diff --git a/docs/8.0/ayanova/docs/adm-global-select-templates.md b/docs/8.0/ayanova/docs/adm-global-select-templates.md index 862797b4..adeca9aa 100644 --- a/docs/8.0/ayanova/docs/adm-global-select-templates.md +++ b/docs/8.0/ayanova/docs/adm-global-select-templates.md @@ -49,7 +49,9 @@ In this example the `Name` field is mandatory and will always be checked as it's When the user needs to select a part the default list will look similar to this: ![example select list parts](img/form-select-list-example-part.png) -In the image above the part name is on the far left, the manufacturer in the center and the tags set on that part to the right. -All fields displayed are searchable so in this case the user can search by part name, manufacturer name or by tags. +In the image above the selected part's name is on the far left "397389", the manufacturer "Yellow cedar consulting" is displayed in the center and the tags set on that part "violet, zone5, zone7, zone8, zone9" are displayed to the right. -If, for example you don't need the `tags` or `manufacturer` fields but _do_ want the part's `UPC` code field you would un-check the tags and manufacturer and check the UPC field. After saving that template all users will see name and UPC and be able to search for parts by either field. +All fields selected in the template are **searchable** so in this case the user can search by part name, manufacturer name or by tags. +Fields not selected in the template are **not** searched when the User types search characters into the select list. + +If, for example you don't need the `tags` or `manufacturer` fields but _do_ want the part's `UPC` code field you would un-check the tags and manufacturer and check the UPC field. After saving that template all users will see name and UPC and be able to search for parts by both Name and UPC code fields. diff --git a/docs/8.0/ayanova/docs/adm-global-settings.md b/docs/8.0/ayanova/docs/adm-global-settings.md index 8f2fb9ce..25725cb6 100644 --- a/docs/8.0/ayanova/docs/adm-global-settings.md +++ b/docs/8.0/ayanova/docs/adm-global-settings.md @@ -81,15 +81,19 @@ The small logo is the most commonly used on reports and the small and medium are ### Select list templates -Searchable [select lists](ay-start-form-select-list.md) are used throughout AyaNova for areas where you need to select another AyaNova object on a form, for example selecting a Customer on a Work order or a Part on a Purchase Order. This button will take you to the [select list templates form](adm-global-select-templates.md) where you can configure what information is displayed in select lists for each object type depending upon your specific requirements. The templates allow you to control which fields from the source object are displayed and searched in that type of objects selection lists. +Searchable [select lists](ay-start-form-select-list.md) are used throughout AyaNova for areas where you need to select another AyaNova object on a form, for example selecting a Customer on a Work order or a Part on a Purchase Order. + +The `SELECT LIST TEMPLATES` button will take you to the [select list templates form](adm-global-select-templates.md) where you can configure what information is displayed in select lists for each object type depending upon your specific requirements. + +These templates allow you to control which fields from the source object are displayed and searched in that type of objects selection lists. Note that this setting affects select lists only for searching and identification purposes, not how names of objects are displayed generally in AyaNova forms or on reports. These templates are for the Users to help them more quickly select objects. -Select list templates are Global and apply to _all_ users of AyaNova. +[Select list templates](adm-global-select-templates.md) are Global and apply to _all_ users of AyaNova. In the template form you can select the sources of information that are displayed in each select list and the order in which they are displayed. You can also turn on or off [Tags](ay-start-form-tags.md) for each object. -The fields you select will also be searched when typing search characters into a selection list to limit the list to the desired selection. +The fields you select will be the ones **searched** when typing characters into a selection list to limit the list to the desired selection so the choice of which fields to show serves multiple purposes. ### Customer signature diff --git a/docs/8.0/ayanova/docs/adm-report-templates.md b/docs/8.0/ayanova/docs/adm-report-templates.md index 59a89989..e82b4c7a 100644 --- a/docs/8.0/ayanova/docs/adm-report-templates.md +++ b/docs/8.0/ayanova/docs/adm-report-templates.md @@ -2,7 +2,7 @@ Report templates used to generate .pdf report documents from business object data. -AyaNova features a built in [report editor](ay-report.md) where existing reports can be customized or completely new ones created. +AyaNova features a built in [report editor](ay-report.md) where existing report templates can be customized or new ones created. ## Authorization Roles required @@ -27,12 +27,13 @@ From the `Administration` navigation pane select `Report Templates` navigation i Reports are tied to business object types so when a user clicks on the Report menu option within the form for a particular type of business object all reports available for that type of object will be listed. Since reports can be restricted to only users with specific [roles](ay-biz-admin-roles.md), all reports may not be available to all users. -Reports are available to both lists of a type of object (for example Customers list) and single edit forms for that same type of object (for example the Customer edit form). Stock reports are designed to work with both lists and single objects. +Reports are available to both lists of a type of object (for example Customers list) and single edit forms for that same type of object (for example the Customer edit form). Stock reports are designed to work with both lists and single objects. -When a report is selected the AyaNova server will use the report template in conjunction with the object type and records selected to render the report into a .pdf file at the server and send back a link to the AyaNova web app which will trigger it to open the .pdf file in a new browser window. This means you must enable opening popup's in your web browser for your AyaNova server. Normally this will be a prompt in the browser the first time you attempt to view a report. +When a report is selected the AyaNova server will use the report template in conjunction with the object type and records selected to render the report into a .pdf file at the server and send back a link to the AyaNova web app which will trigger it to open the .pdf file in a new browser window. This means you must enable opening popup's in your web browser for your AyaNova server. Normally this will be a prompt in the browser the first time you attempt to view a report. -If the browser was told *not* to allow the AyaNova server 'site' to open popups then it will need to be re-enabled in the browser by editing the site specific settings to allow popups in order to use the report rendering feature. +If the browser was told _not_ to allow the AyaNova server 'site' to open popups then it will need to be re-enabled in the browser by editing the site specific settings to allow popups in order to use the report rendering feature. +How exactly to do this is [browser specific](https://duckduckgo.com/?q=how+to+allow+browser+pop-ups) but typically it's a "Site setting" somewhere in the Settings user interface for that browser. ## How to modify report templates @@ -40,8 +41,10 @@ If you have the required authorization role, when you select the `Report` menu o ## Report rendering speed -Report rendering is the most resource heavy operation that the AyaNova server must do. +Report rendering is the most resource heavy operation that the AyaNova server must do. -The number of records selected to report and the amount of memory, disk speed and available CPU% at the server directly relates to how long the reports can take to render. You can speed up rendering lengthy reports with a large number of records by breaking them down into smaller chunks. For example, reporting on a month at a time rather than a whole year at a time of records by [filtering](ay-start-form-data-tables.md#filtering-columns) the data table being reported. +The number of records selected to report and the amount of memory, disk speed and available CPU% at the server directly relates to how long the reports can take to render. You can speed up rendering lengthy reports with a large number of records by breaking them down into smaller chunks. -If report rendering speed is a recurring issue, we have [report rendering performance tips](ops-config-report-rendering-timeout.md) specifically for the I.T. system operator responsible for AyaNova server maintenance. +For example, reporting on a month at a time rather than a whole year at a time of records by [filtering](ay-start-form-data-tables.md#filtering-columns) the data table being reported. + +If a report takes too long to render and goes over the configurable timeout setting you will receive a timeout message instead of your report and should further limit the amount of data selected or, if report rendering speed / timeouts is a recurring issue, we have [report rendering timeout tips](ops-config-report-rendering-timeout.md##what-to-do-if-running-into-timeout-issues) specifically for the I.T. system operator responsible for AyaNova server maintenance who may need to adjust the timeout configuration setting or provide more resources to the AyaNova server to alleviate the problem. diff --git a/docs/8.0/ayanova/docs/adm-translations.md b/docs/8.0/ayanova/docs/adm-translations.md index eeee5f83..b574d94e 100644 --- a/docs/8.0/ayanova/docs/adm-translations.md +++ b/docs/8.0/ayanova/docs/adm-translations.md @@ -1,4 +1,7 @@ -# ADM-TRANSLATIONS Placeholder +# Translations + + + TODO: How to use the Translation list form to upload and etc translations TODO: How to use the Translation form to edit and create new translations.