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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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Columns
If the group has two drop downs then it is listed with (2) after the group label and the options are listed as "first drop down | second drop down".
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Process forms
Used for process views and reconciliation views.
- Info
- Number
- Number (abc)
- Status
- Owner
- Participants
- Archived
- Form set
- Started
- Started by
- Started by type
- Modified
- Modified by
- Action required by me
- Next action by me
- Next action by anyone
- Files
- Latest note
- Latest note (date)
- Latest note for staff
- Latest note for staff (date)
- Full notes A
- Full notes for staff A
- Process
- Field
- (each field in the template except reference, shared, lines, labels, or descriptions)
- Reference (2)
- (each reference) | (hide or each reference field)
- Commissions
- Items
- Runs
- First run
- First correct run
- Items total
- Difference
- Approval
- Approval result
- Approval result (date)
- Approval pass
- Approval completed
- Eligible approvers
- Eligible stages
- Eligible (date)
- (each stage)
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Merged process views
- Info
- Number
- Number (abc)
- Status
- Owner
- Participants
- Archived
- Form set
- Started
- Started by
- Started by type
- Modified
- Modified by
- Action required by me
- Next action by me
- Next action by anyone
- Files
- Latest note
- Latest note (date)
- Latest note for staff
- Latest note for staff (date)
- Full notes A
- Full notes for staff A
- Process
- Commissions
- Items
- Runs
- First run
- First correct run
- Items total
- Difference
- Approval
- Approval result
- Approval result (date)
- Approval pass
- Approval completed
- Eligible approvers
- Eligible stages
- Eligible (date)
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Commission items
- Info
- Item ID
- Comm. run
- Rep ID
- Master ID
- Comm. group
- Comm. tier
- Qty
- Origin
- Note
- Note for agents
- Reference (2)
- Supplier | (hide)
- Account group | (hide)
- Product | (hide)
- Agency | agency reference fields
- Rep | rep reference fields
- Customer | customer reference fields
- Account | account reference fields
- Commissions
- Net billed
- Wholesale
- Margin
- Gross comm.
- Agent comm.
- Gross profit
- Split
- Gross expected
- Referral
- Override
- Deduction
- Override to
- Deduction to
- Wholesale (%NB)
- Margin (%NB)
- Gross comm. (%NB)
- Agent comm. (%NB)
- Gross profit (%NB)
- Referral (%NB)
- Override (%NB)
- Deduction (%NB)
- Gross expected (%NB)
- Variable
- (Each custom item variable)
- (Each shared item variable)
- (Each custom product variable)
- Process
- (Each process, column shows count of forms of that process that reference that item)
- Matched to
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Reference columns (Proc and Comm)
For process form and commission item views.
- (agency reference)
- Agency
- Primary contact
- First name
- Last name
- Title
- (each phone number)
- Address
- City
- State
- Zip code
- Pay plan
- (each custom field)
- (each assignment category, grid will show staff user's name is assigned, "n/a" if not)
- Supplier exclusion (comma + space separated supplier names or a silver "none". Suppliers are listed alphabetically. Suppliers are not links. Example: "Sprint, Qwest")
- Added
- (rep reference)
- Rep
- Type
- (each phone number)
- Company
- Relationship
- (each custom field)
- Added
- (customer reference)
- Customer
- Primary contact
- First name
- Last name
- Title
- Website
- (each phone number)
- Address
- City
- State
- Zip code
- (each custom field)
- Added
- (account reference)
- Account
- Account group
- (each custom field)
- Latest run items (Process views only)
- Net billed last run (Process views only)
- Added
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Reference columns (Proc only)
For process form views only.
- (process)
- Process
- (form)
- Form
- (staff)
- Staff
- Role
- Title
- Business phone
- Home phone
- Fax phone
- Other phone
- (each custom field)
- (comm run)
- Comm run
- Items
- Net billed
- Gross comm
- Cost of sales
- Gross profit
- (commission item)
- Item ID
- Rep ID
- Master ID
- Product
- Qty
- Net billed
- Wholesale
- Margin
- Gross comm. (Hidden from agent users)
- Agent comm.
- Gross profit (Hidden from agent users)
- (Each custom item variable)
- (Each shared item variable)
- (Each custom product variable)
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Customers
- Info
- Customer
- Website
- Address
- City
- State
- Zip code
- Country
- Primary contact
- First name
- Last name
- Title
- Email & phone numbers
- Business
- Fax
- Home
- Files
- Agency
- Rep
- Accounts
- Added
- Modified
- Latest note
- Latest note (date)
- Latest note for staff
- Latest note for staff (date)
- Full notes A
- Full notes for staff A
- Field
- (Each custom field)
- Commissions (2)
- Runs | (hide)
- Runs with items | (hide)
- First run | (hide)
- Net billed | prev run, this run, all time, (each year), (each run)
- Agent comm. | prev run, this run, all time, (each year), (each run)
- Gross comm. | prev run, this run, all time, (each year), (each run)
- Gross profit | prev run, this run, all time, (each year), (each run)
- Referral | prev run, this run, all time, (each year), (each run)
- Items | prev run, this run, all time, (each year), (each run)
- Process
- (Each process, column shows count of forms of that process that reference that item)
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Accounts
- Info
- Account
- Supplier
- Customer
- Group
- Agency
- Rep
- Reps
- Agency by id
- Rep by id
- Added
- Modified
- Latest note for staff
- Latest note for staff (date)
- Full notes for staff A
- Field
- (Each custom field)
- Commissions (2)
- Runs | (hide)
- First run | (hide)
- Net billed | change, change (%), prev run, this run, all time, (each year), (each run)
- Agent comm. | prev run, this run, all time, (each year), (each run)
- Gross comm. | prev run, this run, all time, (each year), (each run)
- Gross profit | prev run, this run, all time, (each year), (each run)
- Referral | prev run, this run, all time, (each year), (each run)
- Items | prev run, this run, all time, (each year), (each run)
- Process
- (Each process) | (process count), (sum columns)
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Agencies
- Info
- Agency
- Primary contact
- First name
- Last name
- Title
- Email & phone numbers
- Business
- Fax
- Home
- Address
- City
- State
- Zip code
- Country
- Website
- Reps
- Managers
- Customers
- Accounts
- Files
- Supplier exclusion (comma + space separated supplier names or a silver "none". Suppliers are listed alphabetically. Suppliers are not links. Example: "Sprint, Qwest")
- (Each assignment category)
- Added
- Modified
- Field
- (Each custom field)
- Commissions (2)
- Pay plan | (hide)
- Runs | (hide)
- First run | (hide)
- Quota target | (hide)
- Quota actual | (hide)
- Quota % | (hide)
- Net billed | prev run, this run, all time, (each year), (each run)
- Agent comm. | prev run, this run, all time, (each year), (each run)
- Agency payout | prev run, this run, all time, (each year), (each run)
- Gross comm. | prev run, this run, all time, (each year), (each run)
- Gross profit | prev run, this run, all time, (each year), (each run)
- Referral to | prev run, this run, all time, (each year), (each run)
- Items | prev run, this run, all time, (each year), (each run)
- Process
- (Each process, column shows count of forms of that process that reference that item)
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Reps
- Info
- Rep
- Type
- First name
- Last name
- Agency
- Title
- Email & phone numbers
- Business
- Fax
- Home
- Address
- City
- State
- Zip code
- Country
- Customers
- Accounts
- Type
- Logon
- Last logon
- Commission access
- Relationship
- Files
- Added
- Modified
- Field
- (Each custom field)
- Commissions (2)
- Pay plan | (hide)
- Runs | (hide)
- First run | (hide)
- Quota target | (hide) B
- Quota actual | (hide) B
- Quota % | (hide) B
- Net billed | prev run, this run, all time, (each year), (each run)
- Agent comm. | prev run, this run, all time, (each year), (each run)
- Agency payout | prev run, this run, all time, (each year), (each run) B
- Gross comm. | prev run, this run, all time, (each year), (each run)
- Gross profit | prev run, this run, all time, (each year), (each run)
- Referral to | prev run, this run, all time, (each year), (each run) B
- Items | prev run, this run, all time, (each year), (each run)
- Process
- (Each process, column shows count of forms of that process that reference that item)
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Staff
- Info
- Staff
- First name
- Last name
- Role
- Email & phone numbers
- (each phone number)
- Agencies (Assigned to, a count of & link tothe agencies assigned to this staff)
- Added
- Modified
- Logon
- Last logon
- Field
- (Each custom field)
- Process
- (Each process, column shows count of forms of that process that reference that item)
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Column notes
- A Full notes column is limited to 8000 characters
- B From agency
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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.
- This page was last modified 17:11, 8 Jan 2010.
- This page has been accessed 2300 times.