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This screen allows you to add a “data list” manually or from a file (An excel, csv or a json) and associate the data list with a “List of values” type control while editing the template.

Several data dictionaries can be associated with the same template and the same data dictionary can be associated with several templates.

To create a dictionary, login to application and click “data sources” and “Dictionaries”.

At the top on the right there is a button for adding a new dictionary and a button for uploading a file.

You can use the upload button for loading a file for your dictionary. You can see on the bottom the explanation on every item at the dictionary table.

Also, you can click on the Add button to create the new dictionary.

In this case, you can add data manually to the dictionary by using the green + or use the replace and append buttons to load files to the dictionary.

Here you can also export the dictionary that you are viewing/editing using the ‘Export” Button.
The exported files will be on CSV format by default and on JSON format if you choose it using the arrow on the “Export” button:

Here are the editing options on current dictionary (from left to right):

  • The name of the dictionary, you can change this as needed.
  • Save button, to save a new data dictionary or save changes to an existing data dictionary.
  • Replace button for replacing the existing dictionary with a loaded excel or csv file
  • Append button for adding the loaded file data to the existing dictionary
  • Delete button for deleting the dictionary

This table will explain the dictionary table:

IDA number that is automatically entered
TextRepresents the text that will be shown to the client in the “List of Values” control. If you upload the dictionary from a file, the text should appear in column “A” in the file
ValueRepresents the data that will be received in the archive and in the json file. Intended for cases where the text shown to the client is not the same as the text they want to receive in archive. For example, the customer will select the name of the bank in the “List of Values” control, and on the archive will receive the bank code and not the name of the bank. The value should appear in column “B” in the uploaded file.
GroupRepresents a name of a group, intended for cases where you want to link several data dictionaries together. Like for example a list of cities and streets.
Entering a group name that is identical in value from two different data dictionaries allows a connection in the value selected in the “List of Values” control. The figure should appear in column “C” in the uploaded file.

Notes and Gotchas

For security reasons some characters are disallowed.

Disallowed for Text column: '<', '>', ';'

Disallowed for value and group columns: '<', '>', '#', '$', '%', '^', '&', '*', '|', ';', ':', '{', '}', '[', ']', '=', '+', '-'

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