Difference between revisions of "Arcadia - Level 1 Summary (matrix) Settings"

From SmartWiki
Jump to: navigation, search
(→‎Level 1 Status to Omit for Summary)
Line 47: Line 47:
 
*Click on the {{LookupButton}} button and select the Level 1 statuses to be excluded, then click OK.   
 
*Click on the {{LookupButton}} button and select the Level 1 statuses to be excluded, then click OK.   
 
*Leave the section blank if all Level 1 statuses are to be included in the Summary Matrix.
 
*Leave the section blank if all Level 1 statuses are to be included in the Summary Matrix.
 +
 +
===Level 1 Summary Options===
 +
 +
The default setting is to display:
 +
* [[Level 1 Templates]] (or [[Types|Level 2/3 Types]] for Summary Matrices on Level 2 or 3) as the ''row headings'' and
 +
* [[status]]es as the ''column headings'' in the cross-tab view.
 +
In the above illustration:
 +
* "Housing," "General Community," "Women," etc. are the ''row headings'' and correspond to the different [[Level 1 Templates]] in the [[UTA]].
 +
* "Draft," "Submitted," "Under Review," etc. are the ''column headings'' and correspond to the different [[status]]es in the [[UTA]].
 +
 +
[[Status]]es are hard-coded to be always displayed as the ''column headings'', but the following [[standard field]]s can be configured to be used as ''row headings'':
 +
* Branch,
 +
* Customer, and
 +
* Owner.
 +
 +
Note that these standard fields may be renamed in your instance of SmartSimple using a [[UTA_Standard_Field_Settings#Caption|standard field caption]].
 +
In the following examples:
 +
* "Level 1 Templates" have been renamed to "Funding Program"
 +
* the "Customer" standard field has been renamed to "Organization"
 +
* the "Owner" standard field has been renamed to "Primary Contact"
 +
* the "Branch" standard field remains "Branch"
 +
 +
To enable these alternate standard fields as  , take the following steps:
 +
# Click on the Settings button at the top right of the screen ({{SettingsButton}})
  
 
==See Also==
 
==See Also==

Revision as of 14:29, 13 September 2013

There are five configurable options available:

ArcadiaL1SummarySettings.png


Roles - Show Summary (matrix)

The Show Summary section provides access to cross-tabbed standard view of the Level 1, with drill-down options.

FundingProgramSummary.png

It can be made available on a role-by-role basis, using the Lookupbutton.PNG button to select those roles that can access the Summary section against the Level 1.

If a user logs in with a role that is permitted to see the Summary section against the Level 1 when they access the UTA in the Arcadia view they have the option to view the Summary section.

ArcadiaL1SummaryOption.png

If a user logs in with a role that is not permitted to see the Summary section then they will not have the option to view the Summary section. Instead they only see the List View.

ArcadiaL1ListView2.png

Roles - View Level 1 Group Status

  • The View Level 1 Group Status is used to restrict certain roles from seeing the exact status of Level 1s.
  • Instead they see a group status that masks multiple individual statuses within a single overall status.
  • This setting is used in conjunction with the Group Name field of the UTA Statuses.
  • Use the Lookupbutton.PNG button to select those roles that should see the group status.

Level 1 Type to Omit for Summary

  • The Level 1 Type to Omit for Summary section is used to exclude certain Level 1 Types from the Summary Matrix.
  • This could include historic types that are no longer of interest to the organization.
  • Click on the Lookupbutton.PNG button and select the Level 1 Types to be excluded, then click OK.
  • Leave the section blank if all Level 1 Types are to be included in the Summary Matrix.

Level 1 Status to Omit for Summary

  • The Level 1 Status to Omit for Summary section is used to exclude certain Level 1 statuses from the Summary Matrix.
  • Click on the Lookupbutton.PNG button and select the Level 1 statuses to be excluded, then click OK.
  • Leave the section blank if all Level 1 statuses are to be included in the Summary Matrix.

Level 1 Summary Options

The default setting is to display:

In the above illustration:

  • "Housing," "General Community," "Women," etc. are the row headings and correspond to the different Level 1 Templates in the UTA.
  • "Draft," "Submitted," "Under Review," etc. are the column headings and correspond to the different statuses in the UTA.

Statuses are hard-coded to be always displayed as the column headings, but the following standard fields can be configured to be used as row headings:

  • Branch,
  • Customer, and
  • Owner.
Note that these standard fields may be renamed in your instance of SmartSimple using a standard field caption. 
In the following examples:
* "Level 1 Templates" have been renamed to "Funding Program"
* the "Customer" standard field has been renamed to "Organization"
* the "Owner" standard field has been renamed to "Primary Contact"
* the "Branch" standard field remains "Branch"

To enable these alternate standard fields as , take the following steps:

  1. Click on the Settings button at the top right of the screen (ArcadiaSettingsButton.png)

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Arcadia_-_Level_1_Summary_(matrix)_Settings&oldid=18547’