In the iteraplan home screen on the Data pane you can select an element type, which will bring you to a list of all elements of that type. Upon initial opening each list shows the two default columns "Name" and "Description", and the column "Actions". Extensive configuration and filtering capabilities are available with the list view. You can also view elements as a tree representing the hierarchical structure of the elements.
- Query: Save, save as, load
- Quick Search
- Create new element
- Multi mode (Mass update of elements)
- List view mode and tree view mode (hierarchical structure of the elements)
- Export the current list
- Reset filter and view to default
- Add a column
- Switch to Diagram
- List Legend
- Information about subscriptions
- List view
- Actions column
In the column header, the "x" icon on the right deletes the current column. If only one column remains, this column cannot be deleted. At least one column has to be displayed in the list.
Columns can be reordered by dragging and dropping the column headers.
The width of columns can be changed by clicking and dragging the boundary between column headers.
As shown in (9), you can choose a column to be added to the list view by clicking on the corresponding field. The available columns will be listed. The list can be filtered by typing in the search field.
Available columns are either attributes or relations of the building block type shown in the list.
When adding a relation, the attributes of that relation are then available in the "Add column..." field, too, as seen in the screenshot below. These attributes are preceded with an abbreviated name of the relation they belong to, followed by the attribute name.
Clicking on the column name in the column header sorts the list by the contents of that column. Clicking again reverses the sorting.
The sorting method is dependent on the type of column: numbers, dates and texts are sorted in their natural order. Sorting of enumeration columns is based on the order of enumeration values as defined by the user in the attribute's definition.
The column which the sorting is currently based on is marked with an arrow on the left of the column name. The sort direction is indicated by the arrow as well.
Multiple Level Sort
In addition to sorting the list by the contents of a single column, there is also the possibility to sort by multiple columns. For example, you can sort the list by the Complexity column first, and add a secondary sorting by the Costs column, as follows:
- Left-click the header of the column "Complexity". The list will be sorted by the contents of that column, ascending.
- SHIFT + left-click the header of the column "Costs". List elements with the same value in "Complexity" will additionally be sorted by their "Costs" value, ascending.
- SHIFT + left-click the header of the column "Costs" again, to change the secondary sorting to descending order.
To remove the multi-level sorting, please click on any column name in the header without SHIFT. This way, the data will be sorted only by the values in the clicked column.
The list can be filtered according to a search term entered in the quick filter search field (3). The list will then show only elements which contain the search term in one of the visible columns. The "X" button next to the quick filter resets the quick filter. The quick filter works in addition to the list filter dialog.
This button (2) opens a filter dialog which enables you to define more complex filters. For details see Filtering.
This view provides a comprehensive overview of the elements and the hierarchical child-parent relations among them. This feature is available for all the building block types which contain a hierarchical structure and can be activated using "Tree View" button (6 - right). Buttons for collapse/expand all subordinate elements and drag & drop mode switcher appears in this mode. When drag & drop enabled elements are strictly sorted by position otherwise sorting order could be changed by clicking on column header.
The tiers can be collapsed by clicking the "-" icon near the name of the element and expanded by clicking the "+". You can expand or collapse all tiers by clicking the respective buttons as well. State of collapsed and expanded rows are saved and will be restored on the next visiting of this list.
- Collapse all subordinate elements
- Expand all subordinate elements
- Drag & drop switch
Columns and content still are configurable and editable in tree view mode.
Drag and drop
Elements in tree view can be dragged and dropped on each other. In this case the hierarchy of elements will be updated: the dragged element will become a sub-element of the element it is dropped on.
Also if an element is dropped on the divider-line (see the picture below), it will become the same hierarchy-level element like the element the divider-line is displayed above.
Actions column is last column in the list that provides extra actions for element manipulation.
- Show in Navigator
Opens the Navigator with current element as root node.
- Subscribe to current element
Subscribing to element will invoke email notifications every time when this element will be modified.
- Delete element
In case the element has subordinate elements or is part of a business mapping, a dialog with delete options is opened.
- Copy element
Opens dialog which gives possibility to fully or partially copy an element.
By checking the checkboxes you can choose which parts of the element should be copied.
- Copy Relations (default)
- Copy Attributes of relations (only possible if you copy relations)
- Copy all Attributes (default)
- Copy all Business Mappings that contain this element
- Set the copied element (here: Account-Sys RB # 3.1) as Predecessor of the duplicate element (here: Account-Sys RB # 3.1 (2))
Element in list can be deleted with its sub-ordinate elements and Business Mappings it is part of. Checking corresponding checkboxes in delete dialog allows that.
Not checking "Delete x children elements" option will just delete the element. Its sub-ordinate elements will be moved up in hierarchy. When both options are checked also Business Mappings of deleted sub-ordinate elements will be deleted.
Note that Business Mappings that became invalid are deleted independently from delete permissions.
By clicking on "History" button, you can review type history of current list. In the "History" window all changes related to list type are displayed: elements creation and deletion, attribute assignment and removement, enabling and disabling of historization feature. In corresponding columns (3) you can view time of change, author, change type and made changes.
Order and size of columns can be changed by dragging column header. By clicking on column header corresponding column elements are sorted (except "Changes" column).
For filtering you can use quickfilter (1) by typing text that will be used for filtering data.
History can be exported in CSV or Excel formats using "Export" button (2). Only current page is exported (maximum 50 elements).
If there are more then 50 changes pagination is possible and you can use pagination panel (4) for navigation.
By clicking on the "Reset View" button (8), you can reset the list configuration to the default values. Also see the User Profiles page for details.
By clicking on the "Export" button (7), you are able to export the current list in excel and csv format. The configuration of the list (visible columns, filters) is taken into account for the export. The naming of the files is as follows:
- Building Block Type_[timestamp].csv
- Building Block Type_[timestamp].xlsx
The exported csv files have the format:
Line breaks in cells which can span over several lines (e.g. in the column "Business Mappings") are kept in the exported excel and csv files.
When working with the list it is possible to use keyboard to navigate and edit data:
- Arrow keys - navigate grid. Selected cell has a blue outline.
- Enter, F2 - toggle the cell editing mode. When cell in currently in the edit mode, Enter saves the data.
- Shift+Enter - adds new line in multiline editor.
- Shift+Alt+N - add new row (same as clicking "New" button).
- Ctrl+Enter - save the new row (same as clicking the check mark button).
- Esc - cancel the editing, if there's active editor. Cancels new row creation in the "row create" mode when no editor is active (same as clicking X-button in green row).