DOC - Übersicht | Haiberg - Persöhnliche Softwarelösungen für Unternehmen
Test Alle Hauptmodule, wie z.B. die Stammdatenpflegemodule für Straßen, Gebäude, Zellen usw., nutzen eine Übersichtsseite zur Suche nach Datensätzen. Neben der einfachen Suche werden auch Filter, Sortierungen und weitergehende Funktionen wie sogenannte Zwangsfilter unterstützt. Im Folgenden werden die Funktionen am Beispiel der Übersichtsseite des Straßenmoduls erläutert.
Searching
The search field can be used for both a fuzzy search and a search in specific fields. If only one search criterion is entered, the fuzzy search is automatically carried out in all fields of the table. To search in specific fields, these must be entered in the search field.
If, for example, Bretten Am Hagdorn is entered as a search criterion, the search is fuzzy. With Street = Am Hagdorn the search is instructed to search only in the field Street.
For field searches, compound search criteria can be used to allow for complex searches. You can see which fields are available by a tooltip on the ! button. The explanation of the search operators can be found in the help window of the button ?
Complex searches can be created using the search criteria of the field search. For most cases, the advanced search can be used as an alternative. This offers the graphic creation of a search criterion by selecting the fields and operators and linking the criteria by and/or guidelines.
Save & Share Searches
The entered search conditions can be saved by clicking the Save button next to the search box or the same button in the Advanced Search dialogue box. Users without administrative rights can only save searches privately; administrative rights are required to save public or shared searches.
Saved searches appear as a selection list when a click is made in the search field. Clicking on an entry executes the respective search.
Standard search & Deleting searches
In order to automatically execute a specific search directly when opening a module, the search can be set as the default search by setting the marker (red flag) to the left of the saved search. The button on the right (recycle bin) can be used to delete a saved search.
Forced Filters
In some situations, only certain data records should be accessible to a user or a user role, but a separation via mandators or sub-mandators cannot be implemented in a practical way. This could be used, for example, to filter data for a Team A and B. For example, team A should be provided with all streets whose postcode begins with 9 and team B with all streets whose postcode begins with 8.
Forced filters can be used for this, which can be assigned to a user or a role. The forced filters are not visible to the respective users and all search and filter functions can still be used.
For information on how to configure forced filters, see the article Forced Filters.
Sorting
The sort order can be set by clicking on the column header. By holding down the CTRL key on the keyboard, the user can specify several columns to be sorted and the sorting priority is marked with grey numbers next to the header. The sorting priority corresponds to the order in which the columns were clicked. The sorting can be reset to the default by clicking the reset button (green button with round arrow, top right).
Column settings
Columns can be hidden or shown by clicking on the settings button (blue button with cogwheel, top right). The width of each column can be adjusted by dragging the two sides of the column header. Column settings are saved by the user and when the module is called up again, the last state is loaded.
The column width can be reset to the default by clicking the reset button (green button with round arrow, top right).
Column identifier
The names of the columns can be adjusted by an administrator. For more details, see Grid Configuration.
Info Panel
Info panel gives user a quick view of the selected record's info in overview page and a quick switch of the neighboring records in detail page.
A user with administrative rights, can configure what is to be displayed in the info panel by clicking on the Edit button (grey button with pen and paper, upper right corner of the info panel). The edit window of the info panel opens and the administrator can configure the content with the velocity script.
The user can hide the info panel, size it up / down and adjust the width by dragging the border.