The Input section of xLytix allows users to create templates to enter data manually into tables directly. Here users can create templates with the required columns and data types, and manually enter data into the tables, using xLytix UI. 

The system supports two types of Input Types when configuring an Input Template: 

Standard (New Table): This allows the creation of a brand-new data table specifically for the current configuration. 

Linked (Existing Table): This allows you to establish a relationship between the current table and another already existing table.  

Create Standard (New Table) Input Template #

1.Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and select the desired space. 

2. Click on the Input menu option on the main navigation bar and click on + Add.

3. Enter the Template name and description, then select input type as Standard (New Table) and click on + Add Field.

4. Enter the field name and description, and select its data type from the drop down. Select if the field is to be mandatory or not. If required, use the Allowed Values section to create a list of specific values during input.

5. Click on + Add Field to add more fields and repeat step 4.

6. Once you have created all the required fields, click on + Create.

Create Linked (Existing Table) Input Template #

1.Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and select the desired space. 

2. Click on the Input menu option on the main navigation bar and click on + Add.

3. Enter the Template Name and Description, then select the Input Type as Linked (Existing Table). 

4. In the Select Source Table section, choose the required table from the available schema list. 

5. Once the table is selected, the fields will be automatically loaded from the existing table structure. 

6. Use the Field Settings section to configure field properties such as mandatory, default values, validation, or access control, if required. 

7. Click on Create to save the Linked Input Template. 

Field Settings #

Input Template supports various Field Header configurations and Value Source for each field: 

Field Header – This is the configuration area for defining properties of a field. 

1. Restricted: This field value can be used to restrict data access to users at the form level. Only users with appropriate permissions will be able to view or edit it. 

 The Restricted checkbox will be enabled only for fields whose Value Source property is of type “List.” 

2. Display in List: When selected, this field will appear in list/grid views of records. 

3. Auto-Increment: Automatically generates sequential numeric values for each new record (typically used for IDs). 
   Note: Usually applicable to numeric fields, not varchar.

4. Show as URL: Displays the field value as a clickable hyperlink instead of plain text. Useful for website links or document references. 

Value Source – It defines how the field’s value will be populated. 

1. Manual: Manual source means the field value is entered directly by the user. 

2. List: List allows a field to be populated by selecting a value from a predefined set of options. 

3. Reference: Reference value source allows a field to retrieve and display data from another entity, record, or data source within the system. 

4. Default: The Default value option allows the user to specify a predefined value for a column. This value is automatically populated for all rows in the table (or when a new record is created). 

For Standard Input Forms, the Default setting will prompt only a text box to enter the default value. 
For Linked Input Forms, the Default setting will prompt current user & current time check box to enter the default value. 

5. Calculated: The Calculated field allows users to define a formula using an expression, Boolean logic, or conditional statements. Based on the configured formula, the system automatically computes the field value and populates it for all rows, including when new rows are inserted.

For calculated fields, you can enable the Validation option to define conditions using an operator and value, set the severity level (Info, Warning, or Error), and provide a custom validation message. You can also enable “Block save when validation fails” to prevent users from saving the form if the validation condition is not met. 

Edit Input Template #

1. Navigate to Input and click on Display Template.

2. Click on Edit and select or modify any existing field name, data type, allowed values and description. The modified field and data type needs to be compatible with the existing data.

3. Click on Delete, on the right of the field, to delete an existing field.

4. In case you need to add a field, click on + Add Field, and follow step 4 of Create Input Template.

5. Click on Save.

Enter Data into Template #

1. Click on Input menu option, navigate to the required template and click on Input Data.

2. . xLytix provides three types of forms to add records into Input Form tables. 

• Form – A detailed layout view with structured sections for comprehensive data entry. 
• Standard – A simple and balanced layout suitable for regular data entry. 
• Compact – A minimal and space-efficient layout designed for quick record creation. 

3. Click on +Add (Form), +Add Record (Standard), or +Add Row (Compact) to add values to the template.

4. Enter the values in the required fields and click on Save. Click on Commit to enter the data into the table.

5. Click on +Add (Form), +Add Record (Standard), or +Add Row (Compact) to add more data and repeat the step above.

Access Control #

1. Access Control is used to manage who can view, insert, update, or delete data in an Input Template. 

2. While creating an Input Template, enable the Restricted option and select the field to which access control should be applied. 

3. Click on Add New User Access, select the required user from the list, and assign the appropriate permissions (Display, Insert, Update, Delete) as needed. 

4. If required, enable the Data Restriction checkbox and select the relevant field (e.g., Department) to restrict data access based on specific values. 

5. After configuring the permissions and restrictions, click on Add User Access, then click Save Changes to apply the access control settings. 

Template Settings #

 The Template Settings section allows you to configure filtering, sorting, and the structural role of the Input Template. 

Filter Input Data  #

1. Allows you to select fields to enable filtering on the input form.  

2. Users can filter records based on the selected fields while viewing data. 

Sort Input Data  #

1. Allows you to select fields to sort records in ascending or descending order. 

2. Helps control the default display order of records. 

Template Role #

Defines how the template behaves within the application: 

Standalone: Functions independently (default option). 

• Check the Template Role as Standalone 

• Click on Apply to save the template settings 

Master: Acts as a parent template in a master-child relationship. 

• Check the Template Role as Master 

• Select the Linked Template that you want to set as a child. 

• Click on + Add Link to create the field linkage by selecting the appropriate fields from the Local Field and Linked Field dropdowns. 

• Click on Apply to save the template settings 

Child: Linked to a Master template and inherits contextual reference. 

• Check the Template Role as Child 

• Select the Linked Template that you want to set as a master. 

• Click on + Add Link to create the Field Linkage by selecting the appropriate fields from the Local Field and Linked Field dropdowns. 

• Click on + Add Field to create the Field Reconciliation by selecting the appropriate fields from the Local Field and Linked Field dropdowns. 
  
• Click on Apply to save the template settings