Data editor

The data editor lets you edit tables of the invoiceR database directly in invoiceR, above all master data: create, change and complete entries. In principle, any table of the invoiceR database can be enabled for the editor.

Working in the editor

Enabled tables appear in the main menu under Master data. The editor shows the data as a table:

1. Click a row. The matching input field appears directly in the cell.
2. Change the values you want. All changes are buffered and can be undone.
3. Click Save. Only now are the changes saved.

Whether new rows can be created and rows deleted depends on the configuration.

Data editor with a master data table, one cell in edit mode and the Save button

Permissions

Permission	Effect
Pages.MasterDataEditor	view master data in the editor
Pages.MasterDataEditor.Edit	edit master data in the editor

Access can also be restricted to roles per table (see below).

Enabling a table

Which tables appear in the editor is stored in conf.EditableEntities. Each row is a menu entry under Master data.

Column	Meaning
ClassIdentifier	full class name of the entity, and so indirectly the table. Example: web_manager.Mstr.AdditionalData
Title	text of the menu entry
Description	description shown on the editor page
MenuOrder	order in the menu. Entries without a value follow, sorted by name.
MenuIconClass	icon of the menu entry, for example fas fa-vector-square
FormId	Id of the form in conf.AccountingForms that defines the editable fields
VisibleFilterRoleId	role that may see the table
EditFilterRoleId	role that may edit the table
StaticFilterProperty	property for a fixed filter. Navigation is possible, for example AdditionalDataType.Description.
StaticFilterValue	value for the fixed filter. It is enough for the property to contain the value.
AllowCreateDelete	whether rows may be created and deleted
DefaultPropertyValues	JSON list with default values for new rows
OuBindingType	whether and how an organization unit is given per row: 0 not needed, 1 optional, 2 mandatory, 3 optional without root entry, 4 mandatory without root entry

You define the editor’s fields the same way as for an accounting form: through conf.AccountingForms, conf.AccountingFormFields and conf.AccountingFields. See Configuring accounting and Accounting fields.

Caution

With the data editor you change data directly in the database. Only enable tables whose content the authorized people really should maintain, and restrict access with roles.