Concepts

Tasks

Creating Count Columns for Table Configurations

You can add a count column to a table configuration. The count column can reference a relationship to a data element in a table. For example, on an indicators table configuration, you can add a usage count column that shows the number of standard tasks on which the indicator is included. Likewise, on a standard jobs table configuration, you can provide a count of the number of standard tasks that are not on a standard job, and so on.

This topic describes how to create a new count column for a table configuration.

To Create Count Columns for Table Configurations

1.	View the table configuration that you want to format.

2.	Click Configuration and then Open. The Configuration dialog appears, open to the Columns tab.

3.	Click the arrow beside Browse and then select New count column.

4.	The Properties dialog for the new count column appears, open to the General tab, Count column tab.

5.	Enter a name for the column.

6.	In the Related object to count area, click . The Select Join Path dialog appears.

7.	Navigate to the class, select it, and click OK. The relationship and related object are entered for you.

8.	To apply a filter to the related object, select Filter the related [objectname] as follows.

9.	Click New. The Filter Criterion dialog appears.

10.	Enter the following:

Setting Name

Description

Criterion type

Select the type of filter criterion that you want to create: • Attribute – The objects will be filtered using the value of an attribute owned by either the base class or a related class. For example, when filtering assets, you can use the Asset class’s Classification attribute. Most filter criteria are based on an attribute. • Relationship – The objects will be filtered using the value of a relationship from the base class to another selected class. For example, when filtering assets, you can use the Asset class’ relationship to the Asset Type class.

Relationship from

The relationship (join path) used to navigate to the class and its attribute or relationship. Use the join path to select a related class. If you are filtering based on an attribute, you can then select an attribute from that class. If you are selecting an attribute from the base class, leave this box blank. You can select any relationship that points to a single instance of the related object. This includes the following relationship types only: • References one • Owned by • Scoped by • Hierarchical parent • Contains one For example, to filter a list of tasks based on the asset, you would select the Work Order Task class’ Asset to work on relationship. Or, you could select a relationship from the Work Order Task class to the Maintenance Group class. You could then use the Maintenance Group Name attribute to filter the group of tasks. To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.

Attribute to use for filtering

The attribute that you want to use to filter the data. Select the appropriate attribute from the list. This setting is only applicable to criteria that are based on an attribute. For example, if you are filtering a group of work order tasks, you might select the Task status attribute. You can then select one of the task statuses (for example, Planned) as the value to filter on. The list contains only eligible attributes that are owned directly by the specified class. This means that the following types of attributes are excluded: • Binary objects • Html texts • Icons • Variable length strings • Variants

Type of value to use

Select the type of value that you will use to select the objects: • Fixed: Select this option to filter a group of items based on a specific value that you enter. For example, if you are filtering a group of assets to list only maintainable assets, you would select the Asset class’s Classification attribute, and set Maintainable as the fixed value. • Variable: Select this option to filter a group of objects using a relative value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected attribute or relationship. You can use any attribute or relationship that can be reached through a join path starting from the Site class. A specific value cannot be selected. For example, to select work requests created by the employee currently logged in, you would base the filter on the Created by attribute, and select Enterprise.CurrentEmployee.EmployeeName as the variable value. The requests will then be filtered based on the name of the employee who is currently using the filter.

Join-path to filter value

The join path to the value that you want to use in the filter. This setting applies to variable filters only. For purging rules, the join path always starts at the Site class. For download configurations, the join path always starts at the Download package class. For criteria based on a relationship, you must select a relationship to the same class as was selected in the Relationship from box. To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.

Attribute that contains the filter value

Select the attribute that contains the value to be used for the variable filter, for example, the EmployeeName attribute. This box does not apply to fixed filter criteria. The list contains attributes that are owned directly by the specified class. However, it only includes attributes that are of the same type as the attribute identified in the Attribute to use for filtering box. For example, if the attribute to filter by is a string, then only string attributes appear in this list. Similarly, if the attribute to filter by is a date, then only date attributes are available.

Logical group

If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.

11.	Click OK to save the filter criterion options. The Filter appears in the list.

12.	For each additional filter, select one of the following:

Setting Name

Description

And/Or

If you are grouping criteria to use AND/OR logic, select the and/or behavior for the groups: • AND within a group, OR between groups: filter criteria within the same group are evaluated with AND; criteria in different groups are evaluated with OR. For example, if A and B are different groups: (A>3 AND A<7) OR (B>7 AND B<10) • OR within a group, AND between groups: filter criteria within the same group are evaluated with OR; criteria in different groups are evaluated with AND. For example, if A and B are different groups: (A=3 OR A=7) AND (B=7 OR B=10)

13.	Repeat steps 9 to 12 for each filter criterion that you want to add.

14.	Select the Properties tab.

15.	In the Column Properties section, you can accept the default values or enter a different sequence number and width.

16.	Select any of the following options:

Setting Name

Description

Allow or freeze horizontal scrolling

When the Freeze option is selected, the column appears frozen at the left of the table configuration. Freezing the column enables you to see the information it contains as you scroll across to view other columns. Any column to the left of the frozen column will also be frozen.

Hide this column

When this option is selected, the column is hidden in the table configuration. A hidden column is included in the table configuration but is not displayed. You can filter or sort data by hidden columns.

Include this column in row tooltip

If this option is selected, the column name appears in row tooltips that are displayed in tables that contain the column.

17.	In the Alignment section, select either Left, Right, or Centered for the column’s alignment.

18.	Click OK to save the settings for the new count column.

19.	The count column appears in the list of columns in the configuration.