Tables in Metadata Forms
Metadata fields in yuuvis® RAD can contain tables, the appearance of which you can customize and the contents of which you can edit. You can also search by the content in these tables.
Customizing Tables
The following customization options and functions are available for tables in metadata forms:
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If you click the header of a column, the table will be sorted by the contents of the column. Clicking the header again undoes the sorting.
Tables in index forms in yuuvis® RAD client can only be sorted by the content of a column.
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If you click the right column separator of a column, the column will be adjusted to the optimal width.
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If you click a table row, the table will be opened in a new form with an input area in full view to make editing easier. The row that is clicked is also highlighted in the opened form. The values of the row you have clicked are already entered in the form for editing or for adding a new line.
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If you click the 'Align table columns' icon, all columns in the table will be adjusted to the optimal width.
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If you click the 'Open table' icon, the table will be opened in a new form in full view to make editing easier. If you select a row in the opened form, the input area for editing the row is also displayed.
Depending on the configuration of your object type, you have the option to have the content preview shown in the editing form. To do this, first click in a line in the editing form, and then click the Show content button in the editing form’s header. Click the
Hide content button in the header to hide the content preview.
When you close the editing form, the content preview’s status (shown or hidden) and the position of the separator bars in the editing form are saved.
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If you click the 'Export spreadsheet data to CSV file' icon, the table will be exported in CSV file format. If a table contains decimal numbers or dates, these will be formatted and exported based on the language set in yuuvis® RAD client.
Instead of user names, ID values are exported in the corresponding columns when exporting tables with reference fields. If you want to receive, for example, the resolved user data for the export instead of these ID values, then the system must be configured accordingly by your administrator. Please contact your administrator in this case.
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This function allows you to fill in the form table using imported CSV files. A dialog box for importing CSV files opens if you click the 'Import spreadsheet data from a CSV file' icon. The CSV file must meet the following conditions:
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The semicolon ';' must be used as the column separator in the CSV file.
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The order of the columns must match those in the form table. This means that the type of a column in the CSV file must match the type of the column in the form table.
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The column names can be different.
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The CSV file can contain more or fewer columns than the form table.
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The separator for decimal numbers must match the language setting in yuuvis® RAD client. Example: if the language setting is 'German', this is a comma ',', if the language setting is 'English', it is a period '.'.
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The CSV file cannot contain more than 5,000 lines.
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Dates must be specified in ISO format, e.g., December 1, 2023 -> 2023-12-01.
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In the case of an organizational field, the user name must be the login name.
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Reference IDs must be 32 characters long.
Only one CSV file can be imported at a time. The contents of the CVS file to be imported must be in the same language as the one set in yuuvis® RAD client. Any existing data in the form table is not overwritten. The imported data is appended to existing data. Cells that could not be imported are listed in an error message after the import. The form table must be saved after the import.
If you are not sure what the CSV to be imported should look like, you can first export a CSV file from the corresponding form table and then import this file populated with your data.
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If you click the + 'Insert new row' icon, the table will be opened in a new form with an input area in full view to make editing easier.
Editing Tables
If you click a table row, the 'Open table' icon, or the + 'Insert new row' icon, the table will open in a new form in full view to make editing easier.
Depending on the configuration of your object type, you have the option to have the content preview shown in the editing form. To do this, first click in a line in the editing form, and then click the Show content icon in the editing form’s header. Click the
Hide content icon in the header to hide the content preview.
When you close the editing form, the content preview’s status (shown or hidden) and the position of the separator bars in the editing form are saved.
The editing options available in a table are described below:
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Click the + 'Insert new row' icon in the table in the Metadata aspect area
Alternatively, you can also click the
'Open table' icon.
The table editing form appears.
The New row editing form is displayed to the right of the table. It is prepopulated with the data from the table.
If you have opened the table editing form by clicking the
'Open table' icon, you must click the + 'Insert new row' icon in the form again to display the New row editing form.
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Enter the data for the new row in the editing form.
It is possible that the fields in the editing form have already been prepopulated with data by a script.
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Click the Add button.
If you enable the Add additional row checkbox, the New row editing form will appear again after adding the new row.
The new row is inserted at the foot of the table and briefly highlighted in color.
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Click the
Close icon in the header of the table editing form.
The table editing form is exited and the Metadata aspect area is shown.
The new row is inserted into the table in the Metadata aspect area.
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Click the Save button in the Metadata aspect area.
The table with the new row is saved.
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Click the rows to be copied in the table in the Metadata aspect area.
The table editing form appears.
The row is highlighted in the table. An editing form is displayed to the right of the table, which is prepopulated with the data of the marked row.
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Click the Add as new row button in the table editing form.
The marked row is inserted at the foot of the table and briefly highlighted in color.
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Click the
Close icon in the header of the table editing form.
The table editing form is exited and the Metadata aspect area is shown.
The copied row is inserted into the table in the Metadata aspect area.
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Click the Save button in the Metadata aspect area.
The table with the copied row is saved.
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Click the rows to be modified in the table in the Metadata aspect area.
The table editing form appears.
The row is highlighted in the table. An editing form is displayed to the right of the table, which is prepopulated with the data of the marked row.
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Modify the data for the row in the editing form.
The Apply button is enabled.
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Click Apply.
The data in the relevant row in the table is modified.
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Click the
Close icon in the header of the table editing form.
The table editing form is exited and the Metadata aspect area is shown.
The modified data was inserted into the table in the Metadata aspect area.
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Click the Save button in the Metadata aspect area.
The modified data in the table is saved.
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If you click the Recycle bin icon, the selected row in table will be deleted following a confirmation dialog.
Saving Table Changes
Please note: To finish editing the table, click the in the top right of the table editing form. This closes the editing form and your changes are applied to the table in the Metadata aspect area. Finally, click the Save button in the Metadata aspect area, otherwise the changes to the table will not be saved.