ServiceGrid Article - Using Lists and Detail Forms
List views are provided for all data objects, and allow access to all fields of the data object. List views are used to view the content of a data object, access the detail views, sort and select the records in the view, and select records.
The following functions (based on the permissions of the user) are available within the list view:
| Function Name|| Description|
| Create|| Creates a new record|
| Upload|| Uploads data into the database table from files|
| Download|| Downloads selected data into files|
| Tree|| Displays data in hierarchical view, if available|
| History|| Displays history log of the data if available|
Setup Choice allows the user to select one of the standard setups or one of the customer setups to view the data. The setup choice field provides all setups available for the user based on the users permission group. For each data object, a set of predefined standard setups is provided by the ServiceGrid. The standard setups are marked with the “*” symbol. The customer may define customer specific additional views.
Standard List Setups
A large number of useful standard list setups is available to view different aspects of the data. The setup choice function is available for the following list views:
Dataobject Setup Company - Address view, all mandatory fields, all upload fields, and Standard view
| Users|| Address view, all mandatory fields, all upload fields, LicenceCount view, and Standard View|
| Contracts|| All mandatory fields, all upload fields, and Standard View|
| ServiceItems|| All mandatory fields, all upload fields, and Standard View|
| Contractelements|| All mandatory fields, all upload fields, Categories View, Escalation View, Message Flags View, SLA view, and Standard View|
| Organizations|| Address View, all mandatory fields, all upload fields, Contact View, and Standard View|
Distance View, Standard view, Status view, Sum All, and Sum Distance
| Messages|| Inbound, Outbound, Standard|
| SD.solution|| Solutions: All mandatory fields, Categories View, Standard View, Status View|
Lists can be sorted by clicking on the label of the column. The basic sorting is sort by the first column of the list view.
Records can be selected by filling the requested selection values into the selection form. The % symbol can be used as wildcard symbol. In setups, search fields can be defined, so that wildcard symbols are automatically added.
Grouping and Counting
Records can be grouped and counted by selecting one or many columns in the list. Grouping by can be used for a number of columns marking the group checkboxes for the columns to be grouped. The number of records found in the group is displayed in the first column. By clicking on the number of records found, the records are displayed in detail. The back arrow buttons bring back the last selection.
For certain data objects, a hierarchical view is provided. The tree view hierarchy is available in the following list views:
For device setups, the search field scope of the tree can be chosen in the master data of the setup. “First level” is the standard choice and gives one line of search fields. “All levels” results in 5 rows of search fields. This function allows to search in different levels of the tree.
For certain data objects, a history view is provided. The history log function is available for the following data objects:
For location and device setups, the ShowOnlyChangedRecords function is available. This function is activated in the standard setup for locations. The history view only displays history records containing changes. The changes can be easily found as they are displayed in bold text.
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