User ManualInitial Setup ListsWorking with a List

Working with a List

The handling of lists should be familiar to every user. Here we'll learn:

  • What a List looks like
  • How to sort Lists
  • How to select entries in a List
  • How you can access the Order or Order Item overview from a List.

1. General Overview

If you have already read the previous article on the Structure of a List, you already know what Pagination means, and how the Header and Display Area of a list function. If you are not familiar with these terms, we recommend that you read the previous article first.

2. Appearance and Sorting

2.1. How to define the appearance of a List

According to the needs of the user, we can show or hide individual types of information (columns), arrange their order and adjust their width as well.

Figure 1: The Articles List view

The following options are available for defining the appearance of a List:

  • Arrangement of columns: Change the order of the columns by clicking on the column description [1] and moving the column to the desired position in the header.
  • Adjust the width of the column: Change the width of the column by clicking on the dividing line [2] between the column descriptions and moving it or double-clicking on it (the column will be adjusted to the longest entry in the list). Note that you may have to adjust the widths of the other columns accordingly so that your selected column fits correctly.
  • Show or hide columns: Use the configuration icon [4] to customize which columns that should be displayed in the column list.

2.2. Sorting Lists

To sort the contents of a List in the display area by information type (e.g.: name), the user can click on the arrows [3] or execute a single click on the column label. Clicking again on the column label switches to the next sorting order. The lists can be sorted according to three sorting choices:

  • Arrows are inactive: Sorted by creation date
  • Up arrow is active: Sorting takes place in ascending order
  • Arrow down is active: Sorting takes place in descending order

If you want to sort the list according to several criteria, select the first criteria and then click on further criteria while holding down the [SHIFT] key.

Save Settings

The configuration of a List is automatically saved in the browser. The next time you open the page or function, the List will be available again in the desired order. Resetting the List display to default (which will affect all Lists) can only be achieved by deleting the browser cache.

3. Selecting and deselecting List entries

Let's use Production Jobs as an example, for example: the operator wants to select more than one Production Job to send them to the printer. In order to accomplish this task, the workflow provides appropriate measures to reach a specific result/s.

3.1. Selecting and deselecting a List entry

To select a Production Job, simply click on the desired entry in the list. The selected entry is highlighted in orange. If you then select Send to Printer in the action bar, the corresponding print dialog opens, where you can set all parameters for the Production Job.

To deselect the list entry you can click on the entry again.

3.2. Select multiple List entries and exclude List entries from selection

To select multiple list entries, you can proceed in two different ways:

  • To select consecutive list entries: click on the first entry and then, while holding down the SHIFT key, click on the last desired entry. This selects all entries in between.
  • To select individual entries in a list, hold down the [CTRL] or [CMD] key while selecting the desired entries.

To cancel the selection of individual entries in a list, you must click the entry in question while holding down the [CTRL] or [CMD] key.

If you click on Send to Printer in the action bar with multiple entries selected, the corresponding print dialog opens, in which you can only print Production Jobs with information that has been previously entered. The information for a Production Job can be edited by selecting an individual Production Job, changing the desired parameters and then clicking on Send to Printer.

Selection of multiple list entries across different pages

Unfortunately you cannot make a selection across several pages. if you want to select more than 10 entries in the list (standard amount of entries per page), we recommend that you Filter your list and then change the amount of results per page using the drop-down, and then select your desired entries.

When working in the Workflow, you are confronted with two list types:

  1. Standard List
    When you access the Production Job or Color Setup menu, you'll see a standard list: List entries are listed one after another and have no nested/sub-entries.
  2. Nested (expandable) Lists
    F
    or example, an extended list will appear under: Order also under Articles > Collection List: List entries have at least one nested/sub-entry.

The navigation options differ slightly according to the list type used.

In standard lists, the parameters of selected list entries can be altered or the user can jump to the respective overview page by double-clicking the entry.

Concerning Production Jobs, the following commands can be executed in the Action Bar with a selected list entry:

  • Edit – Change or complete the parameters: Name, External ID, Production Date & Time, Output Configuration, etc.
  • Delete – Moves the selected Production Job to the Trash. Final deletion of the Production Job is carried out with a scheduler routine.
  • Export – Export the Production Job with all its Settings and Files.
  • Send to Printer – Sends the selected Production Job to the printer. The print dialog opens where further settings can be entered/changed for rendering.

In the case of Production Jobs, the user can jump to the overview page of the Production Job by either double-clicking on the entry or by simply clicking on the right arrow [5] at the end of the entry.

If the user has selected several list entries, they can use the Action Bar commands to apply actions to the selected list entries. The following options are available:

  • Edit – Change or complete the parameters: Name, External ID, Production Date & Time, Output Configuration, etc.
  • Delete – Moves the selected Production Jobs to the Trash. Final deletion of the Production Jobs are carried out with a scheduler routine.
  • Send to Printer – Sends the selected Production Jobs to the printer. The print dialog opens where further settings can be entered/changed for rendering, i.e. Print Configuration, Destination, etc.

Figure 1: In the example below we see the Production Job List view.

Nested Lists have at least one nested/sub-entry [7] per list entry [6]. Subentries contain either associated data or further lists. For example, in the case of the Order list, the list entries represent the individual Orders and the subentries represent Order Items. The following navigation options are available for nested Order lists:

  • Select and Edit the list entry: To select and Edit a list entry, the user can access all the functions listed under Navigating a Standard Lists. If we take Orders as an example, the parameters for the Order can be changed or completed when editing the list entry. Note that multiple selection for nested lists is not possible for list entries or subentries.
  • Show subentries: Subentries can be displayed by a single click on the preview image [6], by double-clicking the list entry or by clicking on the down arrow [9].
  • Hide subentries: To hide the subentries, simply click on the thumbnail or on the up arrow [9].
  • Select subentries: The selection of a subentry can be completed with a single click. Please note that multiple selections cannot be made under subentries.

Recognising Nested Lists

Nested lists can be quickly recognized by looking at the arrow [5] [9] [10] on the right side of the list entry. If there is an arrow to the right, it is a standard list. If there is an arrow pointing down, it is a nested list.

The list structure of subentries is the same as the structure of a Standard List. Pagination, Header bar, and Display Area are available with a full range of functions. Showing, hiding, and arranging columns in the header bar function the same way as Standard Lists.

Subentries can be selected and edited, and you can jump to the overview page of a subentry. The following navigation options and functions are available for subentries:

  • Select subentries: The selection of a subentry can be completed with a single click. Note that multiple selection of subentries is not possible.
  • Functions for a selected subentry: If a subentry is selected, the following functions can be accessed in the Action Bar:
    • Edit – Using Orders as an example, the parameters for the Order Item can be changed or completed when editing a subentry.
    • Delete – Again using Orders as an example, an Order Item will be deleted from the Order when clicked.
    • Action > Create Production Job – This opens the dialog for creating a Production Job for the selected Order Item.
  • Jump to the overview page for the desired Order Item: If you want to see the overview page for a subentry, either click on the preview thumbnail [8] or on the right arrow [10] at the end of the line, or double-click on the subentry. This takes you to the overview page for the selected Order Item, where you can change parameters or make corrections.

Figure 2: Appearance of an extended list with subentries using the Order List as an example

To open the Order List, simply use the [CMD]/[CTRL]+[O] shortcut.