Create a Web view - Sidebars

Sidebar 1: What's a Web view?

Sidebar 2: Types of Web views

Sidebar 3: Exporting fields

Sidebar 4: How Fields are arranged on a tab

Sidebar 5: Exporting queries

Sidebar 6: Generate, Save, and Cancel

Sidebar 1: What's a Web view?

A Web view is a Web application that provides a customized view of an Vector Issue Tracker project. A Web view can expose all the information stored in the project database, or just a subset of that information.

For example, employees who are not part of the help desk don't need to see all the issues in the project database, just the issues submitted by them. And they don't need to see any internal notes added to the issues by the help desk staff. Help desk staff, on the other hand, need access to all the issue information in the project database.

The tutorial shows you how to create a Web view that includes all the information in the project.

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Sidebar 2: Types of Web views

Normal views allow users to submit and update issues.

Read-only views allow users to review existing issues, but not to edit them. Users cannot submit new issues.

Submit-only views allow an unlimited number of users to submit issues to Issue Tracker projects from their Web browsers. Submit-only web views can include all fields or just the fields needed to submit a new issue.

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Sidebar 3: Exporting fields

Each Web view of a project can expose some, or all, of the available fields.

Related fields are grouped into "tabs". In a Web view, tabs are hyperlinks that allow users to automatically scroll down the page to a set of related fields.

For each of the tabs, decide which fields you want to export. If none of the fields on a tab are exported, the tab will not appear in the Web view.

To export a field

  1. In the shortcut bar, click Fields .

  2. In the Tab list, click a tab to display the fields available for that tab.

  3. In the Available list, click a field.

  4. Click the button.

To export all fields on a tab

  1. In the Tab list, click a tab to display the fields available for that tab.

  2. Click the button.

To reorder the fields in the Export to View list,
use the Move Up and Move Down buttons:

  

The order of the fields in the list determines their layout in the Web view.

A.

Tabs are groups of related fields.

Note: The Inventory tab displays hardware and software inventory information from a Vector Asset Management site database. Inventory integration is an optional feature that requires the separate purchase of Vector Asset Management Inventory.

B.

List of available fields on the selected tab.

C.

Exports the selected field.
Exports all fields on the selected tab.
Removes the selected field from the Export to View list.
Removes all fields from the Export to View list.
D.
Moves the selected field down in the list.
Moves the selected field up in the list.
E. Lists the fields exported to the current tab. By default, all required fields are exported. You can remove required fields if you want, just click Yes in the Warning dialog that the Web View Editor displays.
F. Opens the Attribute Editor, where you can edit field attributes such as Caption, Column Span, CSS ClassHtml Code Before/After Control. Field attributes allow you to fine tune the generated Web view.

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Sidebar 4: How Fields are Arranged on a Tab

Fields are arranged in rows on a tab, generally with two fields per row (so that each row has two columns). Fields are laid out row-by-row in the order they are listed in the Export to View list.

You can force a field to span both columns by setting its Column Span attribute to 2. For a text box like Summary, you would also set the CSS Class to MemoFieldWidth and change the width (in characters of the field) so that the field uses the extra space.

By default, memo fields like Description span both columns.

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Sidebar 5: Exporting Queries

Queries allow users to extract issues from the project database and display them in the Summary List. By exporting queries, you control which issues are visible in the view. For example, an employee view might include only a query such as "My Issues", so that employees can see only the issues they submitted.

To export a query

To export all queries

A.

List of queries defined in the project.

B.
Exports the selected query.
Exports all queries.
Removes the selected query from the Export to View list.
Removes all fields from the Export to View list.
C. Lists the queries exported to the Web view.

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Sidebar 6: Generate, Save, and Cancel

Generates the Web view. When you generate a Web view, the current settings in the Web View Editor are automatically saved, so that the next time you edit the view the same settings are reloaded.

Saves the settings for the Web view. Does not generate the Web view.
Cancel

Cancels all changes made since the last time you saved or generated the Web view.

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