Customizing the Stonefield Query Data Dictionary

Note: this is an advanced topic intended for programmers.

Stonefield Query knows all about your Sage Pro database because it has a data dictionary. A data dictionary defines the fields and tables in a database, providing features such as descriptive names so you don't have to know the real names, how tables are connected, or joined, together, and calculated values such as extended price that aren't normally stored in the database.

However, you may need to customize the Stonefield Query data dictionary to report on other databases you have linked to your Sage Pro database. There are two ways you can do this: with scripting or using the Stonefield Query Software Development Kit (SDK).

Scripting

You can use a "script" file to programmatically customize Stonefield Query. After Stonefield Query sets up its data environment (which it does only one time after a particular database has been chosen), it looks for a file named SETUP.SQS and executes the code in that file if it exists.

To create a script file, create a text file called SETUP.SQS in the Data subdirectory of the Stonefield Query program folder. Edit this file using any text editor (not a word processor, such as Microsoft Word, which stores binary files, but an editor such as Notepad that stores text files).

Although script code can be used for anything, the most common use is to change information in the Stonefield Query data dictionary.

Here's an example of a script that prevents you from reporting on the 1099 Amount field in the AP Invoices table (APIBH.AMT1099):

FieldObject = SQApplication.DataEngine.Fields.Item('APIBH.AMT1099')
store .F. to FieldObject.Reportable, FieldObject.Sortable, ;
    FieldObject.Filterable

The first line of code asks the fields collection (Fields) of the data dictionary (SQApplication.DataEngine) to return a field object (FieldObject) for the APIBH.AMT1099 field. The second statement turns off the field's reportable, sortable, and filterable properties by setting them to False (.F.).

If your Sage Pro database has custom fields, you can add them to Stonefield Query's data dictionary so you can report on them using code like this:

loField = SQApplication.DataEngine.Fields.AddItem('ICITEM.CAPACITY')
loField.Type    = 'N'
loField.Length  = 5
loField.Picture = '99,999'
loField.Caption = 'Capacity'

In previous versions of Stonefield Query, scripting was used to create your own calculated fields. However, that's no longer necessary because you can use the Formula Editor to do that.

Here are the properties of field objects:

Name	Data Type	Description
AllowValues	Boolean	True if the Values button in Stonefield Query is enabled for this field.
Calculated	Boolean	True if this is a calculated field. If the SQExpression property of a calculated field is False, set this property to False as well.
Caption	Character	The caption for the field.
Comment	Character	The comment for the field.
Decimals	Numeric	The number of places after the decimal.
Expression	Character	The expression to determine the value of this field if it's a calculated field.
FieldList	Character	A comma-delimited list of aliased field names used to calculate the value of this field if it's a calculated field. Leave this property blank if SQExpression is False.
FieldName	Character	The aliased name of the field. You don't have to fill in this property because that's done automatically when you add the field to the collection.
Filterable	Boolean	True if the user can filter on this field.
Format	Character	This indicates how the value of the field is formatted. Enter one of the following characters: $: displays the currency symbol specified in the Windows Regional Options Control panel. ^: displays numeric data using scientific notation. L: displays leading zeros instead of spaces. R: indicates the Picture property may contain characters not found in the data value. For example, to display "12345" as "12-345," use "R" for Format and "99-999" for Picture. Z: displays the value as blank if it is 0 (for numeric fields) or empty (for Date or DateTime fields). !: converts alphabetic characters to uppercase. D: displays the date and time of a DateTime field (although this can be turned off in the Field Properties dialog in Stonefield Query). If this isn't specified, Stonefield Query displays only the date portion of a DateTime field by default. J: use right alignment for a field that's normally left-aligned. I: use center alignment.
Heading	Character	The default column heading for this field in a report.
Length	Numeric	The width of the field.
OutputLength	Numeric	The output width of the field. You don't have to fill in this property unless it's different than Length.
OutputType	Character	The output data type of the field; see "Type" below for a list of valid data types. You don't have to fill in this property unless it's different than Type. Note setting this doesn't mean Stonefield Query converts the values in the data to the specified type; you are simply informing Stonefield Query what the data type of Expression is.
Picture	Character	This property indicates how each character in the field's value is displayed. For each position in the value, enter one of the following characters: !: converts lowercase letters to uppercase letters. #: displays digits, blanks, and numeric signs (such as a minus sign). $: displays the currency symbol specified in the Windows Regional Options Control panel in a fixed position. $$: displays the currency symbol specified in the Windows Regional Options Control panel in a floating position (adjacent to the digits). ,: displays the digit grouping symbol specified in the Windows Regional Options Control panel. .: displays the decimal separator symbol specified in the Windows Regional Options Control panel. 9: digits and numeric signs. A: alphabetic characters only. N: letters and digits only. X: any character can be displayed. For example, "9,999,999.99" indicates that values are formatted with thousands separators (such as commas) up to seven places before the decimal and have two decimal places.
Reportable	Boolean	True if the user can report on this field.
Roles	Character	A comma-delimited list of roles that can access the field (blank means everyone can access it).
Sortable	Boolean	True if the user can sort on this field.
SQExpression	Boolean	True if this calculated field uses a Stonefield Query expression; False if the expression is sent as is to the database engine.
Type	Character	A single character representing the data type of the field: W: Blob C: Character Y: Currency D: Date T: DateTime B: Double G: General I: Integer L: Logical M: Memo N: Numeric V: Varchar Q: Varbinary

Stonefield Query SDK

It's much easier to customize the Stonefield Query data dictionary using the Stonefield Query SDK than it is via scripting. For one thing, you don't have to know how to write code. Also, if a lot of customization is required (for example, there are several new tables with many fields in each one), you'd have to write a lot of code if you used a script. Also, if the structures of the tables change, you'd have to change the code.

The Stonefield Query SDK provides Stonefield Query Studio, the same tool Stonefield Software used to create the Stonefield Query for Sage Pro ERP data dictionary in the first place. Using this tool, you can easily add new tables or fields to the data dictionary, customize existing fields any way you need, and define new calculated fields. For more information about the Stonefield Query SDK, please visit our Web site: www.stonefieldquery.com. For information on how to use Stonefield Query Studio, please see the Stonefield Query SDK documentation.

The Stonefield Query data dictionary is in a table called REPMETA.DBF. When you add tables or fields using the Stonefield Query SDK, you'll be adding them to a different table. The reason for a separate data dictionary table is to protect your changes when a new version of Stonefield Query is released. Since that new version's REPMETA table would overwrite yours, your customization would be lost. So, using a different table for your custom changes means that your work won't be lost when you install a new version.

By default, the name of the custom table is CUSTOMMETA.DBF. However, if you want to change that name, edit SFQuery.INI in the Data subdirectory of the Stonefield Query program folder and change the name specified in the "file2" line in the [Meta Data] section. If you wish to create your own custom scripts, add a new line with "file2" as the key in the Scripting section. Here's an example:

[Meta Data]
file1=repmeta.dbf
file2=custommeta.dbf

[Scripting]
file1=sfscript.dbf;BuiltIn
file2=CustomScript.dbf

Don't change any of the other lines in SFQuery.INI or Stonefield Query may not work properly!

If you are working with Stonefield Query Studio in one folder but using Stonefield Query in a different folder (for example, you are customizing the data dictionary for someone else, such as a client), you will need to copy SFQuery.INI and your custom table (for example, CustomMeta.DBF, CustomMeta.CDX, and CustomMeta.FPT) to the Data subdirectory of the Stonefield Query program folder. Also, if you created any custom scripts, copy the custom script table (CustomScript.DBF, CustomScript.CDX, and CustomScript.FPT) as well.

If you've added fields or tables to the Sage Pro database, you'll want to refresh the Stonefield Query data dictionary so it reads in those new fields or tables. Before you can do that, you have to tell Studio how to access your Sage Pro database. Select the Sage Pro database in the Databases panel and select the correct data source from the Data Source drop down list. You can then click the Refresh button in the toolbar to refresh the entire data dictionary.

Note: There are no Configuration and Scripts panels in Studio because the Stonefield Query configuration information is built-in and can't be changed.