Limitless Workflow Designs

Different user roles demand unique workflows for shared data.

Startup View

Users creating new transactions have a different starting point than Users looking for existing information. Transaction Editor applications give each User their own named Views. With the View Editor, Users can set their own Startup View chosen when a Table is selected from the main menu.

Create vs Search

A User creating new transactions may start with the transaction's header record, then attach multiple details to that record. Another User editing an existing transaction may start with a search of a transaction's detail record, then want to jump to the header record.

Linked Tables

Transaction Editor uses Linked Tables to enable different workflow designs. Menus and other controls provide equal access to header or detail tables that are linked by a many-to-one relationship. We customize the preferred Linked Table display method per Transaction Role, whether it's in a new window or displayed as a sub-frame.


Transaction Roles define the User access rights. Table, Row and Column level rights can be assigned to restrict Select, Insert, Update, and Delete roles. Users are assigned Transaction Roles individually or as groups. Transaction Roles can even be used to guide a strict flow of data entry screens for tightly-controlled workflow designs.