Hello again! The TIMU team has put together another update that's super useful, this time focusing on how you interact with tasks. The new Custom Layout toolset allows you to to customize the layout of task/story details. You can choose which tabs are part of the detail view, create custom forms with hand-picked fields, embed views from other modules, and even build 'split' tabs that combine other tab types into a side-by-side hybrid view.
Building Your Layout
To start building your custom layout, click on the '...' menu of a task's details, then choose 'Customize Layout'. This brings you into 'design mode', where you can specify all the settings you want to use to create the new layout.
There is a preview option on the toolbar that lets you see how your layout will look in different display modes.
Click the '+Add Tab' button to add a new tab to the layout. Several of the options should already be familiar to you—details, comments, and history tabs are already part of the default layout. There's also several new types of tabs you can use in your layout—view, form, summary, and split. All together, the available tab types are:
- History: a record of all edits and activity for the selected task
- View: display data from another task or database module
- Form: create a fillable form using the available fields in any arrangement
- Split: put any other two tab types (including another split...!)
- Summary: display the task comments side-by-side with a basic detail view
- Comments: useful for notes or discussion about a task
- Children: a list of tasks associated with the currently selected one
Click the pencil icon on any tab to edit its name. Click the (-) icon to remove that tab from the layout.
One of the most requested of the new features is the ablity to create custom forms. You now have the option of adding a tab to task detail views that has only the fields you want, in the order you want them.
Forms can include any field that currently exists in the module. You can start filling in your empty form by clicking the 'add fields' button. When you hover over any field in the form to toggle between full or half-width display, drag the field to a new position, or remove the field from the current tab.
You can also add a 'section break' comprising a horizontal divider and a title for the section, to divide up your form. To create a section break, hover between fields on the form and click.
Views and References
One of the most powerful features in the new toolset is the ability to embed a linked view in one or more tabs of your layout. Along with this new way of linking views come some new tools for filtering when reference fields are involved. Let's look at an example.
Imagine your workspace includes two database modules, one of which is a customer list and one of which is used for tracking orders. By embedding a view, you can display a pre-filtered list of each customer's order history as part of the detail view for each customer, saving you the time of navigating back and forth between modules and applying filters to your order database.
Start by adding a new tab to the layout. Select the 'View' tab type. You'll need to browse to the module whose contents you want to view.
Once you select the module, you'll get a very basic grid view in your tab and the 'Edit View' controls will appear in the sidebar. Use the view editing controls to choose which fields you want, plus any desired sorting/filtering/coloring, etc.
There's a new filtering option where reference fields are involved. In our example case, the orders database contains a reference field that points to a customer record. We can apply a special filter for our embedded view, to only show items that reference the one whose details we are currently viewing.
In our example case, that means we are applying a filter that will only show orders that reference the current customer.
After the changes are saved, we can view any customer's order history on the tab we just created, without needing to configure any filters or navigate away from the customer details.
That was a lot of information! Let's briefly recap:
- There's a new set of tools in TIMU that let you create custom tabs for task/story/database details
- Familiar summary/comments/history tabs are still available, and can now be edited.
- New split tabs allow you to combine two other tabs into a single side-by side display
- You can use a form tab to build a fillable form with any fields in any order
- View tabs can be used to embed a custom view of another module's data
What will you use the new tools for? Let us know in the comments section!
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