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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Field settings
/Lists
Lists
Lists

Lists

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Table of contents
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List

Lists are called up by the properties or attributes of projects, resources, budgets... themes.

Lists can only be managed via this screen ListsLists.

On the other hand, attributes specific to each theme can be managed in AdministrationAdministration > Field settings > Attributes.

List of lists

This list displays the WordingWordingthe CodeCode and the List for attributesList for attributes.

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Rights required : View attributes in platform administrationView attributes in platform administration

Platform list screen
Platform list screen

Add

Allows you to create a new list. Lists - Creating and modifying a listLists - Creating and modifying a list

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

EditEdit

Allows you to modify a list.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

FilterFilter

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We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
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This list of item lists can be filtered using a filter criterion:

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Creating and modifying a list

The screens for creating and modifying a list are similar.

The screen is divided into two parts: one for modifying list description elements, and the other for list elements (list of elements, creation, modification, deletion...).

🚦

Rights required :

  • View attributes in platform administrationView attributes in platform administration
  • Modifying attributes in platform administrationModifying attributes in platform administration
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Here are the fields found in this screen:

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WordingWording
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CodeCode
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Long labelLong label
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DescriptionDescription
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List for attributesList for attributes
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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Add

Allows you to create a new list item. Lists - Creating and modifying a list itemLists - Creating and modifying a list item

EditEdit

Allows you to modify an item in a list.

DeleteDelete

Allows you to delete a list.

🚦

Rights required : Delete attributes in platform administrationDelete attributes in platform administration

SeehistorySeehistory

Displays the list of changes made to this list by all users.

Stocks are sorted from the most recent to the oldest date.

SeehistorySeehistory

Displays the list of changes made to an item in the list by all users.

Stocks are sorted from the most recent to the oldest date.

Select default

Allows you to set an item in the list as the default. attribute will call this list in an object such as a project will have this list item as the default.

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The default list item cannot be deleted. To delete it, make another list item the default.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

DeleteDelete

Allows you to delete a list item.

The right to modify an element also allows the element to be deleted. If a list value is used in the application (for example, on filters):

1. If my list value is used as a search criterion, project filter -> Can be deleted (force deletion via popup).

2. If my list value is used in project forms -> It cannot be deleted directly; the value must be replaced.

To replace the value rather than delete it, go directly to the contextual menu click on "Replace with." This allows you to replace one list item with another item from the same list. The replaced item will disappear directly from the list. Managing obsolete list valuesManaging obsolete list values

Replace with

Replaces a list element with another element from the same list. The replaced element will then disappear from the list.

See also Managing obsolete list valuesManaging obsolete list values

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Non-exhaustive list of error/information messages

Creating and editing list items

When you add a new list item, a window appears, prompting you to fill in the information to describe this new item.

List item creation/modification window
List item creation/modification window

Here are the fields found in this screen:

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WordingWording
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CodeCode
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OrderOrder
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DescriptionDescription
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ColorColor
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IconIcon
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WeightingWeighting
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AssetsAssets
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DraftDraft
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CancelledCancelled
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RefusedRefused
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Pending validationPending validation
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CompletedCompleted
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On holdOn hold
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ValidatedValidated
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FramedFramed
🚩

If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

DeleteDelete

Allows you to delete a list item.

The right to modify an element also allows the element to be deleted. If a list value is used in the application (for example, on filters):

1. If my list value is used as a search criterion, project filter -> Can be deleted (force deletion via popup).

2. If my list value is used in project forms -> It cannot be deleted directly; the value must be replaced.

To replace the value rather than delete it, go directly to the contextual menu click on "Replace with." This allows you to replace one list item with another item from the same list. The replaced item will disappear directly from the list. Managing obsolete list valuesManaging obsolete list values

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