Library Entries List screen: Difference between revisions

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{{Stamp|2016-12-30|4.2.0|1.0.7}}
{{Stamp|2023-08-11|5.0|2.0}}
{{BannerMenu}}
{{PageTitle|The Memento Entries List screen}}


The entries in the open library are displayed as a list. To edit an entry, open its context menu and select '''''Edit''''' or open the menu in the Entry View card and select the Edit (pencil) icon.
The entries in the open library are displayed as a list. To edit an entry, open its context menu and select '''''Edit''''' or open the menu in the Entry View card and select the Edit (pencil) icon.
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===== Sort =====
===== Sorting entries =====
The 3-line icon in which the lines are longer, medium, and shorter (from top to bottom) and are left-justified is the Sort icon. Press it to sort the list of entries by the values of one or more fields.
The 3-line icon in which the lines are longer, medium, and shorter (from top to bottom) and are left-justified is the Sort icon. Press it to sort the list of entries by the values of one or more fields.


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If you want to sort by one field and within that by another field, first turn on '''Sort by multiple fields''', which is off by default. Then choose the first field and its order, then the second and its order, and so on.
If you want to sort by one field and within that by another field, first turn on '''Sort by multiple fields''', which is off by default. Then choose the first field and its order, then the second and its order, and so on.


===== Group =====
===== Grouping entries =====
The 3-dots-in-a-triangle icon causes the list of entries to become a list of groups of entries, groups by the values of a library field. After touching the icon, the user is prompted to select the field to group entries by; alternatively, the user may choose No Grouping, instead, which will return the list to individual (ungrouped) entries.<br/><br/>When The list is grouped, pressing a group element will open (and subsequently close) a list of only those entries of that group (whose values match that of the grouped field). The group element also serves to contain the values of '''[[Library Edit screen#AGGREGATION tab|aggregation functions]]''', such as subtotals.
The 3-dots-in-a-triangle icon causes the list of entries to become a list of groups of entries, groups by the values of a library field. After touching the icon, the user is prompted to select the field to group entries by; alternatively, the user may choose No Grouping, instead, which will return the list to individual (ungrouped) entries.<br/><br/>When The list is grouped, pressing a group element will open (and subsequently close) a list of only those entries of that group (whose values match that of the grouped field). The group element also serves to contain the values of '''[[Library Edit screen#AGGREGATION tab|aggregation functions]]''', such as subtotals.


===== Filter overview =====
===== Filtering entries =====
 
The 3-line icon in which the lines are longer, medium, and shorter (from top to bottom) and are centered is the Filter icon. Use filters to restrict the list to entries containing certain field values. Users may create any number of filters, save them with a Name for each, and activate any, all, or none of them at any time.
The 3-line icon in which the lines are longer, medium, and shorter (from top to bottom) and are centered is the Filter icon. Use filters to restrict the list to entries containing certain field values. Users may create any number of filters, save them with a Name for each, and activate any, all, or none of them at any time.


Each filter filters the list currently displayed.
Each filter filters the list currently displayed.


====== Filter Tabs overview ======
Starting with release 4.0 of the mobile edition, selected filters may be positioned atop the list display as tabs. Each tab displays a list of entries filtered by the tab.
Starting with release 4.0 of the mobile edition, selected filters may be positioned atop the list display as tabs. Each tab displays a list of entries filtered by the tab.


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For the Mobile Edition of Memento, the Entries List screen utilizes a Right-side Toolbar for many of the functions related to "slicing & dicing", or data analysis. The Right-side Toolbar is always open partially on mobile devices with larger screens; on mobile devices with smaller screens, like most phones, the Right-side Toolbar is normally fully retracted. In either case, to fully extend the Right-side Toolbar, swipe from the right edge of the screen to the left; the toolbar will open as you drag.
For the Mobile Edition of Memento, the Entries List screen utilizes a Right-side Toolbar for many of the functions related to "slicing & dicing", or data analysis. The Right-side Toolbar is always open partially on mobile devices with larger screens; on mobile devices with smaller screens, like most phones, the Right-side Toolbar is normally fully retracted. In either case, to fully extend the Right-side Toolbar, swipe from the right edge of the screen to the left; the toolbar will open as you drag.
====== Filters ======


Filtering on the Entries List screen is very powerful. A defined filter may be set for the screen overall (the Screen filter) or not, and the user may also set up tabs that appear across the top of the screen, each of which invokes a defined filter (a Tab filter). The user may set the Screen filter and a Tab filter concurrently, allowing the combined effect of two filters to operate simultaneously. All filters are defined in the same manner; it is the use of a filter for the screen or for a tab that makes it the Screen filter or a Tab filter.
Filtering on the Entries List screen is very powerful. A defined filter may be set for the screen overall (the Screen filter) or not, and the user may also set up tabs that appear across the top of the screen, each of which invokes a defined filter (a Tab filter). The user may set the Screen filter and a Tab filter concurrently, allowing the combined effect of two filters to operate simultaneously. All filters are defined in the same manner; it is the use of a filter for the screen or for a tab that makes it the Screen filter or a Tab filter.
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: <strong>Delete</strong> - Selecting the Delete option presents the user with a Filter Delete Confirmation card, showing the name of the Filter to be deleted and giving the user a chance to approve or disapprove the deletion.
: <strong>Delete</strong> - Selecting the Delete option presents the user with a Filter Delete Confirmation card, showing the name of the Filter to be deleted and giving the user a chance to approve or disapprove the deletion.


Techniques
====== Techniques ======


It is generally a good idea to show the All tab to let users quickly return to the full, unfiltered list. However, doing that by selecting No filter from the Filter button also works, it's a matter of taste.
It is generally a good idea to show the '''All''' tab to let users quickly return to the full, unfiltered list, though for it to be fully unfiltered, the user has to also set the Screen filter to '''No filter'''.


It is good practice to order the filters that are not to be on any Tabs ahead of those that will appear on tabs; this will make them more accessible and less confusing for selection via the Filter button. If you have a lot of filters, ordering then alphabetically might be helpful for the user.
It is good practice to order the filters that are not to be on any Tabs ahead of those that will appear on tabs; this will make them more accessible and less confusing for selection via the Filter button. If you have a lot of filters, ordering then alphabetically might be helpful for the user.


It is important for users to keep in mind that the Screen filter works <strong><em>concurrently</em></strong> with Tab filters, so, to return to an unfiltered list, the All tab must be selected <strong><em>and</em></strong> the Screen filter must be set to No filter.
It is important for users to keep in mind that the Screen filter works '''''concurrently''''' with Tab filters, so, to return to an unfiltered list, the '''All''' tab must be selected '''''and''''' the Screen filter must be set to No filter.
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To select an entry for subsequent action, press and hold the entry; After about 2 seconds, it will turn blue, and next to the exit store in the upper-left corner, the number 1 will appear, indicating that there is 1 entry selected at this time. Once there is a selected entry, tapping other entries will select each one, adding one to the number selected in the upper-left corner.
To select an entry for subsequent action, press and hold the entry; After about 2 seconds, it will turn blue, and next to the exit store in the upper-left corner, the number 1 will appear, indicating that there is 1 entry selected at this time. Once there is a selected entry, tapping other entries will select each one, adding one to the number selected in the upper-left corner.


Once one or more entries have been selected, a row of 6 buttons appears in the upper-right corner of the screen:
Once one or more entries have been selected, a row of 6 buttons appears in the upper-right corner of the screen, and the''horizontal'' 3-dot menu button or replaced by a vertical 3-dot button continuing 2 additional menu items:


; Save as PDF (Square Adobe Acrobat logo): Invokes the '''Save as PDF''' card, which shows the directory into which the file will be stored (by default, something like ''/storage/memento/pdf''), and the name of the file to which to save (by default, the Library name followed by a ".pdf" filename extension, such as ''Order Items.pdf'').<br/>By tapping a folder button, the user may select from a File Manager card a different directory. Also, the filename may be changed.<br/>'''Note:''' Be sure the filename is a valid Android filename, as Memento library names may be any UTF-8 string.
; Save as PDF (Square Adobe Acrobat logo): Invokes the '''Save as PDF''' card, which shows the directory into which the file will be stored (by default, something like ''/storage/memento/pdf''), and the name of the file to which to save (by default, the Library name followed by a ".pdf" filename extension, such as ''Order Items.pdf'').<br/>By tapping a folder button, the user may select from a File Manager card a different directory. Also, the filename may be changed.<br/>'''Note:''' Be sure the filename is a valid Android filename, as Memento library names may be any UTF-8 string.
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; Select All (2 concentric squares, outer dotted, inner solid): selects the remainder of the entries in the list
; Select All (2 concentric squares, outer dotted, inner solid): selects the remainder of the entries in the list


; Edit (pencil): Edit the entr(y|ies).<br/>If only one entry is selected, the Entry Edit card is shown to allow editing of the entire entry.<br/>If multiple entries are selected, a list of fields names is shown; when the user chooses one, a field edit card appropriate to the field type is shown, allowing the user to enter a value. When OK is pressed on that card, the entered value will be set in all the selected entries.
; Edit (pencil): Edit the user taps an entry, the Entry Edit card is shown to allow editing of the entire entry.<br/>If any entries are selected (by pressing & holding an entry), a list of fields names is shown; when the user chooses one, a field edit card appropriate to the field type is shown, allowing the user to enter a value. When OK is pressed on that card, the entered value will be set in all the selected entries.


; Share (standard icon): Share the entry.<br/> If only one entry is selected, a list of available apps with which to share is shown; when the user selects one, the entry is passed to the app for sharing.<br/>If multiple entries are selected, a menu is shown, with the following options:
; Share (standard icon): Share the entry.<br/> If only one entry is selected, a list of available apps with which to share is shown; when the user selects one, the entry is passed to the app for sharing.<br/>If multiple entries are selected, a menu is shown, with the following options:
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; Delete entr(y|ies): The selected entr(y|ies) (is|are) optionally deleted; The user will be prompted to confirm our cancel the deletion.<br/>If only one entry is selected, the entry name of the entry is shown, to help ensure that only the right entry is deleted.
; Delete entr(y|ies): The selected entr(y|ies) (is|are) optionally deleted; The user will be prompted to confirm our cancel the deletion.<br/>If only one entry is selected, the entry name of the entry is shown, to help ensure that only the right entry is deleted.


[[Category:Spec]] [[Category:UX]]
[[Category:en]] [[Category:Spec]] [[Category:UI]]