Difference between revisions of "Displays"

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(Configuring Displays)
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Layout: There are 3 layout options – Full, List, and Thumbnail. The List view displays the data values from the selected display in a tabled format. Full, on the other hand, displays a thumbnail as well as the data values from the selected display. Thumbnail view displays a thumbnail image of the record, along with Title and Identifier.
 
Layout: There are 3 layout options – Full, List, and Thumbnail. The List view displays the data values from the selected display in a tabled format. Full, on the other hand, displays a thumbnail as well as the data values from the selected display. Thumbnail view displays a thumbnail image of the record, along with Title and Identifier.
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=== Display Extras ===
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'''[Valid for v1.4]'''
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New extra features for displays allow users to powerfully control what data is shown and analyzed in reports, results and summaries.
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====Filter using expression====
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Documentation to come.
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====Bottom line format====
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The "Bottom line format" essentially allows users to display functions at the bottom of list views for search and browse results.  Several functions are accepted:
  
 
[[Category:Users_Guide]]
 
[[Category:Users_Guide]]

Revision as of 19:20, 6 January 2014

[Valid for v1.3]

Configuring Displays

Displays allow you to select exactly which fields from a record you wish to see in search results or a summary. Once you create custom displays and configure the search results or record summaries, you may batch-edit data in spreadsheet format, export the data tab or comma delimited files, or generate a PDF. Displays are essentially synonymous with reports. Please visit Creating Reports for more information on exporting display-structured data. To see how Displays are configured in xml, click here.

Creating a Display Open “My Displays” from the Manage tab in the Global Navigation bar. To create a new display, select a record type from the “New display for” drop-down menu.

Creating a New Display

Create display.png

Then, enter some basic information about your new Display: Enter a unique Display list name for the new Display. Enter a unique alpha-numeric identifier in the Display code text box. By selecting Yes under System Form, you can make this search accessible to all users in the system. If you want to limit access to the form, select No. If the new form is not system wide, you may assign read-only or edit access to specific users or groups using the User Access and Group Access elements. If you would like display list values to show even when they are null, make sure the Display Setting box is checked.

Portion of Display Screen

Display form.png

To add contents to your display, scroll down to the bottom of the Display Basic Info Screen, where you will find two columns. The left column contains all available display items – elements that can potentially be shown in search results and summaries. The right column will contain specific elements chosen for the Display. Using your mouse, drag elements from the left column to the right to configure a Display.

Display Contents

Display contents.png

Display Options

When you are conducting a search from the Find menu, you can utilize Display Options to not only switch between the default and custom displays, but also change the sort value, results per page, and layout.

Sort: The sort value defaults to ‘relevance.’ By selecting another term from the drop-down, you can sort the search results by other data elements – such as ID number, title, type and so on.

Number per Page: Up to 48 records can be displayed on a single page at one time. The minimum results per page is 12.

Layout: There are 3 layout options – Full, List, and Thumbnail. The List view displays the data values from the selected display in a tabled format. Full, on the other hand, displays a thumbnail as well as the data values from the selected display. Thumbnail view displays a thumbnail image of the record, along with Title and Identifier.

Display Extras

[Valid for v1.4]

New extra features for displays allow users to powerfully control what data is shown and analyzed in reports, results and summaries.

Filter using expression

Documentation to come.

Bottom line format

The "Bottom line format" essentially allows users to display functions at the bottom of list views for search and browse results. Several functions are accepted:

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