admin/raven
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Browse Source
This commit is contained in:
John Cardinal
2022-01-20 21:54:00 +00:00
parent f8c543a812
commit d3ca7e75d3
2 changed files with 24 additions and 13 deletions
Download Patch File Download Diff File Expand all files Collapse all files

8
docs/8.0/ayanova/docs/ay-history.md
View File

@@ -1,6 +1,8 @@
# History
The History form shows a timeline of the current User's history of events that are tracked in AyaNova.
History can be viewed for both the current logged in User in their [personal history](#how-to-access-personal-history) as well as the history of specific business objects from that object's edit form [history menu option](ay-start-edit-forms.md#history).
The History form shows a timeline of an AyaNova business object or the current User's history of events that are tracked in AyaNova.
There is also an administrator's [Global history](adm-history.md) form showing the event log for _all_ users.
Personal history is particularly useful when you want to open a record you were working with recently as the history form doubles as a most recently used list.
@@ -51,7 +53,9 @@ Below the date and time is an icon and name representing the _type_ of object th
Finally at the bottom are the `History`, `Activity` and `Open` buttons.
The `History` button will open this same history form but it will display history for that object. So, for example if you click on `History` for a Customer you will see that customer's event log showing all events that affected that customer record.
The `History` button will open this same history form but it will display history for that particular object only. This is the same view you can access from a business object's edit form [history menu option](ay-start-edit-forms.md#history).
For example if you click on `History` for a Customer you will see that customer's event log showing all events that affected that customer record.
If the event box is displaying a User then the `Activity` button will show which is a shortcut to the event log for that particular User.

29
docs/8.0/ayanova/docs/ay-start-edit-forms.md
View File

@@ -1,6 +1,6 @@
# Edit forms
AyaNova business objects are created and edited in edit forms. Here we detail the common features of edit forms. Some forms will not have these features if they don't apply, for example there won't be a "View on map" menu item if there is no address for the object being edited.
AyaNova business objects are created and modified in "edit forms". Here we detail the common features of edit forms. Not all features are available to all edit forms.
### Top Application bar
@@ -76,13 +76,13 @@ This example is displaying Service tech notes that were entered previously into
#### Save
The Save button submits to the AyaNova server any changes made to the object.
The Save button submits to the AyaNova server any changes made to the object.
When the save button is disabled it means that there were no changes detected that need to be saved or there are errors on the form that need to be corrected before saving again.
#### Delete
The delete button permanently removes the record from the server. If the button is not present or grayed out it means there is insufficient rights to delete the object or it is not deleteable for other reasons indicated.
The delete button permanently removes the record from the server. If the button is not present or grayed out it means there is insufficient rights to delete the object or it is not deleteable for other reasons indicated.
If a record is deleted but is found to be linked to other objects at the server an error message will be returned indicating it is not deleteable due to this condition and which types of other objects this object is linked to in case the User wants to track down and remove all connections so they can delete this object.
@@ -96,11 +96,11 @@ This menu item shows the name of the last report rendered in this form to save t
#### New
New is used to create a new object.
New is used to create a new object.
#### Duplicate
Duplicate creates a *local* duplicate copy of the object. This copy is not yet present at the server until saved.
Duplicate creates a _local_ duplicate copy of the object. This copy is not yet present at the server until saved.
Duplicate is particularly useful when creating a new object that shares many similar field values to an existing object and can save time during entry.
@@ -114,21 +114,28 @@ The default map provider is Google Maps but you can select from many other optio
#### Review
Review menu option opens the [Review form](home-reviews.md). A review is a way to schedule a time to re-visit a business object in future, for example a reminder to call a Customer on a certain date or check their billing status.
Review menu option opens the [Review form](home-reviews.md). A review is a way to schedule a time to re-visit a business object in future, for example a reminder to call a Customer on a certain date or check their billing status.
All main business objects in AyaNova are reviewable.
#### History
History menu option options the [History form](home-history.md) to display a log of events related to that object such as when it was created and each edit made to it.
All main business objects in AyaNova have their own history event log.
#### Customize
(sometimes)
If the logged in User has sufficient rights they will see a Customize menu option allowing for form customization which is documented fully in [customize form](ay-customize.md) documentation page.
#### Search
The search menu item links to the search form and automatically causes the search form to only show results for the type of object that was being viewed in the edit form before clicking search. For example if you are viewing a Customer edit form then clicking on search will automatically select Customer as the only type of result to search for.
#### Help
000000000000000000000000000000000000000000000
todo: all common features of edit forms here
todo: all common edit form menu options detailed here
todo: all common edit form controls like wiki, attached files, etc in depth here so can link to it from each form
Help menu option opens the specific help documentation for that form.
### Common edit form controls
Controls used in AyaNova are documented on the [Common controls](ay-start-common-controls.md) documentation page.