Differenze tra le versioni di "Views management"
Da itm wiki.
(→The Cnfiguraiton enablement) (Etichetta: visualeditor) |
(→Forced View Master Data) |
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| Riga 63: | Riga 63: | ||
* Define a default filter | * Define a default filter | ||
| − | ===== Forced View | + | ===== Forced View General Data ===== |
| − | This step enable the Administrator to define main | + | This step enable the Administrator to define main characteristic of the View. The information are present in the General Tab of session |
The table below contains all the view attribute to set. | The table below contains all the view attribute to set. | ||
| + | |||
| + | {| class="wikitable" | ||
| + | ! Field !! Description | ||
| + | |||
| + | |- | ||
| + | | Name || Force View name. This will be the name shown to the user if no language name is configured | ||
| + | |- | ||
| + | | English || En Language specific Forced View name. This will be the name shown to the user if his profile is configured with the English language. For more information about use of Languages in itmSUITE(r) see Language Management | ||
| + | |- | ||
| + | | FR, IT || Language specific Forced View name. This will be the name shown to the user if his profile is configured with the selected Language. For more information about use of Languages in itmSUITE(r) see Language Management | ||
| + | |- | ||
| + | | Module || This field define the scope module of the Forced Views. The choose of Model determine the list of fields that will be available in the Fields Tab | ||
| + | |- | ||
| + | | Status || This field define the Forced view status: Available values are: Inactive, Published as View, Published as Link and Published as View and Link | ||
| + | |- | ||
| + | | Mode || This field define the available look at field of the view. Available values are: List, Agenda | ||
| + | |- | ||
| + | | Default Mode || This field define the start up look at field of the view. | ||
| + | |- | ||
| + | | Description || View description | ||
| + | |} | ||
=== Personal Data views === | === Personal Data views === | ||
Versione delle 16:28, 23 gen 2018
Indice
Overview
Vews are preconfigured selection of attributes and associated preferences including a filter to list records for an itmSUITE® managed entity.
The following table show the modules where the View can be created:
| Module | Description |
|---|---|
| Ticket | is used to define user searching record set or to create a Dashboard KPI |
| Ticket activity | is used to define user searching record set or to create a Dashboard KPI |
| Related Ticket | is used to define the column shown in Ticket Related Ticket Tab |
| Related ticket preview | is used to define the preview shown in Ticket Related Ticket Tab |
| Ticket activity multiple edit | is used to define the Ticket Activity column shown to the user when the Multiple Edit mode is activated on Ticket activity tab. |
| Ticket Custom View | |
| Timesheet | is used to define the Timesheet column view |
| Timesheet Expenses | is used to define the Timesheet detail expenses column view |
| TODO List: Milestone | is used to define the Todo list columns based on 'Project Milestone information |
| TODO List: Project Activity | is used to define the Todo list columns based on Project Activity information |
| TODO List: Ticket Activity | is used to define the Todo list columns based on Ticket Activity information
|
Views can be categorized also as:
Forced views is defined by the Administrator and used by the itmSUITE® to enable users to:
- Open / search / export ticket
- Create a record set for Dashboard
Personal views are created by the Resource and are visible only by the creator.
Forced Views
This function is revered to the Administrator. This function is accessible from Menu at link General/Company/Forced Views
The local steps to create a forced view are:
- Define a Forced view master data
- Define the column to visualize in the view
- Define sort columns
- Define a publication authorization
- Define a default filter
Forced View General Data
This step enable the Administrator to define main characteristic of the View. The information are present in the General Tab of session
The table below contains all the view attribute to set.
| Field | Description |
|---|---|
| Name | Force View name. This will be the name shown to the user if no language name is configured |
| English | En Language specific Forced View name. This will be the name shown to the user if his profile is configured with the English language. For more information about use of Languages in itmSUITE(r) see Language Management |
| FR, IT | Language specific Forced View name. This will be the name shown to the user if his profile is configured with the selected Language. For more information about use of Languages in itmSUITE(r) see Language Management |
| Module | This field define the scope module of the Forced Views. The choose of Model determine the list of fields that will be available in the Fields Tab |
| Status | This field define the Forced view status: Available values are: Inactive, Published as View, Published as Link and Published as View and Link |
| Mode | This field define the available look at field of the view. Available values are: List, Agenda |
| Default Mode | This field define the start up look at field of the view. |
| Description | View description |
Personal Data views
The logical step to define a Personal views are:
- Configuration enablment
- Personal view creation
Configuration enablement
The local steps to create a forced view are:
- Administrator enable the resoruce to manage Personal Views
- Administrator or Manager has to configure the scope per Module/Roles data to show in a view
