The Lists of Values

Last modified on 2022/05/28 10:54
Contents

Certain fields in forms offer users a choice of values in a grid. 

  • The list of values is built around a parent query that accesses a set of standardized data from the database.
  • You can configure the grid.
    • Selection of columns displayed using the parent query fields used to define the list of values.
    • Only for Ticket forms, selection of filters that enable users to restrict the display of possible values when running a search on equipment or services.

Examples

  • Display a list of values for the Service field.
    • Display in the form: Hover over the field and click List open icon.png.
               Value list parameter - User view.png
    • Configuration of the grid: Click Circle Edit icon.png.
               Value list parameter - Grid setup.png
  • In Ticket forms, propose several filters for displaying equipment only for recipients, their department or their location.
             Value list parameter - Filter user view.png

Notes

  • Only user profiles authorized to edit display presentations can configure a list of values. Open url.png See User Profiles > Edit rights and display rights.
  • They can add fields manually to the parent query, as long as they are authorized to edit display presentations. Open url.png See User Profiles > Edit rights and display rights.
    • Fields are displayed with their alias (or logical name).
    • If the alias is not specified, the physical field name will appear.

      example  

      • Alias: Phone, Physical Name: PHONE_NUMBER
      • Alias: Serial Number, Physical Name: AM_ASSET.SERIAL_NUMBER

Characteristics specific to versions 2016 and earlier

The configuration of lists of values in versions 2016 and earlier is different.

  • Edit rights are assigned to each user profile in the module associated with the menu item using the filter. Open url.png See User Profiles.
  • You can only configure filters in Quick Call forms, in the Equipment and Service fields.

Access

Click Circle Edit icon.png at the top of the window displaying the list of values

Screen description

       Value list parameter.png

Name: List of fields defined in one of the tables included in the parent query, joins with SQL views and manually added joined tables.

  • Click Multilingual labels icon.png to enter the alias in different languages.

Field Name (Note: Non-modifiable): Physical name of the field in the data model.

Open eye icon.png(Note: Only if the key field can be deleted): Used to indicate whether the field is displayed in the grid (Open eye icon.png) or hidden (Close eye icon.png).

  • Click the icon to toggle between displaying or hiding the field.
     
AddViewTableField

Add View: Used to link a field from an SQL view with a field in a table joined to the parent query. Open url.png See How to modify a parent query.

  • You will be able to select the SQL view just like any other table in the parent query.
  • You can select the type of rows to be returned (Note: Depending on the parent query).
    • OUTER option: This will return all records from the main table, even if there are no matches with the SQL view.
    • INNER option: This will return only records from the main table that have a match in the joined table. Rows with no matches in the SQL view will be hidden.
  • You can give the SQL view an alias when saving.
     

Add Table: Used to join a table in the parent query with a joined table in the data model. Open url.png See How to modify a parent query.

  • You will be able to select the joined table just like any other table in the parent query. 
  • For each joined table, the list of joins in the data model will appear as follows: joined table key field / parent query table key field.
  • You can select the type of rows to be returned (Note: Depending on the parent query).
    • OUTER option: This will return all records from the main table, even if there are no matches with the joined table.
    • INNER option: This will return only records from the main table that have a match in the joined table. Rows with no matches in the joined table will be hidden.
  • You can give the joined table an alias when saving.
     

Add Field: Used to add a field to those in the parent query tables, manually added joined tables or SQL views. Open url.png See How to modify a parent query.

  • The field will appear with its alias (or logical name) at the bottom of the list of fields in the parent query.
  • It is preceded by the Delete icon.png icon that enables you to delete the field from the query.
  • If the alias is not specified, the physical field name will appear.

    example  

    • Alias: Phone, Physical Name: PHONE_NUMBER
    • Alias: Serial Number, Physical Name: AM_ASSET.SERIAL_NUMBER

Filter Management: Used to add filters that will be available to users.

Note: Only in Ticket forms, e.g. quick call, incident, service request, change request, in the Equipment and Service fields.
        Value list parameter - Filter.png

Display: Used to indicate whether the filter is available to the user (box is checked) or not (box is not checked).

  • Filters are available depending on the context.

example  In the Quick Call screen, the list of values related to the Equipment field will appear

  • The Requestor field is specified ==> The Equipment of Requesting Person filter will appear.
  • The Requestor field is not specified ==> The filter will not appear.

List of filters: List of filters available for the list of values.

Default Option (Note: Only if the Display box is selected for the filter): Used to indicate whether the filter is enabled by default when the list of values is displayed the first time (box is checked) or not (box is not checked).

  • When users next display the list of values, their last choice of filters will be applied instead of the default options. This will be the case until users next open their session.

Procedure: How to configure a list of values

Step 1: Open the window for configuring the list of values.

1. Move the cursor over the field related to a list of values and click List open icon.png.

2. Click Circle Edit icon.png at the top of the window displaying the list of values.

Step 2: Configure the list of values.

1. (optional) Click Add Field to make the relevant fields available in the parent query. Open url.png See How to modify a parent query.

  • You can select fields from tables joined to the main table as well as from tables joined to these joined tables. You must first add these tables to the scope of the parent query by clicking Add Table. Open url.png See the example in Scope of the parent query.
  • You can select fields from SQL views. You must first add these views to the scope of the parent query by clicking Add View.

2. Click Open eye icon.png to select the columns to be displayed in the grid.

3.(Note: Only in Ticket forms, in the Equipment and Service fields. Select the filters that will be available to users.

  • Click Filter Management.
  • Select the Display box for the filters that should be proposed when the list of values is opened.
  • Select the Default Option box for the filters that should be enabled when the list of values is displayed the first time.
  • Click Save.
     

Step 3: Save and test the list of values.

1. Click Save.

The window for configuring the list of values will close.

2. Check that the results are correctly displayed.

  • Move the cursor over the field that uses the list of values and click List open icon.png.
  • Check that the grid displays the configuration defined for the list of values.
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