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holray:screens

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User interface

Activating a menu item from the menu will switch to a screen related to that area of the system. Typically, with the primary exception of the pricing screens, each screen will display a table showing the items relevant to that section. E.g. Under Units→Maintain Units, the system will show the units defined on the system, as below:-

Paging

Where there are 21 or more items, the system will split the table into pages. These pages can be navigated by clicking on the next and previous arrows, as below:-

You can jump to the start or the finish of the list using the first and last buttons, as below:-

You can display more than the default 20 rows by increasing the page size from the drop-down as below:-

Sorting

Tables can be sorted by clicking on the column heading text. Click again to change the sort direction. Currently it isn't possible to sort by multiple columns.

Filters

Most tables will have a header with various Search/filter options and a Create button to add a new item to the list, as below:-

The first row is always a search allowing you to search for any value in any field on the underlying table. Composite screens, i.e. those representing data from multiple underlying tables will typically have a dedicated search option. E.g. Bookings→Maintain Bookings or Customers→Maintain Customers.

The second row is a simple alphabetic filter, in the screen above clicking A will reduce the table to all units beginning with A, see below:-

Clicking “Clear” on either row will clear the filter.

The third row, where present, adds additional filters relevant to that data. In the example above we can filter units by Base/Location, Class and their status (Active or Deleted).

Units also have a fourth filter row, which allows you to filter by “features”, see Maintain Units.

Adding a new item

To add a new item to the list, e.g. a new Unit, simply click the “New xxxx” button. This will open a blank dailog waiting to be completed, as below:-

Editing an existing item

To edit any item from the list, simply click it in the table and it will open in a pop-up dialog, as below:-

Handles on large text fields

Some text areas, addresses for example, will accept a larger multi-line input but by default will show as a normal single line text field. To enlarge the box, left click the handle in the bottom-right corner and whilst still holiding the left button down drag to resize. Release the mouse button when you're done.

holray/screens.1651673067.txt.gz · Last modified: 2022/05/04 14:04 by rachel