flextory_introduction

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flextory_introduction [2012/11/28 04:56]
cbeley
flextory_introduction [2012/11/28 05:09] (current)
cbeley [Customize What Attributes you See While Browsing]
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   * **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.
  
  
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 ==== 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 attributeyou 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 |}} {{: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 |}} {{:table-views-custom-attributes.png?direct |}}
  
-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.+=== 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. 
  
 ===== Item Manipulation ===== ===== Item Manipulation =====
flextory_introduction.1354078563.txt.gz · Last modified: 2012/11/28 04:56 by cbeley