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raven/devdocs/specs/core-display-format-template-system.txt
2020-01-13 23:22:57 +00:00

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DISPLAY FORMAT TEMPLATE SYSTEM SPECS
OVERVIEW
RAVEN uses a user customizable template to determine what fields in which order get sent to the client when they display a list or select from a drop down
- Users with BIZ rights can set the template
- There is one template per list (not user based but global in nature)
- Template affects both "MINI" single column display of list for small devices and large format wide mode with multiple columns for larger devices
- In MINI list format displays they choose which columns go into the one single column for display that is returned
- In regular list format display they choose which columns are returned and which order separately from MINI format display
Narrow grids on small screens as well as picklists need to show a single field of information as required by that shop for selection, recognition etc so templated to format multiple return fields into one
Grids need a way to ensure you can see what you need on small devices as well they need to show the columns desired on larger devices
PickLists need a way to format what is returned for picking (with template)
Display format template (aka name display format) templates are used for THREE purposes:
- to customize what is shown in XS (<600px) single column grid and inside forms in drop down boxes order for a user to identify a record uniquely for selection purposes.
- To select which columns and in which order display on the grid in > 600px sizes
- To limit bandwidth used by selecting only the necessary columns
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
none relevant
REQUIREMENTS
Client
- Template editor:
- One area is for what goes into a single column in "MINI" mode for that list
- Another separate area on the same form is for selecting which columns are returned in a wide list and in what order
- Everyone gets the same template selections, i.e. there is only one template per list type
- This differs from v7 in which each user could select the columns to display and the order but then they needed to for filtering and sort order and stuff
- 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
- Warning displayed to client if they select more than 16 columns to send out about bandwidth usage and slowness over slower connections
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! ;)
- PICKLISTS and RIGHTS
- Initially I had picklist objects with just name and id and anyone could fetch them of any role, however, this isn't right and
- I'm leaving the rights up to the case by case basis and will address it when the client dev drives a requirement for it
- I'm thinking if people don't want a field exposed in mini list then don't put it into the template
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
- REPORTS (FUTURE) 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