Smartstaff
2,363
edits
Changes
m
<pre>
;<ssRetiredOptions>old values</ssRetiredOptions>;
no edit summary
'''Note:''' There are a number of ways you can add roles to users for example:
* from their profile
* using the batch update on a user list view
===Importing Users===
In this exercise we will import some users so we can attach them to records in the UTA later.
{| class="wikitable"
|-
! |Name! |Change Caption to
|-
|| Application Type|| Asset Type
|-
|| Modified By|| Modified By
|-
|| Modified Date|| Modified Date
|-
|| Person|| Assigned To
|-
|| Status|| Status
|}
<pre>;<ssRetiredOptions>old values</ssRetiredOptions>;</pre>
Make sure there is a semicolon ( ; ) before and after that syntax. This is preferred to removing the option as you can still retain values chosen and report on the data without allowing people to choose these options going forward..
'''Audience prompt:''' Why do I add “0=Select One” as my first predefined option?
Before we create our list view we want to be mindful that less is more and as such only include the most relevant information in your list views.
'''Audience prompt: ''' How many columns should a listview contain?
The amount of columns you should add to a list view depends on your audience. In general four to seven columns of data is generally considered to be the most readable and easy to digest for the majority of end users like applicants.
# Navigate to the “IT Asset Tracker” UTA and click the “Configuration Settings” button or click “Settings” in the breadcrumb.# Click the level 1 tab we called “Asset”.# Click the “List Views” link.# On the “System Views” tab click the “New” button (+) in the action bar.# Click on the “Columns” tab.# Each available field is listed in the left box. We are going to add the following field to our list view using the “Add to New Column” (+) buttons.# Add the following fields to your list view. You will need to scroll down to see some of these:
# Row Index
## Asset Name (not ID)## Asset Type## Status## Assigned To# Click the “Save” button.# Click the “Sort Order” tab and select the option called “Status Display Order”# Click the “Save” button.
We now have a listview that will show the level 1 records and it will be sorted based on status.
Click the “Report Builder” (4 squares icon) button located in the action bar.
In the column with the “4” as the label, for the row labeled “Criteria” enter “<=ADDDATE(CURDATE(), INTERVAL 30 DAY)”. Click the “Build Report” (floppy disk icon) button, located in the action bar at the top. The report builder modal window will close automatically.Click the “Preview” button in the submit bar near the bottom of the screen and you will see a new modal window displaying the IT Assets with a Warranty Expiring in the next 30 days.
Now we can easily see what IT assets will be expiring in the next 30 days.
Optionally we could permission this report and share it with users who do not have access to our UTA.
