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Lister

131 bytes removed, 09:47, 30 March 2015
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== Overview ==
bxp gives every user of the system the ability to create custom work lists for themselves and other bxp usersothers. There is no limit to the amount number of listee's (work items) a user can have assigned to them. To start adding Listee's to the system simply , click on the ''View Reminders'' button located in the iwant-to I Want To bar at the end of every page in your system.
After clicking on the above link, the user will be redirected to the standard bxp reminders page with one difference, they will now see the lister section at the top of the page.
From here users will see the lister This listee interface, this shows them displays all of the listee's that they currently have , or the ones items that are assigned to them. Each listee that is displayed here will show display the following information, if provided the info information is filled in.
Users Here users can also add new listee's to the system here to by simply entering in a ''title'' and ''category'' for the listee, that . This is the only information required to create a new listee more . Further information can then be then added to the listee through using the notes area.
Listee's can also be search searched through from this page too by simply clicking on the ''Search My Listee's'' button, this . This allows users of the system to search through all open or closed listee's that they have assigned to them. Admin users of the bxp system Administrators/System champions have the ability to search through all listee's regardless if a listee is assigned to them or not, however . However all searches will exclude ''personal listee's'' which a user has assigned can assign to themthemselves, i.e. This is because a Administrators will only ever see public listee that a user has classified as personal may not relate to their job's.
== Adding/Updating Listee Notes ==
When creating listee's you only need enter a title and a category. However, but further expansion may be required on the listee. To do this simply add more information click on the ''Notes'' button located to the right hand side of each listee.
Once the above button is clicked a user will be redirected to the listee note section, her . Here they will be able to add the following information to the listee:
1) Title
4) Is personal
* Flag the listee is as personal or notpublic
5) Due Date
6) Notes
* An Add an in depth description of the listee
7) Deadline notes
'''[Note:''' An explanation of how to set up the four listee form links is below in the below section ''Lister Settings''''' ]'''
[[File:lister_Notes_Main.png|border]]
== Lister Settings ==
The Lister engine of bxp allows admins administrators of the system to modify the Lister engine settings for each individual user in their instance of bxp. To do this simply navigate to the following system path:-
''Main Menu > System Access Management > User Administration > Edit User - User Details''
 Once From here simply , lookup the user you wish to add/update the ''lister settings'' for, when . When you have found the desired user and have there their user details , or user security settings opened, scroll down to the section ''Lister & Jotter Options''. There Here, there are six settings that you are able to modify:
=== Lister Options ===
In this field you are able to can enable different options of the lister engine, this . This field takes a string separated with the '''#''' character between each option. Currently there is 1 option that can be enabled, that is to - enable the administrator settings for the user.
To do this simply type the following into the ''Lister Options'' field --> True
=== Lister Categories ===
In this field you are able to specify the category list for all Listee's the user has, this . This field takes a string separated with the ''',''' character between each option. There is no limit to the amount of categories you can specify, but note the order that they are entered in will be the order they are displayed in the drop down list.
To enter categories to the users settings simply type the following into the ''Lister Categories'' field --> Category 1, Category 2, Category 3, Category 4, Category 5
=== Lister Type 1 -> 4 ===
The bxp Lister engine enables users to link listee's off to four different records in four different (or the same) forms. Each one of the lister type fields takes a formatted string, this string needs to be formatted in the following way Form#Form Id. The ''Form'' tells the lister engine to link to a form, the . The ''Form Id'' tells the lister engine the form it is linking to.
To enable linking to a form simply type the following into any of the "Lister Type" fields --> Form#123
== Searching Listee's ==
The bxp lister gives all users the ability to search thru all Listee's that are assigned to them whether they are complete or not. If the user has the admin option administrative options enabled they will have the ability to search through all Listee's in the system whether or not they are complete or , not complete, or even assigned to them, however any listee that is flagged as personal will not appear in the search results.
To search all listee's that are assigned to you simply , click on the ''Search My Listees'' button. If the lister admin administratove options are enabled for your user account simply click on the ''Search All ListeesListee's''.
When searching through your listee's you are able to uses many fields to perform a search, the . The searchable fields are :
1) Title
Once you have entered your search criteria simply click on the Search button at the bottom of the page. If you don't enter any search criteria and click the Search button, you will be displayed a list of all non-personal listee's in the systemwill be displayed.
=== Listee Search Results ===
After clicking on the ''Search'' button you will be presented with a list of all Listee's that matched the criteria that you entered. Once you have found the listee that you are looking for, simply click on the blue button located to the left hand side of each Listee , to be redirected to the notes page for the selected Listee.
[[File:lister_Search_Select.png|border]]
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