Difference between revisions of "Introduction to Site Configuration"
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m (Reverted edits by WoodsM (talk) to last revision by Paul Chapman) |
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====Controls==== | ====Controls==== | ||
| − | The presentation of data | + | The presentation of data om-screen is managed through display elements called controls. There are two types of control: configuration controls and display controls. |
=====Configuration Controls===== | =====Configuration Controls===== | ||
| Line 7: | Line 7: | ||
* '''Page configuration''': determines the number and order of display controls on a single page | * '''Page configuration''': determines the number and order of display controls on a single page | ||
| − | =====[[ | + | =====Display Controls===== |
| − | + | The display controls currently available in Ellserve are: | |
| + | * [[Data Table|Data table]] | ||
| + | * [[Graph|Graph]] | ||
| + | * [[Summary Info|Summary information]] | ||
| + | * [[Invoice Browser|Invoice browser]] | ||
| + | * [[Connection Information|Connection (ICP) information]] | ||
| + | * [[Account Information|Account information]] | ||
| + | * [[Document Browser|Document browser]] | ||
| + | * [[Budget Tracking|Budget tracker]] | ||
| + | * [[Notes|Notes]] | ||
| + | |||
| + | [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | ||
| + | ---- | ||
| + | |||
| + | ====Configurability==== | ||
| + | Most display controls are configurable at two levels: | ||
| + | * '''Default:''' Disaply controls restored the other default settings at each new login. Default settings are maintained using the [[Control Default Settings Panel|control default settings panel]]. | ||
| + | * '''Session:''' Session settings can be altered within a single login session. Session settings are altered in real-time using a control's '''in-session parameters panel'''. | ||
| + | |||
| + | ''Note: In-session settings are made are available at run-time through the default configuration panel.'' | ||
| + | [[File:Configset.png|right|550px|Frame|Configurability Setting]] | ||
| + | =====Saving Configuration Changes Between Sessions===== | ||
| + | At the time of creation Individual login are associated with a default configuration based on the [[Ellserve:Standard Template|Standard Template]]. | ||
| + | and are specified as '''configurable''' or '''not configurable'''. A user with a non-configurable template can only modify those in-session settings allowed under their login, and will always return to the same defaults with every new login. | ||
| + | |||
| + | Changes made to the default configuration by users with a configurable template are saved against the login ID and are persistent between sessions. A change made to the default configuration against one login ID does not affect the templates of other Login IDs. | ||
| + | |||
| + | ===== De/Activating Configurability===== | ||
| + | Where a login allows the configurabiltiy status for a login ID can be changed. | ||
| + | |||
| + | <span style="color:#2E5894">'''>> To toggle the configurability status for a login:''' | ||
| + | |||
| + | * <span style="color:#2E5894">Select the “Sites Settings” tab in the Settings Section. | ||
| + | * <span style="color:#2E5894">Use the selector to select mode (selecting 'Not Configurable' will cause all cog icons to disappear from the site and access to the defaults settings panel will be removed. | ||
| + | </span> | ||
| + | |||
| + | |||
| + | ''Note: this option is only available to users with configurable logins. It will temporarily'' | ||
| + | ''disable access to default setting panels and render the cog icon invisible.'' | ||
| + | |||
| + | |||
| + | [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | ||
Revision as of 12:58, 17 June 2014
Controls
The presentation of data om-screen is managed through display elements called controls. There are two types of control: configuration controls and display controls.
Configuration Controls
Configuration controls used to create the structure of the website at two levels:
- Section configuration: determines the number and order of tabbed pages visible in the data section
- Page configuration: determines the number and order of display controls on a single page
Display Controls
The display controls currently available in Ellserve are:
- Data table
- Graph
- Summary information
- Invoice browser
- Connection (ICP) information
- Account information
- Document browser
- Budget tracker
- Notes
Configurability
Most display controls are configurable at two levels:
- Default: Disaply controls restored the other default settings at each new login. Default settings are maintained using the control default settings panel.
- Session: Session settings can be altered within a single login session. Session settings are altered in real-time using a control's in-session parameters panel.
Note: In-session settings are made are available at run-time through the default configuration panel.
Saving Configuration Changes Between Sessions
At the time of creation Individual login are associated with a default configuration based on the Standard Template. and are specified as configurable or not configurable. A user with a non-configurable template can only modify those in-session settings allowed under their login, and will always return to the same defaults with every new login.
Changes made to the default configuration by users with a configurable template are saved against the login ID and are persistent between sessions. A change made to the default configuration against one login ID does not affect the templates of other Login IDs.
De/Activating Configurability
Where a login allows the configurabiltiy status for a login ID can be changed.
>> To toggle the configurability status for a login:
- Select the “Sites Settings” tab in the Settings Section.
- Use the selector to select mode (selecting 'Not Configurable' will cause all cog icons to disappear from the site and access to the defaults settings panel will be removed.
Note: this option is only available to users with configurable logins. It will temporarily disable access to default setting panels and render the cog icon invisible.