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niota-docs:grid-editing
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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niota-docs:grid-editing [2020/12/13 17:26] admin |
niota-docs:grid-editing [2025/07/17 14:11] (current) |
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| Your local niota admin can configure e.g. | Your local niota admin can configure e.g. | ||
| - | the look and feel | + | **the look and feel**\\ |
| * theme - (color, background image, font) | * theme - (color, background image, font) | ||
| * language - Englisch/German | * language - Englisch/German | ||
| * branding - logo, claim | * branding - logo, claim | ||
| - | the tables and menue items you have access to | + | **tables and menue items you have access to**\\ |
| - | the functions and features you may use. | + | **functions and features you may use**\\ |
| However your admin configures the system there will be generic feautures which are explained below. | However your admin configures the system there will be generic feautures which are explained below. | ||
| Line 23: | Line 23: | ||
| {{ :niota-docs:gridedit_startscreen_01.jpg?nolink |}} | {{ :niota-docs:gridedit_startscreen_01.jpg?nolink |}} | ||
| - | + | \\ | |
| - | + | \\ | |
| ==== Upper menu bar ==== | ==== Upper menu bar ==== | ||
| Line 32: | Line 31: | ||
| {{ :niota-docs:gridedit_uppermenubar_01.jpg?nolink |}} | {{ :niota-docs:gridedit_uppermenubar_01.jpg?nolink |}} | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Upper menu bar clickable icons ==== | ||
| - | === Upper menu bar clickable icons === | + | {{niota-docs:admin_area.png?nolink|}} **[[admin_pages | switch to admin pages]]**\\ |
| - | + | {{niota-docs:logout.png?nolink|}} **[[logout | log out]] **\\ | |
| - | {{niota-docs:admin_area.png?nolink|}} **switch to admin pages**\\ | + | {{niota-docs:user.png?nolink|}} **[[profile | change profile settings]]**\\ |
| - | {{niota-docs:logout.png?nolink|}} **log out**\\ | + | \\ |
| - | {{niota-docs:user.png?nolink|}} **profile settings**\\ | + | {{niota-docs:help_custom.png?nolink|}} **[[custom_help | custom help link]]**\\ |
| + | {{niota-docs:help_system.png?nolink|}} **[[system_help | system help link]]**\\ | ||
| + | \\ | ||
| \\ | \\ | ||
| - | {{niota-docs:help_custom.png?nolink|}} **custom help link**\\ | ||
| - | {{niota-docs:help_system.png?nolink|}} **system help link**\\ | ||
| - | |||
| - | |||
| ==== Lower menu bar ==== | ==== Lower menu bar ==== | ||
| Line 48: | Line 48: | ||
| {{ :niota-docs:gridedit_lowermenubar_01.jpg?nolink |}} | {{ :niota-docs:gridedit_lowermenubar_01.jpg?nolink |}} | ||
| - | + | \\ | |
| - | === Lower menu bar clickable icons === | + | \\ |
| + | ==== Lower menu bar clickable icons ==== | ||
| * catalog object (grid) selector | * catalog object (grid) selector | ||
| Line 56: | Line 56: | ||
| * category filter - only the catalog instances of the selected category will be displayed in the grid selector (to create categories check the related admin feature: #LINK) | * category filter - only the catalog instances of the selected category will be displayed in the grid selector (to create categories check the related admin feature: #LINK) | ||
| \\ | \\ | ||
| - | * {{niota-docs:double_arrow.png?nolink|}} **hide or display selectors**\\ | + | * {{niota-docs:double_arrow.png?nolink|}} **[[toggle_selector | hide or display selectors]]**\\ |
| - | * {{niota-docs:transactions.png?nolink|}} **transaction menu **\\ | + | * {{niota-docs:transactions.png?nolink|}} **[[transaction_menu | menu of available transaction]]**\\ |
| - | + | \\ | |
| - | + | \\ | |
| - | + | ||
| ==== Grid area ==== | ==== Grid area ==== | ||
| Line 67: | Line 65: | ||
| {{ :niota-docs:gridedit_gridarea_01.jpg?nolink |}} | {{ :niota-docs:gridedit_gridarea_01.jpg?nolink |}} | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Grid area toolbar ==== | ||
| + | Depending on your access authorities and the configuration of the table you may find this clickable icons in the grid area toolbar. | ||
| + | {{niota-docs:import.png?nolink|}} **[[gridedit_excel_import | import from Excel sheet into database table]]**\\ | ||
| + | {{niota-docs:excel_import_partial.png?nolink|}} **[[gridedit_excel_partial_import | replace/update table from Excel sheet]]**\\ | ||
| + | {{niota-docs:export.png?nolink|}} **[[gridedit_excel_download | export and download Excel sheet]]**\\ | ||
| + | {{niota-docs:display_sp.png?nolink|}} **[[gridedit_callable | show callable objects (procedures)]]**\\ | ||
| + | {{niota-docs:save_path.png|?nolink|}} **[[gridedit_favourite | set current grid as favourite]]**\\ | ||
| + | {{niota-docs:reset_path.png|?nolink|}} **[[gridedit_favourite | reset favourite grid]]**\\ | ||
| + | {{niota-docs:search.png?nolink|}} **[[gridedit_advancedfilter | reload table and prompt for selections]]**\\ | ||
| + | {{niota-docs:grid_validation.png?nolink|}} **[[gridedit_advancedfilter | validate table constraints and lookup]]**\\ | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Grid edit features ==== | ||
| + | You can find edit features at the bottom of the grid. With additional configuration it can be displayed at the top of the grid too (as you can see on the picture upwards). | ||
| + | {{niota-docs:add.png|add row}} add row: inserts a new row into the grid (and the database table)\\ | ||
| + | {{niota-docs:edit.png|edit row}} edit row: edit the current row\\ | ||
| + | {{niota-docs:view.png|view row}} view row: opens the content of the row in a popup\\ | ||
| + | {{niota-docs:delete.png|view row}} delete row: deletes the selected row(s)\\ | ||
| + | {{niota-docs:reload.png|reload grid}} reload grid: reloads the grid content\\ | ||
| + | {{niota-docs:search-grid.png|search}} search: opens the search input on the top of the columns\\ | ||
| - | ==== Grrid area toolbar ==== | ||
| - | Depending on your access authorities and the configuration of the tabel you may find this clickable icons in the grid area toolbar. | ||
| - | |||
| - | {{niota-docs:export.png?nolink|}} **export and download EXCEL file**\\ | ||
| - | |||
| - | {{niota-docs:import.png?nolink|}} **import data from Excel into database table**\\ | ||
| - | {{niota-docs:display_sp.png?nolink|}} **show callable objects (procedures)**\\ | ||
| - | {{niota-docs:save_path.png|?nolink|}} **make current grid as favourite**\\ | ||
| - | {{niota-docs:reset_path.png|?nolink|}} **reset favourite**\\ | ||
| - | {{niota-docs:search.png?nolink|}} **reload table and prompt for selections**\\. | ||
| - | |||
| - | |||
| - | ===== Grid and its custom menu ===== | ||
| - | The application's mostly used part. This is where data editing and other related acts happens. You can edit a row by double clicking on it. After selecting a row you can use the icons described below. | ||
| - | |||
| - | |||
| - | ==== Grid area toolbar ==== | ||
| - | |||
| - | You can find grid editing toolbar at the bottom of the grid. With additional configuration it can be displayed at the top of the grid too (as you can see on the picture upwards). | ||
| - | |||
| - | * {{niota-docs:add.png|add row}} add row: inserts a new row into the grid (and the database table). | ||
| - | * {{niota-docs:edit.png|edit row}} edit row: edit the current row. | ||
| - | * {{niota-docs:view.png|view row}} view row: opens the content of the row in a popup | ||
| - | * {{niota-docs:delete.png|view row}} delete row: deletes the selected row(s) | ||
| - | * {{niota-docs:reload.png|reload grid}} reload grid: reloads the grid content | ||
| - | * {{niota-docs:search-grid.png|search}} search: opens the search input on the top of the columns. | ||
| - | |||
| - | |||
| - | [[niota-docs:introduction|Back to introduction]] | ||
| - | [[niota-docs:administrative-interface|Next page: administrative interface]] | ||
niota-docs/grid-editing.1607876810.txt.gz · Last modified: 2025/07/17 14:11 (external edit)