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System version

6.05.95.85.75.65.55.4

Create lists in the system

What is the List?

The list is a system element responsible for displaying information in modules. It can take two forms: a table, which is the most common, and a tree used, for example, in the organizational structure

Whichever form the list takes, it has columns and rows of information.

Each list has a standard layout, including:

  1. Column name
  2. The fields for entering the column filtering value
  3. Button to disable column filtering
  4. CheckBox to select a row
  5. CheckBox that allows you to select all the lines on the current page
  6. The field responsible for the number of elements displayed on the page
  7. Navigation through the list pages
  8. Information on which page is currently displayed along with the total number of items in the list

After entering a value into the filter field, the list is filtered depending on the column settings. To disable the filter, press the X in the red circle on the left.

After clicking on a column name, it is filtered from A-Z or from the largest to the smallest. When pressed again, the filtering is reversed, i.e. from Z-A or from lowest to highest. To remove the filter, press the X in the red circle.

How to configure the list for viewing documents?

STEP 1: Each list has an option List -> Column settings.

STEP 2: Using this option allows you to select the columns you want in our configuration. After selecting the columns, save the changes and select the operator to which the filter should operate. For example, we have several options available for the Owner field.

NOTE: All changes to the list are visible only to the logged in user for whom the changes were made. Each user can have his own configuration of columns.

STEP 3: This option also allows you to change the order of displaying columns by dragging the selected item up or down.

How to create your own filters for viewing documents?

STEP 1: Each list has the option List -> Additional filters.

STEP 2: Running this option allows you to create your own filter. Firstly, write the filter name and then press the add button, which adds a field that allows you to enter the filtering conditions.

STEP 3: Select the name of the column by which the value is to be filtered and the value operator.

STEP 4: Setting the value, for example, after enabling the filter, the documents whose owner is Zoe Roberts should appear, for this purpose, set the value to Constant and enter Zoe Roberts in the last field. After adding a condition, you can activate the filter by pressing the Apply button or add another filtering condition by pressing the Add button.

How to remove an enabled custom filter?

STEP 1: Go to: List -> Additional filters.

STEP 2: The currently used filter will be displayed. To turn off the filter, press the clean button. The filter is saved. When you go back to Additional Filters you will see the option to turn it on again.

How to create a List?

Based on document type

STEP 1: Go to Settings -> Personalization -> Lists

There you will find a list of all lists in the system.

STEP 2: Press the add button.

STEP 3: Complete the code. Code is the default name of the created list.

STEP 4: Select the table to which the list will be assigned. For example, when creating a list for Purchase invoices, define the tables as a Document, because the Purchase invoice is a document.

STEP 4 ‘(optional): You can choose a dedicated menu that will be used for this list.

STEP 5: After step 4, an additional multi-selection field will be displayed: Document type. The field lists the current document types for the selected table (from step 4). You should select a document type or several types of documents on the basis of which the list will be generated.

STEP 6: Enter the function name for the list. It is the name of a SQL system function that has the basic data provided by the developers for the basic list view. The function name schema consists of 4 parts: fn_Get_Do_List, fn, Get, List appear in every function used in lists, the bold part, in this case, [Do] is the name of the system table from which the function gets the column names and values, the name of the table and the fields that it can be found in the database documentation.

STEP 7: Set the default sort value. In most cases it is the value of the ID desc. Physically, this field must be assigned the condition for the SQL ORDER BY clause “field value”.

STEP 8: Save the list with the Save button. After saving, a list of all available columns will be displayed on the left. The columns are created on the basis of all: built-in fields and attributes that can be placed on the list. In order for a given field to be placed on the list, it must have a check mark in the Active column on the Document type on the basis of which it is created (this is a minimum requirement, other selections do not affect its placement).

Based on the function

STEP 1: Go to Settings -> Personalization -> Lists

There you will find a list of all lists in the system.

STEP 2: Press the add button.

STEP 3: Complete the code. Code is the default name of the created list.

STEP 4: Select the table to which the list will be assigned. For example, when creating a list for Purchase invoices, define the tables as a Document, because the Purchase invoice is a document.

STEP 4 ‘(optional): You can choose a dedicated menu that will be used for this list.

STEP 5: Enter the function name for the list. It is the name of a SQL system function that has the basic data provided by the developers for the basic list view. The function name schema consists of 4 parts: fn_Get_Do_List, fn, Get, List are present in every function used in lists, the bold part in this case, Do is the name of the system table from which the function gets the column names and values, the name of the table and the fields which in they can be found in the database documentation.

The name of the function depends on the selected table, the list of basic function names can be found below.

STEP 6: Setting the default sort value. In most cases it is the value of the ID desc. Physically, this field must be assigned the condition for the SQL ORDER BY clause “field value”.

STEP 7: Save the list with the Save button. After saving, a list of all available columns will be displayed on the left. These are the so-called Inline fields that can be added to a form when creating or modifying it. Important, the SQL system function returns all built-in fields that can be added for a given type of Table. If any field is not present on the document, the column concerning the built-in field, eg Foreign number, will display empty values.

List of selected system functions

Use Name of the function
News fn_Get_If_List
Budgets sheets fn_Get_BuTy_List
Assortments fn_Get_As_List
Budgets fn_Get_Bu_List
Working time fn_Get_Wr_List
Documents fn_Get_Do_List
Contractors fn_Get_Co_List
Absences fn_Get_Le_List
Files fn_Get_Fi_List
Accounts fn_Get_PyAc_List
Recruitments fn_Get_Rc_List
Roles fn_Get_RoFn_List
Positions fn_Get_St_List
Privileges fn_Get_Ro_List
Users fn_Get_Us_List
Tasks fn_Get_Ta_List
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