Another example for association criteria
Another example of association criteria use
◄ Back to Working with Association Criteria
Work steps on this page:
So far, Association criteria has been used in our example scenario to select the 'appropriate' input form for shipments for a specific situation. However, Lobster Data Platform / Orchestration also uses Association criteria in many other contexts to dynamically adjust the appearance of the user interface and the scope of action provided by it.
In another example, we will now use the 'Users' view to demonstrate how the appearance of the list, also known as the 'datagrid', can be adapted within an existing overview and assigned in a 'user-specific' manner.
Background on 'list settings'
Lobster Data Platform / Orchestration basically allows any user who has access to an overview to make certain adjustments to the appearance of the datagrid. Changes to the order, width or even visibility of columns can be personalized by each user in order to optimally adapt a list to special working methods or limiting conditions (mobile end device, special screen proportions, several views at the same time, etc.). If a user has made such adjustments, they are automatically saved as User preferences and are automatically applied the next time the same view is opened. However, this personalization is only possible within the limits of a configuration which, on the one hand, regulates which columns are actually available in a list. On the other hand, it also sets a default for the order, width and visibility of these columns. Such default configurations are called Datagrid preferences (see Datengrid-Einstellungsübersicht). They apply to any user who has not yet made any User preferences for a datagrid.
Existing User preferences for a datagrid can also be 'discarded' by clicking the Reset (3) button in the preferences menu (top right of each datagrid). Then all default values from the applicable Datagrid preferences will take effect again.
This menu exists in every datagrid and is opened via the menu icon (1) in the upper right corner. The Reset (3) button is located in the second tab with the gear icon (2):
Open the 'User Overview' and personalize the appearance of the list by changing columns.
Make sure that the changes are taken into account after closing and reopening the overview.
Then click 'Reset' to return to the default configuration.
Define custom datagrid settings
In an already opened overview, the Preferences (1) tab of the ribbon in the List (2) subcategory allows the user to Edit (3) the datagrid preferences, i.e. configuring the 'list' within the respective overview.
When clicking Edit (2), a Datagrid preferences overview appears within the existing view, listing already created data grid settings for the current context.
No specific definitions in the form of Datagrid preferences have yet been made for the 'Users' context. This applies the 'system default' for the appearance of the datagrid and the opened Datengrid-Einstellungsübersicht for the context appears empty:
To start the specific configuration of Datagrid preferences for the list in 'Users', click New in the ribbon.
The Columns (1) tab in the details area then lists the column configurations taken over from the 'system default':
For demonstration purposes, only the order of the columns will be adjusted here.
First move the Companies (2) column to the position indicated in the screenshot (after 'Username').
As the screenshot suggests, this works intuitively via drag & drop.
Alternatively, the arrow icons (3) to the left of the list can be used to move an element up or down, one at a time or all together.
Experiment with this function to produce the following column order:
Active > Username > Name 1 > Name 2 > Owner > Roles > Companies > ...
These preferences for the 'User' view are now saved and assigned as the default configuration for the user 'jabend'.
In the Datagrid preferences (4) tab, a Name (5) must first be assigned to enable the user to Save (6) the preferences:
Once the settings have been saved, the only thing missing is a suitable Association (7). However, a new association criterion must first be created for this purpose.
Leave the view for 'Users' open with the Datagrid preferences view to assign the new association criterion later on!
Create and assign association criterion
We now need an association criterion that applies exactly when the user 'jabend' is logged in.
Via the menu path 'Administration/Configuration/Workflow/Association criteria' you can access the overview for Association criteria.
Configure a new association criterion with a User rule as shown below!
►NOTE◄ The Priority (-1000) was specifically chosen as low, because the criterion is 'user-specific' in content but otherwise not really special. It is assumed that more specific criteria could be added later to override the current definition which applies only for the logged in user.
After the new association criterion has been saved, it can be assigned as an Association for the datagrid preferences in the still open view for 'Users' via Assign (8):
After you Assign the newly created criterion, the changed column configuration should take effect immediately because the user 'jabend' is already logged in.
A click on Back (9) closes the 'Datagrid preferences overview', so that the main window 'Users' becomes visible again in the current view.
In the already opened 'Users' view, the function Reload (11) (in the subcategory 'List') must be clicked in the Preferences (10) tab in order for the changed datagrid preferences to take effect. Otherwise, the new configuration will only be applied when the 'User' view is opened again.
As a result, the arrangement of the columns in the datagrid (12) should correspond to the recently applicable datagrid preferences for the user 'jabend':
►NOTE◄ If a changed configuration is not applied despite clicking Reload or reopening the overview, there may still be User preferences for the current view? Observe the notes in the info box at the very top of this page and, if necessary, use the Clear function to discard existing user preferences for the overview!
► Continue with Import Adressbucheinträge