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2_6_0:user:display_and_modification [2019/01/09 16:40] (current)
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 +====== Display and Modification of an object ======
  
 +
 +===== Display =====
 +
 +The details of an object are always displayed in the same manner in iTop, as shown below:
 +
 +
 +{{:​2_6_0:​user:​contact-details.png?​600|Details of a Contact}}
 +
 +The title area contains the icon representing the given class (or type) of the object followed by the class (**Person** in this case), followed by the actual name of the object.
 +
 +The blue **Search** tab (at the top of the page above the title), toggles the display of the search form for this class of object.
 +
 +The actions allowed for this object are listed as orange buttons (at the top-right of the page). The most frequent actions are displayed as buttons. The remaining actions are accessible via the popup menu **Other Actions**.
 +
 +The **Properties** tab displays the actual properties of the object.
 +
 +The **History** tab displays the history of all modifications performed on this object (//who// modified //what// and //when//).
 +
 +
 +Depending on the class of the object displayed (//​Tickets//​ for example), an extra **Notifications** tab may be available, showing all the notifications sent in response to events on this object.
 +
 +The other tabs display the relationships between the selected object and other objects in the database.
 +
 +For example, the tab **Teams** displays all the teams for which the selected person is a member of. The **Tickets** tab displays the tickets for which the selected person is the //​requester//​.
 +
 +===== Modification of an object =====
 +
 +To modify an object, click on the **//​Modify//​** action, from the details of the object (The same action is also available on a list containing only one object).
 +
 +The form used to modify an object is quite similar to its details. The only difference is that the fields are editable. For example, the form to modify a //Person// is displayed as shown below:
 +
 +{{:​2_6_0:​user:​modify-contact.png?​600|Form for modifying an Person}}
 +
 +Note the small red exclamation mark icon ({{:​2_6_0:​user:​validation_error.png?​nolink|Exclamation Mark}}) next to the **First Name**. This icon appears when a mandatory field is left blank, or when a field does not follow the expected format for the field (for example for an email address). The modifications to the object can only be saved (using the **Apply** button) if all the fields are properly filled.
 +
 +For some of the fields, the value is not a free-text but instead must be picked from a drop-down list:
 +
 +{{:​2_6_0:​user:​combo-field.png|Drop Down List}}
 +
 +The **treeview button** ({{:​2_6_0:​user:​mini_tree.gif?​nolink|Tree Button}}) is available for values that are organized as a hierarchy.
 +
 +The **plus button** ({{:​2_6_0:​user:​plus-button.png|Plus}}) is a shortcut to create an object and add it to the list. The button is only available for users who are allowed to create this type of object. For example, when creating or modifying a ticket, click on the ({{:​2_6_0:​user:​plus-button.png|Plus}}) button of the field **Caller**. The form is displayed to enable to create a new Person:
 +
 +{{ :​2_6_0:​user:​popup-new-contact.png?​600 |New Person Popup Dialog}}
 +
 +When the number of possible values for a given field exceeds a configured value (50 by default), the drop-down list is replaced by an //​autocomplete//​ field, as shown below:
 +
 +{{ :​2_6_0:​user:​autocomplete-field.png |Autocomplete input}}
 +
 +Type at least //three letters// to trigger the search and pick from the list of objects matching the typed letters, or use the magnifying glass button ({{:​2_6_0:​user:​magnifier-button.png|Magnifier Button}}) to open a searchdialog:​
 +
 +{{ :​2_6_0:​user:​popup-select-contact.png?​600 |Popup dialog to search for Persons}}
 +
 +The search dialog lists all the objects. To narrow the search you can use the form at the top //before selecting an object// and clickon ​ **//Ok//** to return to the main form.
 +
 +====== Handling Tickets Attachments ======
 +
 +Attachments allow to upload a document (any file or image) into iTop and "​attach"​ it to a given object in iTop. This is very similar to email attachments.
 +
 +
 +<​note>​Attachments are related to the object they are attached to, and will be deleted when the object is deleted from iTop. If you want to upload files into iTop and have them "​attached"​ to several objects in iTop, then consider creating "​Document"​ objects. Refer to [[2_6_0:​datamodel:​itop-config-mgmt#​document_file|File documents]]. ​
 +</​note>​
 +
 +To manage the attachments to a Ticket, click on the **//​Attachments//​** tab while creating or modifying a Ticket:
 +
 +{{ :​2_6_0:​user:​tickets-attachments.png?​600 |Ticket Attachments tab}}
 +
 +To upload a new attachment, click on the **//​Browse//​** button and select the desired file. Note that the maximum size for a single uploaded file is displayed next to the **Browse** button. If a file is bigger than this value, it cannot be uploaded into iTop. This maximum size depends on several settings on the server and can be changed only by an administrator.
 +
 +Once attachments have been uploaded they are listed in the tab, with one icon per file. The name of the attachment is an hyperlink to download it.
 +
 +{{ :​2_6_0:​user:​tickets-attachments-delete.png?​600 |Selected Attachment}}
 +
 +Move the mouse above an icon to display the "​Delete"​ button. Clicking on **//​Delete//​** will then remove the attachment from the ticket.
 +
 +When the attachments is an image, then a preview will be shown anytime the mouse moves over the attachment icon.
 +
 +<note important>​
 +The changes to the Ticket (addition or removal of attachments) are actually performed when the **Apply** button is clicked. Clicking on **//​Cancel//​** for the Ticket form will cancel any change to the attachments.
 +</​note>​
 +
 +===== Drag and drop =====
 +
 +Attachments can also be added by performing a drag drop of the files to attach, directly over the browser'​s window. When files are dragged over the "​Attachments"​ tab, a blue shadow appears around the area where attached files are normally displayed:
 +
 +{{ :​2_6_0:​user:​attachments-drag-and-drop1.png?​direct&​600 |Dragging files over the "​Attachments"​ tab}}
 +
 +If the "​Attachments"​ tab is not the active one when dragging, files can still be attached to the ticket and the tab itself shows the blue shadow during the drag operation:
 +
 +{{ :​2_6_0:​user:​attachments-drag-and-drop2.png?​direct&​600 |Dragging files with the attachment tab hidden}}
 +
 +====== Managing Objects Relations ======
 +
 +In iTop most of the tabs displayed on the details of an object represent relations between objects. All these relations are managed in the same manner. For example the form to manage the members of a "​Team"​ looks like as shown below:
 +
 +{{ :​2_6_0:​user:​team-relations.png?​600 |Managing team members}}
 +
 +In order to add members to the team, click on the "Add Persons..."​ button at the bottom. This displays - as a popup - the search form to select Persons. Check the desired persons in the list and click "​Add"​ to go back to the main form.
 +
 +{{ :​2_6_0:​user:​team-relation-add.png?​600 |Adding Persons to a Team}}
 +
 +You can narrow the search using the criterias at the top, then click on the {{:​2_6_0:​user:​search-refresh-btn.png?​nolink|}} button to refresh the list.
 +
 +
 +To remove objects from the relation, check the corresponding line in the form, then click on the "​Remove selected objects"​ button at the bottom.
 +
 +{{ :​2_6_0:​user:​team-relation-remove.png?​600 |Remove Persons from Team}}
 +
 +<note important>​
 +Note that removing objects from the relation does not actually delete these objects from iTop. Only the //​relation//​ between the objects is removed.
 +</​note>​
 +
 +On Tickets, a slightly different type of relation is available where the related objects are other tickets.
 +
 +{{ :​2_6_0:​user:​tickets-relations-n-1.png?​600 |Managing n:1 relations on Tickets}}
 +
 +To detach related tickets from the current ticket, just select them by checking the corresponding checkbox and click on "​Remove"​.
 +<note important>​
 +Note that removing objects from the relation does not delete these objects from iTop. Only the //​relation//​ between the objects is reset. (On the related Ticket the field that was pointing to the current Ticket is reset)
 +</​note>​
 +
 +You can use the "Add objects of type..."​ button to relate other Tickets to the current Ticket. When clicking on the button, a popup dialog is displayed with the standard search form at the top and a list with check boxes at the bottom:
 +
 +{{ :​2_6_0:​user:​tickets-relations-n-1-add.png?​600 |Adding n:1 relations on Tickets}}
 +
 +You can use the {{:​2_6_0:​user:​search-refresh-btn.png?​nolink|}} button to refresh the list after changing the filtering criteria at the top. Make your choice by checking the corresponding checkboxes, then press the "​Add"​ button to dismiss the dialog.
 +
 +<- main|The main screen ^ start|User Manual ^ actions|Actions ->
2_6_0/user/display_and_modification.txt ยท Last modified: 2019/01/09 16:40 (external edit)

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