You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

In SimpleOne, records are presented in two ways: in lists and in forms. Each representation consists of a number of elements and provides various ways to interact with records. In this article, list interface is described.

List interface includes the following elements:

  1. Columns – names of columns of the current table. Click on a column name to call the context menu. Change columns set and order by clicking the gear icon .
  2. Gear icon  – click this icon to change the set and order of columns displayed.
  3. Search boxes – click the magnifier icon at the left of column names to open the list search boxes. Here, enter the value which a column should contain to find certain records. You can as well use the Condition Builder to filter records (click on the funnel icon ).
  4. List of records – records included in the table displayed in rows. You can select records using the checkboxes at the left  to delete them or (in case it is a record picker) to select them for the list type field. By default, the records in lists are sorted by the sys_id column in descending order.
  5. Information icon  – click this icon to see the preview information about the record. See the Customizing portal and agent views article to learn more.
  6. Cell – the column value of a certain record. You can change the value using inline editing.


Inline editing


You can edit field values of records in the list view. In other words, you do not need to open a record to change a field value.

You need to select a relevant application in the Admin Preferences menu to edit records. Otherwise, the fields will be marked as read-only.

To edit a field in the list view, follow these steps:

  1. Double-click on the cell containing value you want to change.
  2. Depending on the type of chosen column:
  3. Click the check mark icon to apply changes (except for the choice-like columns).

  • If users do not have access rights to view some records, columns of Reference, List and Document ID types will display the unavailable data text. 
  • If an ACL rule restricts access for the current user to the Display Name of a record, then the column will display the unavailable title text. 
  • If the referenced record is deleted, the column will display the record not found text.


Filtering


Tables can contain a lot of records, and it gets difficult to navigate through them and find the records you need. SimpleOne provides several ways to find, filter, group, and sort records.

List view provides three ways of searching and filtering records:

  • Condition Builder
  • list search boxes

  • items in the column name context menu (to call it, click on the column name)

    • Sort ascending – sorts records by the column value: from smallest to largest (including choices if they have numeric value), from A to Z, from earlier dates to later dates.
    • Sort descending – sorts records by the column value: from largest to smallest (including choices if they have numeric value), from Z to A, from later dates to earlier dates.
    • Group: {column} – divides records into groups by the selected column.

    By default, the records in lists are sorted by the sys_id column in descending order.

  • items in the row context menu (to call it, right-click on the cell)

    • Show Matching – equals to condition: [Column] is [value]
    • Filter Out – equals to condition: [Column] is not [value]
    • Group By – divides records into groups by the selected column.

Condition Builder

Condition Builder is a tool that allows for creating conditions to select fields with specific values and sort them in a particular order. 

It is available for the following elements:

  • lists (click the funnel icon above the table)
  • forms (condition fields)
  • record picker window (it appears after clicking the magnifier icon  by the reference fields)
  • Related Lists area (click the funnel icon above the table).

To create filters, complete the following steps:

  1. Click the funnel icon  to open the condition builder.

  2. Add dependencies using the AND and OR buttons. Also, you can add high-level conditions using these buttons in the condition builder toolbar.
  3. Click Run to apply filters and get the selection of records.
  4. You can also delete them by clicking the Clear All button.

Other available actions:

  • Sort – allows adding conditions of the fields sorting.

  • Group – allows grouping the records by a specific column. 

  • Save – allows saving the configured conditions. 

    1. Configure conditions you need.
    2. Enter a name of the filter and click Save.
    3. The saved filter will be available in the hamburger menu .
      • To apply the filter, navigate to the hamburger menu, click Filter, and select the option with the desired filter name.

  • Run – runs the configured condition to apply the filter. 

  • Close – hides the condition builder. 

On lists and in dictionaries, you can find breadcrumbs by the funnel icon . They represent applied conditions:

To clear filters of the Condition Builder:

    • click the arrow icon to clear one condition at the right
    • click on the condition to clear all conditions except the selected one.


To add a list filter to the Favorites menu, drag and drop it to the Favorites navigation tab.

See the Condition Builder article to learn more.

List search boxes

Search boxes appear above a table in the list view. To display them, click the magnifier button  at the right corner on the top of the list.

You can find the record you need by typing some characters, a word or several words. The search returns records that contain the specified input, that is, the condition equals:
[Column] contains [value]

Grouping on lists 

Grouping records on lists allows you to divide all records into groups basing on the defined column of any type. As the result, the list of records is divided into sublists. That is, records with the same value form a group with the corresponding heading. The function provides information on the number of records included.

Grouping is available only on lists. Records in related lists cannot be grouped.

To configure grouping, click on the column title on the basis of which you need to group the records, then choose Group: {column name}.

For example, we need to group columns from the Columns (sys_db_column) table by the Column Type field. After configuring the grouping, the list will look like this:

In the list view, the following options to operate the groups are available:

  • Expand and collapse any group. Click on the group you want to expand or collapse.
  • Expand and collapse all groups. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option in the context menu.
  • Sort groups in ascending or descending order by the group name or the number of records in it. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option.
  • Change the base column of grouping. To regroup records basing on another column, click on the column title you need and choose Regroup: {column name} in the context menu.
  • Open a group in a distinct list view. Point to the group you want to open and choose Open a group in the list.
  • The list_groups.per_page property allows for configuring the number of groups displayed on the page.

  • In the list.pagination.enable_pages_calculation property, enable or disable the counting of items for pagination.

    To enable or disable the pagination, perform the following steps:

    1. Navigate to System Properties → All Properties.
    2. Find the list_pagination.enable_pages_calculation property record using the list search boxes or the Condition Builder and open it.
    3. In the Value field, set true to enable the pagination or false to disable it.
    4. Click Save or Save and Exit.

  • To customize the page size for UI list, set up the list.per_page property. 

    To specify the size, follow the steps below:

    1. Navigate to System Properties → All Properties.
    2. Find the list.per_page property record using the list search boxes or the Condition Builder and open it.
    3. In the Value field, enter the necessary number of list records on one page.
    4. Click Save or Save and Exit.


Creating reports


Use the title context menu by right-clicking on the list titles and selecting one of the following options:

  • Pie Chart – present data with the circular statistical graphics. See the Reporting article to learn more.
  • Bar Chart – present data with rectangular bars. See the Reporting article to learn more.


Import and export


Use the title context menu by right-clicking on the list titles and selecting one of the following options:

  • Export Excel – export the list into an Excel file, to use it later for various purposes. Refer to the Quick Export article for more information.
  • Export to JSON – export the list view into a JSON-formatted file, to use it later for various purposes. Refer to the Quick Export article for more information.
  • Import from JSON – import a JSON-formatted file, to insert records to the database directly. Refer to the Quick Import article for more information.


Opening a record form


Every list record has a set of fields easily customized with the Form Layout tool. To open a record form, click the first field of the record on the list. 

You can also open a record from the preview form: click on the record information icon , and then click the Open record button.

It is possible to view the record field information with the tooltip when hovering over the particular list field.

  • No labels

© 2019-2024, SimpleOne

https://simpleone.ru