solution. Also State is not updated ...
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2021-08-04 Release Notes

By Xelence Documentation posted 08-05-2021
Hi All, Here is the list of work items which we completed in this release. ID Work Item Type Title 35575 Bug Sandbox and Devtest: Do not show Change password option to logged in user 35570 Bug ...
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Xelence Maintenance & Release Schedule

By Xelence Documentation posted 08-03-2021
Maintenance Schedule Currently, there are daily scheduled updates to the Xelence Sandbox, per the below schedule. Please save all work and log-out prior to the maintenance period. Daily Maintenance Window (Monday - Friday IST) ...
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Add a MultiSelect Drop Down

By Xelence Documentation posted 07-30-2021
Introduction A multiselect drop down is a drop down that allows the user to select multiple values. This gives users an option when more than one value applies in a drop down. For example, a user might want to search for records by Relationship Status. ...
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Delete a Load Method

By Xelence Documentation posted 07-30-2021
Introduction This process allows you to delete any methods that are no longer necessary for your application. Thus, you may keep only the required methods in your entity and eliminate others. Prerequisites The method you want to delete must already ...
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Edit a Load Method

By Xelence Documentation posted 07-29-2021
Introduction This process allows you to edit methods for your application to be successful. At any time, you can edit these details to change the way the entity behaves or relates to other objects in your project. Prerequisites The method you want ...
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Add a Load Method

By Xelence Documentation posted 07-29-2021
Introduction This is where you can define any custom methods you want to be able to call from the entity. At any time, you can edit these details to change the way the entity behaves or relates to other objects in your project. Prerequisites An ...
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Add a Field Constraint

By Xelence Documentation posted 07-29-2021
Introduction Adding field constraints is a way to set requirements for different fields in the forms you will eventually be creating. You can set maximum lengths for characters, you can decide whether the fields are required, you can set preconditions, ...
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Add a Main Query Join and Add Collection Values to the Results Data Table

By Xelence Documentation posted 07-28-2021
Introduction If you join a table (or tables) to the main query, the application searches that table every time the user executes a search, whether the user enters criteria from that table or not. You need a main query join if you want to enable the ...
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Create a Lookup Form

By Xelence Documentation posted 07-28-2021
Introduction If you want users to be able to create, update, view, or delete anything from the database, you must build forms. A lookup form is a screen that allows a user to search for data. This process creates a lookup form. Prerequisites ...
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Make a Control Visible Based on a Condition

By Xelence Documentation posted 07-06-2021
Introduction Besides browser-side visibility settings, you can also use server-side visibility settings. You can hide a control based on a saved table value or when the form is opened. Prerequisites The entity has to be configured with the visible ...
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Configure Client Enable and Client Visibility

By Xelence Documentation posted 07-06-2021
Introduction To prevent a user from entering data that doesn't make sense, you can configure controls to display only if conditions are met (client visibility) or to be disabled unless conditions are met (client enable). You can set client visibility ...
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Add a Query to an Entity

By Xelence Documentation posted 06-30-2021
Introduction Queries are the backbone of the entities that are used to create forms, which are then used to pull data from the database and display it on the LOB application. Without queries, the proper information would not make it from the tables ...
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Add a One to Many Relationship to an Entity

By Xelence Documentation posted 06-04-2021
Introduction This process allows an individual item to have relationships with one or multiple other individual items. For example, a customer may have many orders, which is a one to many relationship. Prerequisites You must have an existing entity ...
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Add a One to One Relationship to an Entity

By Xelence Documentation posted 06-04-2021
Introduction This process allows an individual item to have a relationship with one other individual item. For example, every order can have only one customer, which is a one to one relationship. Prerequisites You must have an existing entity and ...
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Update a Property in the Entity

By Xelence Documentation posted 05-28-2021
Introduction The entity uses properties as reference values in conditions. Properties have to be accurate for the entity to call them and perform operations on them and with them. Prerequisites The entity must exist. The property must exist. ...
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Add a Property to the Entity

By Xelence Documentation posted 05-28-2021
Introduction If an entity is based on a table, Xelence pulls all the columns from the table the entity is based on and maps them to attributes. Xelence calls those columns wherever your project refers to the attributes. If you have a property you ...
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Update an Entity

By Xelence Documentation posted 05-27-2021
Introduction The entity must have accurate information in order to successfully use it to inform application elements like forms, rules, etc. Prerequisites The entity must already exist. Quick Steps 1 Search for and open ...
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Create Entities with a Table

By Xelence Documentation posted 05-27-2021
Introduction An entity stores all the HTML pieces of the Sagitec Studio Suite (Xelence), which includes logic and rules. In order to create a form, or create queries, methods, or any properties, an entity must already exist. You can create entities ...
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Add an Expression

By Xelence Documentation posted 05-27-2021
Introduction Expressions are conditions that determine how forms and other parts of the application behave. They can set visibility, enable controls, validate constraints, etc. Prerequisites The attributes, logical rule, scalar query and a condition ...
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Delete a Query

By Xelence Documentation posted 05-27-2021
Introduction If a query is not necessary, delete it so it's not showing up when you want to call a query you need. Prerequisites The query that you want to delete must already exist. Quick Steps 1 Search for and open the ...
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Add a Query with a Join and Map the Columns

By Xelence Documentation posted 05-27-2021
Introduction This is a way to create a temporary table by joining information from columns in two already existing tables. This allows you to create forms with the applicable information in them. The steps are very similar to creating a new query. ...
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Modify a Query or Sub Query

By Xelence Documentation posted 05-27-2021
Introduction It is important to be able to go in and modify existing queries and sub queries so that they work and are up to date. Prerequisites The query or sub query must already exist. Quick Steps 1 Search for and open ...
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Create a New Sub Query

By Xelence Documentation posted 05-27-2021
Introduction The purpose of a sub query is to return values from a related table only when the user requests those specific values. This is important because it improves performance by not querying a table when there is no need. Prerequisites ...
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Create Entities with an Excel File

By Xelence Documentation posted 05-26-2021
Introduction An entity stores all the HTML pieces of Xelence, which includes logic and rules. In order to create a form, or create queries, methods, or any properties, an entity must already exist. You can create entities in Xelence with different ...
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