Differenze tra le versioni di "Views management"

Da itm wiki.
(Etichetta: visualeditor)
(Etichetta: visualeditor)
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=== Forced Views ===
 
=== Forced Views ===
This  function is revered to the ''[[Glossary|Administrator]]. ''
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This  function is revered to the ''[[Glossary|Administrator]].'' This function is accessible from Menu at link '''General/Company/Forced Views'''
  
 
The local steps to create a forced view are:
 
The local steps to create a forced view are:
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* Define a default filter
 
* Define a default filter
  
=== Personal Views ===
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===== Forced View Master Data =====
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This step enable the Administrator to define main caractheristic of the View.
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The table below contains all the view attribute to set.
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==== Personal Data views ====
 
The logical step to define a Personal views are:  
 
The logical step to define a Personal views are:  
 
* Configuration enablment
 
* Configuration enablment
 
*  Personal view creation
 
*  Personal view creation
  
Tonfiguraiton enablementhe local steps to create a forced view are:
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===== The Cnfiguraiton enablement =====
* ''[[Glossary|Administrator]] enable the resoruce to manage Personal Views''
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The local steps to create a forced view are:
* ''[[Glossary|Administrator]] or Manager has to configure the scope per Module / Role data to show in a view''
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* ''[[Glossary|Administrator]] ''enable the resoruce to manage Personal Views
* Resource define hisown Personal View
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* ''[[Glossary|Administrator]] ''or Manager has to configure the scope per Module/Roles data to show in a view
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===== Personal View Creation =====

Versione delle 15:48, 23 gen 2018

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 Master Data

This step enable the Administrator to define main caractheristic of the View.

The table below contains all the view attribute to set.

Personal Data views

The logical step to define a Personal views are:

  • Configuration enablment
  • Personal view creation
The Cnfiguraiton 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
Personal View Creation