How to add an item / field to the cycle summary?
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<p style="text-align: justify;">The items will be ordered after their <strong>area </strong>(pregnancy, transfer,...) .</p> | <p style="text-align: justify;">The items will be ordered after their <strong>area </strong>(pregnancy, transfer,...) .</p> | ||
| + | <p style="text-align: justify;"> </p> | ||
<p style="text-align: justify;"><strong>Follow these steps:</strong></p> | <p style="text-align: justify;"><strong>Follow these steps:</strong></p> | ||
<p style="text-align: justify;">1. Use Collapse all.</p> | <p style="text-align: justify;">1. Use Collapse all.</p> | ||
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<p style="text-align: justify;">In this example we will <strong>add the field Note</strong> from<strong> Fields from pregnancy</strong>, to <strong>Pregnancy </strong>on the left side.</p> | <p style="text-align: justify;">In this example we will <strong>add the field Note</strong> from<strong> Fields from pregnancy</strong>, to <strong>Pregnancy </strong>on the left side.</p> | ||
| + | <p style="text-align: justify;"> </p> | ||
<ul> | <ul> | ||
<li>Add the field with <strong>drag and drop</strong> to the left side.</li> | <li>Add the field with <strong>drag and drop</strong> to the left side.</li> | ||
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<li>You can add <strong>every item</strong> from the right to <strong>every status</strong> on the left side.</li> | <li>You can add <strong>every item</strong> from the right to <strong>every status</strong> on the left side.</li> | ||
</ul> | </ul> | ||
| + | <p> </p> | ||
<p> </p> | <p> </p> | ||
<p style="text-align: justify;">However only in the correct department it will make sense!</p> | <p style="text-align: justify;">However only in the correct department it will make sense!</p> | ||
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<p style="text-align: justify;">Here you can see the <strong>result</strong>:</p> | <p style="text-align: justify;">Here you can see the <strong>result</strong>:</p> | ||
| − | < | + | <ul> |
| − | < | + | <li>The field <strong>note </strong>is below the cycle outcome.</li> |
| − | < | + | </ul> |
| + | <ul> | ||
| + | <li>It has the <strong>same position</strong> in the <strong>cycle summary window</strong>.</li> | ||
| + | </ul> | ||
| + | <ul> | ||
| + | <li>If you like to <strong>change </strong>the position, you can do it here or in the cycle summary window.</li> | ||
| + | </ul> | ||
| + | <p> </p> | ||
<p style="text-align: justify;"><a href="/index.php?title=How_to_change_the_position_of_an_item%3F">Click here</a>, for <strong>more informations</strong> about the changing of positions.</p> | <p style="text-align: justify;"><a href="/index.php?title=How_to_change_the_position_of_an_item%3F">Click here</a>, for <strong>more informations</strong> about the changing of positions.</p> | ||
</td> | </td> | ||
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<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/plus48.png" alt="" width="48" height="48" /></td> | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/plus48.png" alt="" width="48" height="48" /></td> | ||
| − | <td style="text-align: justify;"><strong>Remove </strong>items also with <strong>drag and drop</strong>. You can | + | <td style="text-align: justify;"><strong>Remove </strong>items also with <strong>drag and drop</strong>. You can set the to be cleared item at any place of the available item list. The next time you open that window , the relevant fields will be on the right place. <a href="/index.php?title=How_to_delete_an_item_/_field_from_the_cycle_summary%3F">Click here</a> for further informations.</td> |
</tr> | </tr> | ||
</tbody> | </tbody> | ||
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<tbody> | <tbody> | ||
<tr> | <tr> | ||
| − | <td><img src="/images/CYS6.png" alt="" width=" | + | <td style="text-align: center;"><img src="/images/CYS6.png" alt="" width="179" height="104" /><br /></td> |
<td> | <td> | ||
| − | <p style="text-align: justify;"> | + | <p style="text-align: justify;"><strong>Select one</strong> of the four options from the drop-down list.</p> |
<p style="text-align: justify;">1. Select the item -> it will be added to the available item list.</p> | <p style="text-align: justify;">1. Select the item -> it will be added to the available item list.</p> | ||
<p style="text-align: justify;">2. Pull it with drag and drop on the left side and the wished place.</p> | <p style="text-align: justify;">2. Pull it with drag and drop on the left side and the wished place.</p> | ||
| + | <p style="text-align: justify;"> </p> | ||
| + | <p style="text-align: justify;"><strong>Take a look at the following example.</strong></p> | ||
</td> | </td> | ||
</tr> | </tr> | ||
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<p> </p> | <p> </p> | ||
<p style="text-align: justify;">In this example we will <strong>add a splitter item</strong>.</p> | <p style="text-align: justify;">In this example we will <strong>add a splitter item</strong>.</p> | ||
| − | < | + | <ul> |
| + | <li>Add the field with <strong>drag and drop</strong> to the left side.</li> | ||
| + | </ul> | ||
| + | <ul> | ||
| + | <li>After adding the splitter item you can see it in your<strong> layout tree view</strong> and in the<strong> cycle summary</strong>.</li> | ||
| + | </ul> | ||
<p style="text-align: justify;"> </p> | <p style="text-align: justify;"> </p> | ||
| − | <p style="text-align: justify;"> | + | <p style="text-align: justify;">If you <strong>cannot find the correct place</strong> in the layout tree, add the item and <strong>change the position later</strong> in the cycle summary window. <strong> </strong></p> |
| + | <p style="text-align: justify;"><strong>To do this: </strong>click on it and set it on the right place.</p> | ||
</td> | </td> | ||
</tr> | </tr> | ||
</tbody> | </tbody> | ||
</table> | </table> | ||
| − | |||
<table border="0"> | <table border="0"> | ||
<tbody> | <tbody> | ||
<tr> | <tr> | ||
| − | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS9.png" alt="" width=" | + | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS9.png" alt="" width="225" height="343" /></td> |
<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS8.png" alt="" width="490" height="141" /></td> | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS8.png" alt="" width="490" height="141" /></td> | ||
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| − | |||
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</tr> | </tr> | ||
</tbody> | </tbody> | ||
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<td> | <td> | ||
<p style="text-align: justify;">In this example we will <strong>add a new group</strong>.</p> | <p style="text-align: justify;">In this example we will <strong>add a new group</strong>.</p> | ||
| − | < | + | <ul> |
| − | < | + | <li>Add the field with <strong>drag and drop</strong> to the left side.</li> |
| − | < | + | </ul> |
| + | <ul> | ||
| + | <li>After adding the group you can see it in your<strong> layout tree view</strong> and in the<strong> cycle summary</strong>.</li> | ||
| + | </ul> | ||
<p style="text-align: justify;"> </p> | <p style="text-align: justify;"> </p> | ||
<p style="text-align: justify;">You can<strong> rename</strong> each item / group with <strong>one click on it</strong>, or with a <strong>right click</strong> and choose rename.</p> | <p style="text-align: justify;">You can<strong> rename</strong> each item / group with <strong>one click on it</strong>, or with a <strong>right click</strong> and choose rename.</p> | ||
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<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS11.png" alt="" width="256" height="392" /></td> | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS11.png" alt="" width="256" height="392" /></td> | ||
| − | <td style="text-align: center;"><img src="/images/CYS12.png" alt="" width=" | + | <td style="text-align: center;"><img src="/images/CYS12.png" alt="" width="442" height="180" /></td> |
</tr> | </tr> | ||
</tbody> | </tbody> | ||
Latest revision as of 11:59, 17 June 2013
This functionality is accessible at the menu bar. Go to Reports -> Cycle summary.
Contents |
Click on Customize layout to open the small Customize window additionally. If this window is open, you can change the content of the mean window.
In the example we use the window view of the customization interface.
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<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS411.png" alt="" width="304" height="149" />
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| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS51.png" alt="" width="350" /> |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS7.png" alt="" width="15" height="13" /> | Undo: undoes the last procedure. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS8.png" alt="" width="15" height="13" /> | Redo: redoes the last procedure. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS9.png" alt="" width="16" height="16" /> | Store Layout: saves the layout after it has been customized. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS10.png" alt="" width="16" height="16" /> | Restore Layout: after saving the layout, clicking on this button will restore it to the previous state. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS12.png" alt="" width="16" height="16" /> | Collapse All: hides the hierarchy of the tree. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS11.png" alt="" width="16" height="16" /> | Expand All: shows the hierarchy of the tree. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS13.png" alt="" width="16" height="16" /> | Delete: this button is only active if you create a new group or auxiliary item. It deletes these newly created groups/items. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS15.png" alt="" width="16" height="16" /> | Add Group: adds a new group. The use of this functionality is not advisable. Instead, use the already available groups. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS14.png" alt="" width="16" height="16" /> | Add Auxiliary Item: adds a new auxiliary item. The use of this functionality is not advisable. Instead, use the already available items. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS16.png" alt="" width="23" height="20" /> | View as Tree / Plain List: changes the layout of the Available Items. |
Add single items
For the beginning it will be easier to find items with the tree view:
| <img src="/images/CYS1.png" alt="" width="406" height="479" /> |
The items will be ordered after their area (pregnancy, transfer,...) .
Follow these steps: 1. Use Collapse all. 2. Select the wished main category. 3. Select an item from the subcategory. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS2.png" alt="" width="406" height="472" /> |
In this example we will add the field Note from Fields from pregnancy, to Pregnancy on the left side.
However only in the correct department it will make sense! |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS3.png" alt="" width="406" height="469" /> |
Here you can see the result:
<a href="/index.php?title=How_to_change_the_position_of_an_item%3F">Click here</a>, for more informations about the changing of positions. |
| <img src="/images/CYS4.png" alt="" width="765" height="95" /> | |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/plus48.png" alt="" width="48" height="48" /> | Remove items also with drag and drop. You can set the to be cleared item at any place of the available item list. The next time you open that window , the relevant fields will be on the right place. <a href="/index.php?title=How_to_delete_an_item_/_field_from_the_cycle_summary%3F">Click here</a> for further informations. |
Add auxiliary items
You have also the possibility to add auxiliary items <img src="/images/CS14.png" alt="" width="16" height="16" /> with a new name.
| <img src="/images/CYS6.png" alt="" width="179" height="104" /> |
Select one of the four options from the drop-down list. 1. Select the item -> it will be added to the available item list. 2. Pull it with drag and drop on the left side and the wished place.
Take a look at the following example. |
| <img src="/images/CYS7.png" alt="" width="406" height="374" /> |
In this example we will add a splitter item.
If you cannot find the correct place in the layout tree, add the item and change the position later in the cycle summary window. To do this: click on it and set it on the right place. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS9.png" alt="" width="225" height="343" /> | <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS8.png" alt="" width="490" height="141" /> |
Add groups
You have also the possibility to add groups <img src="/images/CS15.png" alt="" width="16" height="16" /> with a new name.
| <img src="/images/CYS10.png" alt="" width="406+" height="373" /> |
In this example we will add a new group.
You can rename each item / group with one click on it, or with a right click and choose rename. We rename the new group to QM and add two QM items under it out of the list on the right side. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS11.png" alt="" width="256" height="392" /> | <img src="/images/CYS12.png" alt="" width="442" height="180" /> |
| <img src="/images/CYS13.png" alt="" width="271" height="490" /> |
Layout Tree View With a right click you can:
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| <img src="/images/CYS14.png" alt="" /> |
Available Items
With a right click you can:
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Save current layout
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS41.png" alt="" width="304" height="149" /> | If you like to keep this settings for the next time, you have to save all before you leave the cycle summary. |
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