Views and Layouts
Views
Last Updated: October 6, 2022A View is a grid that contains information relating to one specific entity, for example a Folder or a Task. Clicking a view will cause that data to be displayed in the main user area. There are two main types of view. Hierarchical Display: Entities such as Folders which have been specified in Admin as...
Flat Display
Last Updated: October 6, 2022Any top level entity which has been specified in Admin as being non-hierarchical is displayed by default in the following format. All of the data for the entity is displayed, as long as permissions do not restrict this. If only data created by the owner of the record or a user in the owners’ role...
Card Display
Last Updated: October 6, 2022Any grid view of data can alternatively be viewed as cards, with multiple card views side by side allowing a full task board to be shown, an example of which is given below. These types of view provide further support for agile development environments. A grid view can be converted to a card view and...
View Manipulation
Last Updated: October 6, 2022Columns: By default, every property on the entity definition will appear as one column on the grid. The only exceptions are Milestone properties, which will have two entries in the grid, the milestone text and the target date, and Durations which have a Start Date, End Date and Elapsed Days. For every top level entity,...
Filter
Last Updated: October 6, 2022Click the Filter option to the top right of a flat display to access several options which enable the data being displayed to be filtered. There are two types of filter which can be selected on the toolbar. The Advanced filter enables combinations of ‘And’ and ‘Or’ criteria to be defined whereas the Basic filter...
Layouts
Last Updated: October 6, 2022A Layout contains information relating to the data and physical organization of panels for one or more entities. Opening a single grid of data and using the “View” open on one of the records will turn the view into a layout. From here, a simple save is needed to create a layout.
Selecting Grids
Last Updated: October 6, 2022Use the “View” option on the menu toolbar to decide how the information for this entity should be displayed. Alternatively create the grid you desire and this will be saved with the layout.
Preview Panel
Last Updated: October 6, 2022A default part of any layout is the entity preview pane. To view the preview panel, select the Preview icon in the top right corner in the preview pane as shown below. A preview panel can be set to automatically shown on the Qualify Web side with setting up through the client side. The Preview...
