Difference between revisions of "Customizable UTA Batch Update Options"
| Line 16: | Line 16: | ||
1. Go to desired UTA<br /> | 1. Go to desired UTA<br /> | ||
| − | 2. Select | + | |
| − | 3. Click on the List Views hyperlink under the | + | 2. Select Level1, Level2, or Level3<br /> |
| − | 4. The List Views page is displayed<br /> | + | |
| + | 3. Click on the '''List Views''' hyperlink under the appropriate Level Properties section<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 /> | 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 /> | ||
| Line 33: | Line 39: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | |+Batch Update Button Field | + | |+Batch Update Button Field Descriptions |
|'''Field''' | |'''Field''' | ||
|'''Description''' | |'''Description''' | ||
| Line 57: | Line 63: | ||
[[Batch Update]]<br /> | [[Batch Update]]<br /> | ||
[[Batch Update Custom Field Settings]]<br /> | [[Batch Update Custom Field Settings]]<br /> | ||
| + | |||
Revision as of 13:26, 18 January 2016
|
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 Level1, Level2, or Level3
3. Click on the List Views hyperlink under the appropriate Level 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
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.
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.
| 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
