Objects list
The page consists of
- an object preview list
- the filters sidebar
- and buttons for additional actions with a list.
On the module page, the user sees an objects list with types added to the module only
On the category page users can see a list of objects which have been added to the current category and its child categories.
Object preview
| Element | Description | Display as |
|---|---|---|
| Open button | display as an object, has a main link attribute without value | grey non-clickable button |
| display as an object, has a main link attribute with link as a value | open the button with the arrow | |
| display as an object, has a main link attribute with a path to file as a value | open the button with the folder | |
| Pin button | allows you to add objects to the dashboard or remove them | |
| BI access icon | indicates user access to the BI report | green or red non-clickable icon |
| Star button | allows you to add objects to the user's workspace or remove them | |
| Checkbox | allows you to mark objects for multiple actions copy, move, delete. |
Additional actions
Sorting selector
This allows you to sort objects listed with any type by:
- name (alphabetically, A-Z / Z - A);
- creation date (by default; from the earliest date to the most recent);
- last updated date (from the earliest date to the most recent);
- object type (alphabetically, A-Z);
Change the style of the objects list
This lets you change the card object style to the list by clicking buttons near the local search field. In the list mode user can customize the output of columns in the table using Options sidebar (Gear icon)
Multi-check
- User can mark objects using check-box on object preview
- User can mark all objects using multi check at the top of the objects list
- User can do some actions with several objects at one time
- Is available for users with Admin and Editor license
- All object types presented in the system are displayed in the types list for multiselect
Using multi-select
- The user should tick the general check-box to do actions for all objects in the module.
- Users should open the types list using the arrow in the multi-check-box area. Next, the user can select one or several object types using the checkbox and click the action button. The action will be applied only to the objects of selected object types.
- Users can filter objects using local search and next move, copy or delete them. To apply actions, the user should use the general checkbox next to the action button.
Copy object
The button is active when there is only one object. Objects in the system are copied with all relations. After clicking on the button, the user sees a pop-up with the following fields:
| Field | UI | Description |
|---|---|---|
| Old name | text, non-editable | name of object is displayed |
| Object type | text, non-editable | object type of copied object is displayed |
| Category to save | hierarchical tree with checkboxes | allows choosing one or several categories to save copied object |
| New name | input | required field; needs to be unique within one object type |
All attributes, responsibilities, synonyms and keywords, and related objects are copied in the process, except for hierarchical relations. By default, the new object will name the same with the "copy".
Move objects
The button is active when marking one or several objects. After clicking on the button user see a pop-up with the fields
| Field | UI | Description |
|---|---|---|
| Name | text, non-editable | name of object is displayed |
| Object type | text, non-editable | object type of moved object is displayed |
| Category to save | hierarchical tree with checkboxes | allows choosing one or several categories to move object |
Delete objects
Button is active when marking one or several objects. After clicking on the button user see pop-up with caution. In fact, no objects are deleted from the system, but they are not displayed anymore
User can delete using multi-select:
- All objects in the module - the user should tick the general check-box to delete all objects in the module
- All objects of object type - the user should open the types list using the arrow in the multi-check-box area. Next, the user can tick one or several.