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Edit Locks and Masks

Edit Locks allow you to ensure only one operator at a time can edit Matters, Client's Data and Applications.

Edit Masks allow you to specify and enforce the format of Client numbers and Matter Numbers.

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Edit Locks

Edit Masks

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Edit Locks

Locks are used by bcdDocuments, at your request, to prevent two program operators from:
1. opening the same matter at the same time,
2. editing the same client's data at the same time, or
3. editing the same application at the same time.

These locks may be individually turned on or off using the ConfigManager program. The settings made in the ConfigManager program apply to all users.

The ConfigManager program also displays all the current locks and allows you do delete any or all locks.

Normally there should be no need to use ConfigManager to delete locks. Should a PC which is using bcdDocuments with a lock active be disconnected from your network, its lock will remain active for no more than seven minutes. Should you need to remove the stale lock you can do so using ConfigManager.

See Also

Edit Locks and Masks

Edit Masks

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Edit Masks

Edit masks allow you to control the text used for matter numbers and client numbers in bcdDocuments. Edit masks are entered into the bcdDocuments using menu Maintenance - Edit Masks or the configuration manager program named ConfigManager.exe. This program is usually located in the bcdDocuments program directory on your bcdDocuments file server.

If you have no requirement for the format of matter and client numbers then you need take no action to change edit masks as the default for matter and client edit masks is to have no masks. If you have a requirement for the format of client numbers or matter numbers, for example, you require client numbers to appear like "ABC-12345" then read on.

If, for example you want have either matter or client numbers conform to a format then you may use edit masks to enforce your format. If, for example, you want your client numbers to appear as three uppercase alpha characters followed by five numeric digits (like "ABC-12345") then you would use a client number edit mask of ">LLL-00000". Details are explained below.

Edit masks are established using the bcdDocuments ConfigManager program, on its Edit Masks page.

These are the special eighteen characters that may be used used in edit masks:

 

Char

Meaning or use in Edit Masks

1

!

If a ! character appears in the mask, optional characters are represented in the text as leading blanks. If a ! character is not present, optional characters are represented in the text as trailing blanks.

2

>

If a > character appears in the mask, all characters that follow are in uppercase until the end of the mask or until a < character is encountered.

3

<

If a < character appears in the mask, all characters that follow are in lowercase until the end of the mask or until a > character is encountered.

4

<>

If these two characters appear together in a mask, no case checking is done and the data is formatted with the case the user uses to enter the data.

5

\

The character that follows a \ character is a literal character. Use this character to use any of the mask special characters as a literal in the data.

6

L

The L character requires an alphabetic character only in this position. For the US, this is A-Z, a-z.

7

l

The l character permits only an alphabetic character in this position, but doesn't require it.

8

A

The A character requires an alphanumeric character only in this position. For the US, this is A-Z, a-z, 0-9.

9

a

The a character permits an alphanumeric character in this position, but doesn't require it.

10

C

The C character requires an arbitrary character in this position.

11

c

The c character permits an arbitrary character in this position, but doesn't require it.

12

0

The 0 character requires a numeric character only in this position.

13

9

The 9 character permits a numeric character in this position, but doesn't require it.

14

#

The # character permits a numeric character or a plus or minus sign in this position, but doesn't require it.

15

:

The : character is used to separate hours, minutes, and seconds in times. If the character that separates hours, minutes, and seconds is different in the regional settings of the Control Panel utility on your computer system, that character is used instead.

16

/

/ The / character is used to separate months, days, and years in dates. If the character that separates months, days, and years is different in the regional settings of the Control Panel utility on your computer system, that character is used instead.

17

;

The ; character may not be used in the mask.

18

_

The _ character automatically inserts spaces into the text. When the user enters characters in the field, the cursor skips the _ character.

Using Format Templates: Keep Literals.

Any other character can appear in the mask as a literal character. Literal characters must be matched exactly in the edit control. They are inserted automatically, and the cursor skips over them during editing. The special mask characters can also appear as literal characters if preceded by a backslash character (\).

Literal characters can appear in the mask to guide those entering matter of client numbers. The literal characters may be included or excluded from the text for matter and client numbers by checking the "Keep Literals" checkbox on the Edit Masks page of the ConfigManager program.

For example if you used a matter number edit mask of ">LLL-LLL-000" and "keep Literals was checked and an operator entered "AAABBB123" then the operator would see "AAA-BBB-123" and the matter number would be "AAA-BBB-123". If "Keep Literals" was unchecked the user would see the same text and the matter number would be "AAABBB123".

The Unfilled Slot Character

When using and edit mask you may set the character that represents an unfilled character. The default blank space character is the underscore character. This is the character that appears in the edit control for characters required and not yet entered. The default is the underscore character. If the underscore character appears in your edit mask it means "force a blank character".

Examples

Try entering edit masks ">LL99" and then ">LL00" and test each one to appreciate the difference between "00" and "99". Or enter ">LLL-000-LLL-000" in the Practice/Test section of the Edit Mask page of program ConfigManager to see the effects of edit masks.

See Also

Edit Locks and Masks

Edit Locks