Info List
Infolist is one of the generic user interfaces (UIs) provided by Phoebus. Other generic UIs include EditableUI, QueryUI, ReportUI, and RunnableUI.
Info List is designed to display information data in a tabular format. There are two types of single data: Info data and Editable data, each representing a single record such as an Address, Contact, or Customer. Info data is read-only, whereas Editable data can be modified and saved."
The Infolist user interface offers various interactive actions to assist end users in managing data. These actions include:
New
Edit
View
Copy
Delete
Transfer In
Transfer Out
Report
Excel
Additionally, the interface features an Attach command, enabling end users to attach external files to the info data.
All info data in Phoebus is managed through a consistent and unified interface. This approach ensures that users do not need to familiarize themselves with a new user interface whenever a new function is introduced to the system. By maintaining a standardized UI, Phoebus simplifies the user experience, allowing for seamless integration and interaction with new features as they are added.
Example of a Typical InfoList - Contact Infolist
Here is a typical infolist - Contact Record
Extract InfoList
Click the command button in the Application bar, and then select the function you want to open:
If a user selects a function, which belongs to Category Editable, without a specific Action linked, the infolist for that function will open, displaying all available info data for the selected function. Select SPC.BO.LA.CNT and click OK. The Contact infolist will then appear in the browser.
User can search and filter data using the quick searching box above the table.
Infolist with parameters.
🎫 Example
When a user calls this function with parameters, the parameters, if provided, will be used as filters to limit the data exposed to the user."
For example, this command with query parameters, which extracts only Consultant, Suppliers and Customer contacts.
SPC.BO.LA.CNT?ContactType= < < CNSL,SUPP,CUST
Create New Editable
Clicking the New button in the toolbar triggers the create action. Phoebus will then open the EditableUI, allowing the user to input new editable data (in this example, a Contact Record)."
We will talk more about this action in topic : Editable UI
🔔 Notes You can directly open Editable UI for creating a new editable. Use command with action Create as example below:
SPC.BO.LA.CNT?$action=Create
Viewing one Editable
Clicking the View button in the toolbar triggers the view action. Phoebus will then open the EditableUI, allowing the user to view selected editable data (in this example, a Contact Record)."
We will talk more about this action in topic : Editable UI
Copy one Editable to a new one
Clicking the Copy button in the toolbar triggers the view action. Phoebus will then open the EditableUI, allowing the user to input new data to a copy of an existing selected editable data (in this example, a Contact Record)."
We will talk more about this action in topic : Editable UI
Deleting selected data
Select the data row you wish to delete, then click the Delete button on the toolbar. Phoebus will verify whether the selected records can be deleted. Generally, data that is part of an ongoing workflow process is locked and cannot be deleted.
Besides, system Infolists containing fixed items, such as Workflow Status, Title, and Honorific, are not stored in the data storage and cannot be deleted."
Transfer Out
The Transfer In/Out functions facilitate the bulk import and export of data to Phoebus, as opposed to managing data one record at a time through the Editable UI.
Phoebus can export an infolist to an external file in either JSON or XML format. When you choose to transfer out data, the system will prompt you to select your preferred format.
The exported file will then be sent to your browser, where you can access it in the download folder of your computer.
Transfer In
The Transfer In function directs Phoebus to read an external JSON or XML input file and parse it into a list of editable objects (e.g., Contact records).
Phoebus will then request confirmation before saving the imported data into the system.
Additionally, Phoebus can read data directly from the clipboard. If you copy a range of data from Excel, you simply need to paste it into the Input Text area and click the Parse Data button. Parsing will convert the clipboard data into a data table.
If the column names in the data table do not match the properties of the editable objects, you may need to map the columns to the appropriate properties. This mapping finalizes the conversion, transforming the clipboard data into a list of editable objects.
Once the user confirms, this list of editable objects will be saved to the system.
Report
Every Infolist can export its data to Excel. The output format is customizable through a robust reporting engine that utilizes a standard Excel file as a template. This engine merges the output data with the logic defined in the template to generate the final result in Excel format.
Users can modify the template to achieve the desired output.