In-line record create, In-line record clone and In-line related record create for the web client

Answer

In-line record create

In-line record create enables you to create new records directly within a query result set. You can invoke the feature from the context menu of a query or from the context menu of a query result set:

· From the context menu of a query, choose Inline Create. An empty result set opens with a single row of fields for the new record.

· From the context menu in a query result set, choose Inline Create. A new row is created at the bottom of the result set. To create multiple records, use the drop-down button that is next to the New button to specify the number of records.

Once the new row is created, the content is edited, saved, or canceled in the same way as for inline editing. If mandatory fields are not in the result set display list, you can click the underlined row index number to move the new record from the row to a form to finish submitting the record.

In-line record clone

In-line record clone allows you to create a new record with the same field values as the record you select on a query result set. You can invoke the feature from the context menu of the query result set.

1. Select a record that you want to clone from

2. Click ‘Inline Clone’ menu item on the context menu of a record

3. A new record is created and the display fields in the new row are filled with the values from the selected record. Only the display fields are copied to the new record and only if the field is not read-only in the new record.

4. Edit and save the record in the same way as for in-line record create or in-line record edit. If mandatory fields are not in the result set display list, you can click the underlined row index number to move the new record from the row to a form to finish submitting the record

In-line related record create

In-line related record create allows you to create a new related record and update the relationship in the reference list of the original record or back reference list field of the related record. You can invoke the feature from the context menu of a record or a group node in the query result set.

· From the context menu of a record

· From the context menu of a group node

· A new row is inserted in the first place under the expanded or created group node.

· Edit and save the record in the same way as for in-line record create or in-line record edit. If mandatory fields are not in the result set display list, you can click the underlined row index number to move the new record from the row to a form to finish submitting the record.

Disabling in-line record create, in-line record clone and in-line related record create:

ClearQuest web provides a mechanism to enable or disable in-line create. In-line record clone is a form of in-line record create and the two features are enabled or disabled together. By default, in-line record create is enabled. To disable in-line create for an entire dbset or for a user database, set the ALLOW_INLINE_CREATE master property to 0. The master property can contain a default value that applies to all user databases, and it can contain a value specific to a user database that overrides the default value. Use ALLOW_INLINE_CREATE_RELATED to disable in-line related record create feature. It is summarized as follows:

ALLOW_INLINE_CREATE

When set to 1, enables in-line record create;

When unset or set to 0, disables in-line record create;

Default: 1.

Note that the ALLOW_INLINE_EDIT master property controls whether the in-line editing feature is disabled. If in-line editing is disabled, in-line create cannot be enabled.

Use the installutil setmasterproperty subcommand to set the master property for the database set. Following are some examples.

Disable the new feature for the SAMPL database only:

installutil setmasterproperty dbset_name -user_db_name SAMPL cq_login cq_password ALLOW_INLINE_CREATE 0

Unset the property ALLOW_INLINE_CREATE for the SAMPL database:

installutil setmasterproperty dbset_name -user_db_name SAMPL cq_login cq_password ALLOW_INLINE_CREATE “”

To disable the new feature for all databases, then enable it for two specific databases, do this:

installutil setmasterproperty dbset_name cq_login cq_password ALLOW_INLINE_CREATE 0

installutil setmasterproperty dbset_name -user_db_name SAMPL cq_login cq_password ALLOW_INLINE_CREATE 1

installutil setmasterproperty dbset_name -user_db_name BTEST cq_login cq_password ALLOW_INLINE_CREATE 1

To remove the setting for all databases, including two specific databases, do this:

installutil setmasterproperty dbset_name cq_login cq_password ALLOW_INLINE_CREATE “”

installutil setmasterproperty dbset_name -user_db_name SAMPL cq_login cq_password ALLOW_INLINE_CREATE “”

installutil setmasterproperty dbset_name -user_db_name BTEST cq_login cq_password ALLOW_INLINE_CREATE “”

Configure fields displayed in the sub-menu of in-line related record create:

ClearQuest web provides a mechanism to configure what fields in a record will be used to in-line create a related record via setting the master property INLINE_CREATE_RELATED_FIELDS. By default, all submittable reference list or back reference list fields will be displayed. Use annotations @ALL and @NONE to indicate 'display all' and 'display none'. For example:


installutil setmasterproperty Inline_Create admin "" INLINE_CREATE_RELATED_FIELDS "Defect=customer;Customer=relatedDefects"

installutil setmasterproperty Inline_Create admin "" INLINE_CREATE_RELATED_FIELDS "Defect=@ALL;Customer=@NONE"


Restricting the feature to certain users

By default, the use of the in-line record create feature is unrestricted. To restrict inline record create to certain groups of users

1. Open Site Configuration

2. Select the Application Options tab

3. Specify the same list of groups for both Allow Inline Create Groups and Allow Inline Editing Groups

Limitations

The following limitations affect in-line record create:

· Inline record create does not work on SQL-based or Families record type query.

· Inline record create is applicable to the top parent records only (not to child records).

· Push Button, Option Button, Attachment, History, Parent/Child controls are not supported.

· List View control is partially supported, when used for a reference field (not a reference list field).

· If no control is found on the form for a field, that field cannot be edited in the result set row.

The following limitations affect in-line record clone:

· Inline record clone does not work on SQL queries or record type family queries.

· Reference list field values will not be copied to a newly cloned record.

· Only field values that are displayed in the query result set will be copied to the newly cloned record and only if the field is not read-only in the new record.

· If no control is found on the form for a field that is shown in the query result set, that field cannot be edited in the result set row, but its value will be copied to the newly cloned record.

The following limitations affect in-line related record create:

· Inline related record create does not work on SQL queries.

· New related record will not be created if the reference list field is read-only.

Issues and Workarounds

The following issues affect in-line record create, in-line record clone and in-line related record create:

Issues	Work around
If you change an existing query to a SQL-based query, from its context menu in the left workspace, you can still choose Inline Create to start in-line create.	Restart the CQWeb server will solve the problem.
If you mark a query as ‘Run at Startup’, next time you log in, there is no Inline Create item in the context menu of the query in Recent Items.	Use the query in the Navigator pane or the query result set to start inline create.