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2021-11-19 23:38:46 +00:00
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8
docs/8.0/ayanova/docs/adm-global-settings.md
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@@ -15,10 +15,10 @@ This form is available to User's with the following [roles](ay-biz-admin-roles.m
## Business settings
- Default parts purchase tax - default tax to apply on [purchase orders](inv-purchase-orders.md)
- Default service sales tax - default labor tax to apply for [Labors](acc-service-rates.md) and [Travels](acc-travel-rates.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md)
- Default parts sales tax - default tax to apply for [Parts](inv-parts.md) and [Loaners](svc-loaners.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md)
-
- Default parts purchase tax - default tax to apply on [purchase orders](inv-purchase-orders.md). Leave empty if you do not want a value to be automatically selected on new records.
- Default service sales tax - default labor tax to apply for [Labors](acc-service-rates.md) and [Travels](acc-travel-rates.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md). Leave empty if you do not want a value to be automatically selected on new records.
- Default parts sales tax - default tax to apply for [Parts](inv-parts.md) and [Loaners](svc-loaners.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md). Leave empty if you do not want a value to be automatically selected on new records.
- Filtering is case sensitive - Default is unchecked / false. When checked / true, AyaNova will treat all [select lists](ay-start-form-select-list.md) and data table filters as case sensitve for matching.
## Company information settings

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docs/8.0/ayanova/docs/ay-start-common-controls.md
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@@ -1,60 +1,8 @@
# FORM CONTROLS
[under construction]
TODO:
### UTC
All dates and times are stored at the server in UTC (GMT) values. The server has no knowledge of time zones so this value is used to display the time and date in your local Browser time zone.
While you can ovveride this setting it's generally best to allow it to be the default setting obtained from the browser itself.
### Filtering dates
When viewing data in AyaNova that is filtered with one of the relative date filters (for example a filter of "TODAY"), this time zone setting is taken into account in order to ensure that the user sees data appropriate to *their time zone*. This means that two people with browsers in different time zones using a filter of TODAY for a date field may see different list of results from each other.
todo: document that emojis can be used in any text field and key combo on windows is winkey-period
-other os's too?
todo: WIKI controls
todo: DATA TABLES
Need help page specific to DataTable usage, link to it from the top of all manual pages that are for DataList UI pages (e.g. Customers page)
Note: arbitrary 1024 max char text field length, truncates after that.
Note: Special note to indicate that filtering by a column then hiding that column is supported as a feature
User won't see the filtered column if they hid it but the filter still applies
User can tell it's still filtered by the prescence of the filter reset button (circle with X inside) to the right of the filter selection list
note: filtering system, column view system, saving filter, case sensitivity, tokens etc
hidden query-affecting columns: Data Table column selector button will change to larger and accented when this is the case and the column selector form will highlight these hidden columns that affect the view with raised elevation, accent color and filter+sort icon (both show, there is no distinction which type of way it's affecting)
Data table filtering on Duration / interval type columns:
Filters are limited to greater than or less than due to nature of this type of data which is very hard to match precisely due to millisecond differences
making equals or not equals useless for exact comparison. In addition these types of fields always have a value even if it's zero so they don't work with Has value / no Value either
Greater than and less than can be used to match any value desired by using two filters one greater one less and use of the OR or AND option as appropriate
Case sensitivity and filtering - controlling
## Data Table TAG filters
All tags are lower case always, case is not relevant in Tag filters.
Order is not relevant in Tag filters, so {green, red} is no different than {red, green} when filtering is applied
### Filter types supported
#### Equality
Exactly equal compare entire search term array to tag array in db - all terms in search exactly present and no others in db record
e.g. {red,green,blue} will return records with tags {green,red,blue} but *not* match {red,green,blue,orange}
#### Not equal
The opposite of Equality; specifically exclude rows that exactly match all the search terms
e.g. {red,green,blue} will return records with tags {red,green,blue,orange} but *not* match {green,red,blue}
#### NO value
Will return records with no tags set at all
#### Has value
Will return records with any tag set
#### Contains
Returns records that contain the specified search tags. Records may have other additional tags but that's ok as long as it has the search term ones
e.g. {red,green,blue} will return records with tags {green,red,blue} and also {red,green,blue,orange}
#### Not contains
All terms in search query *NOT* present in db record, don't care what else is in db record as long as it's not the search terms (order insensitive)
e.g. {red,green,blue} will not return records with tags {green,red,blue} and also not return {red,green,blue,orange} but would return {red,green,black}

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docs/8.0/ayanova/docs/ay-start-common-menu-options.md
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# COMMON MENU OPTIONS
TODO: Just role this into a regular form basics doc

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docs/8.0/ayanova/docs/ay-start-form-data-tables.md Normal file
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# DATA TABLES
[Under construction]
overview
elements of the data table
filtering
### Filtering dates
When viewing data in AyaNova that is filtered with one of the relative date filters (for example a filter of "TODAY"), this time zone setting is taken into account in order to ensure that the user sees data appropriate to *their time zone*. This means that two people with browsers in different time zones using a filter of TODAY for a date field may see different list of results from each other.
todo: document that emojis can be used in any text field and key combo on windows is winkey-period
-other os's too?
todo: WIKI controls
todo: DATA TABLES link to it's own page
Need help page specific to DataTable usage, link to it from the top of all manual pages that are for DataList UI pages (e.g. Customers page)
Note: arbitrary 1024 max char text field length, truncates after that.
Note: Special note to indicate that filtering by a column then hiding that column is supported as a feature
User won't see the filtered column if they hid it but the filter still applies
User can tell it's still filtered by the prescence of the filter reset button (circle with X inside) to the right of the filter selection list
note: filtering system, column view system, saving filter, case sensitivity, tokens etc
hidden query-affecting columns: Data Table column selector button will change to larger and accented when this is the case and the column selector form will highlight these hidden columns that affect the view with raised elevation, accent color and filter+sort icon (both show, there is no distinction which type of way it's affecting)
Data table filtering on Duration / interval type columns:
Filters are limited to greater than or less than due to nature of this type of data which is very hard to match precisely due to millisecond differences
making equals or not equals useless for exact comparison. In addition these types of fields always have a value even if it's zero so they don't work with Has value / no Value either
Greater than and less than can be used to match any value desired by using two filters one greater one less and use of the OR or AND option as appropriate
Case sensitivity and filtering - controlling
## Data Table TAG filters
All tags are lower case always, case is not relevant in Tag filters.
Order is not relevant in Tag filters, so {green, red} is no different than {red, green} when filtering is applied
### Filter types supported
#### Equality
Exactly equal compare entire search term array to tag array in db - all terms in search exactly present and no others in db record
e.g. {red,green,blue} will return records with tags {green,red,blue} but *not* match {red,green,blue,orange}
#### Not equal
The opposite of Equality; specifically exclude rows that exactly match all the search terms
e.g. {red,green,blue} will return records with tags {red,green,blue,orange} but *not* match {green,red,blue}
#### NO value
Will return records with no tags set at all
#### Has value
Will return records with any tag set
#### Contains
Returns records that contain the specified search tags. Records may have other additional tags but that's ok as long as it has the search term ones
e.g. {red,green,blue} will return records with tags {green,red,blue} and also {red,green,blue,orange}
#### Not contains
All terms in search query *NOT* present in db record, don't care what else is in db record as long as it's not the search terms (order insensitive)
e.g. {red,green,blue} will not return records with tags {green,red,blue} and also not return {red,green,blue,orange} but would return {red,green,black}
sorting
selecting
extensions

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docs/8.0/ayanova/docs/ay-start-form-overview.md
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@@ -1,4 +1,4 @@
# USER INTERFACE
# FORMS
## Overview
@@ -55,3 +55,7 @@ While the top options in the context menu will change depending on the context,
- [About](ay-about.md) option for viewing version information and technical support information.
- [Logout]()
## Form controls
AyaNova forms consist of a common set of controls which are documented in detail in the [common controls](ay-start-common-controls.md) documentation page.