VISUAL PLANNING 5.3 DOCUMENTATION

Single Choice List Heading

DEFINITION

This is a type of heading for a dimension or a form.

It is necessary to define a list of values.This list can be sorted alphabetically or manually. The value taken by a resource (resource's heading) or an event (form's heading) is unique among the list.

It is possible to define a default value.

The use of Autofiltering (cf. AutoFilter) is allowed.

SETTINGS

Create a heading

To create a Heading, you must go to Global Settings panel:

  • Right click on the chosen dimension's name> Create heading
  • or Right click on the chosen form's name> Create heading

The lower part of Global Settings is then activated:

Specify the characteristics of the heading, then confirm by clicking on OK.

These settings are also accessible by another entry point (c.f Global Settings).

Characteristics of a Multiple Choice List Heading are the following:

Name

This is the heading's name.

Description

This is the heading's optional description.

Heading type

The Single Choice List type is defined. This can not be modified.

Index

If this box is checked, the heading is indexed in the database.

Warning

Index the headings is really useful in some cases.

We strongly recommend to contact the Support of STILOG I.S.T. whether manipulations of this type are needed.

Default Value

A default value may be used to create a new resource (resource heading) or event (form heading).

Prohibit default value

If this box is checked, the user must fill the heading value but he can't use the default value.

Autofiltering

If it is checked, this box allows to define this heading as being subject to autofiltering.

cf. Autofilter

List of Value

The possible values are the following:

Add a value in the list

To add a value in the list, simply click on Enter a value.

Modify an element of the list

To change the value of a list , simply click on the value and modify the existing value.

Delete an element of the list

To delete an element, simply click on the value, and select the Delete button.

Sort the elements of the list

To automatically sort all values in the list, simply click on the Sort button.

It is possible to make an manual sort by using the blue arrows.

vp5_bouton_fleches_tri.jpg

This sort is also the one used to sort a view according to this heading.

Refresh according to existing values

This feature is particularly useful when converting a text field in a single-choice list.

By clicking on the Refresh button, the values ​​of the choice list are updated in existing resources according to the values ​​of this heading.

Paste elements from clipboard

After making a Copy in an external application, it is possible to paste the entire list by clicking on the Paste button. The values are added as new elements in the list.

Example: OPENOFFICE, MICROSOFT WORD, MICROSOFT EXCEL

Modify a heading

The modification of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(cf. precautions to take when modifying the settings)

The modification of a heading is done by selecting Global sttings in the heading's panel.

The lower part is then activated.

Then it is necessary to modify the characteristics (cf. Create a heading), then Validate by clicking on the OK button.

If the modification should not be taken into account, click on the Restore button.

Delete a heading

The deletion of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(cf. precautions to take when modifying the settings)

Deleting a heading is irreversible.

cf. Delete a heading

USE

Display

These heading's are displayed like all the others: cf. visual information

Enter a value to a resource

In the resource properties window : Right click on a resource > Modify

or in the event properties window: Right click on an event > Modify

vp5_ressource_edition_rubrique_liste_a_choix_unique_selection.jpg

Select the chosen value.

Research and filter criteria

They allow to use Autofiltering.

Create/modify/delete a value

  • Create a new value into the list: when creating a new value, this one is directly available in the corresponding drop-down menu. It is the same behaviour for a dimension or form heading.
  • Modify an existing value: Modifying a value impacts all the resources that have this value. The value is replaced. It is the same behaviour for a dimension or form heading.
  • Delete an existing value: Deleting a value impacts all the resources that have this value. The value is definitely deleted. It is the same behaviour for a dimension or form heading.

Use by other features

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