The majority of the tables in DCP consist of records that have meta-data or properties associated with it. E.g. in Content management, the records are documents that consist of the actual document file and properties.
Some of the properties are listed in the table grid itself as a column but not all. Additional extended properties are also available and can be viewed, using the Properties Pane.
Some properties are for information purposes only and others are editable. Depending on the state of the record, your role and relation to the record, some or all properties will be editable to you.
A first glimpse of the most important properties are in the table grid itself and shown in the different columns. With the custom Table configurations you can define what properties are most important for you and enable them as columns.
If a value of a particular property is too long to show within the column width, it will typically be truncated and a tool-tip will provide the full value: e.g. the document name in the Content Management functional area.
Some properties in the table grid column show additional information in a pop-up. The pop-up appears if you pause your cursor over the value for more than 2 seconds.
To access the full properties of a record, click once a record line of your choice in the table grid. This will open the Properties pane. Just make sure to not click on a column of a hyperlinked field, which might trigger another action like e.g. downloading a document.
The Properties pane shows all properties of a record, organized over several Tabs. If there are more Tabs available than can fit on the width of the Properties pane, arrows will be provided to navigate through the different Tabs.
On the top right corner, you will find the 'expand' icon that opens up the properties pane to the full width of the table grid. Once open to full width, you can bring it back to half-width. With the properties pane open to half-width, you can browse different records by clicking on the different lines still visible on the left of the Properties pane. That will update the information on the properties pane.
Finally, a 'close' button is provided as well to close the properties pane. Some other actions like table refresh or selecting a new Table configuration also closes the properties pane.
There are 2 ways to edit properties: by doing a quick in-line editing or by doing a extended editing using the properties pane.
In-line editing can be quickly done by double clicking a record line. Only records where you have edit right can be edited. It is easy recognizable for which records you have edit right, if you cursor changes in a 'pencil' icon.
The editable fields will show as input fields. Data elements are input as free text, chosen from a list of values or using a calendar date picker. Some fields are dependent on each other: e.g. Project ID and Customer; by selecting a Project ID, the list of values of Customer is limited to the Project pertaining customer names and vice versa.
To save your changes, click anywhere outside the line, a Success message will be shown. To cancel your edits, click on the 'cancel' icon at the right of the record line.
Extended editing using the properties pane is achieved by opening up the Properties pane. Click a record line once to open the properties pane. The editable fields will show as editable. Even if you have edit rights to a record's properties, it can be that some fields are not editable because of the status of the record, e.g. a document in 'Approval pending' state is not editable.
Mandatory fields are indicated with an amber asterix.
There is no need to click explicitly a 'Save' button in DCP. Changes are auto-saved when you switch between tabs of the properties pane or when you click anywhere outside the Properties pane. Some actions do require a explicit confirmation action by clicking of a button because of the nature of the action, e.g. submitting a document for approval or publishing a document.
Input validation is provided if your input doesn't fulfill the value requirements, e.g. invalid user ids, .... In case of invalid input, your changes will not save until you correct the data input.
It is also possible to undo changes before an auto-save occurred. Once you start editing fields you will notice a 'Undo' icon appearing in the top-right corner of the Properties pane. Clicking on it reverts back to the last saved values.
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