Selection lists

Selection lists are the contents of the dropdown menus in the different modules, with which the data set are e.g. grouped.  The selection lists ensure that always the same designations are used for a group and the data set can be filtered thereby easily.

In ingenious, the most selection lists are administrated by the user him/herself, who can  thereby determine the individual content of the drop-down menus.

 

Example selection list in the article data
Example selection list in the article data

 

 

Configuration of the selection list e.g. the segment group
Configuration of the selection list e.g. the segment group

 

In the program settings / selection lists, the following functions are available via the toolbar:

 

Deletes the marked value from the selection list
Opens a separate window for configurating the sidebars for the single modules.

 

The administration of selection lists

For adding a new value into a selection list, it is first selected via the drop-down list “module” and “entry”, which value list shall be modified. All already existing values of that list are then displayed in a table.

The new entry is written in the field “text” and confirmed with the “enter” or “return” key on the keyboard.

 

Adding a selection list entry
Adding a selection list entry

 

Adding the entry can be stopped or confirmed via “yes” or “no” in the following security query.

 

Confirmation of the addition
Confirmation of the addition

 

Disable a selection list entry

Via the checkbox behind every selection list entry in the table. singular values from the selection list can be disabled. A disabled value is not available for the modification of a data set. Data sets, who have been assigned to this value before it has been disabled, keep it and can still be filtered accordingly.

 

Disabled selection list entry
Disabled selection list entry

 

Delete a selection list entry

Via the button in the toolbar, a marked selection list entry can be deleted. With the confirmation of the security query, the entry is deleted ultimately.

At the same time, the assigned value in the single data sets is deleted, too.

 

Deletion of a selection list entry
Deletion of a selection list entry

 

Change the name of a selection list entry

Existing selection list entries can be overwritten with new values. Doing so, the value to be changed is selected via a double-click. The previous value is adopted in the field “text” an can be overwritten as required. After using the “enter” or “return” key of the keyboard, a security query appears.  Through confirming the dialog the changes are adopted.

The values already assigned to data set are adjusted as well.

 

Changing the name of a selection list entry
Changing the name of a selection list entry

 

Configurate sidebars

The sidebars are individual form templates, which can be displayed in the miscellaneous data of the detail views of the four main modules “contacts”, “articles” and “projects” and “purchase orders” and their positions. In the templates, often applied mistakes of other navigation points and own defined fields can be displayed and modified.

 

Example sidebar in the projects detail view
Example sidebar in the projects detail view

 

 

Example configuration of a sidebar for projects
Example configuration of a sidebar for projects

 

In the sidebar configuration, the following parameters and functions are available:

 

Module Selection list Selection of the module, of which the detail view shall be displayed in the sidebar.
List Listing of all already defined rows in the sidebar; via drag&drop their order can be modified.
Add row Button Adds a new row to the sidebar.
Remove Button Removes the marked row from the sidebar.
Name Simple input field Distinct internal name of the sidebar row (must be unique). The automatically assigned name can be kept.
Title2 Simple input field Designation of the field, which is shown to the user in the sidebar.
Index (line) Disabled field Consecutive numbering of the rows according to their defined order.
Formatting header Options for highlighting of the designation of the singular rows. Via the color fields, the font color can be selected; if the checkbox is activated, the designation is printed in bold letters.
Formatting values Options for highlighting of the values of the singular rows. Via the color fields, the font color can be selected; if the checkbox is activated, the value is printed in bold letters.
Data source Selection list
Field Shows an existing field of the table of the respective module; via the selection list below, the desired field can be selected.
User field User fields are own defined fields, which can be used for recording data that does not fit in any other of the available fields.

In the text field below, the unique name for the user field is assigned (user fields are also available for printing on documents).

Calculated value Via the calculated values, financial data is available, which has not been recorded in the regular table fields, but are calculated from a sum of values, e.g. the sales figures of a financial year, open invoices…
Fixed value A fixed value is an individual value, similar to the user field, but it is neither analysed nor modified, just informative. e.g. headlines in the sidebar. In the field below, a designation of the value can be assigend.
Script Via a script, a value can be set according to a dependency. This value cannot be modified further by the user.

The respective script is introduced for the respective module via the module “scripts” via the command

public override string SidebarText(IMdiChild form, DataRow row, String rowname)

whereas for “rowname”, the name of the sidebar row has to be entered.

Control element Selection list
Title Displays the value of the row as headline
Text Displays the value of the row in a simple text field
Text (long) Displays the value of the row in a text field with several rows
Num Displays the numeric value
Dropdown For the definition of an own selection list for a user field. The values in the selection are inserted in the field below, divided through a semicolon.
Dropdown(cboMap) For the selection from the existing selection lists of the singular modules. In the fields below, the module and the entry is selected. Note: Only entries are displayed, for which values have been defined.
Checkbox For the display / selection of a checkbox of a user field
Date For the display of a date value in the calendar pop-up
Time For the display of a time
Button (Script) Via clicking on this button, a script that triggers further actions (filling fields etc.. ) can be addressed.

The respective script is introduced via the module “scripts” for the respective module with the command

public override void SidebarButton(IMdiChild form, DataRow row, String rowname)

whereas for “rowname” the name of the sidebar row has to be entered.

Display Selection list
all users Shows the row of the sidebar for all users
Group Shows the row only in the sidebar of a specific user group; in the field below, a user group can be selected via a selection list.
User Shows the row only in the sidebar of a specific user; in the field below, the user can be selected via a selection list.
no display hides this row of the sidebar for all users
Condition simple input field A condition in macro language can be added here. This determines in which case the respective line should be displayed in the sidebar.

In the following example, the field is only displayed for project documents named “Offer”:

result = (DSTools.getFieldValue < string > (DB.Project.document_name, row) == "Offer" );
only view Checkbox For activating that the values of this row cannot be modified but are only displayed.
Block assignment Selection list The block assignment can be used to determine in which block of the project sidebar the respective line of the individual sidebar entries should be displayed. The “Own fields” block is standard. Individual sidebar lines are added at the bottom within the predefined blocks.

 

The order of the sidebar blocks can be changed for the projects and purchasing modules using the button .

The individual blocks can be pushed up or down using the arrow keys.

 

Positioning of the sidebar blocks
Positioning of the sidebar blocks

 

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