Organisation BagList - Revision history

Sofial: Marked this version for translation

2023-03-03T06:55:05Z

Marked this version for translation

← Older revision		Revision as of 06:55, 3 March 2023
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	<translate>		<translate>
	== Edit Bags ==		== Edit Bags == <!--T:1-->

			<!--T:2-->
	In this view the existing [[{{Link}}Bag\|bags]] can be edited. You can change the name of the bag, remove members of the bag, change permissions of the bag or do actions on the bag members. The [[{{Link}}Toolbar\|toolbar]] can be used to filter the list of bags, and you can also sort the list by clicking the column headers.		In this view the existing [[{{Link}}Bag\|bags]] can be edited. You can change the name of the bag, remove members of the bag, change permissions of the bag or do actions on the bag members. The [[{{Link}}Toolbar\|toolbar]] can be used to filter the list of bags, and you can also sort the list by clicking the column headers.

			<!--T:3-->
	Creating a new bag or adding members to a bag is done by making a search in the [[{{Link}}Organisation MainSearch\|Search view]] and selecting what members you want to add.		Creating a new bag or adding members to a bag is done by making a search in the [[{{Link}}Organisation MainSearch\|Search view]] and selecting what members you want to add.

			<!--T:4-->
	The ''Edit bags'' view also gives you the possibility to perform different actions on the items in the bags, e.g. to view attributes or book services.		The ''Edit bags'' view also gives you the possibility to perform different actions on the items in the bags, e.g. to view attributes or book services.

	=== How to - Show Edit Bags ===		=== How to - Show Edit Bags === <!--T:5-->

			<!--T:6-->
	# Click [[Image:Icon Main Search.png]] '''Search'''		# Click [[Image:Icon Main Search.png]] '''Search'''
	# Open the '''Links''' menu [[Image:Icon Links.png]] and select '''Edit bags'''		# Open the '''Links''' menu [[Image:Icon Links.png]] and select '''Edit bags'''
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	#:* The ''Edit bags'' view is displayed		#:* The ''Edit bags'' view is displayed

	=== How to - Edit Bags ===		=== How to - Edit Bags === <!--T:7-->

			<!--T:8-->
	# Change '''name''' or '''description''' of the bag if needed		# Change '''name''' or '''description''' of the bag if needed
	# '''Fill bag members automatically from saved search'''		# '''Fill bag members automatically from saved search'''
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	# Click '''save'''		# Click '''save'''

			<!--T:9-->
	'''Note:''' Creator of the bag have all permissions (edit, share, delete) and is the only user that is allowed to change these permissions.		'''Note:''' Creator of the bag have all permissions (edit, share, delete) and is the only user that is allowed to change these permissions.

	=== How to - Delete Bag members ===		=== How to - Delete Bag members === <!--T:10-->

			<!--T:11-->
	# Check the box for each member you want to delete		# Check the box for each member you want to delete
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* '''Note:''' When removing members from the bag, note that this is done directly. No save is needed.		#:* '''Note:''' When removing members from the bag, note that this is done directly. No save is needed.

	=== How to - Perform actions on Bag members ===		=== How to - Perform actions on Bag members === <!--T:12-->

			<!--T:13-->
	# Check the box for each member you want to perform actions on		# Check the box for each member you want to perform actions on
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table
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	#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

	=== How to - Share Bag Permissions ===		=== How to - Share Bag Permissions === <!--T:14-->

			<!--T:15-->
	# Open '''share bag(s)''' by clicking the expand button [[Image:Icon Expand.png]]		# Open '''share bag(s)''' by clicking the expand button [[Image:Icon Expand.png]]
	# Enter the user name (or a part of the user name) in '''search user'''		# Enter the user name (or a part of the user name) in '''search user'''
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	#:* The user is moved to '''shared bag permissions''' above		#:* The user is moved to '''shared bag permissions''' above

	=== How to - Remove Share Bag Permissions ===		=== How to - Remove Share Bag Permissions === <!--T:16-->

			<!--T:17-->
	# Check the boxes for the users you want to remove permissions for		# Check the boxes for the users you want to remove permissions for
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''remove permissions'''		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''remove permissions'''
	#:* '''Note:''' When removing members from the share bag permissions, note that this is done directly. No save is needed		#:* '''Note:''' When removing members from the share bag permissions, note that this is done directly. No save is needed

	=== How to - Delete Bags ===		=== How to - Delete Bags === <!--T:18-->

			<!--T:19-->
	# Check the box for each bag you want to delete		# Check the box for each bag you want to delete
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* The bag is immediately deleted		#:* The bag is immediately deleted

	=== How to - Perform Actions on Bags ===		=== How to - Perform Actions on Bags === <!--T:20-->

			<!--T:21-->
	# Check the boxes for the bags you want to perform actions on		# Check the boxes for the bags you want to perform actions on
	# Open the action menu [[Image:Icon Links.png]] and select what action to perform		# Open the action menu [[Image:Icon Links.png]] and select what action to perform
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	#:* Export to file, semicolon, tab, comma or excel		#:* Export to file, semicolon, tab, comma or excel

			<!--T:22-->
	<onlyinclude>		<onlyinclude>
	=== How to - Connect to Bag ===		=== How to - Connect to Bag ===
	This function makes it possible to automatically update [[{{Link}}Bag\|bags]] based on your saved search.		This function makes it possible to automatically update [[{{Link}}Bag\|bags]] based on your saved search.

			<!--T:23-->
	# Click [[Image:Icon Main Search.png]] '''Search'''		# Click [[Image:Icon Main Search.png]] '''Search'''
	# Click '''save''' [[Image:Icon Save Filled.png]] in the upper right corner		# Click '''save''' [[Image:Icon Save Filled.png]] in the upper right corner
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	#* The bag is automatically updated every night based on the saved search		#* The bag is automatically updated every night based on the saved search

			<!--T:24-->
	Auto creation, updates and deletes of bags based on a person manager connection can be managed by the [[{{Link}}AD_HR_Integration\|AD/HR integration]].		Auto creation, updates and deletes of bags based on a person manager connection can be managed by the [[{{Link}}AD_HR_Integration\|AD/HR integration]].
	</onlyinclude>		</onlyinclude>

Toptiuser at 14:41, 14 February 2023

2023-02-14T14:41:06Z

Sofial: Created page with " == Edit Bags == In this view the existing bags can be edited. You can change the name of the bag, remove members of the bag, change permissions of the bag or do actions on the bag members. The toolbar can be used to filter the list of bags, and you can also sort the list by clicking the column headers. Creating a new bag or adding members to a bag is done by making a search in the {{Link}}Organisation MainSearch|Search..."

2023-01-24T11:46:51Z

Created page with "<translate> == Edit Bags == In this view the existing [[{{Link}}Bag|bags]] can be edited. You can change the name of the bag, remove members of the bag, change permissions of the bag or do actions on the bag members. The [[{{Link}}Toolbar|toolbar]] can be used to filter the list of bags, and you can also sort the list by clicking the column headers. Creating a new bag or adding members to a bag is done by making a search in the {{Link}}Organisation MainSearch|Search..."

New page

<translate>
== Edit Bags ==

In this view the existing [[{{Link}}Bag|bags]] can be edited. You can change the name of the bag, remove members of the bag, change permissions of the bag or do actions on the bag members. The [[{{Link}}Toolbar|toolbar]] can be used to filter the list of bags, and you can also sort the list by clicking the column headers.

Creating a new bag or adding members to a bag is done by making a search in the [[{{Link}}Organisation MainSearch|Search view]] and selecting what members you want to add.

The ''Edit bags'' view also gives you the possibility to perform different actions on the items in the bags, e.g. to view attributes or book services.

=== How to - Show Edit Bags ===

# Click [[Image:Icon Main Search.png]] '''Search'''
# Open the '''Links''' menu [[Image:Icon Links.png]] and select '''Edit bags'''
# Click on the name of the bag you want to edit
#:* The ''Edit bags'' view is displayed

=== How to - Edit Bags ===

# Change '''name''' or '''description''' of the bag if needed
# '''Fill bag members automatically from saved search'''
#:* Select your bag in the drop-down list
#:* The bag is automatically updated every night based on the saved search
# Set permissions for users with access to the bag
#:* Check the '''allow edit''' box if user should be able to edit the bag
#:* Check the '''allow delete''' box if the user should be able to delete the bag
#:* Check the '''allow share''' box if the user should be able to share the bag to other users
# Click '''save'''

'''Note:''' Creator of the bag have all permissions (edit, share, delete) and is the only user that is allowed to change these permissions.

=== How to - Delete Bag members ===

# Check the box for each member you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* '''Note:''' When removing members from the bag, note that this is done directly. No save is needed.

=== How to - Perform actions on Bag members ===

# Check the box for each member you want to perform actions on
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table
#: '''Objects'''
#:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
#:* '''Add to answer group''' - Adds selected items to the selected [[{{Link}}Answer Group|answer group]]
#:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
#:* '''Move''' - Moves the item to a new organization group
#:* '''Reports''' - Access to a selection of reports adjusted to search result ''(If use of separate period lists for main groups, this option is not available when choosing objects from different main groups at the same time.)''
#:** [[{{Link}}ReportParams_1041|Object cost specification]]
#:** [[{{Link}}ReportParams_1129|Object cost summary]]
#:** [[{{Link}}ReportParams_1197|Call detail on organization group]]
#:** [[{{Link}}ReportParams_5131|Availability report]]
#:** [[{{Link}}ReportParams_1268|Activity report]]
#:* '''Attributes'''
#:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
#:** Show report - Allows you to show a report with the attributes
#:** Send email with attributes - To send an email with attributes
#:* '''Send email to owner(s) of the object(s)''' - To send email
#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel
#: '''Persons'''
#:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
#:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
#:* '''Move''' - Moves the item to a new organization group
#:* '''Reports''' - Access to a selection of reports adjusted to search result
#:** [[{{Link}}ReportParams_1041|Object cost specification]]
#:** [[{{Link}}ReportParams_1129|Object cost summary]]
#:** [[{{Link}}ReportParams_5093|Personal communication cost]]
#:* '''Add to consumption group''' - Adds selected items to the selected [[{{Link}}Consumption Group|consumption group]]
#:* '''Attributes'''
#:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
#:** Show report - Allows you to show a report with the attributes
#:** Send email with attributes - To send an email with attributes
#:* '''Send email to person(s)''' - To send email(s)
#:* '''Delete''' - Deletes the selected item
#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel
#: '''Organization Groups'''
#:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
#:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
#:* '''Move''' - Moves the item to a new organization group
#:* '''Reports''' - Access to a selection of reports adjusted to search result
#:** [[{{Link}}ReportParams_1041|Object cost specification]]
#:** [[{{Link}}ReportParams_1129|Object cost summary]]
#:** [[{{Link}}ReportParams_5092|Unit communication cost]]
#:** [[{{Link}}ReportParams_1043|Organization group and object cost summary]]
#:** [[{{Link}}ReportParams_1040|Organization group cost summary]]
#:** [[{{Link}}ReportParams_1042|Organization group cost summary (including spec)]]
#:** [[{{Link}}ReportParams_1235|Organization group summary]]
#:** [[{{Link}}ReportParams_1121|Top cost]]
#:** [[{{Link}}ReportParams_5131|Availability report]]
#:* '''Attributes'''
#:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
#:** Show report - Allows you to show a report with the attributes
#:** Send email with attributes - To send an email with attributes
#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

=== How to - Share Bag Permissions ===

# Open '''share bag(s)''' by clicking the expand button [[Image:Icon Expand.png]]
# Enter the user name (or a part of the user name) in '''search user'''
#:* ''You can only search on the username, not the users real name. If the username doesn't exist or if the user is already in the list, the search will not give any result''
# Click search [[Image:Icon Search.png]]
#:* A list of all users who match the search query is presented
# Check the boxes for the users you want to add
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''add user permissions'''
#:* The user is moved to '''shared bag permissions''' above

=== How to - Remove Share Bag Permissions ===

# Check the boxes for the users you want to remove permissions for
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''remove permissions'''
#:* '''Note:''' When removing members from the share bag permissions, note that this is done directly. No save is needed

=== How to - Delete Bags ===

# Check the box for each bag you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The bag is immediately deleted

=== How to - Perform Actions on Bags ===

# Check the boxes for the bags you want to perform actions on
# Open the action menu [[Image:Icon Links.png]] and select what action to perform
#:* Share bag(s)
#:* Book services
#:* Move objects
#:* Attributes
#:: - Update, show report for, send an email with attributes or send mail to person(s)
#:* Delete
#:* Export to file, semicolon, tab, comma or excel

<onlyinclude>
=== How to - Connect to Bag ===
This function makes it possible to automatically update [[{{Link}}Bag|bags]] based on your saved search.

# Click [[Image:Icon Main Search.png]] '''Search'''
# Click '''save''' [[Image:Icon Save Filled.png]] in the upper right corner
# Select your saved search in the '''saved searches''' drop-down list
# Check the box '''connect to bag'''
#* Select '''new'''
#* Select bag type '''bag of objects''', '''bag of persons''' or '''bag of billing groups'''
#* Enter a name for the new bag
#*: - or -
#* Select your bag in the drop-down list
# Click '''save'''
#* The bag is automatically updated every night based on the saved search

Auto creation, updates and deletes of bags based on a person manager connection can be managed by the [[{{Link}}AD_HR_Integration|AD/HR integration]].
</onlyinclude>
</translate>

[[Category:F01{{Langcat|Organisation BagList}}]]

← Older revision		Revision as of 14:41, 14 February 2023
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	The ''Edit bags'' view also gives you the possibility to perform different actions on the items in the bags, e.g. to view attributes or book services.		The ''Edit bags'' view also gives you the possibility to perform different actions on the items in the bags, e.g. to view attributes or book services.


	=== How to - Show Edit Bags ===		=== How to - Show Edit Bags ===
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	# Click on the name of the bag you want to edit		# Click on the name of the bag you want to edit
	#:* The ''Edit bags'' view is displayed		#:* The ''Edit bags'' view is displayed


	=== How to - Edit Bags ===		=== How to - Edit Bags ===
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	#:* Check the '''allow share''' box if the user should be able to share the bag to other users		#:* Check the '''allow share''' box if the user should be able to share the bag to other users
	# Click '''save'''		# Click '''save'''


	'''Note:''' Creator of the bag have all permissions (edit, share, delete) and is the only user that is allowed to change these permissions.		'''Note:''' Creator of the bag have all permissions (edit, share, delete) and is the only user that is allowed to change these permissions.


	=== How to - Delete Bag members ===		=== How to - Delete Bag members ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* '''Note:''' When removing members from the bag, note that this is done directly. No save is needed.		#:* '''Note:''' When removing members from the bag, note that this is done directly. No save is needed.


	=== How to - Perform actions on Bag members ===		=== How to - Perform actions on Bag members ===
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	#:** Send email with attributes - To send an email with attributes		#:** Send email with attributes - To send an email with attributes
	#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		#:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel



	=== How to - Share Bag Permissions ===		=== How to - Share Bag Permissions ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''add user permissions'''		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''add user permissions'''
	#:* The user is moved to '''shared bag permissions''' above		#:* The user is moved to '''shared bag permissions''' above


	=== How to - Remove Share Bag Permissions ===		=== How to - Remove Share Bag Permissions ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''remove permissions'''		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''remove permissions'''
	#:* '''Note:''' When removing members from the share bag permissions, note that this is done directly. No save is needed		#:* '''Note:''' When removing members from the share bag permissions, note that this is done directly. No save is needed


	=== How to - Delete Bags ===		=== How to - Delete Bags ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* The bag is immediately deleted		#:* The bag is immediately deleted


	=== How to - Perform Actions on Bags ===		=== How to - Perform Actions on Bags ===
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	# Click '''save'''		# Click '''save'''
	#* The bag is automatically updated every night based on the saved search		#* The bag is automatically updated every night based on the saved search


	Auto creation, updates and deletes of bags based on a person manager connection can be managed by the [[{{Link}}AD_HR_Integration\|AD/HR integration]].		Auto creation, updates and deletes of bags based on a person manager connection can be managed by the [[{{Link}}AD_HR_Integration\|AD/HR integration]].