Ishtar.List configuration settings (admin)

Configuration settings (admin)

The configuration section is only accessible to users with administrator rights. Only administrators can navigate to this page via the settings button in the navigation menu.

The configuration section consists of the following tabs:

• Template Forms

• Properties
   

Managing template forms:

In the "Template Forms" tab, as an administrator, you will see an overview of all configured template forms within your organisation.

Below you will find all the information about adding and editing template forms. You can quickly display all existing template forms using the button next to each template.

Sorting and filtering:

By default, the overview is sorted in descending order by name.
If you wish to change the sorting, move your mouse over the title of the desired column. A column can only be sorted if an arrow appears next to its name.

• The first click on the column name will sort the list from A–Z (or 0–9 for numeric values).

• A second click will sort it in the opposite direction, from Z–A or 9–0.

You can easily filter the overview by entering a search term in the filter field.
As soon as you type a few characters, matching results will appear.
You can filter the overview based on the template name, or the person who created or last modified the form.

Adding a new template:

To add a new template form, click the “Add” button at the top of the screen.

Enter the desired name in the input field. If the entered name already exists, a notification will appear.
Once you have entered a unique template name, click the “Next” button to proceed to the next step.

You can now start assembling a new form as desired.
In the grid, you will see all the added fields, including the default field “Name”.
On the left side, you will find an overview of all possible types of data fields that you can add.
On the right side, the properties of the selected field are displayed. The selected field is indicated by a blue border.

To add additional data fields, you have two options:

• You can click on a data field type (for example, “Text field”), after which it will be added to the first available position in the grid.

• Alternatively, you can drag the desired data field to the preferred position within the grid.

Setting properties:

• Select the desired data field from the “Data property” dropdown:
  The dropdown is filtered based on the type of data field selected in the grid.
  If the desired data field does not yet exist, you can add it by clicking “Add new data parameter” (see Adding a New Data Parameter for more information).

• Modify settings:
  Once you have selected the desired data field from the dropdown, you can view and change the settings by clicking the “Edit data field” button (see Editing a Data Field for more information).

• Extend the label:
  If desired, you can extend the label with additional text to clarify the input. For example:

  • Data field: “Address” + “number” → to indicate that the house number must also be entered.

  • Data field: “Relation” + “(organisation)” → to clarify that an organisation must be selected.

• Set a default value:
  This pre-fills the field when creating new entities. The user can change it unless the field is disabled.

• Adjust size:
  Drag the corners of the field to resize it, or manually enter the desired width and height.

• Other settings:

  • Required field: Check “Required” if the field must always be completed.

  • Hidden or read-only: Define whether the field should be visible and/or editable.

Repeat the steps above to add all the desired data fields. Once you're finished, you can save the new template form by clicking the “Save” button.
After saving, you and other users can start adding new entities using the newly created template form.

Editing a template form:

You can modify any existing template form using the button next to each template. The selected form will then open, and you can make the desired changes directly in the grid.

In addition to editing the layout, you can also change the template name via the “Rename Template” button. Enter the desired name in the input field (it must be unique).

If a data field is no longer needed in the template form, select it in the grid and click the “Delete” button under the field properties. This will remove the data field from the form when creating new entities based on the template.

Once you are done, click the “Save” button to apply your changes. The updates to the template will automatically apply to all new entities created using this form.

Adding a new data parameter:

While creating or editing a template form, you can add additional parameters by clicking the “Add New Data Parameter” button. A pop-up will appear with three steps:

• Step 1: Enter the desired name for the parameter. After entering a unique name, click “Next” to continue.

• Step 2: Choose the parameter type. Depending on the selected type, specific settings will be shown.

• Step 3: Specify whether access rights are required for the parameter.

All information for each parameter type can be found under “Adding a New Parameter”.

Editing an existing data parameter:

After selecting a data field in the grid, click the “Edit Data Field” button. This will display all the settings of the selected data field. You can change the name or certain settings, although the type cannot be changed.
If a field was created incorrectly, you must delete it and create it again.

Deleting a template form:

You can delete any template form using the button next to the respective template.
If you're sure about this action, click the “Delete” button to confirm.
Otherwise, click “Cancel” to abort the action.
Once deleted, it will no longer be possible to create new entities using the removed template.

Managing data properties

In the "Properties" tab, as an administrator, you will find an overview of all different data properties. These properties are available in both Ishtar.List and Ishtar.Tasks.

Display

You can fully customise the view of the overview to your preferences. These changes are automatically saved, so you don’t need to reconfigure them every time.

You can:

• Show or hide specific columns. Use the menu button to view all existing data fields. From there, you can select which columns should be visible. The overview updates immediately once a column is selected or deselected.

• Change the column order by dragging the desired column to a new position.

• Set the sorting column. The first time you click a column header, it will sort A–Z (or 0–9 for numbers). Clicking again will sort it in the opposite direction (Z–A or 9–0). Only sortable columns show an arrow next to the header.

• Adjust the number of items displayed per page. This setting is found in the bottom-right corner. Navigate between pages using the navigation buttons.

Filters

You can filter the overview based on one or more search terms:

1.      Select the desired column on the left.

2.      Choose the desired filter option:

-     Contains (default) or Does not contain

-     Has value or Has no value

3.      Enter your search term.

4.      Press "Enter" or click the search button to activate the filter .

You may add additional filters if desired. The results will then depend on all applied filters combined.

You can:

• Edit an active filter by selecting it, modifying it, and pressing "Enter" or clicking the search button again.
• Delete a filter by clicking the "x" next to the filter.

Clear all filters by clicking the "reset filter" button on the left. Once cleared, all data will be shown again.

Below, you will find all information about adding and editing metadata parameters. You can view all existing parameters by selecting and clicking “Edit.”

Adding a new parameter:

1. Click “Add New Parameter” in the action bar.
2. Enter the desired (unique) name and an optional description.
3. After entering a clear name, navigate to the next tab by clicking the tab name or the "Next" button.
4. In the second tab, select the desired type and complete the necessary configuration. For more information about the available data parameter types, see the section below.
5. Proceed to the final tab to configure permissions (optional). For more info, see "Permissions on Data Parameters".
6. Click “Save” to create the new parameter.

Editing an existing parameter:

1. Select the desired parameter and click “Edit.”
2. In the first tab, you can change the name and description.
3. Navigate to the next tab by clicking the tab name or the "Next" button.
4. In the second tab, you can modify the configuration options, but not the type. To change the type, you must delete the parameter and create a new one.
5. Proceed to the last tab to configure permissions (optional). See "Permissions on Data Parameters" for more details.

6. Click “Save” to apply your changes.

    

Copying an Existing Parameter:

1. Select the desired parameter and click “Copy.”
2. In the first tab, change the name (must be unique) and optionally update the description.
3. Navigate to the next tab by clicking the tab name or the "Next" button.
4. In the second tab, you can modify the configuration options. To change the type, you must create a new parameter.
5. Proceed to the last tab to configure permissions (optional). See "Permissions on Data Parameters".
6. Click “Save” to create the copied parameter.

Deleting an existing parameter:

1. Select the desired parameter and click “Delete.”
2. If you no longer want to keep the stored values for this parameter in existing entities, check the box "Delete all fields using this property".
3. Confirm the action by clicking "Delete" again or cancel it by clicking "Cancel".

Permissions on data parameters

By default, no restrictions are set on parameters, meaning all users can see all parameters and their data. In some cases, not all users should be able to view or edit certain values. In that case, you can enable restricted access on a parameter.

1. While adding or editing a parameter, go to the third tab.
2. Enable permissions by selecting “Yes.”
3. Click the “+” button and search for a user or group by name. Select the desired user or group.
4. Select the user/group in the overview and assign one of the following permissions:
   • Read: The user can view the value of this parameter.
   • Edit: The user can view and modify the value.

Overview of all parameter types