Differenze tra le versioni di "Filters management"

Da itm wiki.
(Filters Configuration)
Riga 12: Riga 12:
 
* Global Settings
 
* Global Settings
 
* Main Section
 
* Main Section
* Block Filter
+
* Block Filter (Primay and Secondary)
  
 
and specific block sections for every entity views.
 
and specific block sections for every entity views.
Riga 75: Riga 75:
  
 
|-
 
|-
|<u>Disable Smart Loading</u> || Check box || if unchecked it enables block filter fields loading according to  
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|<u>Disable Smart Loading</u> || Check box || if unchecked it enables block filter fields loading according to the visibility that logged user can have on some itmSUITE® items
  
 
|-
 
|-
|<u>Disable Cascade Refresh</u> || Check box || if unchecked it enables manual refreshing by '''Refresh''' button (to update single filter block fields) or by '''Refresh Main Block''' button (to update all filter blocks fields)
+
|<u>Disable Cascade Refresh</u> || Check box || if unchecked it enables cascade options refresh for all filter blocks. If checked it enables asynchronous refreshing by '''Refresh''' button (to refresh selected filter block) or by '''Refresh All''' button (to update all visible filter blocks)
  
 
|-
 
|-
 
|<u>Ticket Creation Dates Options</u> || Radio button || creation date filtering:
 
|<u>Ticket Creation Dates Options</u> || Radio button || creation date filtering:
*From - To: shows items according to setted creation date range
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* From - To: shows items according to setted creation date range
*Quick Date Option: shows items according to setted current or last N (N setted in <u>Units</u> field) days, months, years.
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* Quick Date Option: shows items according to setted current or last N (N setted in <u>Units</u> field) days, months, years.

Versione delle 11:19, 25 mar 2016

For many entities (ticket, timesheet, etc...) itmSUITE® provides a complete filter management system that user can adapt to his needs.


Filters Configuration

In some entities list (i.e., ticket views) it is possible to configure a personal filter by Filters button or to remove it by Drop Filter button:

Filter Management buttons

The filter management form contains following common sections:

  • Personal Filter Manager
  • Global Settings
  • Main Section
  • Block Filter (Primay and Secondary)

and specific block sections for every entity views.


Personal Filter Manager

Section to create, delete or update personal filters. It is enabled by clicking on Personal Filter Manager button.

Field Type Description
Action Radio button
  • "Save As New": creates a new personal filter with name inserted in text field
  • "Save As": saves current personal filter selected by Filter field with name inserted in text field
  • "Update Existing": saves current personal filter selected by Filter field without select
Default Check box defines the current personal filter selected by Filter as default in view
Save Button saves personal filter defined in Action field
Delete Button deletes current filter selected by Filter field
Global Settings

Section to manage primary filter blocks. It is enabled by clicking on Global Settings button.

Field Type Description
Primary Blocks Settings Check box hides primary filter blocks (i.e., Project Block, Ticket Type Block, Ticket Statuses Block for ticket filter) that are checked
Primay Block Hierarchy Radio button TBD
Save Button saves Global Settings configuration
Main Section

Section to configure main filter settings (paging, refreshing, etc...).

Field Type Description
Per Page List box defines items number ("10", "20", "50", "100", "Show All") that can be visible in a single view page
Ticket Code Range Text field list of ticket codes (separated by a space char) that user can visualize
Refresh Frequency List box defines the temporal frequency ("30 sec", "1 min", "2 min", "3 min", "5 min") with which items view is refreshed. The "0 sec(off)" value disables this functionality.
Disable Smart Loading Check box if unchecked it enables block filter fields loading according to the visibility that logged user can have on some itmSUITE® items
Disable Cascade Refresh Check box if unchecked it enables cascade options refresh for all filter blocks. If checked it enables asynchronous refreshing by Refresh button (to refresh selected filter block) or by Refresh All button (to update all visible filter blocks)
Ticket Creation Dates Options Radio button creation date filtering:
  • From - To: shows items according to setted creation date range
  • Quick Date Option: shows items according to setted current or last N (N setted in Units field) days, months, years.