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@@ -66,7 +66,7 @@ This checkbox controls how AyaNova will digest text entered by a User set to thi
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#### Search
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The translations will be filtered to only include any text entered in the search box, this is a quick way to find a specific item of text and all the places it is used in to ease translation. Clear the search field to display all keys and their display text.
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The translations will be filtered to only include any text entered in the search box, this is a short cut to find a specific item of text and all the places it is used in to ease translation. Clear the search field to display all keys and their display text.
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#### Key / Display table
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@@ -91,7 +91,7 @@ In addition to the standard help link to this documentation, the About form has
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#### Copy support information
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This menu option will copy to clipboard all the information displayed on the About page as well as a copy of the local AyaNova web app error log (if any) and is provided as a quick way to gather up all the potentially useful information for support purposes by using the Copy support information button and pasting into a message to support.
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This menu option will copy to clipboard all the information displayed on the About page as well as a copy of the local AyaNova web app error log (if any) and is provided as a short cut to gather up all the potentially useful information for support purposes by using the Copy support information button and pasting into a message to support.
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#### Log
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@@ -105,4 +105,4 @@ If you see this error in the log it's likely not AyaNova restricting the upload
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Web browsers are not good at handling and displaying this error which is why the log needs to be checked as internally AyaNova will track and log communication errors.
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A quick way to test if this is the problem is to upload a small file well under 1mb and see if that works where larger files do not. If this is the case it's likely a 413 issue.
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A short cut to test if this is the problem is to upload a small file well under 1mb and see if that works where larger files do not. If this is the case it's likely a 413 issue.
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@@ -24,54 +24,58 @@ The no selection '-' item can also be used to quickly "re-set" a list by selecti
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## Searching
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AyaNova is designed to work with very large amounts of data and usually the fastest way to select an item is by searching by entering text into the control.
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AyaNova is designed to work with very large amounts of data and usually the fastest way to select an item is by entering search query text into the control to narrow down the selection list results.
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A valid search consists of a single text search a single [Tag](ay-start-form-tags.md) search or both separated by a space.
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A valid search consists of a single text search phrase, a single [Tag](ay-start-form-tags.md) search or both separated by a space.
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If a search is invalid the control will show an error message with a help link to this page of documentation.
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By default the Name field is always present and searchable but other fields can be added for selection and searching via template.
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Tags will only display if added to the template but you can always search for them.
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By default the Name field (or other primary identifier) is always present and searchable but other fields can be added for selection and searching via template.
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Tags will only *display* if added to the template but you can *always* search for them displayed or not.
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### Case sensitivity
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By default AyaNova searches are case **in**-sensitive. This can be changed in the Adminstration -> Global settings form `Filtering is case sensitive` checkbox. Setting this to checkmarked (true) means that all searches will be treated as case sensitive so for example seaarching a list for "group" will NOT match to "Group".
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By default AyaNova searches are case **in**-sensitive. This can be changed in the [Global settings form's](adm-global-settings.md#filtering-is-case-sensitive) *Filtering is case sensitive* checkbox. Setting this to checkmarked (true) means that all searches will be treated as case sensitive so for example searching a list for "group" will NOT match to "Group".
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### Search by text
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A single string of text with no spaces can be entered into the control to bring back results that _contain_ anywhere in their name or templated fields that text entered.
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Multiple separate text queries are _not_ supported, so for example this search `paul pero` is not valid.
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A single string of text with no spaces can be entered into the control to bring back results that _contain_ the search text anywhere in the object's name or selected [Autocomplete template](adm-global-autocomplete-templates.md) fields.
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Multiple separate text queries are _not_ supported, so for example this search 'paul per' is not valid.
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The server will search all the fields that are specified in the autocomplete list template for that type of object.
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By default searches are _not_ case sensitive however that can be adjusted via [Global settings](adm-global-settings.md) if required.
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Searching, sort order and case sensitivity are affected by your [Server locale setting](ops-server-locale.md)
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For example if you want to quickly select a Customer named "Paul's Perogies" you could type `pau` and up to 100 of the Customers with "pau" anywhere in their autocomplete list template would be returned for selection. You could also type `per` which would also match to "Paul's Perogies" and any other Customers with "per" anywhere in their template.
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For example if you want to quickly select a Customer named "Paul's Perogies" you could type `pau` and up to 100 of the Customers with "pau" anywhere in their autocomplete list template would be returned for selection.
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You could also type `per` which would also match to "Paul's Perogies" and any other Customers with "per" anywhere in their template.
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### Search by tag
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A tag query is a string of text with no spaces that starts with two consecutive periods, i.e. `..north` will search for all objects tagged with tags that contain the text "north".
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A tag query is a string of text with no spaces that starts with two consecutive periods, i.e. '..north' will search for all objects tagged with tags that contain the text "north".
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You can always search for an object by [Tag](ay-start-form-tags.md) even if it's not set to display in the autocomplete list template for that object type. If the autocomplete list template has had tags added to it they will display in the autocomplete list as a comma separated list of all tags e.g. "Paul's Perogies zone1,north,etc" but even if they are not added to the template they will still be searched when a tag query is entered.
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Just like text searches, tag searches will match to any position in the tag name, so for example if you were searching for an object tagged with "outside-service" you could enter `..side` and it would match all tags that contain those letters.
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Just like text searches, tag searches will match to any position in the tag name, so for example if you were searching for an object tagged with "outside-service" you could enter '..side' and it would match all "outside-service" tags and any other tags that contain those letters.
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### Combined search
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You can also search by tag and by text combined, for example entering `aul ..side` indicates you want to search all text for the letters "aul" and all tags for the letters "side" which is useful to narrow down the search quickly to very specific records.
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You can also search by tag and by text combined, for example entering 'aul ..side' indicates you want to search all text for the letters "aul" and all Tags for the letters "side" which is useful to narrow down the search quickly to very specific records.
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### Item not appearing in results?
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Inactive records are not valid for selection in many forms so if you are searching for an item that is set to Active=false it likely will not appear in your results on most forms by default.
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Inactive records are not valid for selection in many forms so if you are searching for a business object that has been deactivated by un-checking it's *Active* field to set it to false it will not appear in your results on most forms by default.
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### Opening selected record
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If the autocomplete list is displaying objects that you are able to open for editing, an edit icon will appear beside the control and clicking on that icon will directly open the edit form for that record or a new empty record if the special "-" no selection item has been selected.
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If the autocomplete list is displaying objects that you are able to open for editing, an edit icon will appear beside the control and clicking on that icon will directly open the edit form for that record or a new empty record if the special "-" [no selection item](#no-selection-item) has been selected.
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This is a quick way to get to the object from another object's edit form. You will be prompted to save changes first before the new form opens if you have any unsaved changes.
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This is a short cut to create a required object for selection from another object's edit form. You will be prompted to save changes first before the new form opens if you have any unsaved changes.
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### Clear button
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@@ -1,14 +1,16 @@
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# Tags
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Tags are a powerful feature of AyaNova that can be used to group or categorize business objects for reporting, searching and selection.
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Tags are short strings of text that are shared between all users and all major business objects in AyaNova.
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Tags are short strings of text that are shared between all users and can be set on all major business objects in AyaNova and can be used to group or categorize business objects for reporting, searching, selection and various automated processes.
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Business objects can have more than one tag and completely different object types (e.g. Parts, and Users) can have the same tag.
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## What use are tags?
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Tags are used for any purpose that makes sense for _your_ business. AyaNova does not limit how tags are used and allows nearly everything to be tagged.
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Some features in AyaNova work automatically with selected tags as a way to control automatic processes such as [Notifications](home-notify-subscriptions.md) or refining restrictions to [Customer access features](adm-global-settings.md#common-settings-for-customer-access-features) to only Customers with certain tags plus many more features that are Tag aware.
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Some features in AyaNova work automatically with selected tags as a way to control automatic processes such as [Notifications](home-notify-subscriptions.md) or refining restrictions to [Customer access features](adm-global-settings.md#common-settings-for-customer-access-features) to only Customers with certain tags, automatically applying [Contract discounts](svc-contracts.md#tagged-price-adjustments) only to specifically tagged objects plus many more features that are Tag aware.
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By tagging related objects you can more easily select them as a whole for things like searches in [autocomplete list controls](ay-start-form-autocomplete.md), reporting, business metrics, graphs and charts, process control etc.
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@@ -24,17 +26,31 @@ Each department can view a list filtered by their particular tag so they can see
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You can enter any text you want for a tag as long as it's less than 255 characters, lower case and has no spaces in it. Spaces are not allowed in tags and when creating a tag spaces will automatically be converted to dashes.
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## Seleting a tag
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## Selecting a tag
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Enter text into the tag control to search the server for previously entered tags. If a matching tag is found it will appear in the selection list below.
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In the image above, the user has entered 'go' which is matching to the existing tags 'gold' and 'indigo'.
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Use the down arrow and enter key or click on a tag in the results list to add it to the current object's tag collection.
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Tags are selected on forms with the tag control.
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Multiple tags can be set for each object.
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Enter text into the tag control which will search the server for previously entered tags as you type text into it. If a matching tag is found it will appear in the selection list below. Click on a tag in the list to add it to the collection.
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## Creating a tag
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If the text you type into the tag control turns up no results, the control will offer to add it as a new tag by showing an Add icon below. Click on the icon to add the tag to the collection. Once this object is saved that tag will now show up in future tag searches for all users.
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If the text you type into the tag control turns up no results, the control will offer to add it as a new tag by showing an Add icon below. Click on the icon to add the tag to the collection.
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In the image above the user entered 'golf' which had no matching existing tag so AyaNova offered to add it and clicking on the + button will add it to the current objects tag collection.
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Once this object is saved that tag will now show up in future tag searches for all users.
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## Deleting a tag
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To remove a tag from an object click on the remove icon beside it in the tag control and save the record.
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@@ -186,7 +186,7 @@ When checked the PM will copy any PM header section attached files over to the s
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#### Active
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On a PM the Active field controls whether the PM will be considered for generating service work orders. Unchecking Active is a quick way to turn off a PM from generation.
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On a PM the Active field controls whether the PM will be considered for generating service work orders. Unchecking Active is a short cut to turn off a PM from generation.
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### Menu options
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Block a user