Difference between revisions of "Customizable UTA Batch Update Options"

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(Created page with "{{UnderConstruction}} {| class="wikitable" |- |link= |This article will explain '''how''' you can implement this feature for use on your SmartSimple s...")
 
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This feature adds the ability for System Admins to create customizable batch update buttons available to users based on their specific user role.
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This feature adds the ability for System Admins to create customizable [[Batch Update|batch update]] buttons available to users based on their specific user role.
  
  
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4. The List Views page is displayed<br />
 
4. The List Views page is displayed<br />
 
5. Click on the '''New''' or '''+''' icon to create a new List View<br />
 
5. Click on the '''New''' or '''+''' icon to create a new List View<br />
6. Click on the ‘’’Batch Update Buttons’’’ tab header<br />
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6. Click on the '''Batch Update Buttons''' tab header<br />
 
[[Image:Batch_update_button_1.png|link:]]<br />
 
[[Image:Batch_update_button_1.png|link:]]<br />
  
7. The '''New Batch Update Button''' page is displayed. Any previously created batch update buttons that you’ve created will be displayed.  If you are adding your first batch update button then the list will be
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7. The '''Batch Update Button''' page is displayed. Any previously created batch update buttons that you’ve created will be displayed.  If you are adding your first batch update button then the list will be
 
empty.<br />
 
empty.<br />
  
 
[[Image:Batch_update_button_new.png|Link::]]<br />
 
[[Image:Batch_update_button_new.png|Link::]]<br />
  
8. Click on '''New Batch Update Button'''<br />
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8. Click on '''New'''<br />
  
 
9. Complete the required fields (name, description, display order, and label), select any options and specify the roles who will see the batch update button.<br />
 
9. Complete the required fields (name, description, display order, and label), select any options and specify the roles who will see the batch update button.<br />
  
10. Click'''Save'''<br />
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{| class="wikitable"
 
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|+Batch Update Button Field Details
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|'''Field'''
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|'''Description'''
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|-
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|Display Order
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|the order of how buttons are displayed among the action buttons
 +
|-
 +
|Button Label
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|accepts both text and icon. Text is a must as in classic mode the button label must be text for consistency purpose.<br />
 +
In Arcadia it will display the icon, and render the text as caption. If icon not defined for Arcadia then the button will show text
 +
|-
 +
|View Role
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|defines the user allowed to view this button
 +
|-
 +
|Option & Value
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|same as each option in the general batch update page. Currently only one option per button.
 +
|}
  
'''Notes'''<br />
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10. Click '''Save'''<br />
'''Display Order:''' the order of how buttons are displayed among the action buttons<br />'''Button Label:''' accepts both text and icon. Text is a must as in classic mode the button label must be text for consistency purpose. In Arcadia it will display the icon, and render the text as caption. If icon not defined for Arcadia then the button will show text.<br />'''View Role:''' defines the user allowed to view this button<br />'''Option & Value:''' same as each option in the general batch update page. Currently only one option per button.<br />
 
  
  
 
==Also See==
 
==Also See==
 +
[[Batch Update]]<br />
 +
[[Batch Update Custom Field Settings]]<br />
  
  
Batch Update - [[Batch Update]]<br />
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<!--
Batch Update Custom Field Settings - [[Batch Update Custom Field Settings]]<br />
 
 
 
 
 
 
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
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organization.
 
organization.
 
|}
 
|}
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-->
  
 
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[[Category:How]]
<!-- [[Category:How]] -->
 
 
 
[[Category:Under Construction]]
 

Revision as of 13:47, 15 January 2016

Template:UnderConstruction


How.png This article will explain how you can implement this feature for

use on your SmartSimple system.

Overview

This feature adds the ability for System Admins to create customizable batch update buttons available to users based on their specific user role.


How to implement it?

1. Go to desired UTA
2. Select L1, L2, or L3
3. Click on the List Views hyperlink under the L1 Properties section
4. The List Views page is displayed
5. Click on the New or + icon to create a new List View
6. Click on the Batch Update Buttons tab header
link:

7. The Batch Update Button page is displayed. Any previously created batch update buttons that you’ve created will be displayed. If you are adding your first batch update button then the list will be empty.

Link::

8. Click on New

9. Complete the required fields (name, description, display order, and label), select any options and specify the roles who will see the batch update button.

Batch Update Button Field Details
Field Description
Display Order the order of how buttons are displayed among the action buttons
Button Label accepts both text and icon. Text is a must as in classic mode the button label must be text for consistency purpose.

In Arcadia it will display the icon, and render the text as caption. If icon not defined for Arcadia then the button will show text

View Role defines the user allowed to view this button
Option & Value same as each option in the general batch update page. Currently only one option per button.

10. Click Save


Also See

Batch Update
Batch Update Custom Field Settings