View Columns (spec)

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Table of contents
1 Summary
2 Details

2.1 Controls

3 History
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Summary

This is the spec for the column selection UI for views.

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Details

The new system has controls for adding columns based on values in drop downs. The selected columns are listed under the add controls in a grid and each one has a remove link.

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Controls

  • The columns are organized into drop downs. There are several drop downs on the page for different groups of columns and each has its own "Add" button.
    • Example: Customer views have an "Info" group of columns with a single drop down containing columns like "Customer", "Added", etc. followed by an "Add" button.
  • A group usually has a single drop down that simply lists columns. In some cases a group would have so many columns that a single drop down would be too large. In these cases we have two drop downs.
    • Example: Customer views will have a "Commissions" group that contains 2 drop downs and an "Add" button. The first drop down has comm values like "Net billed" and the second column lists the relative runs like "this run", every year with runs like "2007", and every comm run like "Mar 2007". Further, the first drop down also has some columns that have no associated second drop down like "Runs" and "First runs"
    • Selecting a value in the first drop down changes the second drop down or hides it.
  • When a column is selected it is then removed from the drop down options. If it was generated from two columns then it's removed from the second drop down only.
    • If a first or only drop down has no remaining options then hide the row.
    • If a second drop down has no remaining options then remove the option from the first drop down and move on to the next option in the first drop down.
    • Removing the option means I could easily add, for example, a net billed column for every run in 2007. I would select "Net billed" in the first commission group drop down, "Jan 2007" in the second, and click "Add". This would add the "Net billed Jan 2007" column and remove "Jan 2007" from the second drop down when net billed is selected in the first drop down. The next option would automatically then be shown in the second drop down, "Feb 2007". I could just click "Add" and continue to do so with the next option always being shown in the drop down as the previous one is removed.
  • If the maximum number of columns is reached then hide the add controls and show in their place a msgInfo.
  • If there are more than the maximum number of columns then hide the add controls and in their place show a msgError. Also disable the OK button. This can happen if the view was created then the maximum changed.
  • If there are no columns then disable the OK button and show a msgNone in place of the grid.
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History

  • Tommy and Gina: New UI that uses drop downs instead of the long checkbox list.
  • Shine: Merged process views
  • Push Play: Column select UI uses JavaScript for better performance and allows column order change on the select page.
  • Serenity Now: Some views for agent & customer users
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