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raven/devdocs/specs/core-display-format-template-system.txt
2020-01-09 19:00:22 +00:00

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DISPLAY FORMAT TEMPLATE SYSTEM SPECS
OVERVIEW
Display format template (aka name display format) templates are used to customize what is shown in minimal display areas in order for a user to identify a record uniquely
for selection purposes.
This is used for both small form factor grids (see core-main-grids.txt) i.e. on a phone as the only column displayed
This is also used for picklists inside forms like drop down boxes etc
CASES
REQUIREMENTS
Client
- Main grid lists < 600px show only a single column based on template
- Selection drop down boxes in forms for selecting other objects
- Template editor under global settings for all main list objects
Server
- List of templates with their column selections
- For client editor
- For server to process what the query and send for lists
- List of fields available for templates for client and server validation etc
- Caching likely useful as server will need to deal with templates constantly as users fetch almost any list or combo box source etc
- Has to be very peformant as it will be doing this a lot
- SERVER handles composing the list object name display, NOT the client
- This saves bandwidth
- Incurrs more computing ops at the server but bandwidth is more expensive than server power all around
- Clients could be shitty and slow, this elminates that prospect
- Easier to code in c# than in javascript! ;)
Back AND front end
- Need to handle changes in fields gracefully i.e. a new field added in an update, a field removed in an update cleans out the template when detected etc
- Should send the customized templated display name field to the reports as well as all the regular including name fields
- This is because users will likely want that for many reports
- Kind of a calculated field
- Default templates come with Raven, user can customize further