Graphical User Interface and Basic Functions

Tabular View

Classification classes are organized in a tabular view. This is the default view when the user enters the workspace area of a specific Structure Element.

The tabular view offers users the possibility to browse and search the available Classification classes

The tabular view is subdivided into two tabs: one tab for released Classification classes and one for Change Requests.

Moving from one page to the next page and back is possible via the Next/Previous buttons available in the left top of the table. In front of the Next/Previous buttons, the system displays the number of results found for a specific query. 

The tabular view is configurable according to users' needs from the configuration panel located in each tabular view above the list, on the far right hand side (gear wheal symbol). From this column management dialog columns can be set as hidden / visible, the order of columns can be changed and user can add / remove link to the data displayed in relevant column.

System allows user to search for columns in the dialog list so that these actions of column management can be performed quicker, since user can search for and find the needed column via a search function instead of manual scrolling.

User can also configure the number of results displayed per page (available option 15, 25, 50, 100 results per page in the right top of the table). 

In these tabular view columns the Classification Classes standard and extended attributes are represented. The columns have sorting and filtering options and their width can be adjusted as needed.

Moreover, system offers user the harmonized search feature which allows to store / load Filter Sets. They are also provided with following match inputs where needed:

• Match fragments → Matches all fragments in the input (split by space) separately

• Match all from start → Matches the whole input from start

• Match all→ Matches the whole input in any position

• Equal → Exact match

In the Tabular view user has also has an export to excel function guarded by specific user rights for exporting all visible columns.

The tabular view offers users the following options:

Quick Search 

Classification Manager, similar to the Structure Elements of the Dictionary Manager, offers a "Search" functionality with harmonized search criteria and options under all tabular views of Structure Elements as well as tabular views under relevant toolbar options (e.g. assign). The search can be triggered by selecting Search option.

Tabular views have a sticky header that allows user to see the column headers even if displayed entries on page are set to more than 15 and user needs to scroll down. 

Advanced Search

The advanced search can be opened by pressing the Advanced Search arrow situated below the search field.

The following harmonized choice is available for "Search In" (Radio Buttons: only 1 can be selected):

Note: the field where the search query is typed cannot contain wildcards (ex.: *, %.).

The following harmonized choice is available as "Search options" (Radio Buttons: only 1 can be selected):

Sorting

The columns in the Tabular view offer sorting possibilities. Sorting the results in ascending/descending order is possible by clicking on the column header. An arrow situated in front of the header, pointing upwards or downwards indicates that respective column is already ascendingly or descendingly sorted.

Filter

The columns in the tabular view offer also filtering possibilities. Filtering the results is possible via the filters placed in the left side of the column header.

When entering the tabular view, system shows how many and which filters exactly are already applied in the list via the active filter selector situated right above the tabular view. From here user can also remove one filter at a time if several filters are already set. Or, if he needs to remove them all in order to organize a new search, system allows this via option "Clear all filters" located on the right of filter selector.

The following filters are available:

Filter Sets

Several set column Filters can be stored together as Filter Sets.

They help Users in lists to store and apply the column Filters of the respective tabular view. By using Filter Sets, Users do no longer need to manually select often-used column Filters again and again.

The drop-down containing the available Filter Sets in a list is available on the right of the Navigation buttons. If no specific Filter Set is defined as default for respective list "(No set)" is displayed.

Create Filter Set

In order to Create a new Filter Set the User needs to select option "Configure filters sets" on the right of the Set drop-down.

System opens the Manage filters sets interface. Here the User needs to select option "Create a new filters set", then fill in the Name of the Set to be created, then select option Create. The new Set will be displayed at the bottom of the list. At this point, only the empty Set is available by Name only. The User now needs to add the actual Filters he needs to this Set.

In order to do so, he needs to follow the three steps below:

1. select the newly created Set by pressing the radio button on its right, in the Filter Set drop-down

2. set desired Filters to desired columns

3. select Save filters sets option on the right of the "Configure filters sets" option.

Note: system does not allow creation of two Filter Sets with the same name for the current User.

Edit Filter Set

Filter Sets can be edited both what their Name and what their contained Filters are concerned.

In order to edit the Name of a Set, the User first needs to select option "Configure filters sets" on the right of the Sets drop-down. System opens the Manage filters sets interface. Here the User needs to select Edit filters sets icon on the right of the Set to be edited. System opens the interface in which the Name can be edited, including Update option, to be pressed after change is done. 

In order to edit the Filters contained in a Set, the User has two possibilities:

1. remove Filters currently available in a Set → this can be done by expanding the respective Set in the Set drop-down and clicking the Clear filter icon available on the right of the Filter to be removed

2. add Filters to selected Set → this is done by selecting the respective Set in the Set drop-down, setting the desired additional Filters in respective columns and then selecting Save filters sets option on the right of the "Configure filters sets" option.

Delete Filter Set

In order to delete a Filter Set, the User first needs to select option "Configure filters sets" on the right of the Set drop-down. System opens the Manage filters sets interface. Here the User needs to select the Delete filters sets icon on the right of the Set to be deleted. System then asks for confirmation and, as soon as the User selects Delete option, list is updated by having respective Set removed.

Define as Group Filter Set

This functionality is available only for Base Module Administrator User and it helps defining specific Sets as Group Filter Sets. On condition that Base Module Administrator User connects these Sets to the Group, all Users belonging to respective Group will have access to these Sets.

In order to define a Set as Group Set, the User first needs to select "Configure filters sets" option on the right of the Set drop-down. System opens the Manage filters sets interface. Here the User needs to select the Define as group filters sets icon on the right of the desired Set. The icon turns from grey to black, in order to signal the change.

Group Filter Sets cannot be renamed or deleted by regular Users.

Set Filter Set as default

System offers 2 distinct possibilities to set a filter set as default:

• at user level (defined by each user and being applied only for that user)

This functionality helps Users define specific Sets as default.

In order to define a Set as default, the User first needs to select "Configure filters sets" option on the right of the Set drop-down. System opens the Manage filters sets interface. Here the User needs to select the Set default filters set icon on the left of the desired Set. The icon turns from grey to black, in order to signal the change.

The effect of this setting is that every time the User re-enters respective page, the default Filter Set will be pre-selected.

• at menu level (defined by Administrator for each menu entry and being applied for all users in that menu entry)

User with Base Module Administrator rights has also the possibility to select an existing filter set as default for a certain tabular view or remove it as default.

This is configured from Base Module / Configuration / Configurable menu where administrator needs to select the needed menu entry, then select the desired filter set in field "Default filter set“ and select Save option.

The result is that all users entering that specific tabular view, will have the pre-selected default filter set already applied to list.

Select Filter Set

System allows Users in all tabular displays to select a Filter Set from the available list. The filters belonging to selected Set will be immediately applied and the name of the currently applied Set is displayed in the box.

The list of available Filter Sets is comprised of:

• Own Filter Sets

• Filter Sets inherited by Role/Group of the current User

Only Users having Base Module Administrator role assigned will see all Filter Sets from all Users.

Tree View

In addition to the tabular view, the system offers the possibility to view the Structure Elements in a hierarchical structure.

The hierarchical structure of Structure Elements can be accessed via Tree View option. The displayed Tree Views depend on the menu from which the tree view is accessed. The following four tree views (in different combinations) are basically available:

• Classification tree: displays 

  Classification Classes

  in a hierarchical view. The Classification Classes are arranged in the Classification tree based on their coded name. In case Application Classes are assigned to the Classification Classes, the tree can be expanded to find desired Classification Class and the connected Application Class. If the user has defined in the user profile that properties, values and aspects should also be displayed in the tree, the Application class can also be expanded to see the connected Structure Elements.

• Application Class tree: displays Application Classes in a hierarchical view. In case the Application Classes form a flat hierarchy (i.e. the Application Classes do not have additional specializations), they are grouped in letter folders based on the first letters of their preferred names. The tree can be expanded to find desired Application Classes. If the user has defined in the user profile that properties, values and aspects should also be displayed in the tree, the Application class can also be expanded to see the connected Structure Elements. 

• Block tree:  displays Blocks in a hierarchical view. In case the Blocks form a flat hierarchy (i.e. the Blocks do not have additional specializations), they are grouped in letter folders based on the first letters of their preferred names. The tree can be expanded to find desired Block. If the user has defined in the user profile that properties, values and aspects should also be displayed in the tree, the Block can also be expanded to see the connected Structure Elements.

• Aspect tree: displays Aspects in a hierarchical view. In case the Aspects form a flat hierarchy (i.e. the Aspects do not have additional specializations), they are grouped in letter folders based on the first letters of their preferred names. The tree can be expanded to find desired Aspects. If the user has defined in the user profile that properties, values and aspects should also be displayed in the tree, the Aspect can also be expanded to see the connected Structure Elements.

The hierarchical view offers users the following options:

Tree Icons

Search in Tree View

For an easier retrieval of needed data, the Search field in the tree view offers an auto-completer option. When a search is performed, the following search options are taken into consideration:

• the language selected in the Content language selector

• the business object selected in the Business object selector

• the release selected in the Release selector

The search of a business object by its identification is possible by marking the ID checkbox.

The search results are displayed on the right side of the tree. Clicking on classification or application class search results will open the tree view to the position where respective Classification Class/Application Class is placed in the hierarchy. 

View Details of Dictionary Elements in Tree View

On selection of a business object in the tree view, its detail page is displayed on the right side of the tree view.  For more information on the details page, see section Details Page.

The tree view offers users the possibility of object oriented working. The toolbar above the details page allows the management of respective element. For the description of the toolbar buttons, see section Toolbar in Browse View.

Reorder Elements

The tree view offers users the possibility to change the order of business objects in the scope of a specific usage.

Following types of reorder change requests are currently possible:

• reorder Property in Application Class

• reorder Property in Block

• reorder Property in Aspect

• reorder Aspect in Application Class

• reorder Value in Value List

The reordering of business objects is done using drag and drop. For further information see Change Order of Structure Elements.

Compare View

Two or more Structure Elements of the same type can be opened side by side in a compare view. The attributes (standard and extended) displayed in the Compare graphical user interface are configurable. 

Different values of the attributes are highlighted by the system in blue color.

The compare view offers users two options:

• Equal values: this options will include in the compare view also the attributes having equal value.

• Empty values: this option will include in the compare view also the attributes having no value. 

The Structure Element displayed on the first position in the compare view may be changed by using the pin-button on the header of the column. Structure Elements may be removed from the compare view by using the trash-bin button.

The compared Structure Elements can be exported in Excel format.