This shows you the differences between two versions of the page.
|
flextory_introduction [2012/11/21 23:31] cbeley created |
flextory_introduction [2012/11/28 05:09] (current) cbeley [Customize What Attributes you See While Browsing] |
||
|---|---|---|---|
| Line 2: | Line 2: | ||
| ===== Getting Your Account ===== | ===== Getting Your Account ===== | ||
| You can create a free Flextory Beta account at [[https://mcp.flextory.com/accountCreation/newBetaAccount.php]]. Once you create your account and verify your e-mail, you can log into it by going to accountName.flextory.com, where 'accountName' is the account name you choose when you signed up. After that, login by clicking 'Login' in the upper right hand corner. | You can create a free Flextory Beta account at [[https://mcp.flextory.com/accountCreation/newBetaAccount.php]]. Once you create your account and verify your e-mail, you can log into it by going to accountName.flextory.com, where 'accountName' is the account name you choose when you signed up. After that, login by clicking 'Login' in the upper right hand corner. | ||
| - | |||
| - | ===== Note About the Screenshots ===== | ||
| - | Flextory has recently updated its user interface, so the screenshots in this documentation are out of date. However, Flextory still has the same functionality, so the screenshots here should still be similar to the current version of Flextory. If you have any questions, please contact us at [[support@flextory.com]]. | ||
| - | |||
| ===== Flextory Terminology & Concepts ===== | ===== Flextory Terminology & Concepts ===== | ||
| Line 29: | Line 25: | ||
| ===== First Time Logging In ===== | ===== First Time Logging In ===== | ||
| The first time you log in you'll be presented with the option to automatically import certain Item Types. Pick any that you think would be useful. You can always remove or edit them (and their associated attributes) later on. | The first time you log in you'll be presented with the option to automatically import certain Item Types. Pick any that you think would be useful. You can always remove or edit them (and their associated attributes) later on. | ||
| - | {{ :welcometoflextory.png?direct |}} | + | {{:first-time-log-in.png?direct |}} |
| ===== Personalizing Your Flextory Account ===== | ===== Personalizing Your Flextory Account ===== | ||
| Line 35: | Line 31: | ||
| ==== Configuring Flextory ==== | ==== Configuring Flextory ==== | ||
| Click Admin, then Settings. | Click Admin, then Settings. | ||
| - | {{ :settings.png?direct |}} | + | {{:flextory-settings.png?direct |}} |
| * **Site Name:** The name that appears at the top of your inventory. | * **Site Name:** The name that appears at the top of your inventory. | ||
| * **Item Type Name:** If you want to call Item Types something else, you can do that here. For example, you may wish to call them 'Asset Types' instead. | * **Item Type Name:** If you want to call Item Types something else, you can do that here. For example, you may wish to call them 'Asset Types' instead. | ||
| Line 42: | Line 38: | ||
| * **Barcode Size:** You can change the length of barcodes that Flextory generates for you. Barcodes will always be prefixed with 0's to make them the configured size. | * **Barcode Size:** You can change the length of barcodes that Flextory generates for you. Barcodes will always be prefixed with 0's to make them the configured size. | ||
| * **NOTE:** If a barcode is greater than the 'Barcode Size' setting, it will NOT be truncated. | * **NOTE:** If a barcode is greater than the 'Barcode Size' setting, it will NOT be truncated. | ||
| + | * **Default Attributes:** You can set what attributes newly created users will see when they first log into their Flextory account. Individual users can always change what attributes they see by making use of Table Views. | ||
| Line 47: | Line 44: | ||
| From the Admin Panel, click 'Item Types' and then click 'Create a New Item Type!'. You can also edit existing Item Types by clicking them or delete item types by clicking the red 'X' by them. If you delete item types, any items that were assigned that Item Type will be reassigned to the 'Default' Item Type. | From the Admin Panel, click 'Item Types' and then click 'Create a New Item Type!'. You can also edit existing Item Types by clicking them or delete item types by clicking the red 'X' by them. If you delete item types, any items that were assigned that Item Type will be reassigned to the 'Default' Item Type. | ||
| - | {{ :itemtypes.png?direct |}} | + | {{:item-types.png?direct |}} |
| - | {{ :createitemtype.png?direct |}} | + | {{:create-item-type.png?direct |}} |
| ==== Add/Edit Categories ==== | ==== Add/Edit Categories ==== | ||
| From the Admin Panel, click 'Categories'. | From the Admin Panel, click 'Categories'. | ||
| - | {{ :categories.png?direct |}} | + | {{:category-editor.png?direct |}} |
| You can interactively explore all of your categories by clicking a category name to expand and select it. If you want to create a new category, click on the category you want to be its parent, fill in the new category's name in the 'Add New Category' field, and then click 'Add New Category Under Selected Category'. You can also change the selected category's name or delete it. If you delete a category, all its sub-categories will also be deleted and any items in those categories will be moved to the top-most category. | You can interactively explore all of your categories by clicking a category name to expand and select it. If you want to create a new category, click on the category you want to be its parent, fill in the new category's name in the 'Add New Category' field, and then click 'Add New Category Under Selected Category'. You can also change the selected category's name or delete it. If you delete a category, all its sub-categories will also be deleted and any items in those categories will be moved to the top-most category. | ||
| ==== Add/Edit Attribute Data Types ==== | ==== Add/Edit Attribute Data Types ==== | ||
| From the Admin Panel, click 'Attribute Types'. | From the Admin Panel, click 'Attribute Types'. | ||
| - | {{ :attributetypes.png?direct |}} | + | {{:attribute-data-types.png?direct |}} |
| Click 'Add More Attribute Type Definitions' to define more attribute types. Then select between Number, Integer, Email, Date, or IP as the attribute type for each attribute listed. | Click 'Add More Attribute Type Definitions' to define more attribute types. Then select between Number, Integer, Email, Date, or IP as the attribute type for each attribute listed. | ||
| ===== Creating Your First Item ===== | ===== Creating Your First Item ===== | ||
| Click 'New Item' at the top of any page | Click 'New Item' at the top of any page | ||
| - | {{ :newitem.png?direct |}} | + | {{:new-item.png?direct |}} |
| * **Category Selection:** You can interactively browse available categories using the 'New Category Selector'. The last category you click on will be the category the item is put in. | * **Category Selection:** You can interactively browse available categories using the 'New Category Selector'. The last category you click on will be the category the item is put in. | ||
| * **Copies: ** You can create multiple identical items in one go. The items will all have the same properties and values, but will all have unique barcodes and ids. | * **Copies: ** You can create multiple identical items in one go. The items will all have the same properties and values, but will all have unique barcodes and ids. | ||
| Line 71: | Line 68: | ||
| ===== Browsing Items ===== | ===== Browsing Items ===== | ||
| Click 'Browse' at the top of any page to browse the items in your inventory. | Click 'Browse' at the top of any page to browse the items in your inventory. | ||
| - | {{ :browse.png?direct |}} | + | {{:browsing-items.png?direct |}} |
| You can interactively browse your items by category by clicking categories on the left-hand side. You can also filter your items by Item Type by selecting an item type with the 'Filter by Item Type' drop-down. Finally items can be sorted by any attribute that you want by clicking on the attribute. If you click the attribute again, you can alternate between ascending and descending results. | You can interactively browse your items by category by clicking categories on the left-hand side. You can also filter your items by Item Type by selecting an item type with the 'Filter by Item Type' drop-down. Finally items can be sorted by any attribute that you want by clicking on the attribute. If you click the attribute again, you can alternate between ascending and descending results. | ||
| ==== Customize What Attributes you See While Browsing ==== | ==== Customize What Attributes you See While Browsing ==== | ||
| - | You can customize the attributes you see while browsing via your user profile. To get to your user profile, click on your name in the upper-right hand corner. | + | You can customize the attributes you see while browsing items via the Table Views feature. While browsing items, click "Table Views" to customize what columns/attributes you see. |
| + | |||
| + | === Custom Attributes === | ||
| + | You can add any of your custom attributes as a column under the Custom Attributes tab. To add an attribute, you may select an Item Type from the drop down and then click the plus sign next to an attribute to add it as a column. You can also type the attribute you want to add as a column directly into the input box and then click "Add Attribute" to add the attribute. Suggestions for attributes will be shown as you type. | ||
| + | |||
| + | Once you add attributes, you may change their order by dragging and dropping them. You can also remove attributes as a column by clicking the red X. | ||
| + | |||
| + | {{:table-views-core-attributes.png?direct |}} | ||
| + | |||
| + | === Core Attributes === | ||
| + | The following core attributes that apply to every item in your Flextory account are as follows: | ||
| + | |||
| + | * Name | ||
| + | * Barcode | ||
| + | * Item Type | ||
| + | * Date Added | ||
| + | * Date Modified | ||
| + | * Category -- primary category of the item. For example: Room 123 | ||
| + | * Category Path -- The full category path. For example: Rooms -> Floor 1 -> Room 123 | ||
| + | |||
| + | You can add any of these core attributes as columns by clicking the green plus symbol or remove them as columns by clicking the red X's. You can also rearrange active core attributes by dragging and dropping them. | ||
| + | |||
| + | {{:table-views-custom-attributes.png?direct |}} | ||
| - | {{ :userprofile.png?direct |}} | + | === Saving Your Changes === |
| + | Once you are done customizing what custom attributes and core attributes you want to see, press "Save Changes". The new configuration of columns will automatically appear. | ||
| - | Type the attributes that you want to see, separated by commas, in the 'Attributes' field. As you type, attribute suggestions will appear. After saving your changes, when you go back to the browsing page you will now see the attributes you typed. If an item does not have the attribute, it will show as blank while browsing. | ||
| ===== Item Manipulation ===== | ===== Item Manipulation ===== | ||
| Line 98: | Line 117: | ||
| ===== Barcodes ===== | ===== Barcodes ===== | ||
| You can print out barcodes for any items that you added to your Barcode Cart by clicking "Barcode Cart". | You can print out barcodes for any items that you added to your Barcode Cart by clicking "Barcode Cart". | ||
| - | {{ :barcodes.png?direct |}} | + | {{:barcode-cart.png?direct |}} |
| To print our sheets of barcodes, select either "Code 128 Barcodes" or "QR Codes" on the right, and then click "Generate Barcodes". A pdf of all the barcodes in your barcode cart will be generated, which you can then print out. | To print our sheets of barcodes, select either "Code 128 Barcodes" or "QR Codes" on the right, and then click "Generate Barcodes". A pdf of all the barcodes in your barcode cart will be generated, which you can then print out. | ||
