Overview
Docwize's system customization is built on two key building blocks: System Tables and Custom Fields. These elements live within the system and form the foundation for generating data views, datasources, charts, and interfaces.
The following diagram provides a high-level overview of how everything connects:
Datasources and the Query Builder
A user can generate views and datasources using our 'drag and drop' query builder. This tool allows for:
- Joinsbetween different tables.
- Renamingfields for clarity.
- Filtersto refine data sets.
- Utilization of our Docwize Query Languagefor advanced queries.
Interface Builder and Drilldowns
From the generated datasources and charts, interfaces are built using our interface builder. Users can add:
- Charts
- Datasource Grids
- Custom Fields
It is important to note that data can be scoped either on a document ID or applied without any scope.
Additionally, drilldowns can be specified on charts. These drilldowns can point to other virtual interfaces, and the filters defined on the chart's drilldowns are applied when navigating between interfaces.
An example interface builder
The Virtual Data Layer
The Virtual Data layer plays a key role behind the scenes. Here's how it works:
- A datasource can be bound to a document type.
- This binding means that data is queried against the document if it matches the type specified in the datasource layer.
- Although this data is not directly visible to the end user, it can be used for various purposes, such as:
- Sending data out via an API request from a workflow.
- Generating a reference number.
- Utilisation in theemail influx builder.
- Generating reports, since word templatescan access data from this layer.