Landing Pages - Additional Options
From Datafile 2018 a new Landing Page tab is available on the Datafile ribbon. This tab includes access to the filter, summary and properties of the landing page but also allows some additional features.
The new options available are:
Load More Data / Load All Data– where the initial landing page content displays a restricted number of records, i.e. Sales Order Processing configured to list the last 1000 orders, then these options allow you to add the next block of records or add all records into the landing page.
Auto Refresh / Refresh Data– each time you select an application or return to an application the system checks the file to determine if data has changed and, if so, refreshes the data on the landing page. Landing Pages on the busier applications, particularly when filters are in use and the user is working on a sub-set of records may not need this refresh so often.
Deselecting the Auto-Refreshoption so it is no longer highlighted will disable this auto-refresh. The system will still refresh the data the first time the landing page is used in a session but after that is under the manual control of the user who can select the Refresh Data option to refresh the data. Note that the system will highlight if the landing page has changed by including the comment that auto refresh is disabled and the user can press the F5 key to refresh.
Show Explorer – data on landing page is often grouped, whether that group is the status/customer on the sales order page, the currency on an accounts page, the supplier on a stock page etc. This option displays a ‘Explorer’ view of the data that allows you to select these groups and list in the landing page the entries for those groups.
By default the system will display the explorer options for groups (text) and a date explorer. You can change the display to just the group or dates by right-clicking on the panels and choosing to show the main explorer or the date explorer only.
To add the groupings to the main explorer panel select the ‘…’ button to the right of the ‘undefined’ marker.
You can add a grouping by selecting the ‘+’ icon on the form. This will the list the text (and date) items defined as available for the landing page.
Select the data item required and set whether to sort the field in descending order (ascending order is the default, and that this is an active group. If you select a date item options allow you to group the date on week, month, quarter or year basis.
You can add multiple level items so that one group is nested within another.
As you select the different groups/categories on the explorer panel the system will filter the landing page to only match those entries selected.
The Date Filter option allows you to select a date and then define the grouping you wish to be available on the date explorer – select as required.
The Date Explorer allows tick boxes against each group/date for filtering the records. The date explorer also works in conjunction with the main explorer.
Export to Excel – the Export to Excel function exports the current grid records to an Excel Workbook. Only available for users with an authority level that matches that which allows the reports to be output to excel (defined within the CONFIG sign on option Spooling Specification) this option, when selected, asks for an Excel filename to be created and then creates and opens the spreadsheet.
- Release ID: 7.1