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How to Customize List|Report for Groups and Personal Logins

 List views are used extensively in Calem Enterprise. They include:

  • Main Data Lists such as work order lists
  • Detail Data List such as scheduled labor lists for a work order
  • Lookup List such as cost center lookup list
  • Report List such as work order report list
  • Report Detail List such as scheduled labor lists in work order print

The customization steps described here are applicable to all the list views. The customization starts with the choice of group or personal customization.

Step 1. Group vs. Personal Customization

Group customization is performed to customize views for a user group. Admin module permission is required to do it. Personal customization is performed for the login user only. It does not affect other user's views.

  • To customize for a user group, go to Step 2.
  • To customize your own views, go to Step 3. 
    • A personal customization overwrites group customization. For example, if you customized the asset list report, you will always see the personal view of your report regardless of which ACL profiles you log in with. 
    • A personal customization can only be deleted by the login user.

Step 2. Group Customization

Groups are used in Calem to represent users of the same job roles. For instance, you can create a "MaintenanceTechnicians" group for maintenance technicians; and "MaintenanceSupervisors" for supervisors of the maintenance department. 

  • The group hierarchy facilitates customization management.
  • A child group inherits its parent group's customization and can overwrite the parent group's customization.
  • "Custom System" is the root group for your service. You may customize at this group if you need to customize the default system views for every group and user. However, a child group can have own customization overwriting the customization of "Custom System".
  • "Admin" group is the top group to customize for all supervisor groups.
  • "Users" group is the top group to customize for all non-supervisor groups.
  • You can add child groups based on your business needs.

The menu path to select a group is: "Admin module | Groups". Check a group for customization and click "Group design" to tell the system that all customization will be for this group. In screenshot below, the customization is for "Custom system" group.

Step 3. Customize a List View

Navigate to the list view you like to do the customization. Click "Customize" button in the list view's toolbar to start the customization. 

The following customization is available for list views.

  • Add or remove menu items from the list menu bar. Just drag a menu item and drop it at the "Form design" node in the left panel.
  • Add or remove fields in the list view. Right click in the caption row, select a field to include or exclude it. 
  • Change the orders of fields in the list view. Drag a field and drop it in another field to move a field around.
  • Change the width of each field in the list view. Just drag the sash of the column to increase or reduce its width.
  • Finally, click the "Save" button in the left panel to save a customization.
  • Use the delete button ("-") to remove a customization.

Step 3.1 Lookup List Field Widths

A lookup list can be customized like a list view. For instance, here are the steps to customize the widths of a lookup list.

  • Select a group to customize (Step 2 above). For instance, check "Custom system" and click "Group design".
  • Next, go to the lookup list. For instance, click "Work Order" and "+' to create a WO. Use the lookup button in "Cost center" field to launch cost center lookup.
  • Click "Customize" button to customize the cost center form.
  • Click and drag the sash of a column to the right to increase a column's width; or drag a sash to the left to reduce its width.
  • Click "Save" in the left panel to commit the change.

Step 3.2 Hide Fields in List Views

Fields can be hidden in the list view for a group so these fields are not visible from list view customization by end users (if customization is enabled for end users).

  • Drag a field node from the field tree under the list view and drop to "Form Design" in the left panel to hide that filed.

Step 3.3 Hide/Add Menu

Menu items can be removed/added by drag-and-drop from the form menu bar.

  • Drag a menu item from the form menu bar and drop to "Form design" in the left panel to remove it from the form.
  • Drag a menu item from under Toolbar and drop to the form menu bar in the right panel to add it to the form.

 Step 4. Delete a View Customization

A view customization can be deleted from the view customization screen (in Step 3).

  • If you are customizing a view for a group, the group's custom view is deleted. 
  • If you are customizing a view for personal account, the personal custom view is deleted.
  • You can tell if a design is for a group or a user by the "Save to" field in the left panel of the customization screen.
The screenshot below is personal customization for user "jgreen".

The screenshot below is group customization for group "MaintenanceStaff".

 Step 5. Customization Reports and Deletion (Group & Personal)

Users with access to Admin module can view group and personal customization in Calem.

  • Group customization: Admin | Report | Group Customization
    • Group customization can be deleted from the report list. It allows admin to remove group customization.
  • Personal customization: Admin | Report | User Customization
    • Personal customization can be deleted from the report list. It allows admin to remove personal customization. Group customization will be used when personal customization is removed.
    • See screeshot below. This can be done for more than one view/report by checking the views/reports first, then click "Delete" (-) button to delete them.
  • Module access: Admin | Report | User Module Access

Step 6. Other Forms

In addition to list forms or reports, other forms can be customized the same way:

  • Select a group for group customization.
  • Navigate to a form (create, edit, view, lookup, search, etc.), click "Customize" to customize a screen.
  • See Step 3 and 4 in this blog for examples.

Step 7. Custom Fields

Custom fields can be added to Calem and to a list view just like a normal field. See this blog for more info. 

Bulk Update II: Work Order and PM
Purchase Order Print Customization Part 2

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