A tab is a required element of every form. There must be at least one tab in the form.
A container is an element in which attributes are grouped. By arranging the containers on the form and configuring their width, we can determine the appearance of the form.
The container is not a required form element, but except for very simple forms, it is recommended to use containers to control the appearance of the forms.
Gross floating point number with two decimals; the field is automatically calculated. Depends on the Net and VAT fields
Gross cur a floating point number with two decimals; the field is automatically calculated. It depends on the Net cur fields and on the Currency and Exchange rate settings. The field is visible on the documents form only if the Currency field is set to a currency other than the main currency.
Date of addition – a date and time field filled by the system. The field value specifies the date the document was created in the system. The user cannot edit this field.
Modification date field of date and time type filled by the system. The field value specifies the last modification date of the document in the system. The user cannot edit this field..
Received date field of type date
Payment date A date field used in the Payment control
Starting date field of the date and time type, used for absences and substitutions.
Date of VAT status verification field of date type, calculated automatically. The user cannot change the value of this attribute. The field value is set each time by the contractor’s VAT status verification function.
Date of VAT-EU status verification , similarly to the Date of VAT status verification field, applies to EU VAT
Send date – a date field
Finish date field of the date and time type, used for absences and substitutions.
Transaction date – a field of date type, specifies the date of the economic event. It is used in accounting operations.
Added by, a text box, calculated automatically. Indicates the user who added the document to the system.
Division– a field related to the company’s organizational structure, used to associate a document with a department.
Company system field containing information about the company. When the system is used by more than one company, a menu appears with the choice of the company to which the document will be assigned. It must be present on every form to be associated with a document type.
Payment type Dictionary presented as field of drop-down list. Specifies payment methods on financial documents. It is used e.g. in the Payments attribute
Category – an item associated with the Category system field. It must be present on every form to be associated with a document type. More on document categories can be found in a separate article.
Code a system field used to store e.g. a bar code
Bank accounts the control associated with the dictionary of bank accounts allows you to associate a document with a specific account.
Contractor – the field allows you to associate a document with a contractor. Only the contractor’s ID is stored in this field, therefore the Contractor (edition) field, which shows all details of the contractor is used more often
Exchange rate a floating point number with two decimals; the field is related to the fields Currency, Type of currency rate, Re-Calculate. It contains the exchange rate used to convert money values. Depending on the selected value Type of currency rate may be converted automatically – the value is taken from the bank’s exchange rate table – or entered manually by the system user.
Warehouse A system field associated with the warehouse dictionary. It allows you to associate a document with a selected warehouse
Warehouse source system field associated with the warehouse dictionary. It allows you to associate a document with a selected warehouse
Modified by the field filled by the system. The field value indicates the user who last modified the document. The user cannot edit this field.
Name of the text type system field
Net floating point number with two decimals; the field is automatically calculated. Depends on the sum of the net worth in the elements field.
Net cur a floating point number with two decimals; the field is automatically calculated. It depends on the Net fields and on the Currency and Exchange rate ate settings. The field is visible on the documents form only if the Currency field is set to a currency other than the main currency.
Reference number Text field, whixh could be automatically calculated (completly or partially). It consists of constant elements, such as a document designation, automatically calculated, such as the current month or year, taken from another system field, such as document date and the sequence number. The configuration of the own number elements is in the document type configuration.
Foreign number A text field containing the number of the external letter.
Recipient – a field similar to the Contractor allows you to associate the document with the recipient. Only the recipient’s ID is stored in this field, therefore the Delivery (edition) control is used more often
Description – a multiline field that allows you to add longer text to the document without formatting
Re-Calculate – a button-type system field associated with the fields Currency, Type of currency rate, Exchange rate. Pressing the button causes the money values on the document to be converted: the Net cur and Gross cur values are converted according to the rules set in the Type of currency rate control, the Exchange rate field is updated.
Type of currency rate determines how the money values are converted into the main currency. Possible values:
- Average NBP exchange rate from the preceding day (Execution date)
- Average NBP exchange rate from the preceding day (Document date)
- Set currency rate (in this option You can enter any exchange rate)
VAT status system field. If the VAT status check is set in the document type configuration, the result of the status check is displayed in this control.
VAT-EU status, similarly to the VAT Status field.
Status system field, defines the status of the document
Currency dropdown list in which You can indicate the currency of the document. Choosing a currency other than the main currency (usually EUR) results in the availability of the Type of currency rate , Exchange rate, Net cur, VAT cur, Gross cur fields and the option to select currency assignment in the Assignment control (availability of assignment in currency is configurable from the document type options)
Main currency system field, specifies the main currency of the document (usually EUR)
VAT a floating point number with two decimals; the field is automatically calculated. Depends on the Net and VAT rates
VAT cur a floating point number with two decimals; the field is automatically calculated. It depends on the Net cur fields and on the Currency and Exchange rate settings. The field is visible on the documents form only if the Currency field is set to a currency other than the main currency.
Owner – he system field allows you to indicate the owner of the document. Owner is used e.g in the workflow process. The owner is selected from the list of the company’s employees.
Type – system field, specifies the document type. If many document types are based on one form, this is the field that allows you to select the type. Depending on the selected type, the fields on the form may have different configuration (visibility, editable, etc.). This field also controls the selection of the workflow procedure. It must be present on every form to be associated with a document type.
Paid – a floating point number with two decimals
Paid cur – field depends on Paid, calculated automatically depending on the settings of the Currency and Exchange rate fields. The field is visible on the documents form only if the Currency field is set to a currency other than the main currency.
Assignment – a dedicated control used to enter assignments of financial documents. Configuration of the control, which takes place through the configuration of the document type, enables the assignment of documents based on dictionaries defined in the system (e.g. cost centre, employee, accounting account, etc.)
There is a possibility of additional configuration of this field. The control is consist of fields represented as columns on the document. Each field is associated with the system dictionary.
If you create a new form, you have to add assignment field and all the fields (column – dictionary) on which the assignment is based. You can choose from all the dictionary defined in the system.
Due to such configuration, administrator of the system can easily control each column of the assignment by using Simple condition or SQL Expresion.
Delegations – a dedicated control used to enter the data necessary to settle the delegation. It allows you to enter travel costs, accommodation costs and other costs related to business trips. It allows you to settle costs in main currency or in other currencies. An example view of a control:
Log document – A control that binds the document to the financial operations log
VAT register – a control used to link the document with the VAT register
Comments – A dedicated control that allows you to add comments to the document. It consists of an HTML editor and mechanisms that allow you to quote or reply to a comment. In addition, the control allows you to refer to a specific employee, which allows you to transfer information or commands without starting the document flow. Typical document appearance for this control:
Contractor (edit) allows you to associate the document with the contractor. It has the appearance of a complex control on the form, allowing you to display NIP and REGON next to the name. The control also has a built-in mechanism of searching the contractor database by tax identification number or by name. If the user is authorized to add contractors, he can, after entering the NIP number, search for the contractor in the ministerial NIP database and add it to the system.
Contractor’s address (edit) a control closely related to the Contractor (edition) control, most often used together with it. After selecting a contractor, this control shows the contractor’s address.
Delivery (edit) – the control is analogous to the Contractor (edition), it allows you to associate the document with the recipient. It has the appearance of a complex control on the form, allowing you to display NIP and REGON next to the name. The control also has a built-in mechanism of searching the recipient database by tax identification number or by name. If the user is authorized to add a recipient, he can, after entering the NIP number, search for the company in the ministerial NIP database and add it to the system.
Delivery address (edit) similarly to Contractor’s address (edit) a control closely related to the Recipient (edit) control, most often used together with it. When you select a recipient, the recipient’s address appears in this control.
Workflow procedure – the control allows user selecting or changing the workflow procedure. Usually, the workflow procedure is selected automatically – according to the configuration in the Document type settings and the workflow procedure.
Workflow – the control allows user managing the workflow. It shows information about the workflow (workflow status, document status), subsequent workflow steps. The control shows also the steps already completed and the steps that are pending execution. From there, an authorized person can add an activity or change the workflow routine. People with the appropriate permissions can edit the workflow steps or add an ad-hoc action. Typical appearance of a control on a document:
A control have to be present on the form if the workflow is to be run on document type based on that form . The workflow setup is described in a separate article.
Lists and tables
Items – List of items; it is used to enter an assortment (item) on financial documents. It is associated with a list of items.
The control has special properties that allow it to recalculate the values in the list. Depending on the configuration, it is possible, for example, to enter the net amount, VAT rates and convert the gross amount or enter the gross amount and convert the net amount.
Invoice Correction – A control used on document of invoice correction. It allows you to link the basic document with the correction document.
File panel – allow You to add attachments (files) to the documents. Note that some form type e.g. documents have built-in attachements. But in other case, e.g. dictionary item, You have to add this controll to allow user add an attachment.
VAT rates – a table that allows you to break down the values from the elements control according to the VAT rates.
Tags – the system field, allows you to add tags from the tag dictionary. Additionally, it allows you to add a new tag to the dictionary.
Permissions – A dedicated control that displays permissions for the current document. People with the appropriate permissions can add new permissions to the document through this control.
It has to be present on every form to be associated with a document type.
Account values – a system control that allows you to break down the document value into accounting entries. It is the basis for the possible integration of Navigator with the accounting system.
Substitutes – a system control that allows you to add substitutions during your absence. Substitutions can be made for a specific person for a specific time and for a specific type of documents. The system should be properly configured by indicating the types of documents that are involved in the substitutions. Configuration is described in a separate article.
For the control to function properly, there must be additional fields Starting date and Finish date on the form.
The type of the field in which we can set e.g. default value. We will receive text that we are unable to edit. The field can be used e.g. to display messages.
Plain text field. Used to enter short text information.
Multiline text field (textarea)
Text field with the possibility of inputting multiple lines. Used to enter longer text information, e.g. a description field.
Multiline HTML text box
A field that is an HTML control. You can input hyperlinks, bold text, insert a table, picture etc.
This field allows you to enter only integers
Floating point number
The field allows to enter a numerical value rounded to 2 decimal places
The field allows you to select a date (without time).
Date and time
The field allows you to select the date and time
Drop-down list (select)
Field – a list that displays data from a given data set. You can attached a list from the system or imput data in Conditions tab. For example, if You enter such set of data:
Will be shown on document as:
A field that uses a dataset. After pressing twice, the system will show the available options. Also, as you type, the dataset will be narrowed down to the selected values. If You use as a dataset Dictionary Definitions:
Will be shown on document as:
The field works in the same way as the autocomplete attribute. However, this control allows multiple selections of the values in the field. If You choose Expresion as a Definition:
Will be shown on document as:
Multiple checkbox (checkbox)
The field allows you to select several items from a given data set.
View on the document:
Single choice (radio) field
The field allows you to select only one of the items in the data set.
The Button type field allows you to perform a given action after it is pressed. The button can be used, for example, to redirect to a specific URL, create new documents, or start a workflow. By starting workflow You can run any action definied in the system.
This is a special text field that not allow You to see inputed text as you type. Any data You enter is encrypted in the database so no one can read entered data.
The list allows us to group the fields into one row, with each field treated as a column in the list. To add a list, add an element of the List type, and then attach individual columns as sub-elements.
will be shown on document as:
The built-in list allows us to connect and display a specific list previously defined in the system. To do this, add a field with the type Built-in list and in the List field select a specific list already present in the system
View on document:
To create a table You have to:
STEP 1: Add elements of type Table. After selecting, the Table editor section will be displayed:
STEP 2: Select the number of columns and rows and press Create new table
After generating, fields will appear, which, however, we are not able to complete yet.
STEP 3: Then add the child elements to the Table. Sub-elements can be Attributes and Built-in Fields. We add (number of lines) x (number of columns) of such fields. For example, it adds a label:
In this case, 4 fields (2 rows, 2 columns) were created. You can also add fields directly from the table:
STEP 4: Go back to the table editor and select the item that interests us in each field:
In the system, we can configure styles for form elements (CSS). The section is on the General tab when editing an item
The field uses the CSS language to describe the styles. Each entry should be separated by “;”. Below are some examples:
- Setting the width of the field / container
- Width: XX %
- Sets the width to XX% of the width of the container in which it is located
- Min-width: XXX px
- Mostly used for containers. It allows you to set the minimum value of the container width (in pixels)
- Thanks to this setting, the fields in the container (e.g. a set of date fields) smoothly overlap the adjacent containers
- Background-color: #bd1f1f; colour: #ffffff
- Background-color is responsible for the background (e.g. of a button)
- Colour is responsible for the button text colour
- The given values correspond to the colours of the buttons in the Business Navigator system
- Width: XX %
What is a desktop
You can also create a “form” with the desktop type in the system. The desktop is the start page of the system. Desktop view example:
Adding a desktop
Adding a dashboard is similar to adding a form.
STEP 1: In the Settings / Personalization / Forms module, press Add and complete the form accordingly
STEP 2: We add a child element – container
STEP 3: In order for the desktop to be divided into 2 columns (the most commonly used scheme), set the style of the Main container to 100% (and then the child containers to 50%)
STEP 4: Similarly, add 2 secondary containers and set their width to 50%
STEP 5: We mainly add elements such as Widgets / Lists to the desktops. To add a widget (when adding a child element to the container) select the Widget type
STEP 6: To activate the dashboard configured in this way, go to the Settings / Personalization / Desktops module, select the items and select Activate from the More menu, or if you want to enable the dashboard for all users, Activate to All
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