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Practical Tips

From the project experience and the questions from our partners and customers, we found that there are topics and functions that are similar or identical across different industries and disciplines. Therefore, we gather here tips and hints from practice, which you can take over and adapt for your own purposes. You are also welcome to send us your own tips; We will update them in this place.

Field Synonyms

Due to the schemaless storage of the datasets, each dataset also includes the field synonyms of each used field. Especially in the case of extensive databases, the database size can therefore be reduced by using the shortest possible synonyms.  

General

Use the grouping of configurations in list management (but also in other areas). Similar configurations are summarized about this and these can be presented to the user in a simplified way.

For the assignment to a group, individual configurations (e.g., lists) are simply clicked upon and assigned to the group via the "Assign" button.

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Moving Columns

If you move the mouse pointer over a column separator (gray, vertical line in front of a field), you can rearrange the fields.

For multi-line lists and sublists, it may be desirable for fields to be always exactly one below the other. So that not all fields have to be moved one after the other, you can move a column separator with the pressed shift key. All below / above columns are then moved simultaneously.

In addition, you can also use the ctrl key. This ensures that the width of all fields in the row is changed at the same time (as a percentage of the clicked column). If you use the shift key at the same time , the changes will be applied to all fields in the list.

Sublists

Set a title

Always set a name when creating a sublist. This name is immensely helpful when working with the pivot tables and the dashboard. Furthermore, certain notes also include this name. Any possible errors can be found faster.

Set the correct interval for history information

If you want to use a sublist to output history information, to select the "Interval History" option, and output values at the end of the month, always use the suffix "a" or "e" after the dimension for the modifier (middle field). Otherwise, you will only receive the 30th, 29th or 28th of a month, depending on which months have passed.

Version:3.0.14;todo:renew for 4.0;Date:17.01.2018;Name:Tips.Sublisten.Titel-Intervall

Example (starting from the 30.05.2014):

    -1y  +1m  5         -1y  +1me  5

     30.01.2013          31.01.2013
     28.02.2013          28.02.2013
     28.03.2013          31.03.2013
     28.04.2013          30.04.2013
     28.05.2013          31.05.2013

JavaScript in Lists

Use a separate column for scripts

If you use a separate column for the scripts, you only have one place per list/sublist where you have to check the scripts. The columns in which scripts are available also receive a "S" prefix. If you use several columns in which scripts are available, the debugging and adaptation takes longer.

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If you also use scripts that run before and after sorting, you could, for example, designate the columns as "Script before" and "Script behind".

Changing field contents

Using the functions "* getListField*" and "setListField field contents can be read and changed. For example, the transfer of field contents of a sublist to the main list ("root list") is possible. If there are multiple sublists or many fields setting "setListField" can considerably delay the processing of the list. By using the global variable " ctx " a fast processing is possible. In order to achieve this, the read field contents from the sublists are written to the object variable " ctx *" and only written to the target fields via a script in the root list, which is executed after sorting.

Example

From the sublists, the Name, Invoice total and City fields are read and should be transferred to the root list. For this, the variable object "ctx" is structured accordingly:

ctx['Name'] = getlistfield('sublistName');
ctx['ReSum'] = getlistfield('sublistSum');
ctx['City'] = getlistfield('sublistCity');

At the level of the root list, the script is set to "after sorting". Then, the writing of the target fields takes place:

setlistfield('Name',ctx['Name']);
setlistfield('Sum',ctx['ReSum']);
setlistfield('City',ctx['City']);