The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
.
. 
Change Module Variants via the Customizer
Information- General information on module variants
- Access to module variants is controlled via Users.
- Here, it is to be distinguished between
- general module variants to which all users have access and which are assigned to the '-' (empty) user and
- user-specific module variants which are assigned to a particular user: Only this user has access to the respective module variant.
- When using module variants, it does not matter, whether a module variant was created by a normal user or by the customizer.
- Here, it is to be distinguished between
- The customizer
- has the same editing options like the user, e.g.
- Modify column (field) width
- Change column (field) order
- Display and hide columns (fields)
- Change order within columns
- Change filter criteria and fulfillment if necessary
- In order to save changes made to filter criteria you have to switch to the module variant and save there.
- additionally has the following options:
- additionally, the customizer can
- has the same editing options like the user, e.g.
Attention
- A module variant is not saved as complete module in the database. Only the difference in customizing between the basis module and the variant is saved. Hence, upon customizing in modules with module variants, it is important that you note the following:
- If a new data field is to be inserted in a base module, the module variants have to be considered. If you want the field
- not to be displayed in the module variant, you have to hide it there.
- to be displayed in the module variant, the sequence of the fields in the module variants must be checked and possibly adjusted.
- If you only want to insert a new field in one module variant, you have to insert it at the last position in window 9 of the basic module. Afterwards, you have to display it in the corresponding window in the module variant.
- If you want a data field not to be displayed in the basic module any longer, you have to check first, whether it is to be displayed in the module variants
- If not, the data field can be deleted.
- If yes, the data field must be moved to window 9 in the basic module and afterwards it must be moved back to the window in the variant in which you want it to be displayed
- If any changes are made to the data area customizing of the basic module, the module variants must be checked in order to find out whether these changes are wanted there.
- If not, the change must be undone in the module variants.
- Example: If a data area in the basic module is set to output, this parameter must be activated in the module variant again if necessary.
- If a data area is replaced in the base module, this data area applies to all variants and the variants must be adjusted if necessary.
Changing Names of Module Variants
From DB 39.5.15
Procedure
- Customizer Module Customizer Modules
- Enter the required module number into the MOD field.
- NEW Click on the link in the Standard MV field or in the User MV field in the module header, depending on whether a Standard module variant or a user-specific module variant is to be edited.
- Subsequently, the selected module variants are displayed in the Module Variants module.
- Change the name of the required module variant in the Name field.
- Save.
Up to DB 39.5.15
Procedure
- Customizer Module Customizer Modules
- Enter the required module number into the MOD field.
- Click on the Open module variants button in the module header.
- Subsequently, all module variants are displayed in the Module Variants module.
- Change the name of the required module variant in the Name field.
- Save.
Change Standard Module Variants
From DB 39.5.15
Information
- In order to make changes to general module variants, they have to be transformed into user-specific module variants.
- After the required changes have been made, the corresponding module variant is set back to the “Standard” status.
- Customizer Module Customizer Module
- Enter the ID of the required module into the MOD field.
- NEW Click on the link in the Standard MV field in the module header.
- Subsequently, the module variants will be displayed in the Module Variants module.
- Enter your own code in the User field in the module variant to be changed.
- Save and close the Module Variants module.
- Click on the Start button in the Module Variants module in order to open the module.
- Select the module variant from the listbox and make the required changes.
- Click on the save symbol in the module variants listbox.
- Close the module.
- NEW Click on the link in the User MV field in the Modules module.
- Enter user "-" in the User field for the respective module variant.
- Thus, the module variant becomes the Standard module variant again.
- Save.
- After the module variant was assigned to the own user, it can be defined as favorite by activating the Favorite checkbox. As a result, this variant is displayed directly when the module is opened.
- If the module variant is assigned to the "-" (empty) user again, the Favorite parameter should be deactivated again. Otherwise, the module variant will be the favorite for all users and no user can change this.
Up to DB 39.5.15
Information
- In order to make changes to general module variants, they have to be transformed into user-specific module variants.
- After the required changes have been made, the corresponding module variant is set back to the “Standard” status.
- Customizer Module Customizer Module
- Enter the ID of the required module into the MOD field.
- Click on the Open module variants button in the module header.
- Subsequently, all module variants are displayed in the Module Variants module.
- Enter your own code in the User field in the module variant to be changed.
- Save and close the Module Variants module.
- Click on the Start button in the Module Variants module in order to open the module.
- Select the module variant from the listbox and make the required changes.
- Click on the save symbol in the module variants listbox.
- Close the module.
- Open the module variant via the Open module variants button in the Modules module.
- Enter user "-" in the User field for the respective module variant.
- Thus, the module variant becomes the Standard module variant again.
- Save.
- After the module variant was assigned to the own user, it can be defined as favorite by activating the Favorite checkbox. As a result, this variant is displayed directly when the module is opened.
- If the module variant is assigned to the "-" (empty) user again, the Favorite parameter should be deactivated again. Otherwise, the module variant will be the favorite for all users and no user can change this.
Delete Standard Module Variant
From DB 39.5.15
Procedure
- Customizer Module Customizer Modules
- Enter the ID of the required module into the MOD field.
- NEW Click on the link in the Standard MV field in the module header.
- Subsequently, the module variants will be displayed in the Module Variants module.
- Mark and delete the module variant which you want to delete.
Up to DB 39.5.15
Procedure
- Customizer Module Customizer Modules
- Enter the ID of the required module into the MOD field.
- Click on the Open module variants button in the module header.
- Subsequently, all module variants are displayed in the Module Variants module.
- Mark and delete the module variant which you want to delete.
Changing Customizing Settings of Module Variants
Procedure- Open the module.
- Switch to the module variant to be changed.
- Extras Open the Option Module for MV.
- Make the required changes.
- Close the Option Module for MV.
- Click on the save symbol in the module variant listbox in the toolbar.
 |
|
