diff --git a/docs/8.0/ayanova/docs/ay-start-form-data-tables.md b/docs/8.0/ayanova/docs/ay-start-form-data-tables.md index 09851d89..876a17be 100644 --- a/docs/8.0/ayanova/docs/ay-start-form-data-tables.md +++ b/docs/8.0/ayanova/docs/ay-start-form-data-tables.md @@ -66,32 +66,56 @@ The saved filter control is used to edit, select and remove saved filters: ![data table saved filter control](img/form-data-table-saved-filter-control.png) -The central drop down list box displays all available saved filters to choose from. Selecting a filter here will cause the data table to apply the saved filter to the data table and refresh the data. +The central drop down list box displays all available saved filters to choose from for this specific data table. Selecting a filter here will cause the data table to apply the saved filter and refresh the data. -##### De-selecting a saved filter +Clicking on the Open icon to the left: -The right side of the saved filter control contains a delete icon for removing any current filtering. -You can also select the `-` none option from the saved filter pick list to remove any current filters. +![data table saved filter control open manager button](img/form-data-table-saved-filter-control-open-manager.png) + +Will open the [saved filter manager dialog](#saving-filters). + +#### Default filter + +When you filter one or more columns the changes are saved to your "Default" filter for the current data table you are viewing. + +Default filter is indicated by it's name which is a "-" dash symbol: +![data table default filter](img/form-data-table-saved-filter-control-default.png) + +A default filter is a "working copy" filter and different from a named saved filter in that changes made to the filter settings are saved immediately to the AyaNova server without the need to open the filter manager and specifically tell AyaNova to save your filter changes. + +If you selected a saved filter then make some filter changes AyaNova will automatically switch to the default filter and make those changes there to avoid affecting the named saved filter. + +You can save a default filter to a named saved filter or overwrite an existing named saved filter using the [saved filter dialog](#saving-filters). + +The Default filter is saved between sessions to the AyaNova server so the view you return to when you login (on any device) will be the last one you were using when you closed AyaNova. + +##### Clearing filters + +If the current data table is filtered in any way, the right side of the saved filter control displays a delete button for removing all filters: +![data table saved filter control delete filter button](img/form-data-table-saved-filter-control-delete-filter.png) + +When you click on this button all filtering is removed and the data table is refreshed. ##### Saving filters -[Create / edit filters](#filtering-columns) then click on the edit icon to the left of the saved filter selection list to open the saved filter editor. +[Edit a data table's column filters](#filtering-columns) then click on the open icon to the left of the saved filter selection list to open the saved filter editor: + +![data table saved filter control open manager button](img/form-data-table-saved-filter-control-open-manager.png) + +The saved filter manager control will open and present the options available to you depending upon whether you came here with the [Default filter](#default-filter) selected or a Named saved filter selected. + +With the **default** filter selected: ![data table saved filter dialog](img/form-data-table-saved-filter-dialog.png) -If you had a previously selected saved filter before making your edits to the filters then the saved filter dialog box will offer a `save` button in addition to the `save a copy` button. +Here you have the option to create a new named saved filter based on your column filtering choices made earlier using the **Save As** section at the top or you can selected an existing named saved filter in the **Replace** section at the bottom to overwrite one of your own existing saved filters with your current default filter settings. -If you want to _overwrite_ the existing filter indicated with your new selections click on `save` and the existing saved filter of the same name will be replaced with the new selections. +`All users` - if you want to make your filter available to all users select the `All users` checkbox and save. If this is not selected the filter will not be visible to any other user. -If you want to leave the existing filter and create a new one select `save a copy` instead. +When you open the filter manager With a **named** saved filter selected: -If there was no saved filter previously selected then the `save a copy` button will be the only save button displayed. - -`All users` - if you want to make your filter available to all users select the `All users` checkbox and save. If this is not selected the filter will not be available to any other user. - -##### Deleting filters - -Select the filter you wish to delete then click on the edit icon to the left of the saved filter selection list to open the saved filter editor and select `delete` to permanently remove the saved filter. +Here you have the option to rename, delete or change who can see and use one of your own existing saved filters. +![data table saved filter dialog named filter mode](img/form-data-table-saved-filter-dialog-named-filter-mode.png) #### Column selector diff --git a/docs/8.0/ayanova/docs/changelog.md b/docs/8.0/ayanova/docs/changelog.md index 7de7cb3e..63da40d8 100644 --- a/docs/8.0/ayanova/docs/changelog.md +++ b/docs/8.0/ayanova/docs/changelog.md @@ -8,11 +8,17 @@ See the [upgrade instructions](ops-upgrade.md) section of this manual for detail ## 2023 -### AyaNova 8.0.42 (2023-04-05) +### AyaNova 8.0.42 (2023-04-06) #### Fixed -- App: Fix for issue data table filter changes overwriting saved filter unintentionally +- App: Fix for issue with data table filter changes unintentionally overwriting saved filters + +#### Changed + +- App: Data table saved filter UI improved usability and functionality saving filters and changing / ovewriting saved filters +- Docs: Re-written [saved filters documentation](ay-start-form-data-tables.md#saved-filters) to reflect changes + ### AyaNova 8.0.41 (2023-03-24) diff --git a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-default.png b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-default.png new file mode 100644 index 00000000..98ab962d Binary files /dev/null and b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-default.png differ diff --git a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-delete-filter.png b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-delete-filter.png new file mode 100644 index 00000000..4bdf8d26 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-delete-filter.png differ diff --git a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-open-manager.png b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-open-manager.png new file mode 100644 index 00000000..28cf16d2 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-control-open-manager.png differ diff --git a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog-named-filter-mode.png b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog-named-filter-mode.png new file mode 100644 index 00000000..533080ce Binary files /dev/null and b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog-named-filter-mode.png differ diff --git a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog.png b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog.png index f13f459a..96aa5a8b 100644 Binary files a/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog.png and b/docs/8.0/ayanova/docs/img/form-data-table-saved-filter-dialog.png differ diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index ac6b88f4..67981b89 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -7,7 +7,7 @@ theme: site_name: AyaNova manual site_dir: '../../../server/AyaNova/wwwroot/docs' strict: true -copyright: Copyright © 2023 Ground Zero Tech-Works Inc. REV-2023-04-05 +copyright: Copyright © 2023 Ground Zero Tech-Works Inc. REV-2023-04-06 extra: generator: false # Extensions