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{{figure image="inbox_filter_menu_view_en.png"}}{{id name="fig_inbox_filter_menu_view" /}} |
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There are three different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}} / {{ficon name="date"/}} / {{ficon name="layout-table"/}} : (1) the //default view// of form records, (2) the //calendar view// and (3) the //project views// (marked in red).{{/figure}} |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+There are three different types of views, which can be differentiated by their symbols / / : (1) the default view of form records, (2) the calendar view and (3) the project views (marked in red).'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_view_en.png' width='300' group='$height' group='$group' title=' |
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+There are three different types of views, which can be differentiated by their symbols / / : (1) the default view of form records, (2) the calendar view and (3) the project views (marked in red).'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_view" /}} |
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+There are three different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}} / {{ficon name="date"/}} / {{ficon name="layout-table"/}} : (1) the //default view// of form records, (2) the //calendar view// and (3) the //project views// (marked in red).</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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The view selection is only available if project views have been configured (for configuring project views see [[My Forms > Inbox>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]]). Which form records are being displayed in the form record list and how they are being displayed depends on the selected view. There are two different types of views: |
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* {{ficon name="view-list"/}} **Default** |
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@@ -58,10 +58,23 @@ |
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=== Filter === |
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-{{figure image="inbox_filter_menu_filter_en.png"}}{{id name="fig_inbox_filter_menu_filter" /}} |
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-Filter: There are four quick filters available.{{/figure}} |
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+{{figure image="inbox_filter_menu_filter_en.png"}} |
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+{{id name="fig_inbox_filter_menu_filter" /}} |
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+Filter: There are four quick filters available. |
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+{{/figure}} |
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+ |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+Filter: There are four quick filters available.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_filter_en.png' width='300' group='$height' group='$group' title=' |
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+Filter: There are four quick filters available.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_filter" /}} |
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+Filter: There are four quick filters available.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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There are four quick filters available for configuring the form record list. |
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+ |
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* **Show all** |
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All form records of the current [[view>>doc:||anchor="filter_menu_view"]] will be displayed. |
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* **Recently edited** |
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@@ -90,7 +90,7 @@ |
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The inbox filter depends on the selected [[view>>||anchor="filter_menu_view"]]. The inbox filter is available if the form records of the form record list are stored in more than one inbox. If this is not the case than the inbox filter is not available. |
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-=== Submit date === |
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+=== Submit date / Change date === |
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{{figure image="inbox_filter_menu_date_en.png"}} |
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{{id name="fig_inbox_filter_menu_date" /}} |
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@@ -97,14 +97,14 @@ |
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The form record list can be filtered by submit date. |
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{{/figure}} |
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-The form record list can be filtered by the submit date of the form records. For this there are two input fields available: |
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+The form record list can be filtered by the submit date and the change date of the form records. For this purpose, two input fields are available in each case: |
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* **from** |
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-All form records submitted from the given date will be displayed. |
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+All form records that have been received or changed since the specified date are displayed. |
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* **until** |
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-All form records submitted until the given date will be displayed. |
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+All form records that have been received or changed until the specified date are displayed. |
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-No submit date filter will be applied if these fileds are empty. |
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+If the fields are empty, there is no restriction based on the date. |
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=== Sorting === |
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@@ -144,6 +144,15 @@ |
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{{figure image="inbox_list_default_marked_en.png"}}{{id name="fig_inbox_list_default_marked" /}} |
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The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.{{/figure}} |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_default_marked_en.png' width='300' group='$height' group='$group' title=' |
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+The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_default_marked" /}} |
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+The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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All form records are displayed in the form record list depending on the [[set filters>>||anchor="filter_menu"]]. There are two different views of the form record list: the [[default view>>||anchor="inbox_list_default"]] and the [[project view>>||anchor="inbox_list_project"]]. The view can be changed in the [[filter menu>>||anchor="filter_menu_view"]]. |
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Clicking on a form record in the form record list opens it in the [[review area>>||anchor="review_area"]]. If the review area is not visible, it will be opened by clicking on a form record. After opening a form record it will be marked as read and the font weight will be set from //bold// to //normal//. When filtering unread form records this record will be excluded. For marking a form record //unread// click the appropriate button {{icon name="envelope"/}} in the header of the form record list. |
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The form record list header consists of two button rows (see [[figure>>||anchor="fig_inbox_list_default_marked"]]). On the left are //form record actions// and on the right are //general actions//. |
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{{id name="inbox_list_default"/}} |
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-{{figure image="inbox_list_item_default_en.png"}}{{id name="fig_inbox_list_item_default" /}} |
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-A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.{{/figure}} |
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+{{figure image="inbox_list_item_default_en.png"}} |
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+{{id name="fig_inbox_list_item_default" /}} |
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+A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}. |
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+{{/figure}} |
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+ |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_item_default_en.png' width='300' group='$height' group='$group' title=' |
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+A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_item_default" /}} |
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+A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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In contrast to the [[project views>>||anchor="inbox_list_project"]] and depending on the [[set filters>>||anchor="filter_menu"]], all form records are being displayed in the default view. Form records with attachments are marked by a paperclip icon {{ficon name="paperclip-45"/}} (see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the icon opens the [[attachment page>>||anchor="review_area_attachments"]] of the form record directly. Every record entry consists of the subject, submit date, state as well as the inbox (in blue, see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the inbox sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. |
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+ |
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{{id name="calendar-view"/}} |
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=== Calendar view === |
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@@ -317,6 +317,15 @@ |
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{{figure image="inbox_review_area_en.png"}}{{id name="fig_inbox_review_area" /}} |
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The review area of the inbox can be split into a (1) //header// and (2) //content// part.{{/figure}} |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+The review area of the inbox can be split into a (1) header and (2) content part.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_en.png' width='300' group='$height' group='$group' title=' |
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+The review area of the inbox can be split into a (1) header and (2) content part.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area" /}} |
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+The review area of the inbox can be split into a (1) //header// and (2) //content// part.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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Form records selected by a mouse click will be displayed in the review area of the inbox. Submitted form data can be reviewed here. Additionally a number of form record actions ma be performed. The review area consists of a //header// and //content// part (see [[figure>>||anchor="fig_inbox_review_area"]]). |
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{{id name="review_area_header"/}} |
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@@ -323,6 +323,15 @@ |
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{{figure image="inbox_review_area_header_en.png"}}{{id name="fig_inbox_review_area_header" /}} |
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The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.{{/figure}} |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt=' |
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+The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_header_en.png' width='300' group='$height' group='$group' title=' |
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+The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area_header" /}} |
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+The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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The header is used for navigating the selected form record and performing form record actions. It consists of a //title row//, a //navigation row// and an //action row//. Depending on the selection in the navigation row different aspects of the form record will be displayed in the //content area//. Also the available form record actions in the action row change depending on the selection in the navigation row. |
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=== Title row === |
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@@ -348,9 +348,19 @@ |
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=== Navigation row === |
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-{{figure image="inbox_review_area_attachments_en.png"}}The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red.{{/figure}} |
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+{{figure image="inbox_review_area_attachments_en.png"}} |
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+The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red. |
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+{{/figure}} |
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+ |
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+ |
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+{{html wiki="true"}} |
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+<div class='xm-figure xm-float-right xm-clear-h2' data-alt='The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_attachments_en.png' width='300' group='$height' group='$group' title='The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red.'/}}<div class='xm-figure-caption'>The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red.</div></div></div> |
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+{{/html}} |
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+ |
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+ |
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{{id name="fig_inbox_review_area_attachments"/}} |
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+ |
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The navigation row provides a number of tabs for displaying different aspects of the form record. Depending on the selected navigation tab the available actions in the action row change as well as the displayed information in the content area. |
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* **{{ficon name="XPage"/}} Form page** |