Difference between revisions of "Reference Data"

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This is an experimental option in CaseTalk 11.0. Future versions may drop this functionality to replace it with more consistent user interface.
This is an experimental option in CaseTalk 11.0. Future versions may drop this functionality to replace it with more consistent user interface.


This is a three step procedure:
This is a four step procedure:
# Declare an annotation in the custom attributes called "Reference Data"
# Declare an annotation in the custom attributes called '''Reference Data'''.
# Turn on reference data linking in '''Tools\Preferences\Advanced\Link Reference Data'''.
# Enter a SQL Query in the Reference Data Annotation of a specific Object/Fact Type.
# Enter a SQL Query in the Reference Data Annotation of a specific Object/Fact Type.
# Open the Population Editor, open the Reference Data Tab, mark the desired rows, and click Copy Refs.
# Open the Population Editor, open the Reference Data Tab, mark the desired rows, and click Copy Refs.
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The Custom Attribute Definition is extended with an annotation called 'Reference Data', and Object/Fact Types have this annotation filled.
The Custom Attribute Definition is extended with an annotation called 'Reference Data', and Object/Fact Types have this annotation filled.


To make proper use of this feature, the selected fields need to match label types in the information model. And some data may require a ''cast'' to render into visible text in the user interface.
[[file:OtftReferenceData.png]]
[[file:OtftReferenceData.png]]


== Copy Reference Data ==
== Copy Reference Data ==
The population editor allows using data from this reference data.
The population editor allows using data from this reference data. Multiple rows can be selected, and by pressing the ''Copy Refs.'' button, these rows are copied in the population of the model itself.


[[file:PopulationReferenceData.png]]
[[file:PopulationReferenceData.png]]
== Copy and Paste ==
A more traditional manner of working with this population is to use the ''Copy'' and ''Paste'' buttons. It allows the entire population to be copied to and from an external editor such as a spreadsheet.

Latest revision as of 04:29, 11 May 2022

Reference Data

This is an experimental option in CaseTalk 11.0. Future versions may drop this functionality to replace it with more consistent user interface.

This is a four step procedure:

  1. Declare an annotation in the custom attributes called Reference Data.
  2. Turn on reference data linking in Tools\Preferences\Advanced\Link Reference Data.
  3. Enter a SQL Query in the Reference Data Annotation of a specific Object/Fact Type.
  4. Open the Population Editor, open the Reference Data Tab, mark the desired rows, and click Copy Refs.

Specify SQL

The Custom Attribute Definition is extended with an annotation called 'Reference Data', and Object/Fact Types have this annotation filled.

To make proper use of this feature, the selected fields need to match label types in the information model. And some data may require a cast to render into visible text in the user interface. OtftReferenceData.png

Copy Reference Data

The population editor allows using data from this reference data. Multiple rows can be selected, and by pressing the Copy Refs. button, these rows are copied in the population of the model itself.

PopulationReferenceData.png

Copy and Paste

A more traditional manner of working with this population is to use the Copy and Paste buttons. It allows the entire population to be copied to and from an external editor such as a spreadsheet.