Editing dossiers
You edit an element by clicking the element.
Data source
With dossiers you can use the data source to set which data record types are included in the display of the linked data records.
Function | Description | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Click this button to remove the current data source. | ||||||||||||||||
| Click this button to select an entry from the list. All the data sources that are available for the opened app are displayed in the list.
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Click this button to edit the data source. Possible settings: Name, Restricting data record types | ||||||||||||||||
Click this button if you wish to enter another data source. Possible settings: Name, Restricting data record types |
Description (extended list)
This description is displayed below the compact lists. By clicking the description, users can open the extended list.
The following options are available to change a static header or title.
Function | Description |
|---|---|
With this button, you remove the current header. | |
| With this button, you select a header. In the list, you can find all texts available for the open app. |
With this button, you change the text of the header. Note This text may appear in different locations. If you edit the text, it will be changed in all locations. System texts cannot be edited. | |
Using this button, you can enter a new text.
|
Mode (extended list)
In the Mode (extended list) field, you define if and when users can access the extended list.
Option | Description |
|---|---|
Display | The Extended list entry is always displayed. |
Hide | The Extended list entry is never displayed. |
Automatic | The Extended list entry is only displayed when the list contains more entries than defined for the list in the Number of entries field. |
Number of entries
In the Number of entries field, you can enter how many entries you wish to display in the compact list. 7 data records are displayed in the default settings.
Initial number of entries
In the Initial number of entries field, you define the height of the element.
The entered value is taken into account when loading the data record. If for example, you enter 7, then the element is already displayed during loading with the size that is required to display 7 data records. Thus, the size of the element, even after loading, remains unchanged.
We recommend entering a value in this field if you often work with links and extensive dossiers. With extensive dossiers, loading the dossier can take some time. By defining the initial number of entries, you can ensure that the order of elements does not change after loading is complete.
Placeholder text
The Placeholder text is displayed if the list is empty. You can individually customize the placeholder text.
Function | Description |
|---|---|
With this button, you remove the current header. | |
| With this button, you select a header. In the list, you can find all texts available for the open app. |
With this button, you change the text of the header. Note This text may appear in different locations. If you edit the text, it will be changed in all locations. System texts cannot be edited. | |
Using this button, you can enter a new text.
|
Device classes
In the Device classes field, you can define the types of devices on which the elements can be displayed.
Option | Description |
|---|---|
Mobile | The element is displayed in the SmartWe Mobile App. |
Web | The element is displayed in SmartWe in the browser. |
Visible
With the Visible option, you define whether the element should be displayed.
SmartWePremium
With this button, you can also enter a script to individually define the visibility.
Enabled
With the Activated option, you define whether the element is activated or deactivated.
If you clear the checkbox and thus disable the element, it will be displayed in read mode only. If buttons are available for the element, they will be displayed grayed out.
The Activated option is only available in the editing mode of a data record.
SmartWePremium
This button allows you to enter a script as an alternative if you want to individually control the activating and deactivating of the element.
Only readable
With the Only readable option, you define whether the element can be edited or is displayed in read mode only.
If you activate this option and the element is displayed in read mode only, any existing buttons will be completely hidden.
The Only readable option is only available in the editing mode of a data record.
SmartWePremium
This button allows you to enter a script as an alternative if you want to individually control under which conditions the element is displayed in read mode only.
Heading
The following options are available to change a static header or title.
Function | Description |
|---|---|
With this button, you remove the current header. | |
| With this button, you select a header. In the list, you can find all texts available for the open app. |
With this button, you change the text of the header. Note This text may appear in different locations. If you edit the text, it will be changed in all locations. System texts cannot be edited. | |
Using this button, you can enter a new text.
|
Hide automatically
For an element you can set how it should behave if no content is available.
Option | Description |
|---|---|
Activated | An empty element is always hidden. |
Deactivated | A empty element is always displayed. |
Default (activated) Default (deactivated) | The setting of the parent element is adopted. The brackets always contain the value that is set for the parent element. A parent element can, for example, be the z-layout. |
Automatic update after (in minutes)
The contents of specific elements can regularly and automatically be calculated anew. You can set the interval in the Automatic update after (in minutes) field.
If you select Never, then the element will only be updated when loading the page.
Dossier type
You can select the file type when you create a dossier for the Contacts data record type. If you leave the field empty, then a suitable option is inserted automatically depending on the contact type. For details, see the following table.
Option | Description |
|---|---|
Dossier | The dossier contains the data records which are linked with the open contact. The Dossier option is inserted automatically for individual contacts if you leave the field empty. |
Overall dossier | Only applies for the organization and contact person contact types. The overall dossier contains the data records which are linked with the open contact or with a parent or child contact. The Overall dossier option is inserted automatically for organizations and contact persons if you leave the field empty. |
Selectable dossier type
Only applies for the organization and contact person contact types.
If you activate the Selectable dossier type option, then users can select a different dossier.
If the Dossier type can be selected option is activated, a custom heading for the respective dossier is not supported.
Display mode
In the Display mode field, you define whether the dossier displays Data records or Lists.
- Data records means that the dossier contains a list of linked data records. You can open the respective data records by clicking them.
- Lists means that the dossier displays a list of the data record types for which link types are available.
If you have not defined any settings under Restrict data record types, all data record types are displayed for which at least one link type is available. Otherwise, only the selected data record types are displayed. Additionally, you can always select the Dossier entry to open the entire dossier.
Click a data record type to open the extended dossier list for this data record type.