18.Works

18.1Works

Works is a unique feature of DaouOffice that allows organizations to customize screens appropriately for their works and needs, thus helping users collaborate efficiently and easily. Using Works, organizations can create a screen to register works while managing works on a user-centric manner through the granular status and authorization settings.

The followings are terms used in Works.
If you move back to the Works page, then you can find the Home screen as shown below. From that screen you can enter into any App you want.

1Create Folder - You can create a folder. A folder in a folder is not provided. You can move an app into a folder by drag-and-drop

2App List, Favorite Apps, Operators’ Apps – A list of apps that are available is displayed. You can also find the list of favorite apps and operators’ apps. User can designate the order of apps through drag-and-drop in the list of favorite apps.

3My Folder List - You can check the folders you have created. Click a folder name to check apps in the folder.

4App icon – Click to move to the Homepage of the App.

5App Settings – Click Settings () to move to the settings page. The icon () is only shown to App administrators and leads to the management page when clicked.

6Favorites – Click Favorite () to register the App to the list of Favorite Apps.

7Create App – Click to create a new App.

8Folder - This is a folder. Click a folder to check apps inside the folder. You can move an app into a folder by drag-and-drop. Folder function is not provided for “Favorite App” list and “Operating App.”

9Align - You can align apps in alphabetical order or in the order from the latest app opening. Align function is not provided in “Favorite App” list.

10View as List – Click View as List () to change the view as a list of all Apps.

11Search - You can find data by entering a search keyword in All Apps of Works.

If you click an App icon at the Homepage of Works, you will be directed to the Homepage of the App as shown below.

The Homepage of an App is displayed differently depending on the App administrator settings.

Figure 18-1Consist of App Home

1App Shortcut – You can open an App just by selecting one from the list.

2Register – You can register App data from any page.

3Basic Filter/Personal Filter - Save data filtering conditions so that you don’t need to save conditions each time. Basic filter is created by the app admin. Personal filter can be created by all users who can access the app.

4View App Description – You can view the description of the App you are currently using (specified by the administrator) and find who the administrator is.

5App Settings – You can be directed to the management page. This menu is only available for App administrators.

6Search Area – You can search data using the filters and obtain filtered results you want. Search conditions may differ depending on the input items (from the App) and the status settings.

7Download List – You can download the list of data on screen as an Excel file. Refer to ‘Download Data List’ for details.

8Data List Area – You can view the list of data inputs. In the list, only the authorized users can change status.

18.2Managing Apps

If you click ‘App Settings ()’ from Homepage of Works, or ‘Settings ()’ next to the App Name from the Homepage of an App, then you will be directed to the Homepage of App Management.
The Homepage of App Management appears as shown below. From this page, you can set the following management options:

1Basic Info – You can modify the basic settings of the app including the App name, users who shared the App, and the general description.

2Data Input Screen – You can customize the data input screen of the App.

3List Screen – You can select/unselect statistics and lists to display in the App.

4Process – You can set the status and flow for the App data.

5User(Access control) – You can select users you want to share this App with.

6Interlocking between Apps - You can check the apps of which the data are referenced and also the apps that make reference of the data of other apps.

7Data Bulk Registration - Using CSV file, you can register several sets of data to an app at once.

8Download Data List - When an entire app list has been downloaded, you can download files from the list and check the download history. Move to App – You can move to the Homepage of the App.

9Delete – You can delete the App.

Adding Apps

Only Works administrators (designated by the site administrator) can add or delete Apps.

If you need a new App for your work, a Works administrator can add a new App.

  1. Click ‘Create’ from the Homepage of Works.

  2. Click a template to use. You can create an App by leveraging sample apps provided by the groupware by copying and manipulating apps you have been using.

  3. Enter the name of the App, and designate the App administrator by selecting from the organization chart.

  4. Enter a description of the App. If you select ‘Display the description by default on the list of Apps,’ then the description you specified here will be shown in a bubble whenever a user visits the Homepage of the App.

  5. If you finish setting the options described above, click ‘Create App’. A new app will be created and you will be directed back to the Homepage of App Management.

All the settings you have made so far can be changed at the Homepage of App Management whenever required.

Managing Basic Information

You can manage the basic settings for Apps. From this page, you can manage basic information of the App like the following.

  1. Click ‘Basic Info’ from the Home of App Management. The Basic Info Settings page will appear.

  2. You can modify the name of the App, add a new administrator using the organization chart, or delete existing administrators. Up to two administrators can be designated and at least one must be designated.

  3. You can modify the existing description or select/unselect the 'Display the description by default on the List of Apps' option.

  4. You can change the icon for the App.

  5. If you’re finished changing the settings, click ‘Save’ on the bottom. Check that the message ‘Successfully Saved’ is shown on top.

  6. Click ‘Move to Home’ or ‘Open the App’.

Managing Input Screen

You can change the Input Screen (template) as you want whenever required.

  1. From the Homepage of App Management, click ‘Manage Input Items,’ and the Input Item Page will appear.

  2. Drag items you want to add from the left tab and drop them to a desired position within the right pane.

  3. To modify the property of an item, click the item.

  4. The property will be shown in the left tab and you can modify the properties. Note that the properties may differ between items.

  5. If you created an Input Screen you want, click ‘Save’ on the bottom-right of the page to save changes. Check that the message ‘Successfully Saved’ is shown on top.

  6. Click ‘Move to Home’ or ‘Open the App’.

The following properties are common for all input items except Lines, Spaces and Column.

If you delete an input item by modifying the Input Screen, then the existing data for the item will be deleted. Care should be taken when you delete input items.

Detailed Descriptions for Each Input Item

On the Input Screen Management page, about 20 options are provided as follows.

Text

‘Text’ is an input item. Using this item, users can specify a description in one sentence.

Figure 18-2텍스트 입력항목

The followings are the properties of this input item.

Figure 18-3Unable to Register Duplicated Value and Auto Search Similar Value Option

Multi-Text

'Multi-Text’ is an input item that allows users to enter two or more sentences.

Figure 18-4Multi Text

The followings are the properties of this input item.

Number

‘Number’ is an input item that only allows numerical values. When entered in this entry, the value will have a comma for every three digits.

Figure 18-5Number Input Box

The following are the properties of this input item.

Even if the set decimal place is changed, decimal places of the previously registered data do not change. To change decimal places of the existing data, open update data page, click the respective number input field and change the decimal place.

The following characters cannot be used for a code:


applet_id

doc_id

status

creator

updater

create_date

update_date

score

textContent

[

]

__

Letters starting with _

Drop Box

'Drop Box’ is a list of predefined items displayed in a drop-down list form, from which users can select only one item.

Figure 18-6Drop-down List

The followings are the properties of this input item.

Check Box

‘Check Box’ is an input item where users can select multiple items.

Figure 18-7Chack Box

The followings are the properties of this input item.

Single Selection

'Single Selection' is an input item where only one selection can be made by the users.

Figure 18-8Radio button

The followings are the properties of this input item.

List Box

‘List Box’ is an input item that offers users a list of items available for multiple selections.

Figure 18-9List box

The followings are the properties of this input item.

Date

'Date' is an input item that allows users to select a date from a calendar GUI.

Figure 18-10Date

The followings are the properties of this input item:

If you use Works for the purpose of managing the date or date and time components, such as the contract termination date or deadline, and set the due date alarm, you can use the mail / push notification in advance without checking every registered data. good!

The deadline alarm is forcibly sent even if the Works alarm is turned off by the alarm set by the operator.

If you add the date component within the table component, you cannot set the alarm.

Time

‘Time’ is an input item that allows users to enter a certain time (hour and minute).

Figure 18-11Time

The followings are the properties of this input item.

Date & Time

'Date & Time’ is an input item that allows users to select a date from a calendar GUI and enter a certain time.

Figure 18-12Date & Time

The followings are the properties of this input item:

If you use Works for the purpose of managing the date or date and time components, such as the contract termination date or deadline, and set the due date alarm, you can use the mail / push notification in advance without checking every registered data. good!

The deadline alarm is forcibly sent even if the Works alarm is turned off by the alarm set by the operator.

If you add the date component within the table component, you cannot set the alarm.

File Attachment

'File Attachment’ is a button that allows users to upload files as attachments.

Figure 18-13FIle Attachment

User Selection

'User Selection’ is an input item that allows users to select users from an organization chart for additional users.

Figure 18-14User Selection

The followings are the properties of this input item.

Registering Department

'Registering Department' is an entry that allows users to find and add information from the organization chart of departments they need for their data.

Property description

Registering User

'Registering User' is an input item that automatically links the name of the user (who registered the data) to the data itself.

Figure 18-15Registering User

Registration Date

'Registration Date' is an input item that automatically links the date when the data was registered to the data itself.

Figure 18-16Registration Date

Modifier

'Modifier' is an input item that automatically links the name of users (who have modified the data) to the data itself.

Figure 18-17Modifier

Modified Date

'Modified Date' is an input item that automatically links the date when the data was modified to the data itself during modification.

Figure 18-18Modified Date

Label

'Label’ is an input item that can have inputs in texts which can be modified by users.

Figure 18-19Label

Line

'Line' is an input item that applies lines to separate or classify contents of input items. Lines are displayed in full length within the applicable page, thus no inputs are required.

Figure 18-20Line

Space

'Space’ is an input item that applies margins between input items.

Figure 18-21Blank Space

The following is the property of this input item.

Table Area

'Table Area’ is an input item that contains other input items. Input items can be added in the area widthwise and the properties of the contained items can be set individually.

Figure 18-22Table Area

The table area can add only text, numbers, Dropbox, date, time and the date and time entry.

In case numbers are arranged in the table field, you can set to apply “automatic table calculation” in number item attributes. When automatic table calculation is selected and data are entered on the data registration screen, the total or average of all numbers entered in the respective number field (row) is automatically calculated.

Figure 18-23Automatic Calculation of Numbers in Table Field (Total/ Average)

When automatic calculation method (average or total) in the table field is changed, the existing data are also changed according to the changed method.

Column

'Column' is an input item that contains multiple items in a two-column area. No properties can be set, and the two columns divide the entire content area in half. Properties of the items contained in the table can be set individually.

Figure 18-24Column

Automatic Calculation

A value entered in the number input field is automatically entered through the pre-set formula.

You must enter a code as a number item in advance. Check a number input item for details.

Figure 18-25Automatic Calculation Input Items

Property Description

  1. Formula Type - You can select a formula type according to the components used for automatic calculation.

    • Number Calculation - Select this type to run calculation using number component

    • Day Calculation - Select this type to run calculation using day component

    • Time Calculation - Select this type to run calculation using time component

  2. Formula - Enter the formula to use. For example, if you want to calculate the sum of the input values for “Number 1” and “Number 2” items, enter “Code for Formula 1 + Code for Formula 2.”

  3. Automatic Calculation Input Screen - The formula entered and “Auto Input” are displayed. When a user registers data, the automatically calculated number is entered.

Number Calculation - Ex.) In the case the code for input item A is numberA and the code for input item B is numberB

  1. * To calculate the Total of item A and item B: numberA+numberB

  2. * To subtract 1000 from the number entered in item A and multiply: (numberA-1000)*2

Day Calculation - Ex.) In the case date component input item codes are dateA and dateB

Time Calculation - Ex.) In the case time component input item codes are timeA and timeB

An automatic calculation component cannot be situated in the table field. For calculation of number items in the table field, only the lines in the first table are calculated.

If the number is truncated by a decimal point, it is rounded off to the nearest decimal place. For example, if the automatically calculated value is 3.425 and the decimal place is two digits, the value is calculated as 3.43.

Linked Item Mapping

This is a field with which to import the field value of specific data following data link between apps. Check ‘Import Item Value after Data Link (Linked Item Mapping) or details.

Linked Item Mapping

This is a field with which to import the field value of specific data following data link between apps. Check ‘Import Item Value after Data Link (Linked Item Mapping)’ for details.

Attribute> Exposure Condition Settings

This function is provided for the attributes of all components of an app field.

For example, this function is useful in setting display conditions to display contents are made visible when No. 1 of checkbox field is checked differently from those when No. 2 of is checked.

Figure 18-2628

  1. To display No. 1 item only when checkbox 1 is checked - Select No. 1 item component

  2. Click Set in exposure condition settings.

  3. Click Add Condition in exposure condition settings to set the necessary conditions. According to component selection, several components can be displayed.

  4. When NOT (exposure if not under the condition above) is checked in exposure condition settings, items other than those under the condition are displayed.

Managing List Screen

You can display the statistics in the charts at the Homepage of the Apps. Only App administrators can design the charts, and users can reorganize the charts using the filters at the Homepage of the Apps.

Setting Charts

Create chart default

When you click 'List Screen' in the app management home, the list screen management page appears.

You can set the chart to output by clicking 'Add Chart' in the chart area.

  1. Designate a chart name.

  2. As for the graph types, you can select from vertical bar graph (basic type/cumulative type), polygonal line graph (basic type/cumulative type), pie chart and speed graph.

  3. Statistics by group are data for the “horizontal axis and series” of the graph. For example, if you intend to express charts by operating system, select “operating system” component. To express operating system charts for 32bit and 64bit, select “operating system selection 2” in the second statistics by group.

    1. If you select vertical bar graph, polygonal line graph or pie chart, you can set the standards for statistics by group. The values of items set in statistics by group are expressed through labeling on the horizontal axis of the chart. In a pie chart, the selected items are expressed through labeling.

    2. Use the second statistics by group only when necessary. You can create a single-series chart only by setting the first statistics by group.

    3. The second statistics by group can be used for vertical bar graph and polygonal line graph types only.

  4. If you have selected an item from the “day” attributes, you can designate statistics by group “by day/month/year.” For example, when “by day” is selected, you can check the daily statistics in the form of “2015-12-01, 2015-12-02...”

  5. If you have selected an item from the “day + time” attributes, you can designate statistics by group “by day/month/year/time.” For example, when “by time” is selected, you can check the statistics by time in the form of “01:00, 02:00, 03:00...”

    1. If you select speed graph, you can set the “target value” For example, if your sales goal is KRW 100 million, enter 100,000,000 and the target value is expressed at the 80% location on the speed graph.

  6. Select a counting method. You can run counting with the individual count, total, minimum value, and maximum value. For example, if you select “operating system” for statistics by group and set the counting method as “individual count,” the numbers of data by operating system are expressed in a chart.

    1. If you have selected total, minimum value, or maximum value, you can select the data that are comprised of numbers and auto calculation components (day/time/number type). For example, if you select “person in charge” for statistics by group, designate the counting method as “average” and set the items for totaling as “average point,” the average points by operating system are expressed in a chart.

  7. Designate the chart color. Colors suitable for the concepts of each theme are available.

  8. When a color is checked, the data values are expressed at the top of the chart.

  9. Two charts are concurrently displayed in one screen. A vertical bar graph and a polygonal line graph can be concurrently displayed.

    1. For a combination chart, the same data are used for the horizontal axes of the two charts (statistics by group).

  10. You can check the chart you have set before saving it.

The result screen of the chart can be found in the app> home.

If the Automatically calculate day / time component is selected as the aggregation method, the data is represented in minutes in the chart.

You can also add a chart to your gadget in the dashboard to view the gadget in the main [home] screen. Please check the2.3 Dashboard Settings for more details.

Figure 18-27Chart example

Figure 18-28Combo Chart example

The result screen of the chart can be found in the app> home.

If the Automatically calculate day / time component is selected as the aggregation method, the data is represented in minutes in the chart.

You can also add a chart to your gadget in the dashboard to view the gadget in the main [home] screen. Please check the2.3 Dashboard Settings for more details.

Setting List Screen

You can set screens to display at the Homepage of App, and items to be added in the data list.

  1. From the Homepage of App Management, click ‘List Screen’ to display the List Screen Management page.

  2. Click 'Add Item to List Screen’ and the list of input items will be displayed with check boxes.

  3. Select the check box of the item you want to add, and the item will be added to the pane on the right to the list.

  4. If necessary, drag and drop items to change the order.

  5. Click ‘Settings ()’ next to the items and you can sort the items in ascending or descending order. The sort settings will be saved and you can find the list next time as you sorted last time.

  6. To modify an item, click ‘Settings ()’ next to the item, and click ‘Modify’. You can modify the name of the item.

  7. To delete an item, click ‘Settings ()’, and click ‘Delete’.

The ‘Title’ property provided on the List Screen page must be specified. When specified, the title property will be used by notification, keywords on a detail page, search and other functions. The item specified as ‘Title’ will be marked with a sky blue background in the List Screen. Only one item can be specified as a Title property.

Managing document numbers

You can set to designate a serial number each time a document is registered.

  1. You can set to designate a serial number each time a document is registered.

  2. Direct Document Number Setting: You can use this function when in need of management numbers or systematic document numbering.

    1. The user character string can be set for up to ten Korean letters. Or, if the character string is not necessary, you do not need to enter the letters.

    2. For daily document input counting and alignment, Today Code is automatically entered without additional settings and cannot be excluded.

    3. Serial number can be comprised of two - five digits. (If you select the two first digits, a number is registered from 01 to 99, 100, 102~.)

  3. Automatic Document Number Setting: Through simple numbering, documents are numbered as 1, 2, 3... as of the posts in board.

Set items to expose to list

  1. From the Homepage of App Management, click ‘List Screen’ to display the List Screen Management page.

  2. Click 'Add Item to List Screen’ and the list of input items will be displayed with check boxes.

  3. Select the check box of the item you want to add, and the item will be added to the pane on the right to the list.

  4. If necessary, drag and drop items to change the order.

  5. Click ‘Settings ()’ next to the items and you can sort the items in ascending or descending order. The sort settings will be saved and you can find the list next time as you sorted last time.

  6. To modify an item, click ‘Settings ()’ next to the item, and click ‘Modify’. You can modify the name of the item.

  7. To delete an item, click ‘Settings ()’, and click ‘Delete’.

The ‘Title’ property provided on the List Screen page must be specified. When specified, the title property will be used by notification, keywords on a detail page, search and other functions. The item specified as ‘Title’ will be marked with a sky blue background in the List Screen. Only one item can be specified as a Title property.

App home list view

A list screen set by the app admin. is displayed as in the figure below.
The admin. can manage the screen using the cogwheel-shaped button next to the app name at the top.

  1. # App home screen options

    1. Close Chart: Users who place importance on the list view can close the chart field by using [Close Chart] function. This button is displayed only when a chart is available.

    2. List Management: In addition to the default list set by the admin. Users can set a chart and list view based on the data they have selected. For more details, check out the Personal List View Management section.

    3. Generated Lists: Users can select the lists they have generated by using the Personal List View Management function.

  2. Chart Alignment: In the app home, charts are generated through configuration by the admin. Depending on the number of charts generated, the charts are aligned by three by default and also by two and one using the Align button.

  3. View Chart Screen: When this button is clicked, the charts are displayed on the screen one at a time in full view.

Managing personal list view

In addition to the charts and lists set by the admin., users can configure personal lists.

  1. Click List Management at the top right of the app list to display the list view management page.

    1. Chart - You can modify a chart that has been generated by the admin. or add a new chart and manage the chart together with a new list.

    2. List Management: In addition to the default list set by the admin. Users can set a chart and list view based on the data they have selected. For more details, check out the Personal List View Management section.

  2. Click “Add Item to List View” to display a list of input items in the form of a check box.

  3. Click ‘Settings ()’ next to the items and you can sort the items in ascending or descending order. The sort settings will be saved and you can find the list next time as you sorted last time.

  4. To modify an item, click ‘Settings ()’ next to the item, and click ‘Modify’. You can modify the name of the item.

  5. To delete an item, click ‘Settings ()’, and click ‘Delete’.

  6. Click “Save List” or “Save New List” at the bottom of page to save the list view.

Managing Process

You can set the status and the flow of the status to use in Apps. You can also set the names of the buttons provided in each phase of the status. Individual data has statuses which can only be modified by the user with the right authorization.

To use a status, you must unselect ‘Do not use statuses in this App.’

Managing Status

To add status to apply to data, please follow the instructions below.

  1. From the Homepage of App Management, click ‘Process’ and the Process Management page will appear.

  2. To add a new status, enter the name of the status in the blank and click ‘Add’ on the right.

  3. The status will be added to the list of statuses below. If the status is the final step for the app progress, then select ‘Completion Status’.

  4. If necessary, drag and drop statuses to change the order.

  5. Colors can be specified for each state, and color can be classified by state in the list.

  6. If you’re finished changing the statuses, click ‘Save’ below.

To delete a status, please follow the instructions below.

  1. From the Homepage of App Management, click ‘Process’ and the Process Management page will appear.

  2. Click ‘Delete ()’ next to the name of the status you want to delete.

  3. Click ‘Save’ below.

Manage Status Flow

From the Status Flow Management page, you can set the flow of the statuses, users who can modify the flow and users to notify.

  1. From the Homepage of App Management, click ‘Process’ and the Process Management page will appear.

  2. To add a status flow, click ‘Add()’ from the Management area.

  3. Set the start status and the next status.

  4. ‘Change Status’ moves the status from the Start Status to the next one when clicked by the user.

  5. Set the Status Manager’s permissions, and specify users to whom every status change is notified through push notifications.

  6. If you finish changing the status settings, click ‘Save’ below.

To delete a status flow, please follow the instructions below.

  1. From the Homepage of App Management, click ‘Process’ and the Process Management page will appear.

  2. From the list of status flows, click ‘Delete ()’ next to the status flow you want to delete.

  3. Click ‘Save’ below.

If process status has been set as “Do not Use,” the push notification for data registration is sent only to the admin.

Access Control

Detailed data authority settings

Sharing settings

App administrators can add users to share the Apps using the organization chart. They can select users by selecting certain (or all) user(s) or department(s), position(s) or role(s).

  1. From the Homepage of App Management, click ‘User’, and the User Management page will appear.

  2. Select ‘Company’, to share an App to all users, or select ‘Custom’ to select users manually.

  3. If you select ‘Custom’, select how you want to add users (by users, departments, position, title, roles or user groups), and click ‘Add’. An organization chart will appear on the right pane.

  4. Click the target (user, department, etc.) and it will be added to the user list.

  5. If you are finished changing the settings, click ‘Save’ below.

To delete a user from the user list, please follow the instructions below.

  1. From the Homepage of App Management, click ‘User’, and the User Management page will appear.

  2. Click ‘Delete ()’ next to the name of the user you want to delete.

  3. Click ‘Save’ below.

Set data registration authority

You can set the authority to register data. Only the holder of registration is exposed the [Register] button on the data list screen.

  1. From the App Management Home, click on 'Access Control' and the User Management page will appear.

  2. In the Data registration authority section, select the authority that can register the data.

  3. Once setup is complete, click "Save" at the bottom of the page.

Set data modification permissions

You can set up who can modify the data. Only modifiers will see the Edit button in the details of the data.

  1. From the App Management Home, click on 'Access Control' and the User Management page will appear.

  2. In the Data registration authority section, select the authority that can register the data.

  3. In the Edit notification destination section, select the user to whom the notification should be made.

  4. Once setup is complete, click "Save" at the bottom of the page.

Data modification notifications cause PUSH notifications when data is modified. Data and activity records are separate. The data subscriber will be notified when the activity record has been modified.

Set data delete permissions

You can set who can delete data. Only Delete Authors will see the Delete button in the data details.

  1. Click 'Access Control' in the app management home and the access control management page appears.

  2. In the Delete Data Permissions section, select who can delete data.

  3. Once setup is complete, click "Save" at the bottom of the page.

Settings for authority to view data list

If
individual users wish to display different data from those on the list, this
function is used to configure the filtering settings. This function can be
configured by the admin. only.


For example, assuming that there are products A, B, and C in “Estimate Management” app and each department is accessing the app, it can be set for department 1 to check only the estimate for product A, department 2 to check the estimate for product B, and department 3 to check the estimates for products A, B and C.
As such, the data to be disclosed and not to be disclosed can be set by user or department.

Setting filtering conditions

  1. Filter name

    1. Click “Add” in filtering conditions. Generate a filter name based on the input items for defining filtering conditions and set the conditions for application to filtering rules. Filtering conditions can be generated unlimitedly.

    2. Filter Name: Enter a random name. A blank or a special character cannot be entered.

    3. Filtering Condition: button to select the filtering items. Filtering conditions can be selected by two or more. The filtering condition between items is AND and the condition within an item is OR if multiple options have been selected for the item.

  2. Filtering rules

    1. Once you have set based on which item of the list the data are to be exposed, filtering rules are then applied to decide to whom the data are to be disclosed.

    2. Filtering Rules: The name of the generated filter must be entered the same. The filtering rules can be entered by one or more. To combine two conditions, enter AND, OR condition. Ex.) Filter 1 or filter 2

“All users,” which is defined by default for the filtering rules, cannot be deleted.

Link data between apps

When registering data, you can connect data from other apps. In order to connect data with each other, you need to set up 'data interlocking items' at the place of data connection and authorize the app that provides the data.

For example, if there are 'Client Management' and 'Contract Management' apps in WORKS, when you register data in the 'Contract Management' app, you can select and connect the clients in the 'Client Management' app.

Data interlocking UI setting between apps

Set the location of the screen you want to link in the management page of the app you want to connect data to.

  1. Click 'Input Items' in the App Management Home of the app to which you want to connect data to the input screen management page.

  2. Drag & Drop the data interlocking item in the left tab and add it to the desired position in the right content area.

  3. Select the item you added to switch to the property screen of the input item.

  4. In the properties window, click the '+ Settings' button of the linked app to select the app to refer to the data of other apps, and click 'OK'.

  5. Select a search exposure item when connecting data. If you search your data and find similar results, you can easily find it by increasing your search impressions.

  6. Select the maximum number of choices. You can link multiple data to one data.

  7. You can enter the name and description of the linked item.

  8. Click the "Save" button at the bottom of the page.# Click 'Input Items' in the App Management Home of the app to which you want to connect data to the input screen management page.

Figure 18-29Property screen of data interlocking item

Once you set and save the app linked or linked items, you can no longer change the linked settings. If you want to make changes, you must delete and add them. However, please note that if you delete all existing information will also be deleted.

After interlocking data, if you delete the app or delete the linked item from the app that provides the data, you can no longer connect the data. However, the previously linked information will not be deleted.

When search data is searched for data, if there are many similar values in the linked item, set multiple search exposure items.

Data interlocking permission setting

In the app that connects the data, you can set up the linkage and allow the app that provides the data to allow the permission to retrieve and connect to the data.

  1. If you receive notification that data linking is applied from another app, click to go to the data linking page between apps in App Management.

  2. Or click 'Data linkage between apps' in the app management home page to go to the data link management page.

  3. You can see the linked apps in the list of apps that reference this app, and you can choose to allow list view or allow detailed view.

  4. If you check the Allow Detailed View check box, you can check the details of the linked data even if the dataproviding app does not have sharing permission in the linked data details.

Figure 18-30Data interlocking permission setting screen

If both the app that connects the data and the app that provides the data have permission to run, "Allow list views" and "Allow detail views" are automatically checked for auto.

If you don't want to make certain items public in the app that provides the data, you can check your private items via the 'Public Items Settings' in the top right corner of the Manage Data Interoperation Between Apps page. Private items cannot see the value of private items in the app that connects the data.

Link data from other apps

You can link data from other apps by adding the "Data Linkage" entry in the admin settings of the app you want to link and allowing "List View" in your data-provided app.

Figure 18-31Data registration screen of another app when registering data

  1. After connecting to the app that connects data, click the [Register] button.

  2. Select the [Search] button on the right of the 'Data Linked Apps' item on the data entry screen.

  3. In the data search box, search for the data you want to connect to or select the data from the list.

  4. Click Close at the bottom of the data search box.

  5. You can check the information of the connected data in the detail screen of the registered data, and when you click it, you can check the details of the connected data in a new window.

You can connect more than one data when registering data according to the 'Data Link' item setting in App Management.

In the data retrieval window, you can retrieve the values of the exposed columns (items), but only the values of the attributes of the text component.

If you link data from another app, you can see the linked data and vice versa.

Changes made to the data provided while the data is linked will not be updated on the linked data. In the linked data, the updated information is reflected when the data is reconnected with the [Edit] button.

Get item value after data connection (linked item mapping)

You can link data from other apps through the "Data Linkage" entry. When the data is linked, it provides the function to get the value of the linked raw data into a specific item. It can be set as 'Linked item mapping' item in the input screen of the app.

Figure 18-32Example of Data Integration and Item Mapping

Figure 18-33'Linked item mapping' entry

Figure 18-34Linkage Item Mapping Properties

Before setting the interlocking item mapping, make sure to set the data connection between apps with the 'data interlocking' item. For data linking between apps, check the UI setting of data linking between apps.

  1. From the App Management Home, click 'Manage Entries' to display the Entry Management page.

  2. Drag and drop the "Map Linked Items" entry on the left tab to add it to the desired location in the right content area.

  3. Click the added entry whose attribute you want to change.

  4. When the left tab properties area appears, you can change the properties of the entry.

  5. Select 'Data Linkage Item'.

  6. Select the item whose value you want to import via "Item mapping."

  7. When the desired input screen is created, click 'Save' at the bottom of the right content area to save the input screen. "Saved" at the top If you see a notification, it is saved.

  8. Navigate the screen by clicking Go to Admin Home or Go to App.

The property (data linkage item, item mapping) of the 'linked item mapping' item cannot be changed once set.

Deleting Apps

You can delete Apps, for example, if they are no longer used or duplicated.

Once deleted, Apps cannot be recovered, so care must be taken when deleting Apps.

  1. From the Homepage of Works, click the ‘Settings button ()’ of an App you want to delete, or the ‘Settings button ()’ next to the App name, and the Homepage of App Management page will appear.

  2. Click ‘Delete’ below the page.

  3. Click ‘Delete’ on the confirmation dialogue.

18.3Managing Data

This section describes how users can register, modify and delete data. The registration screen may appear differently between Apps, and the status presentations may also differ depending on the process settings.

Registering Data

To register new data fit to your business settings, please follow the instructions below.

  1. Click the App where you want to register your data. You will be directed to the Homepage of the App. Click ‘Register’ on top of the left tab or click ‘Register’ from the list of data.

  2. Fill out the entries and click ‘OK’ below.

  3. When the data is registered, the Data Details page will appear. Please check that the data appears as you registered.

Data Bulk Registration

You can bulk register data using CSV format. For data bulk registration, csv file format and input format of Works must be set the same.

Ex.) To bulk register the “name” value of CSV file to the “name” field of app, “name” value of CSV file or app field must be changed.

  1. Click Bulk Registration in the data list toolbar to open batch data registration page.

  2. Click Search File and select CSV file.

  3. Click Import Data to import data.

The rules of bulk registration are as follows:

Figure 18-351

Collective registration

  1. Make sure to enter the name of the first column of csv file the same as the app data item name.

  2. After checking the csv file column name and the item name in app input screen, enter the data value for csv file to complete collective registration.

  3. If the column name for csv file does not exist, the item is ignored because the name of the item for mapping is not available.

  4. Documents are newly registered to Works app by as many as the number of columns of the data entered in csv file.

    1. If there is no *ID in the column, the data are registered as a new document in Works app.

    2. Enter Works app document number in csv file *ID and correct each column value for registration. Then, you can change the data value for the document number selected.

Collective table registration

  1. Table items can also be collectively registered if the document numbers (*ID values), are available.

  2. ## For tables, new registration is disabled. * Registration is disabled if ID value is not available.

  3. For each row of table data value, the same *ID value must be assigned to the csv file column name.

  4. For the csv file table column name, a table name and the name of an item that belongs to the table are concurrently used.

    1. Table Name - item name 1, table name - item name 2, table name - item name 3 (Refer to the image above.)

  5. Check the csv file *ID and the app data document number. Then, enter the data value by matching the table column name and the app input screen table item name and proceed with collective registration.

Notes for collective registration

When creating csv data, make sure to enter data accurately according to the collective registration rules.
For an item that does not comply with the collective registration rules, the item value is excluded from data registration.

  1. Collective registration is disabled if the csv file column name does not match the item name in app input screen.

  2. Collective data registration is disabled if there are two or more item names for which the csv file column name has been mapped with the app input screen.

  3. For the collective table registration, the data of a row for which the *ID value has been entered are registered as new data and those of a row for which the *ID value has not been entered are registered as a document without data.

  4. In the case an item does not comply with the collective registration rules, the value of the item is not registered although the other data are collectively registered.

    1. (ex. Text entered for number component → Validity error)

  5. The date format for csv file is “YYYY-MM-DD.” Ex.) 2015-12-09

  6. As for the user name input in csv file, use the format for the email account. Ex.) John Doe (daouoffice@daou.com)

  7. Attached file components, activity records, and replies cannot be collectively registered.

  8. csv is the only file format allowed.

Data details

The details of data entered through registration can be checked using the list.

Activity record

Activity record writing function enables users to promptly exchange records on work instructions, opinions, and advice regarding data Anyone who can access the app can write activity records.

Reply

활동기록에 대한 본인의 생각, 의견 등을 댓글로 표현할 수 있습니다. 앱 접근이 가능한 사용자는 댓글 등록이 가능합니다.

Modifying Data

Users can express their thoughts and opinions about activity records through Reply. Anyone who can access the app can register replies.

Please note that only registered users and administrators can modify data.

  1. From the Data Details page, click ‘Modify’ on top.

  2. Change the details as necessarily, and click ‘OK’ below.

  3. When the data is registered, the Data Details page will appear. Please check that the data appears as you modified.

Deleting Data

You can delete data, for example, if it is no longer used or duplicated. You can delete data by deleting data individually or multiple data items at once.

Please note that only registered users and administrators can delete data.

  1. To delete data individually, click ‘Delete’ from the Data Details page.

  2. To delete multiple data items at once, select the check box of all data you want to delete, and click ‘Delete’.

Changing Data Status

You can set or modify the status for individual data. Only users with the ‘Status Change’ authorization can see the ‘Change Status’ button. The button and the name of the status will be shown as predefined by the App administrator.

  1. From the Data Details page, click ‘Change Status’ on top (the button name can be shown as ‘Proceed’, ‘Complete’, etc.).

  2. If a status has changed, then the next step status becomes available for a change as well, depending on the permission.

Only App administrators can decide whether to use data statuses, and define the status flow. If the administrator disables the status, then the applicable button name will not be shown. For more information on the data status, please consult your App administrator.

All data that have been registered before an administrator enables the status option have no status. In this case, the ‘Use Status’ button will be added to those data, which enables status for the data when clicked.

Viewing Data Modification History

All data activities after data registration are recorded in ‘Modification History’. You can view all histories of modification, status change and user-registered activities.

  1. Scroll down to the Data Details page.

  2. Check the modification records and the time displayed in the ‘Modification History’ on the bottom of the page. All modification histories that have been made since data registration are displayed in descending order of the date.

Data Search

Using ‘Search’, you can search data to display only data you want to see on a page.

  1. Set search conditions using ‘Add Condition’ in the data search area.

  2. When a condition is set, then the list of data will be updated to reflect the condition.

When charts are applied to the Homepage of the Apps, then they are also updated when conditions are set.

Filter Management

Filter are divided into Basic Filter and Personal Filter.

Basic filter can be checked by all users who can access app and is set by admin only

Personal filter is set by individual users. It can be used by the respective user only.

Saving Filters

You can save your data filter selections for repeated use in the future. Saved filters allow you to view a list of data you want to see easily without requiring you to set the same filters.

  1. Set search conditions using ‘Add Condition’ in the data search area.

  2. When a condition is set, then the list of data will be updated to reflect the condition.

  3. If you select all conditions you want to apply to the search, then click ‘Save as a New Filter’.

  4. For the app admin, check “Save Basic Filter” option is displayed. Check this option to save data with basic filter.

  5. Enter the name of the filter and click ‘OK’.

  6. Saved filters are displayed on the left tab.

A saved filter can be added to Dashboard Gadget so as to enable data list check in [Home]. For details, refer to dashboard setting manual.

Changing the Filter Name

You can modify the name of filters previously saved.

If you modify a filter name from pages other than the Filter Details page, please follow the instructions below.

Figure 18-36filter1

  1. Click ‘See More ()’ next to the filter name on the left tab.

  2. Click ‘Modify Name’ and the Filter Name Entry page will appear.

  3. Change the name and click ‘OK’.

If you modify a filter name from the Filter Details page, please follow the instructions below (To move to the Filter Details page, please click the filter name).

Figure 18-37filter2

  1. Click ‘Filter Options ()’ next to the filter name.

  2. Click ‘Modify Name’.

  3. Change the name and click ‘OK’.

Deleting Filters

You can delete filters, for example, if they are no longer used or duplicated.

If you delete a filter from pages other than the Filter Details page, please follow the instructions below.

Figure 18-38filter1

  1. Click ‘See More ()’ next to the filter name on the left tab.

  2. Click ‘Delete’ and ‘Filter Name Change’ popup appears.

  3. Click ‘OK’.

If you delete a filter from the Filter Details page, please follow the instructions below (To move to the Filter Details page, please click the filter name).

Figure 18-39filter2

  1. Click ‘Filter Options ()’ next to the filter name.

  2. Click ‘Delete’ and a confirmation dialog will appear.

  3. Click ‘OK’.

Use Filter of Another User

You can check the filer of another users.

Click “Use Filter of Another User” in SIDE to select from a list of filters of another user and check the filter results.

Downloading Data List

You can save all lists of data or the list of data filtered by conditions as an Excel file (.csv).

  1. Click ‘Download List’ from the Data List page.

  2. Download the file to your PC.

  3. Now you can access the downloaded file using Microsoft Excel.

    1. Download Current Page: Only the data in the current page are downloaded.

    2. Download All Pages: All data of the app list are downloaded

  1. Click Download List in the data list view.

    1. Download Current Page: Only the data in the currently displayed page are downloaded.

    2. Download All Pages: All data from the app list are downloaded.

  2. Files are downloaded according to an instruction from the web browser.

  3. You can view the list in the format of an Excel file.

Download List (current page/all pages) function is available only to the app admin.

http://domain/api/works/applets/appID/docs/csv?q=&page=0&offset=1000&property=create_date&direction=desc&ac=true


You can designate the number of data download lists by modifying “page=0&offset=1000”value in the URL above.

“page=0&offset=1000: means to download 1000 sets of data from the first page assuming that there are 1000 sets of data per page. To download 1000 sets of data from the second page, change it to “page=1&offset=1000.”


You can download up to 1000 sets of data at a time.

Download entire list

If you have downloaded an entire list of files,
the downloaded files can be checked in App Management page.
Click Move to Management Page or Download Data List in App Management page.
In the page, you can download files and check
the download records.

  1. Applicant: The users who have applied to download an entire list can be checked.

  2. Application Date: The dates for list download applications can be checked.

  3. Filter: The information of filters applied to list download can be checked.

  4. No. of Data: The number of downloaded data can be checked.

  5. Download status

    1. In Progress: The list is currently being downloaded.

    2. Cancel: You can cancel a download while it is in progress. If a download is canceled, you need to start the entire list download again from the list.

    3. Download: All data in the list have been downloaded and can be saved as files. Click Download button to download csv files.

    4. Delete File: You can delete an attached file. When the Delete File button is clicked, only the download record is saved and the file download is disabled.

A downloaded file is automatically deleted after seven days.

Copy Data

You can copy data within the same app or to another app. For a frequently repeated data copy, save field mapping values between items to conveniently copy the data to other apps.

  1. In data details screen, click Copy Data.

  2. From app list, select an app to copy.

  3. The field on the left shows details of the selected data and the field on the right is a registration page for the app to be copied.

  4. You can enter data directly in the field on the right.

  5. To reflect the value of data on the left in the registration page on the right, select an item name from “Mapping Settings” on the far right of the page. Then, the value is automatically reflected.

  6. To copy activity records and comments together with the contents of data, check the “Copy Activity History and Comments” option at the bottom of mapping settings.

  7. Register data by clicking “Register” at the bottom of page.

Even if mapping is set, a value is not reflected if it does not exist.

Ex.) When “Importance (drop box): High, medium, low” of the selected data and “Priority (drop box): Very important, important, not important” of the app to be copied are mutually mapped, there is no same value, and thus the value is not reflected.

In case app item (field) name is the same as item type, mapping between apps is set by default, and thus data values are automatically copied.

Ex.) Address (text) of selected data --> address (text) of app to copy

In case of copy within the same app, the same mapping settings are maintained if “Save Mapping” is selected in “Mapping Settings”.

Table 18-1Types of which Mapping between Items is Available

Selected data (from)

App to copy (To)

App to copy (To)

Text

Text, multiline text, data

link


Multi-line text

Multiline text


Number

Text, multiline text,

number


Drop box, single selection

Text, multiline text, drop

box, checkbox, single selection, list box, data link


Checkbox, list box

Text, multiline text,

checkbox, list box

In case of multiple

selections, the choices are divided with comma (,)

Date

Date


Time

Time


Date and time

Date, time, date and time


Attach

Attach


User

Text, multiline text,

select user

Reflected as name and position (email)Ex.) Hong Gil-dong, entry-level employee (hong@daou.com)

Select department

Text, multiline text,

select department


Data link

Number, text, multiline

text


Data link



18.4Loading external data

Figure 18-40Loading external data

This is a function to create an environment where external data are automatically registered in the app through API link.
This function is available in App > Management > Load External Data.

Configuring API

This is a guide for settings in the app for external data link.

API link on/off

Figure 18-41API link on/off

  1. Move to an app for which the configuration for external data loading is necessary.

  2. Move to App Management > Load External Data settings page.

  3. Set API link on/off as ON.

Issuing and managing authentication key

An authentication key necessary for API loading is issued in Authentication Key Management. When loading Works API, make sure to send an authentication key by including the HTTP header or parameters to ensure successful processing.

Figure 18-42Issue an authentication key

For the authentication key issue, click the Issue button in the Authentication Key Management window.

Figure 18-43Issue an authentication key

When you click the button, the popup window shown above is opened. Designate the authentication key expiration date and click OK.

- The default value for the valid period is designated as one month.

- The authentication key is valid until the designated expiration date (Ex. 23:59:59 on 19-8-25).

- The validity of an authentication key cannot be extended. Once expired, you need to have your authentication key reissued.

- When an authentication key expires, the API cannot be used until the authentication key is reissued and set for use.

- An authentication key is valid only in the app for which it was configured.

In the case an app admin. who issued your authentication key is excluded from app admins., you need to have the authentication key reissued by a new app admin.

Figure 18-44Case of Issue an authentication key

When an authentication key is issued, the key and the remaining period of validity are displayed.

Management of Linked Items

To link external data to the components used in the app, you must designate the names of parameters in each component. You can use the values allocated by default. However, for efficient use, it is recommended to designate names that are easy to understand.

Figure 18-45연동항목관리

Only the items checked by a user are linked. For the components that have not been checked, the data are not loaded even when the parameter names are designated.

You can flexibly link the items you need by using the check function.

The component types possible to link are as listed below.

Other components are not exposed in Management of Linked Items.

- Text

- Multiline text

- Number

- Drop-down List

- Check box

- Multiple Choice

- Listbox

- Date

- Time

- Date and time

Link Modification/Deletion

You can modify and delete data entered through the external data link.

To link external data, you need to designate any of the components checked in Management of Linked Items above as a key value.

Figure 18-46수정/삭제 연동 설정

Change the setting to Use and designate a key value.

The component value you select must be an only value among the app data.

When a data search is run using the key value and it is found that the data are not available or more than one instance exists, the data modification/deletion request fails.

Therefore, make sure to set different values for the data that are included in the components to be used as key values.

ex.) Non-overlapping serial numbers, etc.

Using API

This is a document that defines the technology for external data setting after the API link setting is completed.

API authentication token

Authentication token structure

KWT is a claim-based token that is created using JSON. It is registered in the web standard (RFC7519). Therefore, it is supported in various environments (C, Java, Python, C++, R, C#, PHP, JavaScript, Ruby, Go, Swift).

JWT is divided into three parts, the header, payload, and signature. It is expressed with “.” as a delimiter. Each value is encoded with BASE64.

An authentication token contains the information of token expiration date, app ID, and token generator ID.

When an API request is received, the token is inspected for forgery and fabrication, and the expiration date is checked. Then, it is delivered to Works Controller.

In Works Controller, API is processed based on the app ID and generator ID information contained in the token.

API specifications

General application

The API authentication token can be applied in two ways. A request can be made by including an authentication token in the HTTP header authorization or, for a parameter-type request, an authentication token can be included in the token parameter name.

Figure 18-47공통 적용

Supported API

Figure 18-48지원 API

Parameters and response

Parameter data format by component

Figure 18-49컴포넌트별 파라미터 데이터 포멧

Response message

Figure 18-50공통 적용

Response code

Figure 18-51공통 적용

Example of API loading

This is an example to load API through curl.

Data registration

Figure 18-52공통 적용

Following registration, data are transmitted in the POST mode. In the header, an authentication token is entered in the Authorization Key.
Or, the token can be entered in the “token” parameter.

Enter “title1,” “content1,” and “test1” as the component values defined with parameters a, b, and c, respectively, and add data.

When data are registered through API, [First Registration (API)] is added to the Change Records of the registered data.

Edit Date

Figure 18-53공통 적용

Following modification, data are transmitted in the PUT mode. The URL is the same as for registration.

If you have set a component that corresponds to parameter c as the modification/deletion key, find “test1” data and update the component values for parameters a and b to “title2” and “content2,” respectively.

When data are modified through API, [Modification (API)] is added to the Change Records of the modified data.

Delete data

Figure 18-54공통 적용

Following deletion, data are transmitted in the DELETE mode. The URL is the same as for registration/modification.
If you have registered a component that corresponds to parameter c as the modification/deletion key, find “test1” data and delete the data.

18.5Exporting/importing app

Works helps companies of various scales and industries directly design and use the processes they need.
Not only the divisions and teams of each company, but also individuals are widening the scope of using applications in their work.

Many customers are inquiring about which apps other companies in the same and similar industries are using and how they can use apps more effectively.
Here is the first step!
Share a generated app among external sites! Here is how!

Make sure to check the following before exporting/importing an app! Be sure to check!

  1. Before exporting an app, make sure to understand that user selection, department selection, data link and linked item mapping components are not copied.

    1. The components above operate differently depending on the internal organization chart and system. So, these components cannot be exported.

    2. App exporting is carried out with these components excluded. So, you need to import and re-add the components.

  2. App exporting is to share a generated app among external sites. Note that the actual data (values registered in Works) are not shared!

    1. In using an app shared through importing, you can experience inconvenience in terms of data link, linked item mapping components, and information on charts generated through data.

  3. When imported from outside, Works, which does not provide a personal space, is shared throughout the company. To minimize indiscriminate sharing, a function to share an app only with the Works admin. designated by the site admin. is provided (Works admin. rather than app admin.).

Exporting app

  1. When accessing Works, Works Admin. should click Export/Import App from the menus on the left as shown in the figure above.

    1. Export App - You can check a list of apps for which you are designated as the app admin.

  2. You can select one or more apps to share.

  3. When [Export] button is clicked, the selected app is downloaded as a file with the extension of dwt.

    1. The downloaded app file can be shared in the form of an email attachment or through the messenger.

Importing app

When DaouOffice Works app has been sent in the form of a file by another company through email or messenger, you can register the app by using the Import App function.

  1. Click Import tab.

    1. Import App - You can check a list of apps for which files have been imported

  2. Using the Browse button, select a dwt app file downloaded on your computer.

  3. To share or not share an app that is registered in the list throughout the company, you can change the setting to On/Off by clicking the button.

    1. The apps imported by other admins. to the list commonly used by Works admins. can also be displayed in the list.

    2. An app that is being shared throughout the company cannot be deleted.

    3. Even when an app shared throughout the company is deleted, an app created by using this app is not deleted.