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Columns in sub view

List views

Saving of sorting and column order within sub view/sub window can be done for each pair of information areas for the main window and the sub view/sub window (e.g. documents to activities).

The sort order can be saved automatically resp. explicitly as user- or system preferences. With that, the column size, column order, order itself and visibility of the columns can be saved. The sort order is displayed in list view, in sub range and in the search window and can be changed and saved there. Depending on whether the search mask is opened in the main window of an entity or in the sub window, either the sort order of the main window or the sort order of the sub window/sub view is loaded. The sort order in the sub window and in sub range is identical.

In the following text saving and sort order for all sub views of an entity is called "relation-overall" (please refer to the horizontal axis on the image). Explicit saving of the sort order for a specific sub view (relation, please refer to the vertical axis on the image) is called "relation-specific".

Figure: Relation-specific and relation-overall sort order


If in a search more fields are selected which do not belong to default search result fields (field properties), the sort order can be saved with these fields. If, however, another search to the same entity is implemented, in which additionally other fields are selected, then the saving of the sort order overwrites the previous setting. With that, the sort order of the selected fields of the first search is then lost. When then implementing the first search, the additional fields are inserted to the end of the list.

There is exactly one sort order per information area for the sub view/sub window. In the sub window relations for example the field relation type is additionally displayed. This field does not exist in the business partner sub window to the activity. If you save the sort order of the sub window relations and subsequently change the sort order in the sub view 'Business partner to activity', then the setting for the field 'relation type' gets lost because this one does not exist in the sub view 'Business partner to activity'. In the sub window 'relation' (business partner) now the field 'relation type' is displayed to the end of the list.

The "relation-specific" sort order for a specific sub range (e.g. relations, business partner underneath the activity, documents to activities etc.) can be arbitrarily defined by the user and/or the administrator. This can be additionally saved through the context menu in the sub window and sub view for a specific relation.

Windows Client

Figure: Context menu for column management


To do so, the default has the following context menu items:

  • Save/load/delete user settings for the relation

  • Load/save/delete system settings for the relation

The existing menu items are renamed:

  • Save/load/delete global user settings

  • Load/save/delete global system preferences


Here the following rules apply:

  1. Settings of the relation take priority over overall (global) settings ("relation-specific" sorting takes priority over "relation-global")

  2. User settings have priority over system preferences

  3. In case the user has made no settings, the overall (global) system preferences apply

Save server sort order

There are 2 sort orders for a search result:

  1. View Sort Order: Sorting the table as you see it (indicated by the small arrows in the column header)

  2. Sort order on server: Sorting in the SQL statement (influences the ORDER BY)

Example:

Some data in the table are sorted by subject, but since there is a TopCount of e.g. 10 on it, you only want to see the newest datasets there. Thus, the server sort order is set in descending order to the update date (column: Creation date). The administrator can specify this system-wide. If corresponding rights are missing, the context menu item is grayed out.

Figure: Top 10 sort order

Implementation in HelVIS

Figure: Sorting in sub window

Figure: Sorting in main window

For HelVIS there are no new menu items collected, instead the semantics of the already existing menu items Load/save/delete user settings are converted from relation-overall to relation-specific.

The loading of the sort order in the main window remains unchanged as follows:

  1. User-specific sort order of the main window

  2. System-wide sort order of the main window

  3. No sorting

Loading of the sort order in the sub window/sub view is conducted as follows:

  1. User-specific, "relation-specific" sort order in the sub window

  2. System-wide, "relation-specific" sort order in the sub window

  3. User-specific, "relation-overall" sort order in the sub window

  4. System-wide, "relation-overall" sort order in the sub window

  5. No sorting

Through loading of the already existing relation-overall sort order, the sorting within the sub range/sub window remains the same, even if there is no relation-specific sorting.

Once the automatic saving of the sort order is activated, the sort order within sub view/sub window is checked during the saving process to decide whether the sort order is saved "relation-overall" or "relation-specific". With that, the following rules apply:

The sort order has changed in sub range, sub window or in the search window to the sub window and

  • the search result contains more search result fields from the search beside the search result fields defined for the entity
    OR

  • the search result contains fields of an attributed relation (e.g. relation type).

Differing from the CURSOR-CRM-standard the saving of the sort order in the sub view/sub window in HelVIS is always made relation-specific.

This implies that for new sub areas (e.g. in new entities) for all sub areas the sort order must be maintained. Up to including HelVIS 10.3 saving in a sub range would have been sufficient since this relation-overall setting is used for all sub ranges of this entity.

Web Client

It is now possible to save, load and delete user-specific settings of the width, order and sort order of the columns, as well as to load the system-specific settings in the Web Client. Furthermore, it is possible – provided that the corresponding authorizations are available – to carry out a system-wide configuration or deletion of these properties.

image2021-8-5_15-7-24.png

Figure: List Views Configurations

Loading, saving, and deleting user-specific configurations for list views in the Web Client

If you are in a list or sub area view, a context menu with configuration settings is available below the split button for configuring the list/sub area view:

Configuration settings

In sub area lists, the storage of the configuration is relation-specific. The available actions do not differ in their functionality, but in their naming ("of the table" is to be replaced by "of the relation" in each case)

  • Load user preferences of the table

    • Loads the configuration of column width, column order and sort order of the viewed list saved for the current user

  • Save user preferences of the table

    • Saves the column width, column order and sort order set in the viewed list for this user

    • From now on the user-specific configuration will be used

  • Delete user preferences of the table

    • Deletes the configuration of column width, column order and sort order of the viewed list saved for the current user

    • From now on the system-specific configuration will be used

  • Load system preferences preferences of the table

    • Loads the system configuration of column width, column order and sort order of the viewed list

    • Simply loading the system configuration does not set it permanently.
      If the user leaves the current view without saving the configuration, he will see – if available – the previously used user-specific configuration when he re-enters it

Visible if administration rights are available:

  • Save system preferences of the table

  • Delete system preferences of the table

Global configuration settings

  • Load global user settings

  • Save global user settings

  • Delete global user settings

  • Load global system setting

Visible if administration rights are available:

  • Save global user settings

  • Delete global user settings

Saving and deleting system-specific configurations for list views in the Web Client

Users with appropriate administration rights have the following options in addition to the above functions:

  • Save system settings

  • Delete system settings

  • When the Customizing transport is activated, the options for saving and deleting the system settings are only available in the development system

    • When using the options for saving and deleting the system setting, there is a prompt for assignment to a customizing package

  • In sub area lists the storage is relation-specific

  • The available actions do not differ in their functionality, but they differ in their naming (replacing "the table" with "the relation")

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