USING AN EVENTS LIST TEMPLATE

Consulting an events list

The list of events shows the events in the form of a list.

Each event is identified by the characteristics described during configuration.

When the events list is displayed, more detailed information can be viewed for each event by clicking on the button to the left of the row for each event in Table mode or by clicking on the event in Details mode.

Events filters

If events filters have been selected in the “Events filter” field during configuration, they will appear in a pull-down list enabling you to filter the events displayed in the list.

Resources filters

If the "Choice of Dimensions" box was checked during configuration, events can be filtered by only displaying events from the resource selected in the pull-down list.

Search

The events displayed can be filtered by carrying out a search. Filtering can:

  • Filter the displayed events,

  • Filter based on headings and the properties displayed,

  • Condition: Contains.

Important

Headings and properties that are not visible in the list are not taken into account for verification of the filter condition.

Go forwards or back in the event list

On the bar at the bottom of the view, the arrows to the left of the bar are used to move forwards or back page by page to display the previous or next list of events.

Refresh the screen

On the bar at the bottom of the view, the button (arrow) in the bottom right corner refreshes the screen.

Tree mode

If a heading has been selected during configuration, the events will be grouped according to this heading.

Export to PDF

You can export the data displayed in the list into PDF format. This creates a PDF file in a position the user chooses.

Warning

This functionality is only available in Table mode,

Editing an event

Click on the button in Table mode or on the event in Details mode to open the editing window.

The data displayed for an event can be edited if the user has the required permissions.

For a given dimension, resources can be modified if the Dimension entity is displayed in the event.

There are 4 possible options:

  • Click on Duplicate to duplicate the event if the option has been enabled (see Authorize duplication);

  • Click on Validate to save the changes,

  • Click on Cancel to leave the event as it is.

  • Click on Delete to delete the event. The following screen appears:

Click on OK to delete or Cancel to cancel the deletion,

Creating an event

Warning

It will only be possible to create an event if at least one hierarchy was selected during configuration.

To create an event, Click on the Add 'Hierarchy_name’ button.

If several creation hierarchies are possible, choose one of them in the following window:

The resources for the obligatory dimensions of the selected hierarchy must be chosen on the following screen:

  • Choice of dimension(s)

Click on the Cancel button to cancel creation of the event.

Click on the Validate button to continue creating the event. Enter the event's properties on the next window:

  • Choice of the event’s headings and attributes which will be displayed when editing the event.

Then:

  • confirm creation of the event by pressing the Validate button,

  • or cancel it by pressing the Cancel button.

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