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Summary
Temporary views spec.
A temporary view is a view built by RPM. For example, on each agency page we have a link to view the commission items in the current run for that agency. When the user clicks the link they get a temporary view.
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Rules
- Use a built-In view instead of a temporary view if one of the built-in views will show the correct list.
- Example: Select an agency (show all agencies) would use the "All" built-in view.
- Users can edit a temporary view by clicking "Edit views". This will go to the edit views page with the settings of this temporary view shown and using the name of the temporary view and a private setting by default. Users with the right privilege may change this new view they are creating to shared. When the user clicks OK a custom view will be created as normal and the temporary view is destroyed (replaced by the edited version)
- Temporary views are always treated like they were "private"
- Example: The user is viewing the details page of rep "John Smith". That page has a link to the commission items in the open run that were sold by John Smith. Clicking that link will go to the commission items page with a temporary filter named "Rep John Smith" and only his items will be shown.
- The name of a temporary view is dynamic and always contains some sort of information reflective of the filter. Also, the name is always shown in brackets.
- Example: "(Qwest)" would be the name of a temporary commission items view for all items from Qwest.
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Temporary views
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Commission items
| Name | Filter | Columns |
|---|---|---|
| {SUPPLIER} | All the items from {SUPPLIER} | default except "Supplier" |
| {AGENCY} | All the items from {AGENCY} | default except "Agency" |
| {REP} | All the items from {REP} | default except "Rep" & "Agency" |
| {CUSTOMER} | All the items from {CUSTOMER} | default except "Customer" |
| {ACCOUNT GROUP} | All the items from {ACCOUNT GROUP} | default except "Account group" & "Supplier" |
| {ACCOUNT} | All the items from {ACCOUNT} | default except "Account" & "Supplier" |
| {PRODUCT} | All the items with {PRODUCT} | default except "Product" & "Supplier" |
| Referral to: {AGENCY} | All the items paying a referral to {AGENCY} | default except instead of "Referral" put both "Override" and "Deduction" |
| Assigned to: {FORM} | All the items matched to a form | default |
- Compound: agency, rep + supplier, customer, account, product: For these combine the above temporary views as needed. For the name remove the labels in the names and separate them by commas. Example: A view named "AAA Networks, Qwest" with the columns default except agency & supplier.
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Processes
| Name | Filter | Columns |
|---|---|---|
| {SUPPLIER} | All forms that reference {SUPPLIER} | default |
| {AGENCY} | All forms that reference {AGENCY} | default |
| {REP} | All forms that reference {REP} | default |
| {CUSTOMER} | All forms that reference {CUSTOMER} | default |
| {ACCOUNT GROUP} | All forms that reference {ACCOUNT GROUP} | default |
| {ACCOUNT} | All forms that reference {ACCOUNT} | default |
| Owner: {STAFF} | All forms that are owned by {STAFF} | default |
| {PRODUCT} | All forms that reference {PRODUCT} | default |
| Participant: {NAME} | All forms where {NAME} is a participant | default |
| An item in {RUN} run | All forms that reference {ITEM} | default |
- Archived: The above views all have an "Exclude archived" filter. Most process temporary views also have an archived version that replaces that filter with a "Limit to archived" filter. The name is the name shown above + ", archived". Example: "(AAA Netwroks, archived)"
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Agencies
| Name | Filter | Columns |
|---|---|---|
| Assigned to: {STAFF} | All agencies that are assigned to {STAFF} | default |
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Accounts
| Name | Filter | Columns |
|---|---|---|
| {SUPPLIER} | All accounts of {SUPPLIER} | default except "Supplier" |
- This page was last modified 18:53, 26 Sep 2006.
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