Difference between revisions of "Introduction to Site Configuration"

From Ellserve Wiki
Jump to navigation Jump to search
(Created page with "__NOTOC__ ====Controls==== The presentation of data om-screen is managed through display elements called controls. There are two types of control: configuration controls and ...")
 
 
(28 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
__NOTOC__
 
__NOTOC__
 
====Controls====
 
====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.
+
The presentation of data on-screen is managed through display elements called controls.  There are two types of control: configuration controls and display controls.
  
=====Configuration Controls=====
+
====Configuration Controls====
 
Configuration controls used to create the structure of the website at two levels:
 
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
 
* '''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
 
* '''Page configuration''': determines the number and order of display controls on a single page
  
=====Display Controls=====
+
====Display Controls====
The display controls currently available in Ellserve are:
+
[[Display Controls]] are shown in the Data Page, each display control provides a display of Ellserve data.  Individual controls are configurable from within the control
* [[Ellserve:Data Table|Data table]]
 
* [[Ellserve:Graph|Graph]]
 
* [[Ellserve:Summary Info|Summary information]]
 
* [[Ellserve:Invoice Browser|Invoice browser]]
 
* [[Ellserve:ICP Information|ICP information]]
 
* [[Ellserve:Account Information|Account information]]
 
* [[Ellserve:Document Broswer|Document browser]]
 
* [[Ellserve:Budget Tracking|Budget tracker]]
 
* [[Ellserve:Documents|Documents Browser]]
 
* [[Ellserve:Notes|Notes]]
 
  
[[Ellserve:Configuring Ellserve|Back]] - [[Ellserve:Ellserve|Home]]
+
[[File:Configset.png|right|550px|Frame|Configurability Setting]]
----
 
 
 
====Configurability====
 
Display controls have settings which determine the content and format of displayed data.
 
  
Most display controls have two levels of configuration:
+
====Saving Configuration Changes Between Sessions====
* '''Default:''' The configuration settings used to configure control at each login. Default settings are maintained using the '''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]].
 
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.
 
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.
Line 39: Line 19:
 
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.
 
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=====
+
====De/Activating Configurability====
 
Where a login allows the configurabiltiy status for a login ID can be changed.
 
Where a login allows the configurabiltiy status for a login ID can be changed.
  
Line 53: Line 33:
  
  
[[Ellserve:Configuring Ellserve|Back]] - [[Ellserve:Ellserve|Home]]
+
 
 +
----
 +
[[Main Page | ►Main Page]]
 +
[[Guide to Ellserve | ►Guide to Ellserve]]
 +
[[Customising Ellserve | ►Customising Ellserve]]

Latest revision as of 15:07, 27 June 2014

Controls

The presentation of data on-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

Display Controls are shown in the Data Page, each display control provides a display of Ellserve data. Individual controls are configurable from within the control

Configurability Setting

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.



►Main Page ►Guide to Ellserve ►Customising Ellserve