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John Cardinal
2022-01-18 16:31:16 +00:00
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docs/8.0/ayanova/docs/ay-start-form-data-tables.md
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@@ -28,14 +28,6 @@ This menu item shows the name of the last report rendered in this form to save t
[Extensions](ay-extensions.md) provide a way to perform an operation of some kind over multiple records at once, for example mass deleting selected records or tagging them.
The Extensions menu item works with data selected similarly to how reporting works:
[Filtering](#filtering-columns) affects which records will be sent to the extension for processing; what is available in the data table is what is sent to the extension.
So, for example, if you filter to a specific sub-set of records only those records will be processed by the extension.
Individual records can be selected for processing by checking the checkboxes in the leftmost column when available in which case only the records selected will be processed.
#### Search
The search menu item links to the [search form](home-search.md) and automatically causes the search form to only show results for the type of object that was being viewed in the data table before clicking search. For example if you are viewing a Customers data table then clicking on search will automatically select `Customer` as the only type to search for.
@@ -121,9 +113,13 @@ Column headers not only display the name of that column but also provide control
Column header names are designed to wrap around in cases where they would not all fit horizontally to ensure as much data as possible can be displayed on all screen sizes.
#### Checkbox record selection column
#### Selecting records
In most tables the leftmost column consists of checkboxes for selecting individual records. The checkbox selection column header can be used to select or deselect all visible records in the display.
In many data tables records can be selected individually for [reporting](ay-report.md) or [extension](ay-extensions.md) purposes:
![selecting object](img/form-data-table-selecting-records.png)
In most tables the leftmost column consists of checkboxes for selecting individual rows of records. The checkbox selection column header can be used to select or deselect all visible records in the display.
Note that this **selects** _visible_ records only so if you are viewing 10 records at a time but there are 100 only the 10 visible records will be selected. However it **de-selects** _all_ previously selected records regardless of whether they are visible or not.
@@ -131,11 +127,11 @@ This is by design to allow a user to make selecting subsets of records easier bu
#### Sorting columns
Columns are sorted by clicking on their names to toggle their sort mode betwen ascending, descending or unsorted. The column headers will display an arrow indicating the sort direction and a number indicating the order they were selected which affects the data returned:
Columns are sorted by clicking on their names to toggle their sort mode betwen ascending, descending or unsorted. The column headers will display an arrow indicating the sort direction and a number indicating the order they were selected which affects the data returned:
![data table sort](img/form-data-table-sort.png)
In this example it can be seen that the data has been sorted by the Customer Name column *first* in *ascending* order indicated by the number 1 beside a downward pointing arrow sort indicator and then sorted by the work order column *secondarily* in *descending* order indicated by the number 2 beside an upward pointing arrow sort indicator.
In this example it can be seen that the data has been sorted by the Customer Name column _first_ in _ascending_ order indicated by the number 1 beside a downward pointing arrow sort indicator and then sorted by the work order column _secondarily_ in _descending_ order indicated by the number 2 beside an upward pointing arrow sort indicator.
This results in a list ordered by customer name first from a to z then by work order number from highest to lowest.
@@ -145,7 +141,7 @@ The column position does not affect the sort order only the selection made.
##### Sorting on Type fields
Type fields can not be sorted in alphabetical order as they do not have a Name stored in the database, only a number. They sort by the underlying internal numerical value that indicates that particular type. This means you will see the column is sorted with identical types grouped together, however the displayed translated text representing these types is not sorted alphabetically. Type fields have square brackets around their translated display names in the column to indicate they are a type rather than a text field.
Type fields can not be sorted in alphabetical order as they do not have a Name stored in the database, only a number. They sort by the underlying internal numerical value that indicates that particular type. This means you will see the column is sorted with identical types grouped together, however the displayed translated text representing these types is not sorted alphabetically. Type fields have square brackets around their translated display names in the column to indicate they are a type rather than a text field.
#### Filtering columns
@@ -155,17 +151,17 @@ This will open the filter dialog where a filter can be set or edited:
![filter example](img/form-data-table-filter-dialog-new.png)
In the example above a new filter is being applied to the `Customer` column indicated in the name at the top. This filter will cause the data table to show only customers who have a Name that start with "J", "K" or "L".
In the example above a new filter is being applied to the `Customer` column indicated in the name at the top. This filter will cause the data table to show only customers who have a Name that start with "J", "K" or "L".
As seen in the example more than one filter can be applied in a single filter to include or exclude records and you can choose an `AND` type filter that returns only data that matches *all* filters entered or an `OR` type filter that will return data that matches *any* of the items in the filter list.
As seen in the example more than one filter can be applied in a single filter to include or exclude records and you can choose an `AND` type filter that returns only data that matches _all_ filters entered or an `OR` type filter that will return data that matches _any_ of the items in the filter list.
Filters are created by first selecting a type of filter from the "Filter" selection list. The types of filters offered vary depending upon the type of data in that particular column.
Filters are created by first selecting a type of filter from the "Filter" selection list. The types of filters offered vary depending upon the type of data in that particular column.
Some filters require a Value to be entered and others do not. If the filter requires a value one or more controls will appear below the filter selection and a value must be entered for that type of filter.
For example a date based column filter has pre-selected date ranges available such as "Last year" and those do not require a value, however you can also select a Before filter which does require a date to be entered.
Once your filter selection is made click on the `+` add button to make it official. If you click on `save` before clicking on `+` add the filter will *not* include your selection.
Once your filter selection is made click on the `+` add button to make it official. If you click on `save` before clicking on `+` add the filter will _not_ include your selection.
To remove a filter from a column or edit it click on the column filter icon again and either remove or adjust the items in the filter or select delete to remove them entirely.
@@ -173,14 +169,12 @@ Once you have your filters selected how you like them you can save all the filte
##### Case sensitivity
Text filters will be affected by the [filtering is case sensitive](adm-global-settings.md#filtering-is-case-sensitive) global administration setting. The default is for them to *not* be case sensitive.
Text filters will be affected by the [filtering is case sensitive](adm-global-settings.md#filtering-is-case-sensitive) global administration setting. The default is for them to _not_ be case sensitive.
##### 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.
##### Filtering TAGS
All tags are lower case always, case is not relevant in Tag filters.
@@ -216,4 +210,3 @@ e.g. {red,green,blue} will return records with tags {green,red,blue} and also {r
All terms in search query _NOT_ present in db record, doesn'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}