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Creating and Modifying Enquiries


There are two ways of creating enquiries:

The ENQUIRY Wizard – This is a toolbox plug in (see T24 Toolbox User Guide) that assists in the creation of
simple list enquiries
The ENQUIRY Designer – For more complex enquiries.

The ENQUIRY Designer


The ENQUIRYfile holds the definition of the ENQUIRY, the file to be selected, the fixed selection/sort criteria, the header
details, the data to be displayed and the next ENQUIRYto link to (if required). When the application ENQUIRY,DESIGNERis
activated, it auto-launches the Designer Form where all settings will take place.

The different field’s parameters are summarised in the table below:

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ENQUIRY fields

Data Selection
File Name
The ENQUIRYsystem is designed for single file access with related data being extracted via data from the main file.
Simply, this means a main file is read 'sequentially' and data presented from the source record and/or associated check-
files.

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Predefined Selection/Sort
The user may want the ENQUIRYto run with pre-set conditions. This section helps to specify default records selection
and sorting mode. The ENQUIRY designed in the screenshot below will select accounts that:

• Are overdrawn: “WORKING.BALANCE LT 0”.

• Have a working balance: “WORKING.BALANCE NE NULL”.

• Have an owner (CUSTOMER): “CUSTOMER NE NULL”.

These records will be sorted by the CUSTOMER.

Predefined Selections / Sort

The result:

ENQUIRYresult: Overdrawn Accounts

Limiting the Selection fields


In the criteria panel, there are fields that determine which field names you see and use for selection when you run the
ENQUIRY. Not to be confused with the fixed selection conditions above.

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Limit the Selection fields

• “Op” column is to specify the operators that may be entered by the user.

• “Mandatory” column specifies whether the field selection will be mandatory.

By selecting the fields at design time, the selection criteria presented to users is modified.

Modifying Fields and Data


This section is a multi‑valued set describing the data that should be extracted from the main record, any conversions or
calculations that should be performed and the column for display. The OPERATION parameter is effectively the
instruction to be carried out by the ENQUIRYsystem.

Field Names
The FIELD.NAME defines a name for the ENQUIRY 'field' and is used as a reference for the current value by other
ENQUIRY instructions. The field name allows an ENQUIRY instruction so that its current value can be referenced by
another instruction, e.g. a break or total field. Other than this, it is provided only for the sake of clarity.

If the FIELD.NAME is equal to one of the field names on the FILE.NAMESStandard Selection record, the OPERATION field
is defaulted to the name of that field.

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Modifying fields and data

Heading
Define the text that you want to use as the column heading here.

Operation
The OPERATIONdefines the ENQUIRY instruction or ‘field’, and covers four broad areas:

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OPERATION defines theENQUIRYinstruction or ‘field’

ENQUIRY Display
Field Display Types
There are various options for the FIELD.DISPLAY.TYPE for ENQUIRY fields:

IMAGE To Display images This display type accepts three forms of


data as its argument:

1) An image path

i.e. c:\images\quote.gif

2) An IM.DOCUMENT.IMAGE reference,
i.e.

IM0312300089

3) A key to a table, i.e. 100057

BAR Displays numeric values as a Simply set the display type of the field to
self scaling bar. Negative values BAR.
are supported

Multiple BAR fields are allowed.

PIE To display data as a pie chart Set the display type to PIE.
or bar graph. Holds the value to
be added for the row
Only one PIE display type should be set
per ENQUIRY.

PIELABEL To display data as a pie chart Set the display type to PIELABEL.
or bar graph. Holds the text
that will be associated for the
row Only one PIELABEL display type should
be set per ENQUIRY.

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PROGRESSBAR Similar to BAR, this display Multiple PROGRESSBAR display type


numeric information as a fields are allowed, but they will all use
horizontal bar, but with a fixed the same PROGRESSAX.
maximum. Negative values are
not supported

PROGRESSMAX To display defines the Only one PROGRESSMAX should be


maximum value of the progress defined per ENQUIRY.
bar.

EDIT For editable enquiries Refer to separate section

NO-EDIT Content not editable Corresponding TARGET.FIELD must be


present.

GRAPHX To display data as a graph. This Multiple GRAPHX items are allowed –
item defines the X axis values one for each series.

GRAPHY To display data as a graph. This Multiple GRAPHY items are allowed –
item defines the Y axis values one for each series.

CLASS-POSNEG Displays numeric values as a Setting allows positive and negative bars
bar chart. Negative values are to be displayed.
supported

LEGENDS Displays a legend in the form of Indicates data key and shows clear
a coloured icon square. differences by colouring different
values.

Using Value and Progress bars


Choosing to display a numeric value as a bar is simple – set the field display type to BAR. These bars self scale and show
negative values. To show progress information, one PROGRESSMAX item is required and PROGRESSBAR is used to define
the values. Negative values should not be used with PROGRESSBAR displays.

In order to display positive and negative bars the field display type CLASS-POSNEG should be used.

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CLASS-POSNEG

The following example illustrates the display of bars with positive and negative values.

Auto scaling is a configurable value that can be anything not just percentages. A Tool tip for each bar displays the
values when the mouse is moved any where on the associated bar: -

Positive/Negative progress bar

Legends
The field display type LEGEND allows the display of a legend in the form of a coloured icon square.

The following example illustrates the field FIELD.NAME set to BOX, and FIELD.DISP.TYPE set to LEGEND. These represent

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icon squares in the bar chart and a cycling palette of colours based on the Style Sheet for each bar.

The field GB FIELD.LABEL sets the header definition. Here client labelling is set with open and close brackets

LEGEND

The following example displays the legend in the left hand column: -

Legend display

Using Images with the Image Management module


Setting the display type of an item to IMAGE allows direct interaction between Browser, ENQUIRY and Image
Management. There are two uses of the image management module with browser and ENQUIRY.

Specifying a key to IM.DOCUMENT.IMAGEwhen the display type is IMAGE will include the image in that column of the
ENQUIRY.

More flexible is the ability to define the display type of IMAGE for any data – the cross reference tables in the IM module
are used to attempt to retrieve an image – where multiple images are found, only the first is shown. E.g. simply use an
ENQUIRY field of customer number and set the display type to be IMAGE – the ENQUIRY processing will attempt to find
any images for that customer number.

In order for the images to be correctly displayed in the browser, it is vital that the full path specified is accessible by the
client PC, or where a relative path is used, that the path is accessible from the web server.
Using Images to improve ENQUIRY appearance

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Using Images to improve ENQUIRY appearance

Here, an ENQUIRY has been modified to show an icon in place of text for the Info column. Here, a relative path is
created as a text manipulation, and the final ENQUIRY field set to a display type of IMAGE, e.g. a relative path used could
be:

plaf/tec/warning.gif

As for image management images being used in ENQUIRY, the relative path must be accessible to the web server. If in
doubt, experiment with static html pages first.

Using Pie Charts and Bar Chart

The PIELABEL and PIE display types are used to define the text labels for the items and the values of the item. The
Browser will adjust the display based on the percentage of the overall total. Any negative values added to the pie chart
display are ignored. As an example we take a simple balance ENQUIRY that displays only 2 columns, defined as:

Using Pie Charts and Bar Charts

This produces the following result:

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Using Pie Charts and Bar Charts

By changing the field display types:

Using Pie Charts and Bar Chart

The ENQUIRY display is modified.

Using Pie Charts and Bar Charts

Drilldowns function by clicking on the segment – the drilldown option may be modified using the combo box.

For Bar charts the set-up is exactly the same as for pie charts – currently the default display type of a chart is pie chart,
and the user may modify the display at run time. New default display types will be added in future releases.

NB - the default setting in browserParameters.xml is to display pie charts, bar graphs and graphs in SVG (Structured
Vector Graphics) format. You will need to install a SVG viewer for your browser in order to view these items.

It is also possible to display charts and graphs in PNG format which negates the need to have a SVG viewer installed.
This is configured in browserParameters.xml and web.xml – please refer to the Browser Installation and Configuration
User Guide for further information

With both display types, please ensure that numeric values returned from enquiries are not ‘masked’ with currency
information or thousand separators. In the event that numbers are masked they will not be understood correctly and an
error displayed.

It should be noted that SVG offers richer functionality, and that not all of the features available in SVG are available with
.png images e.g. multipie charts, drilldowns and other interactive features available in SVG.

In addition to the above functional differences between the two formats, there are slight differences in the look and feel.

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These include the following: -

Colour of different bars in the same series doesn’t vary in .png images
Cannot specify Margin widths plus Legend and Title locations in .png format
Grid lines are dashed and more numerous in .png
Pie chart segments labelled with a text box attached by a string in .png image

An example of this is illustrated below: -

Graph displayed in SVG format

Graph displayed in PNG format

Using Graphs
To display a graph, at least one GRAPHX and GRAPHY display type is required. The graph display handles multiple series
display, and where only a single GRAPHX item is used, each series will use the first graph x series.

Here we define a simple ENQUIRY:

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Using Graphs

Which displays as?

Using Graphs

This may be displayed as a graph:

Using Graphs

Here 3 series of data are defined (AVG.BALANCE, CR.AVG.BAL and DR.AVG.BAL) all using the same X series data. This
ENQUIRY produces the following:

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Using Graphs

EB.ENQUIRY.GRAPH

The application EB.ENQUIRY.GRAPH allows the user to create a various types of graphs.

Current graphs available

To create a graph using the application EB.ENQUIRY.GRAPH the following procedure needs to be used:

Search under the option enquiry SEARCH LIVE FILE

Set attributes to equal to ALLDATA, ensure the enquiry to be used has the required fields set to ALLDATA, to enable the
graph to select all the data required to build the graph accurately. The example below is based on the enquiry account.

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Open the application EB.ENQUIRY.GRAPH

Select the desired enquiry that a graph is required for display.

Set axis and any legends to display the required data

Run the enquiry.

The enquiry account has had the field set to ALLDATA in the field attributes, to ensure all the data is selected in the
building of the GRAPH.

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We can see from the above drop down that the enquiry account has been included in the selection of ALLDATA based
enquires.

If we now look at the application EB.ENQUIRY.GRAPH and use the above enquiry account to build a graph based on the
selection criteria.

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The above shows the setting we have chosen in regards to the format and layout

If we now run the enquiry account the details will be displayed as a graph based on the selection chosen as shown
below:

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The above selection shows we are looking for all customers with the range like 50030…

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The above LINE.ORDINAL graph has been produced based on the selection in EB.ENQUIRY.GRAPH

The further graph options of BAR.ORDINAL, BAR.LINE.ORDINAL and PIE.CHART are shown in the following examples.

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Example of a BAR.ORDINAL graph set up

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Example of a BAR.ORDINAL graph

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Example set up for a BAR.LINE.ORDINAL graph

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Example of a BAR.LINE.ORDINAL graph

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Example set up for a PIE.CHART graph

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Example of a PIE.CHART graph

The option is available to use a current pie enquire like AM.VAL.MULTIPIE, and map this to the application
EB.GRAPH.TYPE, this will then allow amendments to the lay out of the graph.

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Example set up for a PIE.CHART graph

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Example of a PIE.CHART graph

Enquiry Attributes
ALLDATA - Forces the retrieval of all data before the ENQUIRY is displayed.

APPLICATION.ENQUIRY - Application Enquiries are a way of displaying an enquiry screen in editable mode which when
committed turns itself in to a record for a specific application. This functionality allows the data entered on the editable
enquiry screen to be committed in to an application record. If any errors are raised during processing of the record, the
user will be presented with a contract screen. Each row on the enquiry normally becomes a multi-value on the
application record.

FASTPATH - This is to allow a user to select various records on an ENQUIRY and by pressing a single button, it performs
the “authorise” or “delete” or “verify” or “reverse” function of all the selected items consecutively.

INCREMENTAL - For Browser only. Indicates that the enquiry should show all pages from page 1 up to the current page,
as opposed to the current page + the previous page.

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MULTI.DOWNLOAD - This attribute to be set where multiple PDF documents are to be merged into one before it is
downloaded.

NO.BREADCRUMBS –this will remove the list of previously viewed enquiry navigation links from the top of the screen.
This option is only used for enquiries that have been drilled down to.

NO.COLUMN.HEADER - Displays enquiry without displaying a header for selected column.

NO.ENQUIRY.FAVOURITE– This option disables the favourites function in an ENQUIRY from being viewed.

NO.MOREOPTIONS – This option removes the ’More Options’ function from being used in an Enquiry.

NO.SELECTION - This option will hide the selection criteria found at the bottom of BROWSER fields, BROWSER attribute
only.

NO.TOOLBAR - This option will hide the tool bar at the top of a BROWSER ENQUIRY, this attribute is only available to
BROWSER.

NORMALISE – DESKTOP reserved for future use.

PAGE – Not Available in BROWSER

REALTIME - Not Available in BROWSER

REMOVE - Where a pick operation is performed on an ENQUIRY grid, this flag will remove the item from the display
DESKTOP only.

SELECTION.ABOVE.DATA – Selection criteria is displayed above data.

SELECTION.HORIZONTAL – Selection criteria is displayed horizontally along screen

SELECTION.SORT.ONLY – Selection sort only criteria is displayed.

SHOWTREE – DESKTOP only, when an enquiry has multiple entries for one field (expanded multi values) the enquiry
launches showing the first value only, at the far left will be a “+” button which expands to show all the values if required.

SINGLE.BACKGROUND.COLOUR – displays all ENQUIRY backgrounds as a single colour instead of the alternating
coloured rows, the default is white but other colours can be defined in the general.css file by editing the elements
.colour0, .hidden0 and .dispaly_box elements and .columnHeader. and .caption element.

STATIC.PAGING.TOOL - place the paging toolbar inside the enquiry header and top left of the enquiry page.

UNDERLINE.ALL.ROWS– this attribute underlines all rows with data in the ENQUIRY, this does not include the header row.
The default is colour is black but other colours and thickness of the ruler line can be defined in .enq-underlineAllRow
found in the general.css file.

UNDERLINE.DRILL.ROW– this attribute underlines all the ENQUIRY rows with drilldowns attached, rows nominated with
view and fast path checkboxes are defined as drill rows for this purpose.

The default is colour is black but other colours and thickness of the ruler line can be defined in .enq-underlineDrillRow
found in the general.css file.

UNDERLINE.HEADER.ROW– this attribute underlines all the headers in the selected ENQUIRY record the default is colour
is black but other colours and thickness of the ruler line can be defined in .enq-underlineHeaderRow found in the
general.css file.

VIEWLARGEICONS - DESKTOP only, convert’s grid ENQUIRYS to display records as large Icons as per windows standard.

VIEWLIST - DESKTOP only, convert’s grid ENQUIRYS to display records in list format as per windows standard.

VIEWSMALLICONS - DESKTOP only, converts grid ENQUIRYS to display records as small Icons as per windows standard.

ZERORECORDDISPLAY - DESKTOP only, If an ENQUIRY selection criteria does not return any records usually a DESKTOP

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message pops up to report this. With ZERORECORDISPLAY active the message pop up is suppressed and the enquiry is
launched blank.

Browser Tool Bar


In the dropdown field called Toolbar the selected setting will replace the default ENQUIRY toolbar with a preset Toolbar
configuration, the Tool id’s are also displayed in the default dropdown list.

The default selection of toolbar configurations displayed by the dropdown field Toolbar.

The Toolbar configuration is set in the application BROWSER.TOOL where various Tool Id’s can be arranged.

An arrangement of Tool id’s set in a BROWSER.TOOL record.

The result is a pre set configuration being applied to an ENQUIRY recordthat can be easilybe reused.

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Enquiry results with the configured toolbar displayed.

Popup Dropdown - Allow Paging of Browser Dropdown Results


When a dropdown is clicked in an Enquiry a list of results underneath the ICON is returned, the list will only return a
maximum of 200 records. In order for all records to be displayed then the

POPUP.DROPDOWN field in ENQUIRY will need to be populated.

To set up the Popup list of all records, in ENQUIRY enter the field name in the POPup.Dropdown field.

An ENQUIRY record where the Popup Dropdown is set for two fields.

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An Enquiry after the Popup Dropdown has been set

Note: The dropdown arrow has changed and displaying a popup indicator.

An Example Enquiry with a Popup Dropdown.

Collapsible ENQUIRY Columns


A column of displayed data can be set to be collapsible by assigning the field ATTRIBS in ENQUIRY to be “HIDDEN”. See
the screenshot below:

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An ENQUIRY record

This will result in the column having an icon for collapsing the column.

In the screen shot below all of the columns have been set to be collapsible, except for the id field:

An ENQUIRY result containing collapsible fields.

Each of the collapsible fields has an additional arrow icon as part of the column header, indicating that the field is
collapsible. When clicked, this will result in the collapse of the column. See screen shot below:

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An ENQUIRY result with one column collapsed

On collapse, the icon on the column header will reverse indicating that the column is hidden.

Hovering over the collapsed column header icon, with the mouse, will reveal a tool tip of the column name.

The expand and collapse buttons in Browser Composite Screens are universal as illustrated in the following screens
where the buttons appear in the top left hand corner:

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Initial Selection Screen

The screen below indicates the setup for a Composite to enable this functionality:

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EB.COMPOSITE.SCREEN

Note the TOOLBAR setup in attribute 2 of the record and that the ATTRIBUTES field is set to ‘NO.FRAMES’, in addition to
the named underlying Enquiries.

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Main Composite Enquiry Screen

With the use of the COL.WIDTH field in the ENQUIRY application it is possible to line up and word wrap screens that are
used in Composite Enquiries.

Main Composite Enquiry Screen showing the use of COL.WIDTH


The ENQUIRY screen below is utilised in the following Composites showing the word wrapping effect when the
COL.WIDTH field is used:

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Group and Designation fields for Financial Accounts

Group and Designation fields for Shares and Other

The ENQUIRY field COL.WIDTH will only have an effect in Enquiries in Browser and enables a user to specify the number
of pixels wide that an ENQUIRY column can be. The width is not absolutely fixed, but is a minimum width (if there is
enough space) with the following restrictions:

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Column widths will grow to accommodate the widest word or image in the column; a word being any sequence of
characters not containing a space.

Columns with left over space created by larger than required values in the COL.WIDTH field will shrink if there is not
enough space in the window, frame or fragment to display all columns.

Fields defined as being in the same column will be restricted to having the same COL.WIDTH.

NOTE: As yet this functionality is not fully operational with editable enquiries.

Display Sections
Footers
A new SECTION has been added to ENQUIRY to allow totals, etc. to be placed in a separate footer table:

Footers

Caption
Setting an ENQUIRY field to have a SECTION of caption will add the data to the title of the ENQUIRY. This means that the
title of the window will reflect this data, such that the window title can read “Account Balances for Richard Branson”
instead of “Account Balances”. Note that the window position information is not saved by caption.

Security Management System


SMS is implemented in the ENQUIRY system at two levels:

• Enabling access to a particular ENQUIRY.

• Restricting data displayed.

ENQUIRY Access
This is controlled in the USERprofile by defining use/restriction of an ENQUIRYIDunder the application
ENQUIRY.SELECT(ENQ is an ABBREVIATIONof this application). A typical example would be:

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ENQUIRY Access is controlled by the User Profile

This entry in the SMS portion of the USER profile would enable the user to only access the
ACCOUNT.STATEMENTENQUIRY.

Tip:

• ENQUIRY access SMS is only invoked when requesting the ENQUIRY. Navigation into lower levels is not subject to
ENQUIRY access SMS

Data Access
The use/restriction of displayed data is controlled, again, by the USERprofile. Any application data specified under
function S will be examined by the ENQUIRYsystem whenever a file record is read. If it does not pass the SMS validation
it will not be made available for page building. This does not only apply to the main record; any link files will also come
under SMS scrutiny.

Any security violation on the main file or link file(s) results in the main record being ignored for display purposes (Note
data access SMS is applied at all levels).

Data Access is controlled by the User Profile

Couple these SMS details with the ENQUIRY restriction above and the user will only be allowed to run the
ACCOUNTbalances ENQUIRY viewing only current accounts (CATEGORY1001).

Other ENQUIRY SMS Settings

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SMS.Application

“Application” in the advanced tab (SMS.APPLICATION) defines the name of the application to be used for SMS
verification.

SMS.ID

“Field which holds ID” in the Advanced tab (SMS.ID) specifies the ID of the record to be read for SMS check from
SMS.APPLICATION.

SMS.Abort

“Abort on violation” in the Advanced tab (SMS.ABORT) is a flag indicating whether the ENQUIRY is to be aborted when
the first SMS violation is recorded.

Formatting Existing enquiries for Browser


Below is a screenshot from the original screen shot in GLOBUS Desktop, and the same ENQUIRY shown in Browser:

Original Desktop

Original Desktop ENQUIRY

Browser

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Browser ENQUIRY

There are two main problems:

1. Column headings are incorrect.

2. Empty columns.

To solve the first problem we remove any HEADER fields that are acting as column headers. These are usually defined in
row 2. The browser sets its column headings to the contents of the FIELD.LBL field for the column, which defaults to the
ENQUIRY field name. Once this has been done, the ENQUIRY looks thus:

Browser ENQUIRY after header adjustments

However there are still those empty columns.

This is caused by the totals section of the ENQUIRY. Here a number of columns are defined in the ENQUIRY which are
only processed at the end of the ENQUIRY. Unfortunately for us they have been defined as having different columns to
the normal data.

Total Section in GLOBUS Desktop

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Total Section in GLOBUS Desktop

Unmodified section in Browser

Unmodified Section in Browser

Fortunately we can resolve this by using the SECTION attribute for the ENQUIRY fields. By setting the SECTION attribute
to FOOTER, the total fields are placed in a separate footer table:

Set the Section attribute to Footer

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Which means that the number of columns is now correct:

Correct number of columns

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