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Summary Templates

243 bytes removed, 17:47, 19 June 2017
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[[FileImage:ViewDesignerAndVictimView.png|thumbcenter|left|200px|alt500px]]<div align="center">'' The Victim View and View Designer - side by side.|The Victim View Summary - as displayed in the both Current View Summary and View Summary Designer Windows]]''</div>
The View Summary Designer window lets you modify how an item's data displays in the [[Current View Summary Window]]. When you edit an existing view, the View Designer window presents you with a graphical representation of the selected view; all of the elements are in exactly the same positions. The [[Media:ViewDesignerAndVictimView.png | figure]] to the left shows an example.
There are two panes in the View Summary Designer window. The pane on the left displays a data tree of elements available for the selected item. You can drag elements to and from the data tree to populate your summary. On the right is the design pane, where you can add, removedelete, and modify elements. Above the design pane is a series of tabs that let you switch between pages. The pane on the left displays a data tree of elements available for the selected item. You can drag elements to and from the data tree to populate your view.
When you have finished customising the viewsummary template, you can either save it with a new name or overwrite an existing viewsummary. Whatever file you save is placed in In both cases the new version will get the View Manager window with a [[HowTo:Publish and Archive Views#View Status | status]] of '''draft''. You still have ' and you need to [[HowTo:Publish and Archive ViewsSummary Templates#Publishing a View Summary template | publish]] it before it is visible to IMSMA the users.
The following sections describe how to complete common tasks in the View Summary Designer window. For a complete list of the available functions, refer to [[HowTo:Customise ViewsSummary Templates#View Summary Designer User Interface Buttons | View Summary Designer User Interface Buttons]].
==Customising a ViewSummary template==__NOEDITSECTION__#From In the [[IMSMA Navigation Window]], click '''Customisation > View ''' menu &rarr; '''Summary Manager'''.#Select an item from the '''Object''' menu to display its complete list of viewsSummary Templates.#Select one of the item's existing views Summary Templates from the list.#Click the [[ImageFile:EditIconFieldViewIcon.png | 20px | Edit]] button to open the [[HowTo:Customise Views Summary Templates | View Summary Designer]] window.
===Adding Data Elements===----__NOEDITSECTION__''Data Elements'' are the relevant information (gathered during [[Entering Data into IMSMANG#Entering Data into the Field Report Template | field report data entry]]) that display on an item's viewsummary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add from a library of elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.
# Click the tab on which you want to add the data element.
# Drag an element from the data tree to the design pane.
# Double-click the element's graphic or label to edit its properties.
# If you are editing a table:## Double-click the left border of a table to edit its size and , refer to [[Select Display Columns | select display columnsCustomise Tables]].## Double-click a column label to edit it.## Drag the boundaries of a column to change its width.
[[Image:Summary template designer Links.png|500px|center]]<div align="center">'' Link table''</div>{{Note | In the Summary template designer it is the calculated subobject Links that should be used for the ''Links'' table. It does '''not''' make sense to use ''Linked IDs'' in Summary templates.}} ===Adding Graphic Elements===----__NOEDITSECTION__''Graphic Elements'' make up the visual layout of an item's viewsummary, and are unaffected by field report data entry. They are the [[HowTo:Customise Views#Lines | lines]] that border or separate sections, [[HowTo:Customise Views#Text Boxes | text boxes]] where messages can be written, and [[HowTo:Customise Views#Images | images]] (like photographs, maps, and diagrams) that add to the visual aesthetic. All graphic elements are located in the View Summary Designer data tree, inside the '''Tool Folder'''.
====Lines====__NOEDITSECTION__
# Click the tab on which you want to add the line.
# Drag the '''Line Tool''' from the Tool folder in the data tree to the design pane.
# Double-click the line to edit its width, length, and orientationheight.
====Text Boxes====__NOEDITSECTION__
# Click the tab on which you want to add the text box.
# Drag the '''Text Tool''' from the Tool folder in the data tree to the design pallatepalette.
# Double-click the text box to add the desired text (in place of the default "Text Tool") and edit the font style and size. Note that the text box borders will expand or contract to fit its contents.
====Images====__NOEDITSECTION__
# Click the tab on which you want to add the image.
# Drag the '''Icon Tool''' from the Tool folder in the data tree to the design pane.
# Double-click the Icon Tool widget to resize its boundaries and choose an image file to import. Note that the Icon Tool borders will expand or contract to fit the imported file.
===Saving a ViewSummary template===----__NOEDITSECTION__When you have finished customizing customising your viewSummary Template and saved it, do one of remember to [[Publish and Archive Summary Templates#Publishing a Summary template| publish]] the following:* Click '''Save As''' Summary Template if you want to activate it in IMSMA. Note that you can save separate Summary Templates with the custom view as a separate entry same name in the View Summary Manager Window.* Click '''Save''' to overwrite the existing custom view.
Remember to [[HowTo:Publish and Archive Views#Publishing a View | publish]] the view if you want to activate it in IMSMA. ===View Summary Designer User Interface Buttons===----__NOEDITSECTION__The following table lists all of the GUI buttons avaiable available in the View Summary Designer window and their purposes:
{| class="wikitable"
|+ View Summary Designer Interface
! Desired Elements
! Steps to Achieve
|-
| style="padding-left: 2em" | Undo or redo previous actions
| Click the [[Image:ViewDesignerUndoUndo.png jpg | Undo]] or [[Image:ViewDesignerRedoRedo.png jpg | Redo]] buttons.
|-
| style="padding-left: 2em" | Save your changes to the viewsummary
| Click '''Save'''.
|-
| style="padding-left: 2em" | Save your view summary as new
| Click '''Save As'''.
|-
| style="padding-left: 2em" | Print and preview a viewsummary
| Click '''Preview'''.
|-
| style="padding-left: 2em" | Exit the View Summary Designer
| Click '''Close'''.
|-
|}
 
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