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Jim2® Business Engine Help File

1.A user can create the list required to be published, provided they have security rights to do so.

unread job list

In this example, the user has created a list called Unread, pinned and set it to refresh every 3 minutes. The list filter is set to show all active, finished and ready jobs that have unread emails attached to jobs.

Quality

The Reserved checkbox, top right in the header, relates to stock reserved on a job, and will bring up a job list of only those with reserved stock.

Most importantly, Relative Name is automatically configured to Value will be the CardFile for the logged user (see Relative Names below) when viewed by other users. This setting ensures that when the List appears for a user it will be the user’s cardfile within the Name field.

2.Save the list. On the ribbon, go to the object (in this case job) and choose Save Published List to continue.

save published list

The Published List Manager will be displayed.

published list manager

3.Enter the published list's name, description and user or group access.

edit published list

In the image above, the areas mentioned above have been highlighted.

Name

Description

List Name

The name of the list.

Description

The description of the list. Information entered here will appear in the list header. For example, using the above image:

 

publist desc

Publish to Settings

Select users by name, group, or Everyone to publish to all users, then determine the level of access using the checkboxes.

Edit Search: By ticking this, users are able to make changes to the list search filters. Unticked will not allow users to edit the search filters.

Removable: By ticking this, users will be able to remove the list, however it will reappear at next logon. Unticked will not allow users to remove lists.

Visible: Determines whether the list should be shown to the user/group or not. This allows users to select the published lists they would like to see.

 

open published list1

Click Save to finish.

In this second example, the Visible tick has been removed from the System administrator group, as this list is not to be published to system administrators. Only those in the Sales group will see this list.

List Visible

For Jim2 Mobile users, the lists will appear the next time the lists are manually refreshed, or when logging on.

 

Relative names

Relative names have the option of variable values based on logged on user or explicit values (ie. choose from the dropdown list). Click on the icon as shown to change the value.

 

cardfile value

 

A further alternative for both Name and Acc. Mgr is the ability to use effective user groups, meaning a group of people can be responsible.

 

Name groups

 

Further information

List Security

Live Lists

Meaning of Checkboxes

Published Lists

Right click options in Lists

 

How to

Advanced Searches

Create a Published List

Create a List from a Hyperlink

Customise Lists

Grouping Lists

Naming Lists

Multi-column Sorting

Pinning Lists

Search Within Lists