Changes for page Posteingang

From version < 18.1 >

edited by nlo
on 08.05.2019, 14:49

To version < 19.2 >

edited by awa
on 13.05.2019, 14:25

< >

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          +1,1 @@
--XWiki.nlo
++XWiki.awa

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@@ -47,19
          +47,41 @@
  {{figure image="inbox_filter_menu_view_en.png"}}{{id name="fig_inbox_filter_menu_view" /}}
  There are two different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}}/{{ficon name="layout-table"/}}: (1) the //default view// of form records and (2) the //project views// (marked in red).{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++There are two different types of views, which can be differentiated by their symbols /: (1) the default view of form records and (2) the project views (marked in red).'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_view_en.png' width='300' group='$height' group='$group' title='
++There are two different types of views, which can be differentiated by their symbols /: (1) the default view of form records and (2) the project views (marked in red).'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_view" /}}
++There are two different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}}/{{ficon name="layout-table"/}}: (1) the //default view// of form records and (2) the //project views// (marked in red).</div></div></div>
++{{/html}}
++
++
  The view selection is only available if project views have been configured (for configuring project views see [[My Forms > Inbox>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]]). Which form records are being displayed in the form record list and how they are being displayed depends on the selected view. There are two different types of views:
--* {{ficon name="view-list"/}} **Default**
++* {{ficon name="view-list"/}}**Default**
  The default view can not be configured. Depending on the users authorization all submitted [[form records>>doc:Terminology.WebHome||anchor="form_record"]] are displayed in the [[form record list>>||anchor="inbox_list_default"]].
--* {{ficon name="layout-table"/}} **Project views**
++* {{ficon name="layout-table"/}}**Project views**
  Project views have the names of the forms they are matched to. These views only contain form records of the appropriate form. The form records will be displayed in a data table. The number of columns depends on the [[view configuration>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]] (see [[form record list>>||anchor="inbox_list_project"]]).
  === Filter ===
--{{figure image="inbox_filter_menu_filter_en.png"}}{{id name="fig_inbox_filter_menu_filter" /}}
--Filter: There are four quick filters available.{{/figure}}
++{{figure image="inbox_filter_menu_filter_en.png"}}
++{{id name="fig_inbox_filter_menu_filter" /}}
++Filter: There are four quick filters available.
++{{/figure}}
++
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++Filter: There are four quick filters available.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_filter_en.png' width='300' group='$height' group='$group' title='
++Filter: There are four quick filters available.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_filter" /}}
++Filter: There are four quick filters available.</div></div></div>
++{{/html}}
++
++
  There are four quick filters available for configuring the form record list.
++
  * **Show all**
  All form records of the current [[view>>doc:||anchor="filter_menu_view"]] will be displayed.
  * **Recently edited**
@@ -136,6
          +136,15 @@
  {{figure image="inbox_list_default_marked_en.png"}}{{id name="fig_inbox_list_default_marked" /}}
  The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_default_marked_en.png' width='300' group='$height' group='$group' title='
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_default_marked" /}}
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.</div></div></div>
++{{/html}}
++
++
  All form records are displayed in the form record list depending on the [[set filters>>||anchor="filter_menu"]]. There are two different views of the form record list: the [[default view>>||anchor="inbox_list_default"]] and the [[project view>>||anchor="inbox_list_project"]]. The view can be changed in the [[filter menu>>||anchor="filter_menu_view"]].
  Clicking on a form record in the form record list opens it in the [[review area>>||anchor="review_area"]]. If the review area is not visible, it will be opened by clicking on a form record. After opening a form record it will be marked as read and the font weight will be set from //bold// to //normal//. When filtering unread form records this record will be excluded. For marking a form record //unread// click the appropriate button {{icon name="envelope"/}} in the header of the form record list.
  The form record list header consists of two button rows (see [[figure>>||anchor="fig_inbox_list_default_marked"]]). On the left are //form record actions// and on the right are //general actions//.
@@ -162,6
          +162,15 @@
  {{figure image="inbox_export_xml_en.png"}}{{id name="fig_inbox_export_xml" /}}
  XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under [[XSL transformation>>Formcycle.UserInterface.FilesAndTemplates.XSLTransformation.WebHome]]).{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under XSL transformation).'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_export_xml_en.png' width='300' group='$height' group='$group' title='
++XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under XSL transformation).'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_export_xml" /}}
++XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under [[XSL transformation>>Formcycle.UserInterface.FilesAndTemplates.XSLTransformation.WebHome]]).</div></div></div>
++{{/html}}
++
++
  Form record data of all form elements will be exported flat in an XML structure.
  {{code language="xml"}}
@@ -189,7
          +189,16 @@
  {{figure image="inbox_export_excel_en.png"}}{{id name="fig_inbox_export_excel" /}}
  Excel export of the selected form records: Column names can be configured for every export.{{/figure}}
--All data will be exported to an Excel file. If form records of multiple forms have been selected than a new worksheet will be created for every form within the Excel file. All values of [[dynamic form elements>>Formcycle.FormDesigner.CodingPanel.ScriptTab.AdditionalScriptFunctions.Dynamic.WebHome]] will be put into the same cell, separated by commas. If this is not desired the export option //Excel (multiline)// is recommended.
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++Excel export of the selected form records: Column names can be configured for every export.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_export_excel_en.png' width='300' group='$height' group='$group' title='
++Excel export of the selected form records: Column names can be configured for every export.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_export_excel" /}}
++Excel export of the selected form records: Column names can be configured for every export.</div></div></div>
++{{/html}}
++
++
++All data will be exported to an Excel file. If form records of multiple forms have been selected than a new worksheet will be created for every form within the Excel file. All values of [[dynamic form elements>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties]] will be put into the same cell, separated by commas. If this is not desired the export option //Excel (multiline)// is recommended.
  The column names of the resulting Excel file may configured using the following options:
  * **Name of the form element**
@@ -201,7
          +201,7 @@
  __{{icon name="file-excel-o"/}} Excel (multiline)__
  {{info}}This Option is not available in [[project views>>||anchor="inbox_list_project"]].{{/info}}
--The export works the exact same way as the simple Excel export, except that the values of [[dynamic form elements>>Formcycle.FormDesigner.CodingPanel.ScriptTab.AdditionalScriptFunctions.Dynamic.WebHome]] will be put into separate rows.
++The export works the exact same way as the simple Excel export, except that the values of [[dynamic form elements>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties]] will be put into separate rows.
  ==== {{ficon name="action-move-inbox"/}} Move ====
@@ -240,10
          +240,23 @@
  {{id name="inbox_list_default"/}}
--{{figure image="inbox_list_item_default_en.png"}}{{id name="fig_inbox_list_item_default" /}}
--A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.{{/figure}}
++{{figure image="inbox_list_item_default_en.png"}}
++{{id name="fig_inbox_list_item_default" /}}
++A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.
++{{/figure}}
++
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_item_default_en.png' width='300' group='$height' group='$group' title='
++A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_item_default" /}}
++A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.</div></div></div>
++{{/html}}
++
++
  In contrast to the [[project views>>||anchor="inbox_list_project"]] and depending on the [[set filters>>||anchor="filter_menu"]], all form records are being displayed in the default view. Form records with attachments are marked by a paperclip icon {{ficon name="paperclip-45"/}} (see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the icon opens the [[attachment page>>||anchor="review_area_attachments"]] of the form record directly. Every record entry consists of the subject, submit date, state as well as the inbox (in blue, see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the inbox sets an [[inbox filter>>||anchor="filter_menu_inboxes"]].
++
  === Project view ===
  {{id name="inbox_list_project"/}}
@@ -261,6
          +261,15 @@
  {{figure image="inbox_review_area_en.png"}}{{id name="fig_inbox_review_area" /}}
  The review area of the inbox can be split into a (1) //header// and (2) //content// part.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++The review area of the inbox can be split into a (1) header and (2) content part.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_en.png' width='300' group='$height' group='$group' title='
++The review area of the inbox can be split into a (1) header and (2) content part.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area" /}}
++The review area of the inbox can be split into a (1) //header// and (2) //content// part.</div></div></div>
++{{/html}}
++
++
  Form records selected by a mouse click will be displayed in the review area of the inbox. Submitted form data can be reviewed here. Additionally a number of form record actions ma be performed. The review area consists of a //header// and //content// part (see [[figure>>||anchor="fig_inbox_review_area"]]).
  {{id name="review_area_header"/}}
@@ -267,6
          +267,15 @@
  {{figure image="inbox_review_area_header_en.png"}}{{id name="fig_inbox_review_area_header" /}}
  The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-global' data-alt='
++The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_header_en.png' width='300' group='$height' group='$group' title='
++The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area_header" /}}
++The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.</div></div></div>
++{{/html}}
++
++
  The header is used for navigating the selected form record and performing form record actions. It consists of a //title row//, a //navigation row// and an //action row//. Depending on the selection in the navigation row different aspects of the form record will be displayed in the //content area//. Also the available form record actions in the action row change depending on the selection in the navigation row.
  === Title row ===
@@ -300,18
          +300,18 @@
  This tab provides the following form record actions:
  ** [[State change>>||anchor="review_action_state_change"]]
  ** {{icon name="save"/}} [[Save>>||anchor="review_action_save"]]
--** {{ficon name="trash-alt2"/}} [[Delete>>||anchor="review_action_delete"]]
--** {{ficon name="action-change-status"/}} [[Advanced options>>||anchor="review_action_advanced"]]
++** {{ficon name="trash-alt2"/}}[[Delete>>||anchor="review_action_delete"]]
++** {{ficon name="action-change-status"/}}[[Advanced options>>||anchor="review_action_advanced"]]
  * **{{ficon name="table-large"/}} Datatable**
  The submitted form record data will be displayed in a data table.
  * **{{ficon name="history"/}} History**
  Shows the protocol entries (history) of the current form record. State changes, executed actions, attached files, etc. will be logged and displayed here. This tab provides the following form record actions:
--** {{ficon name="plus-circle-outline"/}} [[Add entry>>||anchor="review_action_add_protocol_entry"]]
++** {{ficon name="plus-circle-outline"/}}[[Add entry>>||anchor="review_action_add_protocol_entry"]]
  * **{{ficon name="paperclip-45"/}} Attachments**{{id name="review_area_attachments"/}}
  If the form record contains attachments this tab will be displayed and allows access to the form record attachments.
--** {{ficon name="checkbox-marked-outline"/}} (De-)Selectionof all attachments
++** {{ficon name="checkbox-marked-outline"/}}(De-)Selectionof all attachments
  ** {{icon name="download"/}} [[Download>>||anchor="review_action_download_attach"]]
--** {{ficon name="trash-alt2"/}} [[Delete attachments>>||anchor="review_action_delete_attach"]]
++** {{ficon name="trash-alt2"/}}[[Delete attachments>>||anchor="review_action_delete_attach"]]
  === Action row ===
@@ -323,14
          +323,14 @@
  Saves changes to the form data.
  * **{{ficon name="trash-alt2"/}} Delete**{{id name="review_action_delete"/}}
  Deletes the form record and closes the review area. Form records can only be deleted if the are in a state the allows for it (see [[access configuration>>Formcycle.UserInterface.MyForms.Access.WebHome]]).
--* **{{ficon name="action-change-status"/}} Erweiterte Optionen**{{id name="review_action_advanced"/}}
--Öffnet einen Dialog, welcher erweiterte Vorgangsänderungen ermöglicht:
--** //Formulardatenkorrigieren//: Speichert Änderungen im Formular mit der Option die Formulardaten (nicht) zu validieren.
--** //Aktionen des aktuellen Status erneut ausführen//: Führt die Aktionen des aktuellen Status erneut aus. Dabei kann konfiguriert werden, ob Änderungen im Formular gespeichert und validiert werden sollen.
--** //Statuswechsel//: Analog zum normalen Statuswechsel, wobei konfiguriert werden kann, ob die Aktionen des Zielstatus ausgeführt werden sollen und ob Änderungen im Formular gespeichert und validiert werden sollen.
--* **{{ficon name="plus-circle-outline"/}} Eintrag hinzufügen**{{id name="review_action_add_protocol_entry"/}}
--Öffnet einen Dialog, welcher es ermöglicht dem Vorgang Protokolleinträge bzw. Bemerkungen hinzuzufügen. Protokolleinträge werden im Verluaf des Vorgangs dargestellt. Ausgewählte Datein werden an den Vorgang angehangen.
--* **{{icon name="download"/}} Download von Anhängen**{{id name="review_action_download_attach"/}}
--Lädt die ausgewählten Anhänge herunter.
--* **{{ficon name="trash-alt2"/}} Anhänge löschen**{{id name="review_action_delete_attach"/}}
--Löscht die ausgewählten Anhänge.
++* **{{ficon name="action-change-status"/}} Advanced options**{{id name="review_action_advanced"/}}
++Opens up a dialog which allows for advanced form record changes:
++** //Correct form data//: Saves all changes to the form data with the option of (not) validating the form.
++** //Rerun actions of the current state//: Reruns the actions of the current state. Whether or not form data changes should be saved and validated can be configured.
++** //Change state//: Similar to the normal state change. Whether or not the actions of the destination state should be executed and whether or not  form data changes should be saved and validated can be configured. This action is only available if the state can be changed by the user.
++* **{{ficon name="plus-circle-outline"/}} Add entry**{{id name="review_action_add_protocol_entry"/}}
++Opens up a dialog for adding protocol entries to the form record history. Selected files will be attached to the form record.
++* **{{icon name="download"/}} Download attachments**{{id name="review_action_download_attach"/}}
++Downloads the selected attachments.
++* **{{ficon name="trash-alt2"/}} Delete attachments**{{id name="review_action_delete_attach"/}}
++Deletes the selected attachments.

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