Adding Forms and Fields

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Revision as of 17:38, 15 February 2009 by Lduncan (talk | contribs)
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This will describe how to add a new module to iHRIS Manage to add in two new forms for tracking Professional Development for an employee. These instructions could be modified for iHRIS Qualify with a few minor changes. There will be one form for Professional Development for courses to be logged for employees. Any number of these forms can be associated with an employee. There will also be a link to Add Continuous Professional Development. Only one of these forms will be associated with an employee. It can be used to save the current training needs requested by the employee for professional and personal development.

Step 1: Create the module

Change into your site's modules directory and create a new directory called ProfDevelopment and change into this directory. Create lib and templates directory in the ProfDevelopment module directory. Create and edit a new file called ProfDevelopment.xml (in the ProfDevelopment directory) with the following contents:

<source lang="xml">

<?xml version="1.0"?> <!DOCTYPE I2CEConfiguration SYSTEM "I2CE_Configuration.dtd"> <I2CEConfiguration name='ProfDevelopment'>

 <metadata>
   <displayName>Professional Development</displayName>   
   <category>Application Component</category>
   <description>Adds in two new forms for tracking professional development</description>
   <version>3.1.4</version>
   <path name='classes'>
     <value>./lib</value>
   </path>
   <path name='templates'>
     <value>./templates</value>
   </path>
   <priority>325</priority>
 </metadata>
 
 <configurationGroup name='ProfDevelopment' path='/I2CE'>
   <displayName>Professional Development</displayName>
   
   <configurationGroup name='forms' path='/modules/forms'>
     <displayName>Forms</displayName>
     <description>Information about the forms made available by ProfDevelopment</description>
     
     <configurationGroup name='forms'>
       <displayName>Forms available to the form factory</displayName>
       <status>advanced:true</status>
       <status>required:true</status>
       <configurationGroup name='person_profdev'>
         <displayName>Person Professional Development</displayName>
         <description>The Person Professional Development Form</description>
         <configuration name='class' values='single'>
           <displayName>Class Name</displayName>
           <description>The name of the class providing the form</description>
           <value>iHRIS_PersonProfDevelopment</value>
         </configuration>
         <configuration name='display' values='single'>
           <displayName>Display name</displayName>
           <description>The display name for this form</description>
           <value>Person Professional Development</value>
         </configuration>
       </configurationGroup> 
       <configurationGroup name='person_continuous_profdev'>
         <displayName>Person Continuous Professional Development</displayName>
         <description>The Person Continuous Professional Development Form</description>
         <configuration name='class' values='single'>
           <displayName>Class Name</displayName>
           <description>The name of the class providing the form</description>
           <value>iHRIS_PersonContinuousProfDev</value>
         </configuration>
         <configuration name='display' values='single'>
           <displayName>Display name</displayName>
           <description>The display name for this form</description>
           <value>Person Continuous Professional Development</value> 
         </configuration> 
       </configurationGroup> 


       <configurationGroup name='person_meta' path='/modules/forms/forms/person/meta'>
         <displayName>MetaData on the form</displayName>
         <configuration name='child_forms' values='many' > 
           <status>uniquemerge:true</status>
           <displayName>Child Forms</displayName>
           <value>person_profdev</value>
           <value>person_continuous_profdev</value>
         </configuration>
       </configurationGroup> 
       
     </configurationGroup> 
     
     
     <configurationGroup name="formClasses" >
       <displayName>Form Class Configuration</displayName>


       <configurationGroup name="iHRIS_PersonProfDevelopment">
         <displayName>Configuration for the class 'iHRIS_PersonProfDevelopment'</displayName>
         <configuration name="extends">
           <displayName>The class this form extends</displayName>
           <value>I2CE_Form</value>
         </configuration>
         <configurationGroup name="fields">
           <displayName>The fields defined for this form.</displayName>
           <configurationGroup name="year">
             <displayName>The fields 'year'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>DATE_Y</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Year</value>
             </configuration>
             <configuration name="default_eval">
               <displayName>The default value for this field as an eval() string</displayName>
               <value>I2CE_Date::now()</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="course">
             <displayName>The fields 'course'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Course</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="duration">
             <displayName>The fields 'duration'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>INT</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Duration (in Days)</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="certification">
             <displayName>The fields 'certification'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Certification</value>
             </configuration>
           </configurationGroup> 
         </configurationGroup> 
       </configurationGroup> 
       <configurationGroup name="iHRIS_PersonContinuousProfDev">
         <displayName>Configuration for the class 'iHRIS_PersonContinuousProfDev'</displayName>
         <configuration name="extends">
           <displayName>The class this form extends</displayName>
           <value>I2CE_Form</value>
         </configuration>
         <configurationGroup name="fields">
           <displayName>The fields defined for this form.</displayName>
           <configurationGroup name="work_training_1">
             <displayName>The fields 'work_training_1'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Training Priority 1</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="work_training_2">
             <displayName>The fields 'work_training_2'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Training Priority 2</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="work_training_3">
             <displayName>The fields 'work_training_3'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Training Priority 3</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="personal_training_1">
             <displayName>The fields 'personal_training_1'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Priority 1</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="personal_training_2">
             <displayName>The fields 'personal_training_2'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Priority 2</value>
             </configuration>
           </configurationGroup> 
           <configurationGroup name="personal_training_3">
             <displayName>The fields 'personal_training_3'</displayName>
             <configuration name="formfield">
               <displayName>The form field type</displayName>
               <value>STRING_LINE</value>
             </configuration>
             <configuration name="headers" type="delimited">
               <displayName>The headers for this field.</displayName>
               <value>default:Priority 3</value>
             </configuration>
           </configurationGroup> 
         </configurationGroup> 
      </configurationGroup> 
     </configurationGroup> 
     
   </configurationGroup> 
   
   
   <configurationGroup name='page'>
     <displayName>Pages</displayName>
     <description>Information about various pages made available by the system</description>
     <status>required:true</status>


     <configuration name='view_class' path='/I2CE/page/view/class'>
       <displayName>Page Class</displayName>
       <description>Change the class responsible for displaying this page for this module</description>
       <status>overwrite:true</status>
       <value>iHRIS_PageViewManageProfDev</value>
     </configuration>
     <configurationGroup name='person_profdev'>
       <displayName>Person Professional Development Page</displayName>
       <description> The page 'person_profdev' which has the action of: Add/Update Professional Development</description>
       <configuration name='class' values='single'>
         <displayName>Page Class</displayName>
         <description>The class responsible for displaying this page</description>
         <status>required:true</status>
         <value>iHRIS_PageFormParentPerson</value>
       </configuration>
       <configuration name='style' values='single'>
         <displayName>Page Style</displayName>
         <description>The Page Style</description>
         <value>ihris_common_page_form_parent_person</value>
       </configuration>
       <configurationGroup name='args'>
         <displayName>Page Options</displayName>
         <description>The options that control the access and display of all pages</description>
         <configuration name='title' values='single'>
           <displayName>Page Title</displayName>
           <description>Page Title</description>
           <status>required:true</status>
           <value>Add/Update Professional Development</value>
         </configuration>
         <configuration name='page_form' values='single'>
           <displayName>Form</displayName>
           <description>The form this page is using</description>
           <status>required:true</status>
           <value>person_profdev</value>
         </configuration>
       </configurationGroup>
     </configurationGroup> 
     <configurationGroup name='person_continuous_profdev'>
       <displayName>Person Continuous Professional Development Page</displayName>
       <description> The page 'person_continuous_profdev' which has the action of: Add/Update Continuous Professional Development</description>
       <configuration name='class' values='single'>
         <displayName>Page Class</displayName>
         <description>The class responsible for displaying this page</description>
         <status>required:true</status>
         <value>iHRIS_PageFormParentPerson</value>
       </configuration>
       <configuration name='style' values='single'>
         <displayName>Page Style</displayName>
         <description>The Page Style</description>
         <value>ihris_common_page_form_parent_person</value>
       </configuration>
       <configurationGroup name='args'>
         <displayName>Page Options</displayName>
         <description>The options that control the access and display of all pages</description>
         <configuration name='title' values='single'>
           <displayName>Page Title</displayName>
           <description>Page Title</description>
           <status>required:true</status>
           <value>Add/Update Continuous Professional Development</value>
         </configuration>
         <configuration name='page_form' values='single'>
           <displayName>Form</displayName>
           <description>The form this page is using</description>
           <status>required:true</status>
           <value>person_continuous_profdev</value>
         </configuration>
       </configurationGroup>
     </configurationGroup> 


   </configurationGroup> 
   
   
 </configurationGroup> 

</I2CEConfiguration>

</source>

Step 2: Modify the View Page

Copy the Manage view page from the ihris-manage lib directory (iHRIS_PageViewManage.php) to the module lib directory and rename it iHRIS_PageViewManageProfDev.php. Modify the list of child forms to include person_profdev and person_continuous_profdev. This is just a code block from the original page. Only make the changes between the comments.

<source lang="php"> $child_forms = array( "benefit", "employment",

                      "education", "person_language", "person_competency",

// Added these two new forms for the Professional Development module

                      "person_profdev", "person_continuous_profdev"

// End of additions

                   );

$global = array( 'person' => true, 'person_position' => true ); </source>

<source lang="php"> if ( !array_key_exists( "demographic", $this->person->children ) ) {

   $this->template->addFile( "view_demographic_link.html", "tbody" );

} // Added the following to display a continuous professional development link when // there isn't an existing form associated with this record. if ( !array_key_exists( "person_continuous_profdev", $this->person->children ) ) {

   $this->template->appendFileById( "view_person_continuous_profdev_link.html", "span", "profdev_links" );

} // End of additions

$contacts = array("TYPE_PERSONAL","TYPE_WORK","TYPE_EMERGENCY","TYPE_OTHER"); $this->showContacts($contacts,$contact_seen,'hr_staff'); </source>

Copy the view.html template file from the ihris-manage templates directory to the module templates directory. Make the following changes after the Qualifications section. The changes are surround by comments.

<source lang="html4strict">

<a name="jump_qualification">Qualifications</a>

<a href="" class="hide" title="Hide" onclick="return hideDiv('qualification', this);">Hide</a>

   


<a name="jump_profdev">Professional Development</a>

   

</source>

Copy the menu_view_person.html template file from the ihris-manage templates directory to the module templates directory. Make the following changes:

<source lang="html4strict">

  • <a href="#jump_qualification" onclick="if(prevAnchor) prevAnchor.className=; this.className='active'; prevAnchor=this;">Qualifications</a>
  • <a href="#jump_profdev" onclick="if(prevAnchor) prevAnchor.className=; this.className='active'; prevAnchor=this;">Professional Development</a>
  • </source>

    Step 3: Add in the Professional Development templates

    In the templates directory create the following files and contents:

    view_person_profdev.html

    <source lang="html4strict">

    Edit This Information

    Other Training

    </source>


    form_person_profdev.html

    <source lang="html4strict"> <tbody id="person_form">

    Other Training (of more than 7 days)

    </tbody> </source>

    view_person_continuous_profdev.html

    <source lang="html4strict">

    Edit This Information

    <tbody> </tbody>
    Training needs that would improve everyday work
    Training needs for personal development

    </source>

    view_person_continuous_profdev_link.html

    <source lang="html4strict"> </source>

    form_person_continuous_profdev.html

    <source lang="html4strict"> <tbody>

    Training needs that would improve everyday work Training needs for personal development

    </tbody> </source>

    Step 4: Enable the module in the site config file

    Edit your site configuration file and add in the following line below any requirements and above the paths:

    <source lang="xml"> <enable name="ProfDevelopment" /> </source>

    Download the Module

    You can also download the module from launchpad and extract it to your site modules directory and enable the module in your site config file.

    ProfDevelopment.tgz