Differenze tra le versioni di "Views management"

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(Overview)
(Overview)
Riga 51: Riga 51:
 
* Create a record set for ''[[Glossary|Dashboard]]''
 
* Create a record set for ''[[Glossary|Dashboard]]''
  
The last step to perform by the ''[[Glossary|Administrator]]'' is to activate a  view,is moving the link definition from the '''"Not Used"''' side of the ''[[Glossary|Menu]]'' to the '''"Main Menu Navigation"'''  side. This operation enable to ''[[Glossary|Administrator]]'' to structure a ''Menu'' as Business User likes. For further detail about ''Menu Management'' see ''[[Menu Management|Menu Management]]'' section
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The last step to perform by the ''[[Glossary|Administrator]]'' is to activate a  view,is moving the link definition from the '''"Not Used"''' side of the ''[[Glossary|Menu]]'' to the '''"Main Menu Navigation"'''  side. This operation enable to ''[[Glossary|Administrator]]'' to structure a ''Menu'' as Business User likes. For further detail about ''Menu Management'' see ''[[Menu management|Menu Management]]'' section
  
 
Personal views are created by the ''[[Glossary|Resource]]'' and are visible only by the creator.
 
Personal views are created by the ''[[Glossary|Resource]]'' and are visible only by the creator.

Versione delle 09:41, 25 gen 2018

Overview

Views 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 is used to define a simple view based on sql script.
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

The last step to perform by the Administrator is to activate a view,is moving the link definition from the "Not Used" side of the Menu to the "Main Menu Navigation" side. This operation enable to Administrator to structure a Menu as Business User likes. For further detail about Menu Management see Menu Management section

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 general data
  • Define the forced view columns
  • Define sorting and operation on data
  • Define the assignment 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 Forced View name. This will be the name shown to the user if no language name is configured. This field is mandatory
English English 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. This field is mandatory
Status This field define the Forced view status: Available values are: Inactive, Published as View, Published as Link and Published as View and Link. This field is mandatory
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
Forced View columns

This step enable the Administrator to define Forced View columns. The information are present in the Fields Tab of session

The table below contains the view attribute and the commands:

Field Description
"Add New Column" this Dropdown enable the Adminstrator to select the field to include into the view
ADD Command button, activate the column selection
SORT ORDER Command button to save the selected column

Note:

  1. Drug&Drop funciton is enabled to change the fields order
  2. A special field called Custom field has to be choosen if a workflow custom field has to be added to the forced view.
  3. A special field called Escalation Objective has to be choosen if an Objective has to be added to the forced view.
Sorting & Operations

This step enable the Administrator to define the data view sorting. The information are present in the Sorting & Operation Tab of session

The table below contains the view attribute and the commands:

Field Description
"Add New Column" this Dropdown enable the Adminstrator to select the ordering field
ADD Command button, activate the column selection
SORT ORDER Command button to save the selected column

Note: Once the Field has been added to the view is it possible to set the order version between Descending and Ascending.

Assignment

This step enable the Administrator to define who will be authorized to access the view. The settings parameter are present in the Assignements Tab of session

The table below contains all the view attribute to set.

Field Description
Authorized Roles this List Box enable to select the Roles whom the view will be granted
Authorized Resources this List Box, is populated after a the Role selection, enable to select a specific Resource whom the view will be granted
Solution Groups this List Box, enable to select the Solution Group whom the view will be granted

Note: Is it not necessary to select each fields. If no field is selected the Force View will be accessible to all Resources

Default Filter

This step enable the Administrator to define the default filter for the Forced View. The settings parameter are present in the Filter Tab of session. For futher detail see the Filter Management section.

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 setting the properties Pers.View Right attribute.
  • Administrator or Manager has to configure the column set per Module / Role that will be chosen in views. This function is available at /General/Company/Personal Option Views
Personal View Creation

Once enabled the Resource can:

  1. Create hisown Personal Views at link /Personal/Personal Views
  2. Access the Personal Views.

The logical steps to create a Personal Views are exactly the same of the Forced View but there are only three Tabs to fill:

  1. General
  2. Fields
  3. Sorting & Ordering

Personal Views are delivery under a default location on the Resource Menu '/Ticket Management