Segment Customizer

Segment Customizer

Segment Customizer is a feature where the user can customize the appearance of a list segment. With the function you can control what columns are visible and in what order, which rows are shown, and style the rows and columns based on data values. Customizations can be private or published for a user group. The list segment must have the feature enabled in design time to be available in runtime.

In more detail, you can customize at three levels:

• Columns: Select/de-select columns, arrange your preferred sequence of columns, adjust column widths, put in your own column labels
• Filters: Narrow down your selection of data by adding more filters to the built-in filters (if any). Filters are defined as expressions using a syntax that resembles the WHERE clauses of an SQL SELECT statement.
• Visualizations: Enrich your display of data by conditional formatting or coloring of rows or columns, background color or text color. Conditions are formulated with filter syntax.

What views are customizable?

The customizer is available only for list view segments (not detail segments) and only where it has been actively enabled by the person that designed the portlet. The customizer works the same way wether or not the list view segment is part of a tab item in a tab folder.

You can tell that a list view is customizable by the presence of the cog-wheel icon below the list:

Creating a New Custom View

Press the cog-wheel icon and you see the list of existing visualizations for the actual segment.

There are two options for you to create a new view: 

• New... (this will copy the standard view)
• Copy (this will copy your chosen view from the list of custom views)

If you copy, you will get (at the bottom of the screen), a few copy options:

The Visualization checkbox is important:

If checked, all visualizations from the origin view are copied (cloned) and you can continue to change the visualizations in your new view without affect the origin

If not checked, your new view will refer the same set of visualizations, meaning that changing the visualization settings from any of the views will affect both views!

^- If creating a new custom view

After completion of the Create / Copy, you will see a screen where you can maintain the Name in the head segment and below you find a tab folder of three items:

• Columns
• Filters
• Visualizations

Adding Filters

Switch to the Filters tab. You can add as many filters as you like to a view. This group of filter criteria will always bind with "AND" to the filter defined in the standard view, but you can use "OR" to bind sub-groups of your filter. That is why you see the "Binder" column on some screens. If you are not sure whether to use AND or OR, it is probably AND that you want.

In the Filters tab you see the current filters. To add more filters, press "Manage...".

Select the Column and the Operator. When you select Operator, the segment may change appearance, to show the field(s) needed for that operator. In the above example I will put a filters on Manufacturing Orders showing only orders in status 60 or higher (meaning they have been started). Press the "Add" button.

If you change your mind or did something wrong, you can Edit or Delete an existing filter.

Add more filters until you're done, then press Done.

Back in the main screen for the custom view, press Save & Close.

Back in the list of custom views, press Save & Close.

List of operators for logical criteria

(to be detailed)

Using a Custom View

Next to the "Customizer" icon you will see a View selector. Use the View selector to choose your new view. (You might need to press "Filter" button to apply the filters of the new view).

It is also possible to have the different views to display as tabs. In order to do that, open the customizer and find the Settings segment, where you can check the property "Show as tabs" + Save & Close.

This will create a tab folder where the first tab item is the standard view and your custom views appears second tab item, third tab item and so on.

When you are in this mode, the view selector will disappear. To go back to using the view selector, again open the Customizer and uncheck "Show as Tabs" + Save & Close.