Layton ServiceDesk - Configuring the System - Default List Views

Revision as of 23:10, 7 October 2010

Back to Contents

List Views

This section defines the Global and default List Views. You may be content with the List Views provided however you may also like to modify the views to add or remove certain fields and re-order the displayed sequence.

End User Task

The end user task List view controls the appearance of the End User Task view. End users do not have the ability to change their list views.

End User Request

The end user task List view controls the appearance of the End User Request view. End users do not have the ability to change their list views.

Default Task

The Default Task List view controls the appearance of the Default Analyst Task List View. This List View is copied to newly created Analyst Profiles.

Default Request

The Default Request List view controls the appearance of the Default Analyst Request List View. This List View is copied to newly created Analyst Profiles.

Default Problem

The default Problem List View controls the appearance of the Default Analyst Problem List View. This List View is copied to newly created Analyst Profiles. N.B. The Default Problem & Change List Views are only available if the Problem & Change feature is enabled in Administration | System Settings | Application Settings.

Default Change

The default Change List View controls the appearance of the Default Analyst Change List View. This List View is copied to newly created Analyst Profiles. N.B. The Default Problem & Change List Views are only available if the Problem & Change feature is enabled in Administration | System Settings | Application Settings.

Default Survey

The Default Survey List view controls the appearance of the Default Survey List View.

Default Select End User

The Default Select End User List view controls the appearance of the Default Select End User List View. This List View is copied to newly created Analyst Profiles.

Copy List Views (From Default)

This allows your list view changes to be pushed out to the Analysts List Views from the Default List View.

Copy List Views (To Default)

This allows you to copy list views back to the Default Profile. In addition, List Views can be customized by each individual Analyst enabling them to have their own list views. This is achieved in the Main Menu | My Settings | List View Settings. Individual Analysts can be prevented from changing their List views by changing the settings through Administration | Company Structure | Manage Analyst and clicking on Settings, then the various edit list view options. The List Views relate to Tasks, Requests, Problems, Changes and Select End User details, as follows:

• Requests: Whenever a view or search of Requests is required this will be the default system view

• Problems: Whenever a view or search of Problems is required this will be the default system view

• Changes: Whenever a view of search of Changes is required this will be the default system view

• Tasks: Whenever a view or search of Tasks or actions is required this will be the default system view

• Survey: Whenever a view or search of Surveys this will be the default system view

• Select End User: Whenever the “Select End User” icon is used to view and select End Users from the Log New Request form, this will be the default view

Copy List Views (From Default)

In addition to the above functions you can copy the Default List Views over the list views of Analysts through the Copy List Views Function. This can be used to restore list views for individual analysts.
To restore a list view from the default simply check the list views you wish to restore against each user and click the save icon. This will copy the default List View to each checked user.

Copy List Views (To Default)

This is useful if you desire to change the Default List View to one of the Analysts list view, however, care should be taken as this cannot be easily reversed.

Heading & Position Changes

The form title and the position of the whole form can be moved by dragging the small square handle at the top left corner of each object. Selecting the title will display the title properties so you can amend any details, as required. However, care should be taken if the actual form title is being amended as this has been already defined as an Application Term within the Application Terms section in Administration | System Settings | Application Terms. The special brackets “{{ }}” around the title denote that the title is being obtained from the. See Figure 14 below for a sample of the default Request List View.

Figure 14 - Request List View Design Mode

Adding Data Fields

To add a data field to the list view click the Add Column link in the top left of the list view. Then from the field properties page you can select the data field from the DB Field drop down list and set the other properties of the field such as the font type, size and color.

Editing & Deleting Data Fields

To edit or delete any existing data fields from the List View select any link in one of the rows beneath the required column. You are then presented with the Field Properties form. Delete or set any property details as required; Heading, Field Font, Field Font Size, Field Color, Column Width (in pixels or %), Field and Heading Alignment. Select “Save” to preserve your settings or changes and return to the Results Set form.

The Toolbar also provides the ability to add a label or image anywhere onto the List View form or change the page background color.

Setting The List View Properties

The list view properties allow you to set the width, height and page size (number of rows) in the list view. To set the list view properties click the “List View” link in the top left corner. The width and height are set in pixels and the page size is set in the number of rows. If the height is left blank then the list view will display the number of rows specified in the page size. If the height is set to a pixel value that is less than will be required to display the number of rows specified in the page size then a scroll bar will be displayed.

Back to Contents