Aras Innovator 12 Tree Grid View Administrator Guide
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Aras Innovator 12 Tree Grid View Administrator Guide Document #: 12.0.02019052001 Last Modified: 5/12/2020 Aras Innovator 12 Tree Grid View Administrator Guide Copyright Information Copyright © 2020 Aras Corporation. All Rights Reserved. Aras Corporation 100 Brickstone Square Suite 100 Andover, MA 01810 Phone: 978-806-9400 Fax: 978-794-9826 E-mail: [email protected] Website: https://www.aras.com Notice of Rights Copyright © 2020 by Aras Corporation. This material may be distributed only subject to the terms and conditions set forth in the Open Publication License, V1.0 or later (the latest version is presently available at http://www.opencontent.org/openpub/). Distribution of substantively modified versions of this document is prohibited without the explicit permission of the copyright holder. Distribution of the work or derivative of the work in any standard (paper) book form for commercial purposes is prohibited unless prior permission is obtained from the copyright holder. Aras Innovator, Aras, and the Aras Corp "A" logo are registered trademarks of Aras Corporation in the United States and other countries. All other trademarks referenced herein are the property of their respective owners. Notice of Liability The information contained in this document is distributed on an "As Is" basis, without warranty of any kind, express or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose or a warranty of non- infringement. Aras shall have no liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this document or by the software or hardware products described herein. 2020 Aras Corporation All Copyrights Reserved. 2 Aras Innovator 12 Tree Grid View Administrator Guide Table of Contents Send Us Your Comments ............................................................................................. 4 Document Conventions ................................................................................................ 5 1 Overview ................................................................................................................... 6 1.1 Support for xProperties and PolyItems ........................................................................................ 7 2 Creating Tree Grid Views ........................................................................................ 8 2.1 Creating a Query Definition .......................................................................................................... 9 2.2 Building the table ........................................................................................................................ 10 2.3 Mapping the Data into the Table ................................................................................................ 14 3 Attaching the Tree Grid View to an ItemType ...................................................... 21 4 Configuration Examples ........................................................................................ 29 4.1 The Data Template .................................................................................................................... 29 4.2 Changing Icons .......................................................................................................................... 29 4.3 Configuring a Toolbar Button ..................................................................................................... 33 Adding an Image to a Button ....................................................................................... 39 Linking a Presentation Configuration to a TGV Definition ........................................... 40 4.4 Configuring a Context Menu ...................................................................................................... 43 4.5 Expanding/Collapsing Tree Grid Rows ...................................................................................... 50 Expanding Tree Grid Rows Using the Grow Icon ....................................................... 50 Using Auto Grow on Refresh ....................................................................................... 53 Collapsing Tree Grid Rows.......................................................................................... 55 4.6 Using Display Settings ............................................................................................................... 56 4.7 Show Parameter Mapping .......................................................................................................... 61 4.8 Cancelling a Long Running Query ............................................................................................. 62 4.9 More About Cell View Types ...................................................................................................... 63 Using the List Cell View Type ...................................................................................... 63 Using the Boolean Cell View Type .............................................................................. 65 Using the Decimal Cell View Type .............................................................................. 66 Using the Float Cell View Type ................................................................................... 67 Using Date/Time Cell View Types ............................................................................... 68 Using the Integer Cell View Type ................................................................................ 70 2020 Aras Corporation All Copyrights Reserved. 3 Aras Innovator 12 Tree Grid View Administrator Guide Send Us Your Comments Aras Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for future revisions. o Did you find any errors? o Is the information clearly presented? o Do you need more information? If so, where and what level of detail? o Are the examples correct? Do you need more examples? o What features did you like most? If you find any errors or have any other suggestions for improvement, indicate the document title, and the chapter, section, and page number (if available). You can send comments to us in the following ways: Email: [email protected] Subject: Aras Innovator Documentation Or, Postal service: Aras Corporation 100 Brickstone Square Suite 100 Andover, MA 01810 Attention: Aras Innovator Documentation Or, FAX: 978-794-9826 Attn: Aras Innovator Documentation If you would like a reply, provide your name, email address, address, and telephone number. If you have usage issues with the software, visit https://www.aras.com/support/ 2020 Aras Corporation All Copyrights Reserved. 4 Aras Innovator 12 Tree Grid View Administrator Guide Document Conventions The following table highlights the document conventions used in the document: Document Conventions Convention Description This shows the names of menu items, dialog boxes, dialog Bold box elements, and commands. Example: Click OK. courier Code Code examples appear in font. It may represent text you type or data you read. Yellow highlight Code highlighted in yellow draws attention to the code that is being indicated in the content. Yellow highlight Red text highlighted in yellow indicates the code parameter with red text that needs to be changed or replaced. Italics Reference to other documents. Note: Notes contain additional useful information. Warnings contain important information. Pay special Warning attention to information highlighted this way. Successive menu Successive menu choices may appear with a greater than choices sign (-->) between the items that you will select consecutively. Example: Navigate to File --> Save --> OK. 2020 Aras Corporation All Copyrights Reserved. 5 Aras Innovator 12 Tree Grid View Administrator Guide 1 Overview The Tree Grid View application provides a means to build a visual data structure for end users. The data structure can provide information on where a given item fits in the context of other items. It offers a visual layout of the data as a Relationship tab in item view. The application supports sorting on selected columns at every level in the grid that displays hierarchical data. The Tree Grid Views are grids defined by the administrators. This application takes advantage of the Query Builder application to submit a query to get the necessary data. It then uses the data to populate the grid created by the administrator. This guide describes the procedures to create a Relationship Tab on the Part ItemType showing a grid like the one depicted here: Figure 1. 2020 Aras Corporation All Copyrights Reserved. 6 Aras Innovator 12 Tree Grid View Administrator Guide 1.1 Support for xProperties and PolyItems Extended Properties (XProperties) enable you to add text, create rules, and define variables as Item properties. You need to assign xProperties to a specific ItemType. Once you assign them, they can be used by items associated with that ItemType. You need to define xProperties for an Item before you can use them. 2020 Aras Corporation All Copyrights Reserved. 7 Aras Innovator 12 Tree Grid View Administrator Guide 2 Creating Tree Grid Views The Tree Grids are defined by the Tree Grid View Items, found under Administration\Configuration\Tree Grid Views in the TOC. Figure 2. Each Tree Grid View Item is associated with a Query Definition, which is based on a Context Item Type. Once selected, you can