Jouranls for Alfresco

When outputing information on the screen it’s  important how it is presented and structured. Approaching this issue seriously, you can greatly facilitate the search for relevant documents and save your time.

Module «Journal» is developed for structuring the information which is displayed on the screen in tabular form. This module features allow to set finite data presentation flexibly. The choices and save filters, export data to various formats, group actions with selected items – these are just a small part of the module features.

 

Functionality

Table structure and specified column displaying

Items in the journals are displayed as a table structure. At the same time, you can choose columns and their amount which will be displayed. For example, for quick navigate among contracts — it may be – the title, the status of the counterparty, the date of conclusion of the contract, the subject of the contract, the contractor, the amount, etc. It also supports any types of Alfresco content, tasks and business processes.

Filter creation and filter preservation

To find the right items quickly system provides a variety of filters that allow you to assign conditions flexibly. For example, you can set a filter on the document name or select an accounts amount range and payment date. At  this time, frequently used filters can be stored for the next use. In this case, the usage of the filter is carried out in a one click.

Group actions with selected items

«Journals» module enables various operations with  single or  with a group of items. It can be simple and habitual actions – to copy files or add them to the archive. In addition, it is possible to start a business process for several items. For example, you can choose 4 or 5 contracts and send them for approval, thus  save a lot of time.

Settings saving

Besides of  saving filters, module also involves settings saving. Once selecting the desired data presentation, including a list of columns, you can save these settings and return to them in one click as necessary.

Data export in various formats

Essential functions in a present days systems is creation of reports and export data. The system allows you to export data to HTML, PDF, Excel. This can be useful, for example, when you create a report on the completed tasks and deadlines for them.

Easy navigation through Journals

For quick navigation among an abundance of tasks, documents, or other entities, each journal, generally, is for one entity type. For example, there are mostly four types for work with contracts: contracts, invoices, closing documents, additional agreement. But there is an opportunity to create additional journals if necessary.

Variation of journals presentation

Journals can be represented as a page on the site or in the form of dashlet, which can be placed on the user home page or site.

Technical realization

Journals are based on the search criteria. You can specify an unlimited number of search criteria in the type of displayed objects, their qualities, associations or path in the repository. All criteria will be combined by logical operator «AND».

  1. Criteria search — is the Citeck development. The criterion consists of three parts — the field, the predicate, the value. The property, the association or the object type can be as a field. The predicate specifies about, how exactly need to compare the contents of the field and set value in the criterion (e.g., «greater or equal», «less or equal», «equal», «contain», “doesn’t contain”, «begins with», «ends with » etc.). All the criteria are combined into a single query lucene and accomplished with standard Alfresco mechanisms.
  2. Criteria search reveals for user simple and functional filters that allow to add new criteria, without any knowledge of the search features of Alfresco.
  3. Forms for filter values work through the standard forms of Alfresco and have unlimited potential for customization.
  4. There are two types of criteria — the hidden and the user. Hidden criteria are established during the journal creation, and they do not displayed in the interface. User criteria are created by users in the «Filters» section.
  5. Access: if user does not have an access to some objects in the system, these objects in journals wont be shown to him. You can also restrict access to the journal, and it will not be displayed.
  6. The Journals list – is a group of several journals. Every journal should belong to some list. The Jouranls list should belongs to a site or be global. If the The Jouranls  list belongs to a site, it’s name is — site-siteName-journalListName, where  is site – is a keyword, siteName – the name of the site which the journal list belongs to, journalListName – is the name of the journals list. If the journals list is global, it’s name is — global-journalListName.
  7. When you create a journal, you can specify options for new objects creation (create-variants). It allows you to go from journals to the new objects creation quickly. In the creation variant are indicated: the variant headline, the type of creating object, id of the creation form, the location of the new object (where it should be placed).
  8. To create a journal, you need
  9. (* marked necessary actions)
    • Create a journal object (via bootstrap or via journal settings) *
    • Add at least one criterion in the journal (via bootstrap or via journal settings) *
    • Add the columns configuration of the journal *
    • Add the journal at Journals list (via bootstrap or via journal settings) *
    • Add options for the new objects creation (via bootstrap or via journal settings)
    • Create a folder for the new facilities (via bootstrap or via journal settings)
  10. Configuration fields in the journal table are made in the journal-list.xml configuration file. There is possibility to specify a list of columns displayed in the journal, to indicate which columns should be shown by default and indicate the method of formatting (for example, specify the necessary format for date display).
  11. Formatting of the cells. In journals there is an opportunity to write formatters on javascript, which can change the displayed data in the cells arbitrarily. Thus it is possible to ensure the field- associations become references to the object cards which they represent, or apply random styles.

Download Citeck EcoS Journals