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Data tables
Data tables are used to view, report, bulk process through extensions or open AyaNova business objects for editing.
Common menu options
Most data tables in AyaNova share the same common menu options. One ore more of these options might not be available for all forms depending upon the Roles assigned to the current User or the type of AyaNova business object being listed.
Report
This menu option opens a list of reports available to be rendered from this data list.
Filtering affects which records will be rendered in reports; what is available in the data table is what is sent to the report rendering engine. So, for example, if you filter for only work orders from the current week that is what will be reflected in the report.
Individual records can be selected for reporting by checking the checkboxes in the leftmost column when available in which case only the records selected will be sent to the report rendering engine.
In most cases reports will display the data in the same sorting order as being viewed in the data table however some reports have their own built in logic to re-sort or group the data for specific scenarios which will override the sort order presented in the data table.
Last report
This menu item shows the name of the last report rendered in this form to save time in selection when the same report is regularly used.
Extensions
Extensions 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 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 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.
Help
The help menyu item will open a specific help document from the manual related to the form being viewed.
About AyaNova
About menu option will open the About form which displays the version information and other information and links helpful for technical support and diagnostic / troubleshooting purposes.
Table header
The data table header area above the table itself from left to right contains the Saved filters control, refresh button which fetches a fresh copy of the data table from the server and a column selector control to choose which columns are displayed and in which order.
Saved filters
The current set of filters on the columns of a data table can be saved so that they can be retrieved later without having to set them again.
The saved filter control is used to edit, select and remove saved filters:
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.
De-selecting a saved filter
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.
Saving filters
Create / edit filters then click on the edit icon to the left of the saved filter selection list to open the saved filter editor.
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.
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.
If you want to leave the existing filter and create a new one select save a copy instead.
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 be private and 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.
Column selector
Use the column selector button
to open the colum selector interface:
Here you can select which columns will be included for display in the data table and the order they are displayed by moving them to the desired location and saving the form.
There is a reset to default menu option to reset the selections back to their default locations and visibility.
Some columns do not have an include checkbox option because they are the primary identifier for a record and need to be visible to be able to open the record and identify it.
Column settings are independent of filters.
Filtered hidden columns indicator
If a saved filter is selected and one or more of the columns being filtered are not selected to display the data table will indicate this by highlighting the column selector icon:
In this example the column selector is highlighted because there is a filter applied to the Head Office column which is not set to display.
It is not necessary to display a hidden column, this highlighting is to indicate to the user that one or more hidden columns are being filtered.
Column headers
Column headers not only display the name of that column but also provide controls to filter and sort the columns.
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
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.
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.
This is by design to allow a user to make selecting subsets of records easier but clearing all selections easy as well.
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:
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.
It is 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.
To remove a sort click on the column header name until the sort arrow indicator disappears.
Filtering columns
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.
todo: document that emojis can be used in any text field and key combo on windows is winkey-period -other os's too?
todo: WIKI controls
todo: DATA TABLES link to it's own page
Need help page specific to DataTable usage, link to it from the top of all manual pages that are for DataList UI pages (e.g. Customers page) Note: arbitrary 1024 max char text field length, truncates after that. Note: Special note to indicate that filtering by a column then hiding that column is supported as a feature User won't see the filtered column if they hid it but the filter still applies User can tell it's still filtered by the prescence of the filter reset button (circle with X inside) to the right of the filter selection list note: filtering system, column view system, saving filter, case sensitivity, tokens etc hidden query-affecting columns: Data Table column selector button will change to larger and accented when this is the case and the column selector form will highlight these hidden columns that affect the view with raised elevation, accent color and filter+sort icon (both show, there is no distinction which type of way it's affecting)
Data table filtering on Duration / interval type columns: Filters are limited to greater than or less than due to nature of this type of data which is very hard to match precisely due to millisecond differences making equals or not equals useless for exact comparison. In addition these types of fields always have a value even if it's zero so they don't work with Has value / no Value either Greater than and less than can be used to match any value desired by using two filters one greater one less and use of the OR or AND option as appropriate Case sensitivity and filtering - controlling
Data Table TAG filters
All tags are lower case always, case is not relevant in Tag filters.
Order is not relevant in Tag filters, so {green, red} is no different than {red, green} when filtering is applied
Filter types supported
Equality
Exactly equal compare entire search term array to tag array in db - all terms in search exactly present and no others in db record e.g. {red,green,blue} will return records with tags {green,red,blue} but not match {red,green,blue,orange}
Not equal
The opposite of Equality; specifically exclude rows that exactly match all the search terms e.g. {red,green,blue} will return records with tags {red,green,blue,orange} but not match {green,red,blue}
NO value
Will return records with no tags set at all
Has value
Will return records with any tag set
Contains
Returns records that contain the specified search tags. Records may have other additional tags but that's ok as long as it has the search term ones e.g. {red,green,blue} will return records with tags {green,red,blue} and also {red,green,blue,orange}
Not contains
All terms in search query NOT present in db record, don'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}
sorting
selecting
extensions






