Browsing articles tagged with " tables"

Release 51

Dec 14, 2014   //   by Michael Fielding   //   Release Notes  //  Comments Off on Release 51

New/Improved

  • Several Tables now have a document count column (“Docs”), showing how many Documents there are associated with each entry. Double-clicking on a cell will open a nested table with those Documents in it.
  • The above changes and some complex behind-the-scenes changes are the first step towards the planned feature of being able to drag and drop documents directly onto Families, Rights, Actions and Notes.

Known Issues

Table Views

May 1, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Table Views

Views are saved setups for viewing tables. You can customize table columns and rows to show what you want, then save a View so that you can load it later. This article explains how.

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Editing Fields

May 1, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Editing Fields

This article explains how to edit table cells (data fields) in the Dashboard.

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Table Row Filtering

Apr 30, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Table Row Filtering

It is easy to apply different filters to many tables to change which entries (rows) they show. The filters can be saved in Views.

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Tag Column Customization

Apr 23, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Tag Column Customization

The Advanced panel of the Columns dropdown box allows you to add columns showing Tags to your tables. The Tags can be shown in several different ways, allowing you to customize the view to your needs.

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Table Column Customization

Apr 23, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Table Column Customization

The columns in most Dashboard tables can be shown, hidden and re-ordered to suit your needs and preferences.

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Notes

Apr 23, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Notes
Notes record the history of Portfolios, Families, Rights and Actions. They can include text and Documents.

Notes are the place to record more detail about the Actions which have happened, or need to happen, and to upload Documents which you want to store in your Portfolio.

Note types

There are three different types of Note, any or all of which can be shown in any Notes table:

  • User Notes are created and edited by Users.
  • Email Notes are created from emails sent to a special address associated with your Portfolio.
  • Audit Notes are automatically added when you edit fields in the Dashboard, and cannot be created, edited or deleted manually. By default they’re not shown, but you can show them by changing the row filtering (see Filtering Notes below).

Email Notes

Each Portfolio has a unique email address, which looks something like NTgw-wkjaZca@in.hawkip.com. Any email sent to that address by a registered User will appear in the Unfiled Notes panel which slides out from the right side of your Portfolio’s main window (below).

The unique email address for each Portfolio is found in the box at the top of the Unfiled Notes tab.
Emails are only accepted from email addresses belonging to Users with Editor or Administrator access to the Portfolio. Also the unique email addresses include an unguessable mix of characters so that spammers etc. can’t guess any Portfolio’s address.

Filing Email Notes

Drag a row in the Unfiled Notes tab onto a Family, Right or Action in the main window to file it under that entity. Any Documents attached to the email will stay with it, and appear in the Documents for the entity you’ve dragged it onto.

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Filtering Notes

You can change which Notes are shown using the Rows button to show the menu below. You can also change which columns are shown using the Columns button.

Actions

Apr 19, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Actions

Actions are activities which have been, or still need to be, carried out.
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Outcomes

Apr 19, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Outcomes

Outcomes are a field of Actions, and record the end result of carrying out the Action. Once an Outcome is set for an Action, the Action is said to be Complete.
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Operations

Apr 19, 2012   //   by Michael Fielding   //   Reference  //  Comments Off on Operations

Operations are part of the Action Settings and are the different activities which can be carried out to complete an Action.
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