Column View

Example Column View

New
John Doe [1000002]
Confirming ID
Jane Doe [1000001]
Data Gathering
Ready to Respond
Complete
Rejected

Developing a Column View

Developing a Column View is straightforward. The basic concept is that each column contains a Filter that defines which records appear in the column (in addition to any master filter set for the record selection screen as a whole). You also specify a title and a colour for each column heading.

Column Views are a powerful mechanism for presenting a business process in convenient visual form. You should expect to consider having a Column View definition for each individual business process, perhaps designed with different columns for different Groups of users depending on their role. Careful design of the filters for each column, together with definition of appropriate Steps, should enable you to build a process view with steps that neatly move a record across the columns as it progresses through the business process.

The Column View itself is a View record, with ViewType of Column. The View record requires a unique Name, the RecordTypeName of the record type for which it is to be displayed, an optional Description and IconName (which determines the icon shown to select the view and as its header), an optional ShowCalc being a calculation which determines if the view is to be offered to the current user, and then the all-important Script which contains the actual configuration of the Column View.

The Script is used to set a number of variables which are used as the Column configuration, as follows:

  • Col1Title, Col2Title (one for each column) – the title of the column
  • Col1Colour, Col2Colour (one for each column) – the colour of the column header
  • Col1Filter, Col2Filter (one for each column) – the colour of the column header
  • Instructions – optional template text for instructions that will be displayed at the top of the page

Example Blueprint

[View] Name, ViewType, RecordTypeName, Script SARManagement,Column,SubjectAccessRequest,<<< SET Col1Title="New" SET Col1Filter="Received" SET Col1Colour="SaddleBrown" SET Col2Title="Confirming ID" SET Col2Filter="Acknowledged" SET Col2Colour="#006400" SET Col3Title="Data Gathering" SET Col3Filter="Validated" SET Col3Colour="SaddleBrown" SET Col4Title="Ready to Respond" SET Col4Filter="ReadyToRespond" SET Col4Colour="#006400" SET Col5Title="Complete" SET Col5Filter="Complete" SET Col5Colour="MidnightBlue" SET Col6Title="Rejected" SET Col6Filter="Rejected" SET Col6Colour="Black" >>>

Note that all script variables are evaluated as calculations, so as you will usually be specifying exact text, it is essential to enclose the values in quotation marks as shown in the example above.

Record Template Examples

As mentioned above, the standard view of records in a Column View is a simple List View, always showing available Step icons.

Info Needed
Access Membership
Outlook

Accessing a Column View

A Column View can always be accessed from the Record Selection screen for its Record Type.

You can also create a link directly to a Column View by linking to its View record and referring to it by name. For example, if you have named your View record My Sales Process, you can create a link to it in any template (e.g. on a Page, in a template field etc.) using the displayRecordLink function as follows:

{displayRecordLink("View", "My Sales Process")}