How to add an item / field to the cycle summary?

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Revision as of 15:17, 10 June 2013

Open the customize view with Layout -> Customize layout.

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<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS4.png" alt="" width="304" height="149" />

 

If the customization interface is open (little window), you can start with adding items.

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/CS51.png" alt="" width="350" />

 

First you can take a look at the description of the available buttons of the customization window:

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<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.

 

 

For the beginning it will be easier to find items with the tree view:

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<img src="/images/CYS1.png" alt="" width="406" height="479" />

The items will be ordered after their area (pregnancy, transfer,...) .

1. use Collapse all

2. select the wished main category

3. select the wished item from the subcategory

 

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<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 the fields from pregnancy, to the pregnancy on the left side.

Add the field with drag and drop to the left side.

You can add every item from the right to every status 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:
The field note is below the cycle outcome.

 

It has the same position in the cycle summary window.


If you like to change the position, you can do it directly in the cycle summary window.

<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" />

 

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<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 put the remove item at any place of the available item list. If you open the custom window next time, everything will be on the right place.

 

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