Difference between revisions of "View and Panel Designer in QPR UI"

From Mea Wiki
Jump to navigation Jump to search
(307292)
Line 18: Line 18:
 
View and panel width is always determined by the relative height principle. The views and panels are never scrollable horizontally, but the content always takes the whole available space.
 
View and panel width is always determined by the relative height principle. The views and panels are never scrollable horizontally, but the content always takes the whole available space.
  
== Editing and Viewing Modes ==
+
{{MBDViewAndEditModes}}
The views and panels have two modes: '''Editing''' mode and '''Viewing''' mode. For viewer users, all the views and panels are shown like they would be locked, and the viewer users can't edit the view or panels. For administrator users, the unlocked views and panels are by default in Edit mode in which it's possible to add panels, presentation objects etc. To see how the view looks like for the viewer users, it's possible to toggle between the Edit and Viewing modes by clicking on the '''Edit''' button on the main toolbar:<br>
 
[[File:EditModeToggle.png|800px]]
 
  
 
{{MDBTutorialViewPropertiesAndContext}}
 
{{MDBTutorialViewPropertiesAndContext}}

Revision as of 07:18, 11 July 2018

A QPR UI view is the topmost area consisting of panels that have presentation objects inside them. The location and size of the panels within the view can be adjusted.

View and Panel Settings

  • Properties
    • Name: Name of the view/panel/repeater. Maximum length is 100 characters. Note that it's not possible to use tags in view and repeater names. Tags can be used in panel names. View name is visible in workspaces screens and view header. Panel name is visible in panel header (if it's set visible).
    • Identifier: The identifier of the view/panel/repeater. The identifier should be a unique text that distinguishes the view/panel/repeater in the QPR UI. Identifiers are case sensitive, must not contain "/" characters, and the maximum length is 2048 characters. For view identifiers, it's possible to use the identifier to link to the latest version of the view from other views by using the sys:dashboardIdentifier variable. For panel identifiers, the identifier is visible in the Select panel to be added to view dialog for better identification.
    • Description: Description of the view/panel/repeater. The description is not visible for the dashboard viewers, but it can be used e.g. to include documentation to the dashboard designer persons.
  • Datasets
  • Presentation
  • Context

View and Panel Scaling in Different Screen Sizes

Views and panels have the following scaling options:

  • In the fixed height mode all panels have fixed height in pixels, and the height of panels doesn't change between different screen sizes. The fixed height mode is switched on by defining view or panel Aspect ratio flex to 1 (more information about Aspect Ratio Flex).
  • In the relative height mode, all panels height adjust to the available screen height in a way that the content always takes the entire screen height so the screen is never scrollable nor there is empty space in the bottom of the screen. The relative height mode is switched on by defining view or panel Aspect Ratio Flex to a high enough number, such as 100.
  • There is also a hybrid mode, where panels' height adjust to some degree to the available space, but there is a certain adjustable limit for panels' height. The hybrid mode is used when the Aspect ratio flex is set to greater than 1 but not too big number. For example 1.2 - 2.0 might be suitable.

View and panel width is always determined by the relative height principle. The views and panels are never scrollable horizontally, but the content always takes the whole available space.

Viewing and Editor Modes of Views and Panels

In QPR UI, a view may be seen in two modes: viewing mode and editor mode. When in editor mode, the panels and presentation objects can only be moved and resized. Interacting with presentation objects (e.g. clicking buttons) is possible when the viewing mode is used. In addition, a view can be either in locked or unlocked state.

  • Viewing mode is in use when:
    • Administrators group has been configured to QPR UI and a viewer role user opens the view, because user doesn't have permissions to edit the view.
    • The opened view is locked, because locked views cannot be edited.
    • The opened view is unlocked, but the view has been toggled into viewing mode by clicking the Edit button on the main toolbar:
      800px
  • Editor mode is in use when:
    • Administrators group has been configured to QPR UI and an administrator role user opens an unlocked view that is also been set into editor mode by clicking the Edit button on the main toolbar:
      800px
    • Administrators group has not been configured (i.e. all users are administrators), and the opened view is unlocked and the view been toggled into editor mode by clicking the Edit button on the main toolbar.

The Edit button is available also in unlocked panels for toggling the viewing/editor mode in the panel editor.

Defining View Properties and Variables

To define context variables, type in the name of the variable to the text field and click the check mark. After that, you can click the value field and type in the value for your context variable. Context variables starting with "sys:" are system variables which have special purpose in QPR UI - use them only for their intended purpose. The Behavior selection affects the context variable used explained in Context Variable Behaviors. To see what context variable values are used in the view, panel, or presentation object, select the Show effective context check box in the Context tab of the view, panel, or presentation object properties pages.

Variables Usage Example

There is a view with one panel, in which there is one presentation object. The Session variable values are defined as follows:

Variable name Value
AccountManager John Smith
Country Sweden

In the View Properties, the following variable values are defined:

Variable name Value Behavior
AccountManager William Taylor Stored variable
CustomerGroup Kids Local variable

In the Panel Properties, the following variable values are defined:

Variable name Value Behavior
AccountManager Susan Chapman Local variable
Country Finland Local variable

In the Presentation Object Properties, the following variable values are defined:

Variable name Value Behavior
ProductGroup Umbrellas Stored variable

In the Effective View Context, these result into the values shown below. Note the Source column displaying the information where the effective context comes from:

Variable name Value Source Scope
AccountManager William Taylor Scope of the view View
Country Sweden Inherited from session context Session
CustomerGroup Kids Scope of the view View

In the Effective Panel Context, these result into the values shown below. Note the Source column displaying the information where the effective context comes from:

Variable name Value Source Scope
AccountManager Susan Chapman Initialized from the panel's context Panel
Country Finland Initialized from the panel's context Panel
CustomerGroup Kids Inherited from the effective context of the view View

In the Effective Presentation Object Context, these result into the values shown below. Note the Source column displaying the information where the effective context comes from:

Variable name Value Source Scope
AccountManager Susan Chapman Inherited from the effective context of the panel Panel
Country Finland Inherited from the effective context of the panel Panel
ProductGroup Umbrellas Scope of the presentation object Presentation object
CustomerGroup Kids Inherited from the effective context of the view View

To put it more concisely, the context variable values (and their behaviors) are as follows:

Context Variable Session View Panel Presentation Object
AccountManager John Smith William Taylor (Stored variable) Susan Chapman (Local variable)
Country Sweden Finland (Local variable)
ProductGroup Umbrellas (Stored variable)
CustomerGroup Kids (Local variable)

The effective context values are:

Context Variable Session View Panel Presentation Object
AccountManager John Smith William Taylor Susan Chapman Susan Chapman
Country Sweden Sweden Finland Finland
ProductGroup Umbrellas
CustomerGroup Kids Kids Kids

Example: Adding Panel and Defining Properties and Context

  1. Add a new Panel to the view by clicking the Add New Panel button in the side toolbar.
    AddNewPanel.png
  2. Click the panel to select it and then click the Properties button on the panel.
    PropertiesPanel.png
  3. In the Panel Properties, you can define the Name, Identifier, and Description on the Properties tab.
    PanelProperties.png

    In addition to normal text, you can use Variable and Expression tags in the panel name to enable the name to change dynamically or construct the name using an expression. For example, you could define the panel name to be Selected scorecard: <#sys:metricsScorecard>.
  4. Switch to the Presentation tab. On the Presentation tab, change the Background color. Set also the Inner margin to be "5", this setting will make the presentation objects be closer to each other than with the default setting. You can also adjust the other presentation settings, see the Panel Properties page for their descriptions.
    PanelPresentation.png

    You can also define panel specific context variable values on the Context tab. Apply the changes and close the panel properties by clicking Close.