This article covers:
- Accessing List Pages
- List Criteria
- Clearing the List Criteria Values
- Searching for closed / filtered out items
After logging into PPO, the home page is the first page that you always see. The list pages have a similar commonality, in that every time you click on the project or employee menu items, or use the quick page locator, you are taken to a list page first for the selected entity.
To access the project and employee lists, simply click on the respective menu items in PPO.
To access the entity list pages, you have two options you can choose from. They are:
1. The first option is to select the project from the Project >> List page. The Project >> View Page then shows links to each project related entity list page, as per the example below.
2. The second option is to use the Quick Page Locator. This icon is sitauted in the top right hand corner of each page. This icon opens a lit of links to the list page of each project related entity.
Once a list page is accessed, you will see the List Criteria section right at the top of the page. The purpose of the list criteria section is to filter the information displayed on the list page, by making using of the drop-down lists provided.
The first two drop-down lists at the top of the list criteria section are always, the project list and then the entity list. When a list page is accessed for the first time, it will always display all items for all projects.
List pages can further be filtered by selecting different list criteria options. For example, if you only want to see all the issues across all the projects that are assigned to Ravi Naidoo, his name can be selected in the Issue Owner field. Once the selection has been made the page will refresh and only show the items matching the values chosen in the list criteria.
Please note that PPO stores a user’s preference on the list page. So in the example below you filtered on all the issues assigned to Ravi Naidoo, which means that the next time you access the issue list it will still only show the issue assigned to Ravi, until you make changes to the list criteria.
The fields that appear in the list criteria are defined by the PPO Administrator from the Administration >> Data Fields functionality, during the configuration of PPO. For more information, read the following knowledge base article.
Users can override this setting, for their own user account, by defining which fields should appear within the list criteria section on a list page. This can be done by clicking on the select / unselect criteria fields icon that appears in the top right hand corner of the page.
Then select the fields you want to appear in the list criteria section, by either selecting or unselecting the field checkbox, and then click on the apply changes button. In the example below the "Contact Person" field will be added within the List Criteria section.
After applying the changes, the newly added field will appear in the list criteria section:
Take note that the fields that can be selected to appear in the list criteria section are either, required fields or list type fields, for example employee lists, project lists, custom lists etc.
Once you have filtered on specific criteria within the list criteria section and you would like a quick way to clear all the criteria, then make use of the "Clear Criteria Values" button, situated in the top right hand corner of the page.
Please note that when using the “Clear Criteria Values” button it will not clear the project and entity filtered drop-down lists.
In some instances users might want to search for closed items or filtered out items, for example closed issues. This can easily be done by disabling the global filter on the list page. The global filter is displayed by the red block next to the project or entity drop-down list at the top of the list page.
Once the global filter is disabled, the red block will be greyed out and all the items previously filtered out by the applicable global filter (in this example below the Projects global filter) will appear on the list page.
Please note that when a global filter is disabled on a list page, it will also be disabled on the report and dashboard criteria pages in PPO.
The columns that appear on the list pages are defined by the PPO Administrator from the Administration >> Data Fields functionality (for more information, access the following knowledge base article).
Users can however override this setting for their own user account, by defining which columns they would like to see on the list page. This can be done by clicking on the show / hide list columns icon that appears in the top right hand corner of the page.
Similar as to selecting the fields that should appear in the list criteria section, the user can select the columns they want to see on the list, by either selecting or unselecting the field checkbox, and then click on the apply changes button. In the example below the "Contact Person" column will be added on the list page.
Please note that if all the fields are displayed as columns, you will have to scroll from right to left to see all the information.
When a list page exceeds the number of list items set in the user's preferences, the list page will group the items together in pages (for more information on user preferences, see the following knowledge base article). The different pages can be accessed from links on the list page.
The first page shows that items 1 - 10 of 64 are being shown.
When page two is accessed from the link, the page will indicate that items 11 - 20 of 64 are being shown.
Please note that the paging does not play a role, when filtering on a specific item, within the list criteria. For example although you don’t see all 64 items on one page as per above, you can still filter on all items, for example still see all the tasks assigned to Ravi Naidoo.