How To - Revision history

Sottini: /* Data Grids */

2019-10-31T17:05:27Z

‎Data Grids

2019-10-31T17:02:09Z

‎Data Grids

2019-10-31T16:52:44Z

‎Data Grids

2019-10-31T16:45:47Z

‎Data Grids

2019-10-31T16:44:25Z

2019-10-31T10:53:27Z

2019-10-31T10:52:52Z

2019-02-25T17:29:09Z

2019-02-25T17:28:49Z

2019-02-25T17:28:30Z

@@ Line 119: / Line 119: @@
 ''Data grids'' are complet type of fields where many columns are present, appearing as a grid.
-[[File:Data_Grids_ENG_v1.0.JPG|centre|thumb|800x800px|Search tool.]]
+[[File:Data_Grids_ENG_v1.0.JPG|centre|thumb|800x800px|Example of data grid.]]
 ''Data grids'' are very versatile and they have the following key features:
@@ Line 129: / Line 129: @@
 * You can delete one or more rows (select them first, set them with the trash icon and save) if enabled
 * You can use one of the many tools made available in the bottom toolbar
 == Reports ==

← Older revision		Revision as of 17:02, 31 October 2019
Line 122:		Line 122:

	''Data grids'' are very versatile and they have the following key features:		''Data grids'' are very versatile and they have the following key features:
		+
		+	* You can edit multiple cells and save all the changes at a time (with the disk icon in the bottom toolbar)
		+	* You can change the height of the grid (dragging the bottom right corner of the grid)
		+	* You change the layout of the grid (column order, column sorting) and save preferences (with the save layout icon in the bottom toolbar)
		+	* You can select one or more rows (using the left selector bullet) if enabled enabled
		+	* You can delete one or more rows (select them first, set them with the trash icon and save) if enabled
		+	* You can use one of the many tools made available in the bottom toolbar

	== Reports ==		== Reports ==

@@ Line 119: / Line 119: @@
 ''Data grids'' are complet type of fields where many columns are present, appearing as a grid.
-[[File:Search_ENG_v1.0.JPG|centre|thumb|800x800px|Search tool.]]
+[[File:Data_Grids_ENG_v1.0.JPG|centre|thumb|800x800px|Search tool.]]
 ''Data grids'' are very versatile and they have the following key features:

@@ Line 117: / Line 117: @@
 == Data Grids ==
 ''Data grids'' are complet type of fields where many columns are present, appearing as a grid.
 == Reports ==

@@ Line 115: / Line 115: @@
 === Field level help ===
 The fields in Privacy Now® screens usually have a field level help. When available, the help is noticed with an information icon (a white i in a small blue circle). Passing and remaining with the mouse on this icon, the system shows a text with some details about the information intended to be inserted in the field.
 == Reports ==

@@ Line 113: / Line 113: @@
 ''Privacy management processes'' are designed with end of life statuses for records (e.g. cancellation or completion). Therefore, the physical cancellation of records should not be necessary. However, should there be a reason to physically delete a record, this is possible for ''users'' with administrative privileges from the settings management. Go to [[Settings]] for more information on how to deleted specific records.
-=== Field helo ===
+=== Field level help ===
 The fields in Privacy Now® screens usually have a field level help. When available, the help is noticed with an information icon (a white i in a small blue circle). Passing and remaining with the mouse on this icon, the system shows a text with some details about the information intended to be inserted in the field.

@@ Line 62: / Line 62: @@
 === Update ===
 Updating a record can be done immediately after creating it or later when saved. See [[How_To#Search|Search]] section for more information on how to search existing records.
@@ Line 74: / Line 73: @@
 * '''Print''' - prints the record;
 * ''' Quick Actions''': enables a context menu showing some shortcuts for commands enabling functionalities.
 [[File:Update_Record_v1.0.JPG|centre|thumb|800x800px|Record update screen.]]
@@ Line 114: / Line 112: @@
 === Delete ===
 ''Privacy management processes'' are designed with end of life statuses for records (e.g. cancellation or completion). Therefore, the physical cancellation of records should not be necessary. However, should there be a reason to physically delete a record, this is possible for ''users'' with administrative privileges from the settings management. Go to [[Settings]] for more information on how to deleted specific records.
 == Reports ==

@@ Line 4: / Line 4: @@
 {{#ev:vimeo|
-https://vimeo.com/316809047|800|centre|Video tutorial on using ''dashboards''.}}
+https://vimeo.com/316809047|800|center|Video tutorial on using ''dashboards''.}}
 ''Dashboards'' are automatically presented when logging to the system for the first time. The following ''dashboards'' are available:

@@ Line 23: / Line 23: @@
 ''Dashboards'' are composed of widgets (see the figure below).
-[[File:Dashboard_Widget_ENG_v1.0.JPG| |thumb|800x800px|Example of ''dashboard'' widget.]]
+[[File:Dashboard_Widget_ENG_v1.0.JPG|centre|thumb|800x800px|Example of ''dashboard'' widget.]]
 Widgets are generally configured to be interactive. Clicking on a part of the widget with the left mouse button opens a context menu which presents the following options:
@@ Line 41: / Line 41: @@
 Menu items are accessible from the left menu bar of the and they may launch functionalities or ''views''.
-[[File:View_ENG_v1.0.JPG|left |thumb|800x800px|Example of ''view''.]]
+[[File:View_ENG_v1.0.JPG|centre|thumb|800x800px|Example of ''view''.]]
 In ''views'' records can be sorted with column headers and paged with paging commands.