Settings

Settings are the data fields that enable your Stardraw Cloud Application to exist, to provide useful functionality and to generate powerful, flexible Reports.

Application Settings

Set up and configure your Custom Application in the Admin portal using Application settings. These settings allow for naming, branding and publication of your application on the web. The Application Settings are:

  • Name: the Name of your custom application.
  • Description: the tagline for your custom application.
  • Logo: the brand image for your application.
  • Icon: used to identify your application in bookmarks and shorcuts (the 'Favicon').
  • Units: to set measurement units e.g. Inches or Millimeters, and decimal places of precision.
  • Domains: the internet addresses (URLs) used to host and access your custom application.

Setting Types

The Settings used for Users, Products, Projects and Reports are of well-defined Types that determine how they can be used, how they are validated, and how they are displayed. The available Types are:

  • Number: will only accept and display values that are numbers.
  • Text: allows any freeform text without linebreaks.
  • Phone Number: will only accept number values and will display as a well-formatted phone number.
  • Currency: will only accept numeric values and will display to 2 decimal places with the appropriate currency symbol.
  • Length: will only accept a numeric value and will display with the application's unit of measurement.
  • Multiline Text: accepts freeform text and supports line breaks.
  • Email: will only accept a well-formed email address.
  • Date: will only accept and display values that are a valid date.
  • True/False: displays as a checkbox that can be ticked or unticked.
  • URL: accepts and displays only a well-formed web address.
  • List: will display a dropdown list of predetermined values that you can define e.g. a list of Countries, or States or choices to answer a question, like "How did you hear about us" etc.

For the sections that follow, any Setting you define will have one of the Types listed above.

User Settings

These are the settings that allow you to identify users, gather information about them, and determine how user data values might affect the output of your Custom Application, for example in Reports.

The following User Settings are required by the Stardraw Cloud platform:

  • Name
  • Email Address
  • Password

You can decide what additional Settings to add for your Users. Common User Settings include:

  • Personal details e.g. phone number, date of birth, title, answers to questions (e.g. "How did you hear about...") etc.
  • Company details e.g. company name, address, company/tax identification number etc.
  • Commercial details e.g. customer type, discount, affiliate ID, account number, account manager, payment options etc.
  • Roles: for any User the Admin can define their Role e.g. the User might have read-only access to Projects, or have read/write access to Projects, or could have Admin-level privileges to all Projects and the Application itself.

The values for User Settings can be entered by the user themself at time of registration or by updating their account details, or they can be set and viewed by the Admin only, for example, if you want to set the level of Discount available to a User but do not want the User to see that value.

Product Settings

Products will be selected by your Users to build Projects. Stardraw Cloud requires only one setting for a Product - Description - but you can have any additional Settings that make sense for the Products you supply and which will provide useful information in your Reports.

Settings can have their values pre-populated or can be empty placeholders for Users to enter their own values as might be appropriate in the Project they are working on. Examples of this might be project-specific Settings like Location, Serial Number, IP Address etc.

Settings that you might want to add to your Products could include:

  • Identification Settings e.g. Manufacturer, Model, Variant, Material, Color etc.
  • Classification Settings e.g. Type, Family, Gender, Technology, Standards etc.
  • Physical Settings e.g. Width, Height, Depth, Weight, Power, Heat Output etc.
  • Commercial Settings e.g. Cost Price, Retail Price, Dealer Price etc.
  • Project Specific Settings (as empty placeholders) e.g. Location, Zone, Serial Number, IP Address etc

The values of Product Settings in a project can be listed, grouped, counted, summed and have all manner of other operations performed on them for the purposes of your Reports.

Project Settings

A Project is the container that holds your Users' work and, for a Project, the following Settings are required:

  • Project Name
  • Description

You can decide what additional Settings the Projects in your custom application should contain. Common Project Settings include:

  • Client Information, e.g. Name, Email Address, Address, Phone Number, Account Number etc.
  • Project Information, e.g. Name, Number, Description, Start Date, Notes etc.
  • Team Information, e.g. Project Manager, Project Engineer etc.
  • Financial Information, e.g. Billing Method, Billing Type, Payment Method, Discount etc.

Report Settings

Reports have only 2 required Settings, Name and Description, and most of the data they display usually comes from Projects, the Products they contain, and the Users that created those Projects, but you can exploit Report Settings to pass information directly from your custom application into the Reports it generates. These Report Settings might include:

  • Your Details e.g. your company details, tax ID etc.
  • Miscellaneous Fields, being values that are useful in a Report but which aren't set in a Project, Product or User e.g. Valid Until, Special Offer Discount etc.