4. Interface Usage

4.1. Edit

Introduction

The following describes how to edit the data in various views of TACTIC.

Editing Using a Form

To edit a row of data, right click anywhere on the row and select "Edit" from the context menu.

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A form pop-up to edit the data will appear. The description on the left side indicates what data to enter into the input fields.

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Editing Inline

Clicking on a field within the row allows editability only if edit mode for that column is enabled.

Below is a few examples of edit modes for the various widgets:

The edit mode for the Text Widget is most common. This widget allows keyboard entries into editable fields.

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The edit mode for the Selection Widget is displayed below. The widget restricts your input choices to the options in the drop down selection menu.

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The edit mode for the Calendar Widget is displayed below. The Calendar widget pops-up a monthly calendar for convenient date selection.

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Multi-Edit

To modify the more than row so that they all have the same data, first check mark the rows to be edited.

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Left click on a cell in the column to be edited. The row will go into edit mode.

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Once the text is entered, click off the cell. All cells selected will have the same data.

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4.2. Delete and Retire

Introduction

TACTIC provides many ways to delete and retire items directly from the view. Retiring is TACTIC’s way of marking an item so that it does not appear in any searches, but allows the user to bring it back if necessary. The methods to delete and retire an item are described below.

Deleting from the Context Menu

To delete an item from the view, first put a check mark in the box next to the item you want deleted. Then, right click anywhere on the row to bring up the context menu. Selecting the "Delete" option will delete the object from the view and from the database.

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Deleting from the Gear Menu

Alternatively, the gear menu can be used to delete an item from a view.

  1. Put a check mark in the box next to the item.
  2. In the tool shelf and click on the gear to bring up the gear menu.
  3. Selecting the "Delete" option will delete the object from the view and from the database.

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Note

If an item is deleted by mistake, to undo this action, go to the top gear menu, select Edit → Undo Last Server Transaction.

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Retiring from the Context Menu

To mark an item as "Retired", first put a check mark in the box next to the item. Then, right click anywhere on the row to bring up the context menu. Selecting the "Retire" option will mark the object as retired and filter it out from the view.

Note

Items will still exist and can be brought back. The next section will shows how to view items that have been marked as "Retired".

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Retiring from the Gear Menu

To retire an item from the view using the gear menu:

  1. Put a check mark in the box next to the item.
  2. In the tool shelf and click on the gear to bring up the gear menu.
  3. Selecting the "Retire" option will mark the object as retired and filter it out from the view

Note

The item will still exist and can be brought back. The next section will shows how to view items that have been marked as "Retired".

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Showing Retired Items

When an item is "retired", it has simply been marked as "retired" in the database. The item still exists in the database and can be brought back. To show items that have been retired in a view, go the any column header and right click. This will bring up a context menu. Select "Show Retired".

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Note

The items marked as "retired" appear highlighted in red.

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4.3. Creating and Editing Views

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TACTIC provides the following configuration display options when creating or editing a view:

  • Which columns are part of the view
  • The order of the columns
  • The width of each column
  • The Grouping of the items
  • The Search which has been applied to the view

In TACTIC, there are 2 main distinctions between the types of views Project Views and My Views. These are presented in 2 sections within the main sidebar.

  • Project Views - Project views are presented to all users in the production and/or can be hidden based on group access rules. Project views are also generally only created by the project manager and the ability to save and modify them can also be blocked with group access rules.
  • My Views- My views are views saved per user. It allows for saving of personal views outside of the project views. These will only be available to the user who created them.

Adding Columns

To add a column, right-click on any column header in the view.

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Select the Column Manager

In the column manager, selecting columns will add them to them current view. The sections in the column manager are as follows:

  • Custom Widgets - These are the custom widgets which have been defined for the current type. These represent both changes to information (i.e.. switching a code) as well as tools which represent certain actions for that type (i.e.. a button which loads the asset into an application)
  • Common Widgets - These widgets are similar to the ones above but, are common to all types in TACTIC. They are tools which are generally universal.
  • Raw Database Columns - These are the raw data (property) columns which exist for the type. Generally, each is represented by a Property Column but, this allows adding of the data in its raw format. For example, a task has start_date and end_date database columns but, there may be a schedule column which displays the start_date and end_date together in a calendar widget.

Note

Certain widgets require Java to be started up so, it can take a few seconds for the selected column to actually appear in the view. When finished, click the close button.

Removing Columns

To remove a column from the current view, left click in the column header for the column to be removed and choose Remove Column. Columns can also be removed through deselecting them in the column manager.

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Ordering Columns

To re-order columns, click and drag a column in the header to the desired location in the view. As the column header is dragged to the left or the right, an orange bar will appear between the columns indicating where the column appear if the mouse button is released.

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Resize Columns

To resize a column width, hover the pointer over the divider between the column headers and the mouse pointer will change to a width adjuster.

Left click and drag the width adjuster to change the width of the column.

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Grouping

Some columns in TACTIC contain categorical data. Some examples include status, parent, assigned user columns. These columns can be grouped.

For example, grouping by the Assigned User column displays the items in groups by each user.

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To apply grouping to a view, left click on the column header to be grouped and choose Group By

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Search

The Search Tool is used as a filter to only display items which match a certain criteria. This allows the results in the view to be narrowed down. When a view is saved, the search criteria is saved with the view which causes the view to become a live report as each time the view is loaded the search filter will be applied to the live data.

For example, if a search filter is created which shows only items which have a child task with the status "Review", the view will provide a report of all items which need to be reviewed. When the status of these tasks are changed, the items will be filtered out and no longer appear in the view.

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Saving the View

After the display of the view have been configured, to save the view, go to the gear menu under View. The options are described below.

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  • Save Current View - Saves over the existing view. (Available only to users with access to save project views. Otherwise, it will save a new My View)
  • Save As New "My View" - Saves the view to the user’s personal My Views. (Available only to users who can create views)
  • Save As New "Project View" - Save a new project view which will be available to all users. (Available only to users with the appropriate access.)
  • Edit Current View - Opens up a pop-up window to edit the table and the columns.