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Info tile - Streamline

Type

Desktop tile

(Plus)

Entity tile

(Plus)

Description

The info tile "Streamline" displays any date-related datasets in descending order (as stream or timeline). The beginning is always today's date. Entries after this date cannot be displayed. The standard use case is displaying activities.

Configuration

Data source

Subarea of the current dataset

Selected

Data from the sub area (from a relation) is displayed (only for entity boards).

Relation name

The exact name of the sub area relation whose data should be displayed.

Search

Selected

A search result is displayed.

Name of search

The exact name of the previously defined search.

The search must contain all fields defined in Field Configuration.

In the case of an entity board, the Pk of the current dataset automatically replaces the first placeholder of the search.

Field configuration

Entity name

Name of the entity to be displayed.

Author

The name of the lookup field containing the author (entity: Employees).

Date

The name of the field containing the date by which the entries of the stream are to be sorted.

Subject

The name of the field containing the subject or title to be displayed.

Status

The name of the lookup key field that describes the status of the stream entry.

Text

The name of the field containing the text (or an extract of it) to be displayed.

Option

The name of the lookup key field describing the type of the stream entry; see type key.

Main contact person

The name of the lookup field containing the main contact person (entity: Contact person) (optional).

Relation configuration

Linked contact persons

The name of the relation to linked contact persons (optional).

Linked employees

The name of the relation to linked employees (optional).

Type key

Phone

Key of the key group defined in the field under field configuration → Type describing a call (optional).

Email

Key of the key group defined in the field under field configuration → Type describing an email (optional).

Option

Key of the key group defined in the field under field configuration → Type describing a task (optional).

Reminder

Key of the key group defined in the field under field configuration → type describing a reminder (optional).

Layout

Display as speech bubbles

Activated

The stream entries are displayed as speech bubbles that stand out from the background. The color of the speech bubbles can be adjusted individually.

Well suited for a display in embedded or border mode.

Deactivated

The whole stream is displayed flat. Well suited for a display in map mode.

Color of the speech bubbles

The color of the speech bubbles (only when displayed as speech bubbles).

You can use hex values (e.g. #000000) or rgb values (e.g. rgb(120, 40, 39)) and color names.

Color codes can be found under http://www.w3schools.com/colors/colors_names.asp

Show photo of the author

Activated

The photo of the author is displayed, if stored, otherwise a circular placeholder with the employee's abbreviation appears.

Scrolling over the photo shows the author's name in a tooltip.

Deactivated

The name of the author is displayed.

Show photo of contact persons

Activated

The photo of the main contact person (and placeholders for other contact persons) is displayed, if stored, otherwise a circular placeholder with the initial letter of the contact person appears.

Scrolling over the photo/placeholder shows the name(s) of the contact person(s) in a tooltip.

Deactivated

The name of the main contact person (and placeholders for other contact persons) is displayed.

Scrolling over the placeholder(s) shows the name(s) of the contact person(s) in a tooltip.

Maximum text length

The maximum length for the text preview. Longer text is abbreviated as an excerpt with"...".

Show "Today" node

Activated

A node with the label "Today" is displayed before all other entries at the beginning of the streamline and thus indicates the beginning and the limit of the entries that can be displayed.

Deactivated

The streamline starts with the first entry.

Show transition while scrolling

Activated

A transition in the background above or below indicates that the stream is scrollable in the respective direction.

Deactivated

The transition is not displayed.

Example

Data source

Subarea of the current dataset

Not Selected

Relation name

Search

Selected

Name of search

C2_Streamline_LastActivities

Field configuration

Entity name

Activity

Author

DelegatedBy.Activity

Date

StartDate.Activity

Subject

Subject.Activity

Status

ActStatusKey.Activity

Text

Text.Activity

Option

ActTypeKey.Activity

Main contact person

DefaultContactPerson.Activity

Relation configuration

Linked contact persons

rCoPeAc

Linked employees

rEmAc

Type key

Phone

TELAUS, TELEIN, TELINT

Email

MAILEIN, MAILAUS, MAILINT

Option

AUFGABE, TERMIN, BESPRECHUNG

Reminder

REMINDER

Layout

Display as speech bubbles

Activated

Color of the speech bubbles

rgb(253,253,253)

Show photo of the author

Activated

Show photo of contact persons

Activated

Maximum text length

160

Show "Today" node

Activated

Show transition while scrolling

Activated

Alternative display without speech bubbles and photos

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