DDL for 7.1 docs

discover/portal/articles/130-forms/99-ddl/00-intro.markdown

@@ -0,0 +1,68 @@
+# Dynamic Data Lists [](id=dynamic-data-lists)
+
+Dynamic data lists display custom forms created from custom field sets called 
+*data definitions*. Data definitions consist of a form's field types (e.g., 
+text, boolean, date, radio buttons, selector menus, etc.) and those fields' 
+labels and settings. Data definitions effectively serve as data models for a 
+dynamic data list. For example, you could create a data definition with 2 text 
+fields: 1 for a user's name, and 1 for their comments. You could then display a 
+form that gathers user feedback via a dynamic data list that uses that data 
+definition. 
+
+To summarize: 
+
+-   **Data Definitions:** Define a form's fields. 
+-   **Dynamic Data Lists:** Display a form based on a data definition. 
+
+Create one or multiple dynamic data lists from a single data definition. The
+user data entered for each dynamic data list is kept separate, even if the data
+definition is shared. For instance, you could use the example data definition
+above to create several dynamic data lists, and then place them anywhere you
+need to get feedback from users. Because each dynamic data list's form data is
+separate, you don't need to worry about trying to figure out which dynamic data
+list the user comment came from. 
+
+Dynamic data lists are flexible. Creating data definitions and lists doesn't
+require any coding. Create data definitions and dynamic data lists in from the
+Site Menu's Content → Dynamic Data Lists application. However, additional
+formatting can be added with 
+[FreeMarker](https://freemarker.apache.org/) 
+templates. And you don't have to restrict dynamic data lists to simple input.
+You could create something as complex as an entire data entry system for real
+estate listings, or any other simple list-based application you can think of.
+
+This section of articles shows you how to create and use data definitions and 
+dynamic data lists. You'll cover these topics: 
+
+-   Creating data definitions. 
+-   Creating dynamic data lists. 
+-   Creating form and display templates. 
+
+## System Configuration
+
+There are two Dynamic Data Lists entries in System Settings:
+
+The Dynamic Data Lists Service entry contains one setting:
+
+**Add Default Structures:**
+: This is enabled by default, and pre-loads several embedded data definitions to
+base data lists on. Once loaded on portal startup, these definitions must be
+manually deleted from the site menu. Dynamic Data Lists application. This
+setting applies to the first start of a virtual instance.
+
+The Dynamic Data Lists entry contains three settings:
+
+**Changeable Default Language:**
+: If enabled, the default language of a data definition becomes changeable.
+
+**CSV Export:**
+: Choose whether DDL records can be exported in CSV format with or without a
+warning, or disable this option. The warning displayed when the records are being
+exported says
+
+    Warning: This CSV file contains user supplied inputs. Opening a CSV file 
+    in a spreadsheet program may be dangerous.
+
+**Default Display View:**
+: Choose whether to use a table based default view or a list based default view. 
+<!-- I couldn't see this working. Might be non-functional-->

discover/portal/articles/130-forms/99-ddl/01-creating-data-definitions.markdown

@@ -0,0 +1,134 @@
+# Creating Data Definitions [](id=creating-data-definitions)
+
+Follow these steps to create a data definition: 
+
+1.  Open the Menu 
+    (![Menu](../../../images/icon-menu.png)) 
+    and expand your site's menu (the Site Administration menu). Then select 
+    *Content* → *Dynamic Data Lists*. This opens the Dynamic Data Lists 
+    screen. A table lists any existing dynamic data lists. 
+
+2.  Click the *Options* button at the top-right 
+    (![Options](../../../images/icon-options.png)) 
+    and select *Manage Data Definitions*. The Data Definitions screen appears. A
+    table lists any existing data definitions. Several definitions are embedded
+    for common use cases like contacts, events, inventory, and more. 
+
+    ![Figure 1: The Data Definitions screen.](../../../images/ddl-definitions.png)
+
+3.  Click the *Add* button 
+    (![Add](../../../images/icon-add.png)) 
+    to begin creating a new data definition. This opens the 
+    *New Data Definition* form. 
+
+4.  Give your data definition a name. Note that the definition's name will 
+    appear to any users filling out a dynamic data list that uses the 
+    definition. Then expand the *Details* section of the form and give it a 
+    description. 
+
+5.  The Details section of the form also contains the field *Parent Data
+    Definition*. This optional field lets you select an existing data definition
+    (the parent) to form the basis of the new one (the child). The child
+    definition inherits the parent's fields and settings, which you can then add
+    to. When you create a dynamic data list from a child definition, it includes
+    the fields of the parent and child definitions. This lets you use a common
+    definition (the parent) as the basis of a specialized definition (the
+    child). For example, if you were planning a rock climbing trip, you could
+    use the default Events definition as the parent of a Rock Climbing Trip
+    definition that contains fields unique to rock climbing (e.g., climbing
+    equipment availability, altitude, etc.). 
+
+    To choose a parent definition, click the *Select* button below the *Parent
+    Data Definition* field and then select an existing definition in the dialog
+    that appears. 
+
+    ![Figure 2: After naming your data definition, expand the Details section of the form and give your definition a description and parent definition, if desired.](../../../images/ddl-definition-form-01.png)
+
+6.  Add the data definition's fields in the data definition designer, which is
+    below the form's Details section. The designer's *View* tab, which is
+    selected by default, lets you create the definition in a WYSIWYG editor. You
+    can click the *Source* tab to work with the definition's underlying XML, but
+    it's much easier to stick with the WYSIWYG editor. 
+
+    In the *View* tab select the *Fields* tab. Icons representing the field
+    types are listed on one side and the data definition's canvas is on the
+    other side. To add a field type to the definition, select its icon, drag,
+    and drop it onto the canvas. By dragging a field onto a field that's already
+    on the canvas, you can nest the new field in the existing field. When you
+    mouse over a field on the canvas, the field action icons 
+    (![Icons](../../../images/icon-ddl-actions.png)) 
+    appear. Clicking the *+* icon creates a duplicate of the current field and
+    adds it below the current field. Clicking the trash can deletes the field. 
+
+    The following fields are available:
+
+    -   **Boolean:** A check box. 
+    -   **Color:** Specifies a color. 
+    -   **Date:** Enter a date. A valid date format is required for the date 
+        field, but you don't have to enter a date manually. When you select the 
+        date field a mini-calendar pops up which you can use to select a date. 
+    -   **Decimal:** Enter a decimal number. The value is persisted as a 
+        `double`. 
+    -   **Documents and Media:** Select a file from a Documents and Media 
+        library. 
+    -   **Geolocation:** Specify a location to associate with the document.
+    -   **HTML:** An area that uses a WYSIWYG editor to enhance the content. 
+    -   **Integer:** Enter an integer. The value is persisted as an `int`. 
+    -   **Link to Page:** Link to another page in the same site.
+    -   **Number:** Enter a decimal number or an integer. The value is
+        persisted either as a `double` or an `int`, depending on the input's 
+        type.
+    -   **Radio:** Displays several clickable options. The default number of 
+        options is three but this is customizable. Only one option can be 
+        selected at a time.
+    -   **Select:** This is just like the radio field except that the options 
+        are hidden and must be accessed from a drop-down menu. 
+    -   **Text:** Enter a single line of text.
+    -   **Text Box:** This is just like the text field except you can enter 
+        multiple lines of text or separate paragraphs. 
+    -   **Web Content:** Select web content.
+
+    ![Figure 3: Use the data definition designer to add fields to the data definition.](../../../images/ddl-data-definition-designer.png)
+
+7.  Edit field labels to reflect their intended data. A text field's default
+    label is *Text*. To use the text field as a title, then you should change
+    the field's label to *Title*. First select the field on the canvas. This
+    automatically selects the *Settings* tab on the left. Alternatively, you
+    can access the Settings tab by clicking the field's wrench icon. To edit a
+    setting value, double-click it in the Settings table and enter the new
+    value. The available settings are listed below. 
+
+    You can translate each of a data definition's field values to any supported
+    locales. To specify a field value for a translation, select the flag that
+    represents the locale and enter the field value for the locale. 
+
+    The following field settings are available. Note that some of these settings 
+    are only available for specific field types:
+
+    -   **Type:** The field's type (e.g., text, radio, etc.). This setting can't 
+        be edited, but a display template can reference it. 
+    -   **Field Label:** The field's display name. 
+    -   **Show Label:** Whether the field label is shown. 
+    -   **Required:** Whether users must fill out the field (not available for 
+        Boolean fields). 
+    -   **Name:** The field's internal identifier. You can use this value in a 
+        display template to read the field's data. This value is automatically 
+        generated, but you can change it if you wish. 
+    -   **Predefined Value:** The field's default value. 
+    -   **Tip:** Text to display in a tooltip. 
+    -   **Indexable:** Whether the field is indexed for search. 
+    -   **Localizable:** Whether the field can be translated. 
+    -   **Repeatable:** Whether users can make copies of the field. 
+    -   **Width:** The field's width on the page. Possible width values are 
+        *Small*, *Medium* and *Large* (not available for these field types: 
+        Boolean, Documents and Media, Geolocation, Radio, and Select). 
+    -   **Multiple:** Whether the user can select more than one option. This is 
+        only available for Select fields. 
+    -   **Options:** The options available for selection in Radio and Select 
+        fields. You can add and remove options, and edit each option's display 
+        name and value. 
+
+    ![Figure 4: Configure the settings for each field in your data definition.](../../../images/ddl-data-definition-settings.png)
+
+8.  Click *Save* when you're done. Your new data definition then appears in the
+    table with the pre-defined ones and any you've already added. 

discover/portal/articles/130-forms/99-ddl/02-managing-data-definitions.markdown

@@ -0,0 +1,57 @@
+# Managing Data Definitions [](id=managing-data-definitions)
+
+There are several things you can do to manage your data definitions. Of course, 
+you can edit a data definition, but you can also configure its permissions, 
+manage its templates, copy it, or delete it. 
+
+Follow these steps to access your portal's data definitions: 
+
+1.  Open the Menu 
+    (![Menu](../../../images/icon-menu.png)) 
+    and expand your site's menu (the Site Administration menu). Then select 
+    *Content* → *Dynamic Data Lists*. This opens the Dynamic Data Lists 
+    screen. A table lists any existing dynamic data lists. 
+
+2.  Click the *Options* button at the top-right 
+    (![Options](../../../images/icon-options.png)) 
+    and select *Manage Data Definitions*. The Data Definitions screen appears. A 
+    table lists the data definitions. 
+
+![Figure 1: You can copy an existing data definition, manage its templates, and more.](../../../images/ddl-definitions-actions.png)
+
+You can manage your data definitions via the *Actions* menu 
+(![Actions](../../../images/icon-actions.png)) 
+for each definition. The following options are available: 
+
+-   **Edit:** Edit the data definition. The edit screen uses the same form 
+    that's used to 
+    [create data definitions](/discover/portal/-/knowledge_base/7-1/creating-data-definitions). 
+    Note that if you edit a data definition that is referenced elsewhere (e.g., 
+    by a dynamic data list or display template), then you'll need to update that 
+    reference. 
+
+-   **Manage Templates:** Opens the *Manage Templates* screen, which lets you 
+    create and manage templates for the data definition. For details, see the 
+    [documentation on templates](/discover/portal/-/knowledge_base/7-1/using-templates-to-display-forms-and-lists). 
+
+-   **Permissions:** Configure the data definition's permissions. Note that 
+    these permissions are for an individual definition accessed through the
+    Dynamic Data Lists application in *Site Administration* → *Content*
+    → *Dynamic Data Lists*. For example, if site members have View
+    permission for a data definition, any site member who also has a role that
+    can access the Dynamic Data Lists app and its data definitions can see this
+    definition listed in the Manage Data Definitions screen. If you don't want
+    this, deselect the View permission for Site Member, and site members won't
+    see your data definition listed with the others. 
+
+-   **Copy:** Opens the *Copy Data Definition* form, which lets you copy the 
+    definition and its templates. In the form, give the copied definition a new 
+    name and description, and select whether to also copy the original 
+    definition's templates. Click *Copy* when you're done. The copied definition 
+    then appears in the Data Definitions table alongside any other existing 
+    definitions. This lets you create new definitions based on existing ones, 
+    and then modify the copied one to suit your needs. You can, of course, edit 
+    any definition in the portal, but if you copy a definition instead, you can 
+    still access the original. 
+
+-   **Delete:** Delete the definition. 

discover/portal/articles/130-forms/99-ddl/03-creating-data-lists.markdown

@@ -0,0 +1,116 @@
+# Creating Data Lists [](id=creating-data-lists)
+
+There are two places where dynamic data lists are created: 
+
+1.  **Site Administration:** Open the Menu 
+    (![Menu](../../../images/icon-menu.png)) 
+    and expand your site's menu (the Site Administration menu). Then select 
+    *Content* → *Dynamic Data Lists*. This opens the Dynamic Data Lists 
+    screen. A table contains any existing lists. Click the *Add* button 
+    (![Add](../../../images/icon-add.png)) 
+    to open *New List* form. 
+
+    To add Dynamic Data Lists, you must have permission to access the Dynamic
+    Data Lists app in Site Administration. 
+
+2.  **Dynamic Data Lists Display widget:** Navigate to the site page you want to 
+    place this widget on, and add it to the page from *Add* 
+    (![Add](../../../images/icon-add-app.png)) 
+    → *Widgets* → *Collaboration* → *Dynamic Data Lists Display*. 
+    Then click the widget's *Add List* button. This opens the *New List* form. 
+
+    To do this, you must have permission to create a new list in the widget. 
+
+Regardless of which option you use, the steps to create a new list in the New 
+List form are the same: 
+
+1.  Give the list a name and a description. 
+
+2.  Select the list's data definition: click *Select* under the *Data
+    Definition* field, then click the definition you want to use. 
+
+3.  To use a workflow with this list, select it from the *Workflow* menu. 
+
+4.  To change the list's default permissions, expand the form's *Permissions* 
+    section and make your selections. 
+
+5.  Click *Save* to finish creating the list. Your new list appears in the table 
+    with any others. 
+
+    ![Figure 1: The New List form.](../../../images/ddl-add-list.png)
+
+## Creating List Records [](id=creating-list-records)
+
+By default, only administrators have permission to create list records. Follow 
+these steps to give other users this permission as well: 
+
+1.  Navigate to *Content* → *Dynamic Data Lists* in Site Administration. 
+
+2.  Click *Actions* 
+    (![Actions](../../../images/icon-actions.png)) 
+    → *Permissions* for the list you want to add the permission to. 
+
+3.  Select *Add Record* for the roles you want to have that permission, then
+    click *Save*. Allow unauthenticated Users to add records by giving Guest the
+    Add Record permission.
+
+Create new records in a list from the same places you can create the lists
+themselves: 
+
+1.  **Site Administration:** In Site Administration, navigate to *Content* 
+    → *Dynamic Data Lists*. Click a list in the table to view any existing 
+    records, then click the *Add* button 
+    (![Add](../../../images/icon-add.png)). 
+    This opens a form based on the list's data definition, which you can then 
+    fill out and submit to create a new record. To do this, you must have 
+    permission to access the Dynamic Data Lists app in Site Administration. 
+
+2.  **Dynamic Data Lists Display widget:** See above for instructions on adding 
+    this widget to a page. You must then configure the widget to display a 
+    list's records. 
+
+    To configure the widget to display a list's records: 
+
+    -   Click the widget's *Select List* button. 
+    -   In the dialog that appears, select a list, click *Save*, then close the 
+        dialog. The widget then displays the list's existing records. 
+
+    To add a record: 
+
+    -   Click the widget's *Add* button 
+        (![Add](../../../images/icon-add.png)). 
+    -   Fill out the form that appears and click *Publish*. 
+
+See the section below for more information on configuring the widget. 
+
+![Figure 2: Dynamic Data Lists Display widget.](../../../images/ddl-widget.png)
+
+## Configuring the Dynamic Data Lists Display Widget [](id=configuring-the-dynamic-data-lists-display-widget)
+
+The widget's default display template isn't exciting, but it lets users see the 
+list's contents, and if they have permission, to add and/or edit list items. To 
+configure the widget, click its *Options* menu 
+(![Options](../../../images/icon-app-options.png)) 
+and select *Configuration*. This opens the Configuration dialog, with the 
+*Setup* tab selected by default. The Setup tab contains 2 other tabs: 
+
+-   **Lists:** Lets you select the list that the widget displays. The currently 
+    displayed list appears at the top of the tab, while the available lists 
+    appear in a table. To change the widget's list, select the list from the 
+    table and click *Save*. 
+
+-   **Optional Configuration:** 
+
+    -   **Display Template:** The widget's display template.
+    -   **Form Template:** The widget's form template. 
+    -   **Editable:** Whether users can add records to the widget's list. 
+    -   **Form View:** Whether to display the Add Record form bey default,
+            instead of the List View. Note that even without this selected,
+            users can still add  records via the widget's *Add* button
+            (![Add](../../../images/icon-add.png)). 
+    -   **Spreadsheet View:** Whether the List View displays each record in a
+            row, with  columns for the record attributes. 
+
+When finished, click *Save* and close the Configuration dialog. 
+
+![Figure 3: The Dynamic Data Lists Display widget's optional configuration.](../../../images/ddl-widget-options.png)