Admin
What is it used for (purpose)?
- To create or view data tables and tags for process designs.
What is on the page?
Left-Hand Pane
Middle Pane
- Data Tables
- Add button
- Number of Data Tables
- Refresh
- Search
- Actual list of Data Tables
- Tags
- Add button
- Number of tags
- Search (Missing Functionality)
- Actual list of Tags
Right-Hand Pane
- Data Tables
- Name of the Selected Data Table
- Ellipsis containing Rename & Delete options
- Close
- Data Tab, with Add Row button
- Columns Tab, with Add Column button
- External Source
- Save
- Undo
- Tags
- Name of the selected Tag Type (editable)
- Close
- Tag Type
- Delete
- Save
How to use the functionality on this page?
Left-Hand Pane
Data Tables
-
- Click the Data Tables to load the list of existing data tables in the middle pane.
- On the right-hand pane, “No Data Table Selected” will be displayed by default.
- Click one of the data tables, the details of the table will be displayed on the right-hand pane.
Tags
-
- Click Tags to load the list of existing tags in the middle pane.
- The right-hand pane will show “No Tag Type Selected” by default.
- Click one of the tags, the right-hand pane will show the details of the selected tag.
Middle Pane
Data Tables
-
- Add
- Click the ‘Add’ button that is located at the upper right-side, and a dialog box will appear.
- On the dialog box, by default the name of the data table is “New Data Table”, rename the Data Table Name based on your purpose.
- Select the appropriate shared data table type. There are two (2) options:
- Internal – a data table that is manually populated.
- External – a data table with an external data source which must be selected to save settings.
- Click 'OK' to add the data table to the list. By default, the right-hand pane will display the Data Tab.
- When you click the 'Cancel' button, no data table is added to the list.
- Number of data tables - located beneath the Add button and displays the number of data tables in the list. (Broken Functionality)
- Refresh
- Allows your process design list to refresh.
- If you click the ‘Refresh’ button, the middle-pane will load and refresh the list.
- Search
- Search Data Tables in the list.
- In the search field, type the word(s) or letter(s). You can observe that return is based on what is typed. (Counts are broken)
- To clear a search, click the clear or cross button, it will remove what you have typed in the search field and return full list of data tables.
- Actual list of Data Tables
- By default, Data Tables are listed in alphabetical order.
- When you click one of the Data Tables in the list, you can notice that the right-hand pane will show the selected Data Table.
Tags
-
- Add
- Click ‘Add’ button to create another tag type on the list. A dialog box where you can type the name of the new tag type loads.
- When you click the Cancel button, no tag type is added to the list.
- Number of tag types – displays the number of tag type created. (Broken Functionality)
- A Tag Type can be renamed, select relevant tag type and change value in the right-hand pane.
Right-Hand Pane
Data Tables
-
- Name of the Data Table - displays the name of the Data Table.
- Ellipses with two (2) options as follows;
- Rename – you can rename your Data Table to suit your purpose
- On the dialog box, change the name of the Data table, click Ok to save the new name.
- The name of the Data Table will update in the list.
- Delete – this will remove the Data Table from the list
- Close - allows you to close the whole pane for selected data tables and return to default display, which reads “No Data Table Selected”.
- Data Tab
- For the selected data table, the Data tab will display by default.
- In order to add a row, you must first add columns for the Data Table. You can add a column in the Columns tab.
- Available functionality:
- Search – Search data (rows) from the list.
- In the search field, type the word(s) or letter(s). The return is based on what is typed.
- To clear a search, click the clear or cross button, it will remove what you typed in the search field and return full list of rows.
- Add Row
- When you click the ‘Add Row’ button, a new line item (row) appears in the data table. By default, a blank row will be added to the top of the list. Rows are inserted in a consistent order when multiple rows are added at once.
- Rows
- To populate a row, move cursor to a column and type value(s). Values and text in rows can be edited and saved.
- If an ID Column has been set for Internal Data Table, new or updated data rows with the same values in the unique column cannot be saved. A red banner appears at the top which reads ‘Please correct rows with duplicated identity column values.’
- Actions you can take for each row:
- Archive – this will archive the row.
- Process Usage List - will inform which processes use the row: Process Name, Task(s) and name of field which uses the row.
- Save
- All row(s) added to a data table must be saved. Click the ‘Save’ button to retain changes made.
- Undo
- Clears all actions taken since last Save.
- Columns Tab
- Search – search data (rows) from the list.
- In the search field, type the word(s) or letter(s). The return is based on what is typed.
- To clear a search, click the clear or cross button, it will remove what you typed in the search field and return full list of rows.
- Add Column– allows you to add a column to the data table.
- When you click the ‘Add Column’ button, a new column appears in the data table. By default, a new line item (row) will be added to the top of the list with Column Name = New Column and Type = Display Text
- Columns – to rename a column, move cursor to the column name cell and type value(s).
- After that, you can select the type of data you want to enter. There are two (2) types of data available:
- Display Text – is used to display text to the user.
- Number Value – is used to store a value.
- Actions you can take for each column:
- Archive – this will archive the column.
- Process Usage List - will inform which processes use the column: Process Name, Task(s) and name of field which uses the column.
- Set ID Column
- The ID Column is a unique identifier which is used as the primary key to identify a row of data from the specific table. You can only specify one “unique” column for a data table.
- When clicked, a dialog box appears, allowing you to select an identifier column for the data table.
- If no ID Column is specified for an Internal Data Table, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in duplicated rows being entered.’
- For External Data Table, if no ID Column is set, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in incorrect syncing from the external data source.’
- Click ‘Select’ from the dialog box and an asterisk will be visible in front of the column name.
- Then click the ‘Save’ button located at the bottom of the right-hand pane to save the ID Column settings.
- When you attempt to change the ID Column for the data table, the data from the column is validated to ensure values entered are unique.
- A validation will appear which reads “Column cannot be selected as duplicate row values exist” if any value is duplicated.
- Save
- All columns added to a data table must be saved. Click the ‘Save’ button to retain changes made.
- Undo
- Clears all actions taken since last Save.
- External Source - by default this is disabled for Internal Data Tables
- Checked where an external data source is used.
- URL
- Initialize data table – connects with the external data source
- Sync data – populates the table with data fetched from external source
Tags
-
- Name of the Tag Type - You can rename the tag type by clicking the name field and then ‘Save’.
- Other actions you can take:
- Close
- When you click the ‘Close’ button, you can observe that the right-hand pane will close the details of the selected tags and return to its default display, which reads “No Tag Selected.”
- Delete
- When you want to remove a tag type, just click the ‘Delete’ button.
- The tag type is no longer on the list
- The tag type is also removed from any existing process designs that use it.
- Save
- Click ‘Save’ button to save the changes.
Last updated: 24 October 2023 03:19 PM
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