What is it?
To create, edit, and view content in the application, ITONICS offers different layout options. The View Configuration defines the layout of how the content of a specific entity is shown to a viewer.
Learn more on:
- How do I configure the detail page view
- How to add a tab to an Entity?
- How do I make a tab confidential?
- How do I display named users in a separate user tile tab?
- How do I add labels to my content cards?
How does it work?
How do I configure the detail page view
Go to the Settings Wheel > Entity configuration > Entity configuration. Click on the Edit button of an entity and navigate to the View configuration tab.
All enabled fields of your entity are displayed in the very right column (1).
Drag and drop the available field to either the main section (2) or the right sidebar (3) according to your preferences.
When ready, click the Save button. For content defined in the view configuration to appear in your system, it is of course important that the corresponding fields have been filled during the content creation. Please also see the article on the Create and Edit Form Configuration.
How to add a tab to an Entity?
Click the + Add Tab button.
After clicking, a new Tab this popup will appear:
It contains the following information:
- Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
- Show Relations?: If you want to display relations under this tab, check this box.
Once you have added all the mandatory information, hit the Save button. The tab will then be created, the tab will be created and placed next to other tabs.
You are able to update your information whenever you choose (change the title, uncheck the relation box and add/remove users) by clicking on the pencil icon next to the tab name. The same popup will then appear.
Tabs created from the View Configuration will be displayed on the detail page of an Element.
Tabs created from the Form Configuration will be displayed on the create Element page of an Entity.
How do I make a tab confidential?
If you want to restrict access to a tab, you can create a confidential tab.
Note: This functionality has to be activated by ITONICS. Please contact your Customer Innovation Success Manager for further assistance.
To add a new Confidential Tab, go to Settings > Entity Configuration > Entity Configuration. Then click on the Edit (Pencil icon) next to the Entity you want to edit. Select the View Configuration and/or Form Configuration and click the Add Tab button.
By clicking on the plus icon for adding a new tab this popup will appear:
- Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
- Show Relations?: If you want to have relations displayed under this tab, check this box.
- Access To: You can select other users who will then have access to this tab.
NOTE:
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Until release version 3.6.4, the Confidential tab behaved as follows: If no user is added to the Access To field, it means that no one except the Application Owner has access to this tab.
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As of version 3.6.5, the behavior of the confidential tab has changed: If no user is entered in the Access To field, all users who have the respective Create/Display/Edit permission (depending on whether the tab is in the Create/Edit/View form) can view this tab.
How do I display named users in a separate user tile tab?
If you want to you can contextualize the meaning certain named users have with respect to a content element. For instance, a user can be an idea manager, sponsor, associate, coach, or alike.
To indicate such meanings, you can use user search fields and name them accordingly. You can now either display such fields regularly via the view configuration options as described above or you can show all named users and their specific meanings in a separate tab. This tab is called the user tile tab.
To enable this view, go to the Settings wheel > Entity configuration > Entity configuration. After entering the specific configuration of your entity, you will find a tab called 'Users Tiles Tab'.
Here, you can name the user tab and enter all user search fields that should be part of this specific page.
How do I add labels to my content cards?
Sometimes, additional information that is directly accessible without having to open up the content element is very helpful. You have the option to display a single label (in the example below: "On Track") for the element cards. This can be defined individually per entity.
Go to the Settings Wheel → Entity Configuration → Choose your Element type → Tile view configuration. From here, you can select a field that should be shown as a label on the card. The following field types can be selected:
- Single select list field
- Multi-select list field → Note: only the first value will be shown
- List field (Pearl Chain)
- List field (Pearl Chain with check)
Once added, the labels can be seen everywhere, where cards are used. For example, on the standard landing page, Explorer, or in the Element-Show under each module. Note that the coloring of the label will follow the brand primary color defined for the system.