From 6e21b681e3b5ccd1ac60ff9de0907d641feec91f Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Wed, 19 Jan 2022 18:01:33 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/adm-global-settings.md | 2 +- .../ayanova/docs/ay-start-changes-from-v7.md | 2 +- .../ayanova/docs/ay-start-common-controls.md | 66 +++++++++++++++++- docs/8.0/ayanova/docs/ay-start-form-tags.md | 26 +++---- docs/8.0/ayanova/docs/img/control-percent.png | Bin 0 -> 2871 bytes docs/8.0/ayanova/mkdocs.yml | 2 +- 6 files changed, 80 insertions(+), 18 deletions(-) create mode 100644 docs/8.0/ayanova/docs/img/control-percent.png diff --git a/docs/8.0/ayanova/docs/adm-global-settings.md b/docs/8.0/ayanova/docs/adm-global-settings.md index d91c4074..b7a73232 100644 --- a/docs/8.0/ayanova/docs/adm-global-settings.md +++ b/docs/8.0/ayanova/docs/adm-global-settings.md @@ -36,7 +36,7 @@ Default tax to apply for [Parts](inv-parts.md) and [Loaners](svc-loaners.md) on ### Filtering is case sensitive -Default is unchecked / false. When checked / true, AyaNova will treat all [select lists](ay-start-form-autocomplete.md) and [data table](ay-start-form-data-tables.md) filters as case sensitve for matching. +Default is unchecked / false. When checked / true, AyaNova will treat all [autocomplete list controls](ay-start-form-autocomplete.md) and [data table](ay-start-form-data-tables.md) filters as case sensitve for matching. ### Use inventory diff --git a/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md b/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md index 9ddb7836..efd2582f 100644 --- a/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md +++ b/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md @@ -271,4 +271,4 @@ All attached and embedded file features have been consolidated in v8 into a new ### Display formats -In v7 there were Global settings for Part display format, Unit display format etc. In v8 this feature has been replaced by [Select list](ay-start-form-autocomplete.md) templates which allow customizing nearly _all_ select lists to choose how best to display them for selection in v8. +In v7 there were Global settings for Part display format, Unit display format etc. In v8 this feature has been replaced by [autocomplete list control](ay-start-form-autocomplete.md) templates which allow customizing _all_ autocomplete lists to choose which fields are used for display and searching in v8. diff --git a/docs/8.0/ayanova/docs/ay-start-common-controls.md b/docs/8.0/ayanova/docs/ay-start-common-controls.md index 49e70587..28d26a1d 100644 --- a/docs/8.0/ayanova/docs/ay-start-common-controls.md +++ b/docs/8.0/ayanova/docs/ay-start-common-controls.md @@ -45,9 +45,9 @@ The display and input format are controlled by both the device and web browser d The Date control is used to display and choose dates without time. Dates are displayed in the devices local time zone by default but can be [overriden](ay-start-localization.md/#time-zone-override). -AyaNova has two versions of the Date control available" the default is a "Material" theme date picker that will display and work the same on any device and the alternative is to use your browsers default system date picker. +AyaNova has two versions of the Date control available: the default is a "Material" theme date picker that will display and work the same on any device and the alternative is to use your browsers default system date picker. -Which one is used is controlled in [User settings](home-user-settings.md/##user-browsers-standard-date-time-input-controls) "User browser standard date time input" setting. +Which one is used is controlled in [User settings](home-user-settings.md/#user-browsers-standard-date-time-input-controls) "User browser standard date time input" setting. #### Default "Material" date picker: @@ -55,6 +55,8 @@ Display mode: ![date view material mode](img/control-date-view-material.png) +Clicking on the display mode date will open the control to Picker mode if the user has edit rights. + Picker mode: ![date pick material mode](img/control-date-pick-material.png) @@ -83,7 +85,7 @@ The Date and time control is used to display and choose dates and times as a pai AyaNova has two versions of the Date and Time control available: the default is a "Material" theme date and time picker that will display and work the same on any device and the alternative is to use your browsers default system date and time pickers. -Which one is used is controlled in [User settings](home-user-settings.md/##user-browsers-standard-date-time-input-controls) "User browser standard date time input" setting. +Which one is used is controlled in [User settings](home-user-settings.md/#user-browsers-standard-date-time-input-controls) "User browser standard date time input" setting. #### Default "Material" date and time picker: @@ -175,6 +177,16 @@ On a narrow screen device such as a smart phone the save button reverts back to ### Percent +![percent control](img/control-percent.png) + +The percent control displays and accepts percentage input in percentage format. + +Percentages are entered as the percent required, not a decimal fraction. + +In other words you would enter `5.5` to indicate 5.5% not `0.055`. + +The display and input format are controlled by the device and web browser default settings for decimal numbers. + ### Phone ![Phone control](img/control-phone.png) @@ -207,8 +219,56 @@ The select control is a simple drop down selection list used for short lists of ### Tag +Tags are the primary way to categorize business objects in AyaNova for selection and business process control purposes. + +Tag control has it's own [Tag documentation page](ay-start-form-tags.md). + ### Time +The Time control is used to display and choose a time of day without the date portion. Times are displayed in the devices local time zone by default but can be [overriden](ay-start-localization.md/#time-zone-override). + +#### AM / PM vs 24 hour clock + +AyaNova will accept input and display times in 12 hour clock AM/PM mode or 24 hour clock mode depending upon the local standard set by the operating system and browser. You can override this to force a particular choice in [User settings](home-user-settings.md/#12-hour-clock) "12 hour clock" setting. + +AyaNova has two versions of the Time control available: the default is a "Material" theme time picker that will display and work the same on any device and the alternative is to use your browsers default time picker. + +Which one used is controlled in [User settings](home-user-settings.md/#user-browsers-standard-date-time-input-controls) "User browser standard date time input" setting. + +#### Default "Material" time picker: + +Display mode: + +![time view material mode](img/control-time-view-material.png) + +Clicking on the display mode time control will open the control to picker mode (if the user has rights to edit the time). + +Picker mode: + +![time pick material mode](img/control-time-pick-material.png) + +In picker mode a banner showing the selected hour, minutes and optionally am/pm will be displayed at the top. Clicking on this hour or minute display will control which portion of the time is selectable in the central clock face portion of the display. Click on the AM / PM designator to change. + +Click in the clock itself to select specific hour or minute. + +**Tip** this control works with a mouse scroll wheel to quickly rotate the hands of the clock. + +- `Delete` option will remove the time completely. +- `Now` will set it to the local current time. +- `OK` will close the time picker. + +#### Browser default time picker + +Will function and display differently on each type of device and browser, in Windows on FireFox it looks like this: + +Display mode: + +![time view browser mode](img/control-time-view-browser.png) + +Picker mode: + +![time pick browser mode](img/control-time-pick-browser.png) + ### Upload (import, report template upload etc etc) diff --git a/docs/8.0/ayanova/docs/ay-start-form-tags.md b/docs/8.0/ayanova/docs/ay-start-form-tags.md index 95c43ce8..3700f9bc 100644 --- a/docs/8.0/ayanova/docs/ay-start-form-tags.md +++ b/docs/8.0/ayanova/docs/ay-start-form-tags.md @@ -1,38 +1,40 @@ # Tags -## OVERVIEW +Tags are a powerful feature of AyaNova that can be used to group or categorize business objects for reporting, searching and selection. +Tags are short strings of text that are shared between all users and all major business objects in AyaNova. +Business objects can have more than one tag and completely different object types (e.g. Parts, and Users) can have the same tag. -Tags are a powerful feature of AyaNova that can be used to group or categorize objects for reporting, searching and selection. -Tags are short strings of text that are shared between all users and all major objects in AyaNova. -Objects can have more than one tag and completely different object types (e.g. Parts, and Users) can have the same tag. - -## WHAT ARE THEY FOR? +## What use are tags? 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. -By tagging related objects you can more easily select them as a whole for things like searches in [select lists](ay-start-form-autocomplete.md), reporting, business metrics, graphs and charts, process control etc. +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. + +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. Because you can use multiple tags on each object and multiple different object types can share the same tags you can use tags for several different purposes at the same time. For example both a Customer and a Service technician could share the same tag "zone1" and you could then limit reporting to only items tagged "zone1" if that makes sense for your business. -You might use a tag to indicate the steps in a process that an object goes through, for example a Quote for a customer may require several staff members to put it together so the service manager may put all the tags of each department that must work in turn with that quote and as each one completes their part they remove their tag until it's completed. Each department can view a list filtered by their particular tag so they can see what needs to be done. +You might use a tag to indicate the steps in a process that an object goes through, for example a Quote for a customer may require several staff members to put it together so the service manager may put all the tags of each department that must work in turn with that quote and as each one completes their part they remove their tag until it's completed. -## TAG FORMAT +Each department can view a list filtered by their particular tag so they can see what needs to be done. + +## Tag format 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. -## SELECTING A TAG +## Seleting a tag Tags are selected on forms with the tag control. Multiple tags can be set for each object. 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. -## CREATING A TAG +## Creating a tag 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. -## DELETING A TAG +## Deleting a tag To remove a tag from an object click on the remove icon beside it in the tag control and save the record. diff --git a/docs/8.0/ayanova/docs/img/control-percent.png b/docs/8.0/ayanova/docs/img/control-percent.png new file mode 100644 index 0000000000000000000000000000000000000000..b30858799ec6d8db84189fbb1ae1fa2aac61c378 GIT binary patch literal 2871 zcmai$c{J4h8o+;~CbDFY*HE@5yIv{V*qh8mvSv>hHDgI=n2hmKp)8F;2&1uNnX+c5 zY*Y4zLbkGwm|#S0H{blw&!{HAm+Y($tf5B_}l*$ z4ocuFZvf!wwJq33>FD{b^?h`UP3&NfL=z$L%0=2p;Y?T*u--+$y(*RI-UD4|(CY zre?8De@!-P*gjcZOlG~PTI^<1B7bEE54d9u?rkP;02khz-xmhnS;Pq(oQ25&@SK7I zMyEPJ0OUR!03IBd0f@(E4gn%25kQp5e<#h+&IbfaeFA@&r;Blp&`63KZ=Wjhjq_I| zLvO^=LTz8wYF$ff3D5HEC~<2j4xmP@krIDn@uanqpD+%i#o+3l=O-#+TnsT>e`sP1 zR_SriKlp|uHR?DC?40$wJ7o$50Jl^U^ZU&Ak9;A^eb`36IfE+#;!sn z@pwd|#_BDjn{iv&`XqBnp`RFWWa65%Vkid@K}%>(UVxcD>`<*hhw4s#9i>we1u}1y zGr9+|xq{>J6tv&6uTY%O)_14gHkgJKg1k!31SXPu zRaNF!0VBs@ZsvFDoBFx7$Xm>p=pcNTKlP;#hv;H|hL*C!k+0kW$oe!KX}`KwF-}?J zlwrvm*Jf2U96&_;2#e5~{)LMDO)=gu91AtN@`Ytg^S0vdsuC<4(T;6 zy(hEP7$Pj5$hz1)fL5t1E%SLF5_ti&&=mDOz+`f8LS^^e$h@=xlByD)=^nfpR}P{k zRj!oDuIjWdU}6rtq+6Br)Zg&?CJYcum%<`=CC`=xj?Gu;Y@yMmj1!x=-M(d;dACud z{;;#3wG?kGmAx}RcFu_%+K ztqh&*@~0pu&F6hZN?%tT{Z4pc$W9kDR_fXTsU@DUy}N1V5W0*eER0Y4Ud3LP=-d^m zJ-;{Y-L?AqBYzZNBp&S{d>G&fZOax1Xc_;$`)yO8cgk&k+TvnjnU@Q9cCZ)>#=~Qp zNIZ$153J2=YSKS*rnvCp1trGpENN(o=DeiZcu@Q%y1Kf0WyNobz6?DJdyoFtew)h=?$X=ReI_THH~iWlnMD zpmR5Weh+L?s00)S;6yilT#81|fMFQ3aHHVLw#$oO5?2rd`;nbectg*w{G| z;4BjV+<9KpvtNkbo9B~pX7SGNF)bfcEb8ZIOHw~Xr|I^T%Twb`ob{;1b&bJzX}x^-u5X;-dyP9Rr}oo< z@NgUSwXOclkk6E*^cz|;fYBA0Ijpo6sbGig=;*K}%FD}tsMT+4Ym1JF35OB*>9}X| zGFn;Co;DlcxbU1f#_I}G3XT_i3KU%zxptW4P(;Q?reMRP61H3c0#F;B6bMg>v zc4c$RWwKCUaOhUe*SDL{f?(P(k*5>cSRFHFtb1I>QU}JLF*+A>ZP)N2A*4$AXP!7!0c(VcFJgC3?Kgr17dv z_>C$zcznAan5Yj`vf+>LxvIJw=7i3Y_TShn#CwGM=n1G*>$UeF*aT5~dmC|p%g);R z+8$E}g;0pUy-+=W_e|#_R-`2il9*hW^%3^^T#2I!cZwr_QspRaz2TPxzkV~ANFlv6 zjnsQMDsl##rvc4zy}XBrUrudDXq~XmB24V zot@}G{NOZFrc$YJI6Mrd|IVsM4E4NkAwNH#Z$Lp_-W!SRw(SbynIX-vTV};Z2183% zQjKPR6>1`wC0{3q&soK4-%6xtmb8RiuZSpgZt@F2qhkvjKmue~zX$#v zze4W_NI={mIkxcSuzHk;9$G~Ph!X4W z>G78q%>Rr!SmjsJgz0Dk3E}6Un?$Sf=@FX>`SA1@v-FDCZs6qvmdv|YcZfwqU>C?m z9hwD}fT*e1MM6c32KHE4f2Ic*`UlhzTGW4U%(ZT1u4mzL`=n&&(}OuSb1oyPw^Io9t-i1iT@f{L=btHq&dWXg?+<#Qgttvle&N`Lk>72$G^g>4rhU&Obn3g57JnNUh_M z-?G~F_tNXJJ58GEjK>3u$qdT0$XNELkm>T-p~<3+$LK#YC>pIEX8vOhsIS%v=My;G z!{g)Q*Hr~-oWWqQCExZTzH^d^EE?#u+!wt@Eg=~h^&0SBFoi=+x_;7Fc+hci@zb66 z^&KE``NrI;E@cB!kK*Hl_Uz)K$+iIPk>6W{h0B0UwZyZ<2e#uf2M?s<`=0Rv`U|z1 z`j4{s3D44?A+ZjSQ7uft6oo2jx_$IGGwG7F!g`jEx6Wb}e0vgW6&Ht*iu!Sgc#pLH9?AOjV*^AkvLg2)tMv6CAukN5 zNo;^N1%ZYkL?k3EEZ*y>e!8QmqLP4dwkiEgwSDj+y7QRP7P8q15em~w23Nhb=T+cO zm8Kpkx#+!B;_wf~skr|q%RM2v6zy)UE~)}ypUG~GX|-P;=&2td-oa1wKRNIJ!JuH* aZ;%`z6(OEgBY6P3fQ7l0*=v*Q(f