Differenze tra le versioni di "Views management"

Da itm wiki.
(The Cnfiguraiton enablement)
(Etichetta: visualeditor)
(Forced View Master Data)
Riga 63: Riga 63:
 
* Define a default filter
 
* Define a default filter
  
===== Forced View Master Data =====
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===== Forced View General Data =====
This step enable the Administrator to define main caractheristic of the View.  
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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.
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{| class="wikitable"
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! Field !! Description
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|-
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| Name || Force View name. This will be the name shown to the user if no language name is configured
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|-
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| 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
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|-
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| 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
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|-
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| 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
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|-
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| Status || This field define the Forced view status: Available values are: Inactive, Published as View, Published as Link and Published as View and Link
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|-
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| Mode || This field define the available look at field of the view. Available values are: List, Agenda
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|-
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| Default Mode || This field define the start up look at field of the view.
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|-
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| Description || View description
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|}
  
 
=== Personal Data views ===
 
=== Personal Data views ===

Versione delle 16:28, 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 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
Personal View Creation