Displays/de

[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.

Display erstellen Öffnen Sie “Meine Displays” im Register "Verwalten" in der globalen Navigationsleiste. Um ein neues Display anzulegen wählen Sie einen Datensatz-Typ im Dropdown-Menü "New display for" aus und klicken Sie auf das Plus-Zeichen.

Neues Display erstellen

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.

Teil des Display-Fensters

Im Untermenü "Display list" in der lokalen Navigationsleiste, können Sie Inhalte zum Display hinzufügen. In der linken Spalte des Fensters werden die verfügbaren Funktionen angezeigt. Dabei handelt es sich um Inhalte, die evtl. bei Suchergebnissen und gefilterten Listen auftreten können. Die rechte Spalte beinhaltet die ausgewählten Themen, die im Display angezeigt werden sollen. Mit Hilfe der Maus können Sie einzelne Elemente von der linken Seite in die rechte Spalte ziehen, um diese Inhalte zum Display hinzuzufügen.

Inhalte des Displays

Display Optionen

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.

Erweiterte Displays

[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. Only certain metadata elements accept functions, for obvious reasons (you can't determine the sum of two free text fields!). The following attribute types support bottom line formats: DateRange, Currency, Length, Weight, TimeCode, Integer, and Numeric.

Several functions are accepted:

Function	Description
^SUM	The values in the column for the entire result set will be added together.
^PAGESUM	The values in the column for the current result page will be added together.
^AVG	The values in the column for the entire result set will be averaged.
^PAGEAVG	The values in the column for the current result page will be averaged.
^MIN	The lowest value in the column for the entire result set will be displayed.
^PAGEMIN	The lowest value in the column for the current result page will be displayed.
^MAX	The highest value in the column for the entire result set will be displayed.
^PAGEMIN	The highest value in the column for the current result page will be displayed.

Currently bottom lines are not displayed on single record Summaries, nor are they included in report downloads (PDF, Excel).

To include a bottom line function in a display, navigate to Manage > My displays. Edit the specific bundle that will be the target of the function. Include the function code(s) (i.e ^MIN) in the Bottom line format box.

Functions within containers

How do you include bottom line formatting when a to-be-functioned value is within a metadata element container? It's simple: you must include the specific subfield within your bottom-line function.

Let's say you had a dimensions container that included Length, Width and Height subfields. If you wanted to determine the combined Height you'd simply target the subfield code:

^SUM:height

NOTE: there is no need to specify the full container path (i.e. ca_objects.dimensions.height) because it's implied by the bundle.

Currency Conversion

Under Preferences > Units of measurement a user can set a default currency for displays. Using daily data from the European Central Bank, CollectiveAccess auto-converts values between currencies. With this tool it is possible to include in a single function values entered with different currency units, resulting in a single value in the desired target currency. Note that the Attribute Type Currency must be used for relevant metadata elements in order for this feature to function.

Let's say for example CAD (or Canadian Dollar) is selected in a user's preferences. If a Current Insurance Value field is added with the ^PAGESUM function you'd see this in a search result set:

The display bundle for the above image looks like this:

If the "Display currency conversion" checkbox is unchecked the parenthetical conversions will disappear, but the bottom line total conversion will remain.

NOTE: the auto-conversion feature is currently supported for displays but not UI editor screens.