Couple of Questions about site

Archived from the Xataface Users forum.

dfwrgjeff — Thu Nov 05, 2009 7:28 pm

I currently have a lead tracking program that was written in php and i was wanting to use this program to expand its capabilities. I am wanting to add billing that can import into quickbooks. So essentially I want to pull certain fields I can use to create a pdf invoice. I was able to import the existing database and everything is working perfectly. I wasnt sure how to proceed from here. Since I have an existing database I am trying to figure some things out. Here are my questions:

  1. Is there are way to pick and choose what table and fields to import from a database? I only need a few fields not all the info in the database.

  2. If you cant do #1 can you edit it so that some fields dont show? I used the hide command and in the edit field it did hide it but not in the list all field.

  3. If there a FAQ on how to set up users that can log in and only see information assigned to them?

  4. Do you have any kind of kind of control on how the data is exported? I am wanting to get data that can be imported into quickbooks.

  5. Are there any reporting functions to view data?

At this point Im trying to figure out if it would just be easier to make this as a stand alone app (double entry of information required for users) - or can I integrate it into current database.

This is a great program and I really liked the tutorial. Thanks for your help

Jean — Fri Nov 06, 2009 1:08 am

Hi,

A lot of questions. I think Steve is more competent to answer all of them but you can have a look on the wiki for the question 3 http://xataface.com/wiki/How_to_granulate_permissions_on_each_field

For the export questions I had to change the export_csv.php, getting it from the framework and putting it into the action directory of my app. I added some code in a method to format some columns.

I hope it helps you to begin.

Jean