Manage Closure Code

12 Dec 2024
8 Minutes to read

Manage Closure Code

Updated on 12 Dec 2024
8 Minutes to read

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Closure Code list page allows you to manage configured Closure Codes efficiently and view them quickly at a glance. This page consists of various functionalities that allow you to filter specific records which are displayed according to the content based on its fields.

A List page consists of various user-friendly interaction features as follows:

Let us explore these various functionalities within the List page.

Note
The screenshots in this document vary but the functionality remains same.

Modify List Fields

The Fields on the List page can be re-ordered and their visibility on the list page can be enabled or disabled according to the requirement.

To modify the list items, perform the following steps:

Navigate to List page.
Clickicon on the List page.

Figure: Closure Code List

A list of Columns is displayed that gets displayed based on the selection.

Figure: List Columns

The following table provides more information on the column controls.

Column Control	Description
	Search control will allow to search the required Field within Show Columns pop-up. Example: To search all fields that start with Create, enter the same on Search filed.
	Re-order the columns on the List page by moving double vertical ellipsis icon within the Show Columns Pop-up window.
	Select the Column to able its visibility on the List page.
	Click Save for the modified column list to take effect on the List page.
	Click Cancel to remove and exit Show Columns pop-up window.
	Click Clear All to erase the modified arrangement of the List items.

Filter

There are two types Filter option within a List page such as Simple and Advance, based on the requirement on data, either one can be selected to achieve the required Filtered result.

Simple Filter

Every column on the list page has a dedicated Filter option which is beneficial to obtain the required filtered data. This is achieved using Simple Filters, based on the data type of the column the filter options are displayed for every column. Simple Filter is represented using a funnel icon on the List page.

Figure: Simple Filters on List

The following table represents the fields within the Simple Filter.

Filter Condition Fields	Description
Match Conditions	The top field within Simple Filters is about Matching condition. If the Data Type is of String, Numeric, Date Field, or Dropdown then the following options are displayed in the dropdown: Match All: Selecting this will display all the Matched search criteria from the List page. Match Any: Selecting this will display any of the Matched criteria from the List page.
Conditional Operator	The second field will allow the user to build the condition in order to match the Filter criteria. The list depends on the data type of the column field. For more information, refer to Data Types and Operators for Filters.
Text Area	Enter the required data value for which the Filter must imply.
	Click Apply for filter to take effect on the List page.
	Click Clear to erase the Filtered resulted.

Note
The user can apply multiple Simple Filters within a List page until the required filtered result is achieved.
Multi-Simple Filters on a List Page
Click funnel icon and select Active to filter only active configured items on the List page.

Figure: Simple Filter - First Level
Click funnel icon and enter the template name in the text field to list the required notification template.

Figure: Simple Filter - Second Level
Click Apply to view the filtered notification Template.

Figure: Multiple Simple Filters

Advance Filter

Along with the advanced features, the Advance Filters within the List page provides functionality from the Simple Filters as well. To learn more about the usage of Advance Filters on the List, refer to the following:

Simple Filter versus Advance Filter

The following table provides insights into using Advance Filters over a Simple Filter. The additional features that it provides to achieve efficient Filtered result.

Filter Feature	Simple	Advance
Ability to Select field	Yes	Yes
Ability to Select operator based on field	Yes	Yes
Ability to Select value based on field & operator	Yes	Yes
Ability to Add multiple filters	Yes	Yes
Ability to Delete filters	Yes	Yes
Ability to define AND Relationship between filters	No	Yes
Ability to define OR Relationship between filters	No	Yes
Ability to Group filters	No	Yes
Ability to define AND / OR Relationship between groups	No	Yes

Advanced Filter

In the Advance Filter apart from Simple Filter features, there is more flexibility and added efficiency in using Advance Filters. Lets dive into exploring the features of Advance Filter.

Simple Filter as part of Advance Filters

To apply Simple Filter as part of Advance Filter option, perform the following steps:

Select Tenant tab and click filters icon on the List page.

Figure: Notification Designer Filters
Click + Add Filter to add a new Filter.

Figure: Add Filter
Select Field Column from the List page items.
Figure: Filter List

Enter the required value for the selected Field Column.

Figure: Filter Set

The following table describes the Filter fields:

Filter Fields	Description
List Item	This specify the Field column from the List page.
Conditional Operator	Select Operator, based on the data type of the selected Field Column, the conditional operators are displayed. For more information, refer to Data Type and Operators for Filters.
Input Area	Enter value based on the selected List item and Operator.
	Delete the added Simple Filter set using the delete icon.
	Click on + Add Filter on top of Filters, this will allow to create multiple Simple Filters within. Figure: Multiple Simple Filters
	Click Apply to take the effect of Simple Filter. Upon performing this Action, the number of Filter criteria applied is displayed. Figure: Applied Simple Filter
	Click Cancel to exit the Simple Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter. Figure: Cancel Simple Filter Confirmation Message
	Click Clear All to erase the added Filter Set.

Advance Filter

The Advance Filter is available within the Filters, it provides detailed results that uses grouping and logical operators to produce required result.

To apply Advance Filter within Filter, perform the following steps:

Select Tenant tab and click funnel icon on the List page.
Figure: Filter on List
Filter popup is displayed.
Figure: Filter Pop-up
Click Advance Filter (+Filter icon) on the top right within Filter.
Figure: Advance Filter
Click +Add Filter Set to insert a Advance Filter.
Figure: Advance Filter

Enter Field Operator and Value for the added Filter Set.

Figure: Advance Filter Filter Set

The following table provides details about the Filter Set:

Field

Description

Field

Select Field from the dropdown. These are the field items on the List page for which filter is applied.

Figure: Field List on Advance Filter

Operator

Select Operator for Filed value, based on the selected data type the Operators are displayed. For more information, refer to Data Type and Operators for Filters.

Value

Enter value or select value for the Field which fulfills the operator condition.

Click Add icon to insert additional Filter Set. Upon performing this action multiple Filter Sets can be selected and grouped using logical operators.

Figure: Advance Filter

The following table provides functionality of Group, Ungroup and Delete buttons:

Action Buttons	Description
	Click Group to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are AND and OR. They can be changed using the dropdown. Any combination between the filters can be flexibly applied.
	Click Delete to remove the added Filter Set.
	Click Ungroup to remove the operators between Filter Sets.

Click Delete icon to remove the added Filter Set.

Click Apply, to see the Filter effect on the List page.

Click Cancel to exit the Advance Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter.

Click Clear All Filters to erase the filtered data.

Data Type and Operators for Filters

For both the Simple and Advance Filter the Data Types and Operators apply the same.

Data Type and Operators for Filters

Data Type	Operator
String	If the Column Field is of String Type then the following conditional operators are displayed: Starts With Ends With Contains Not Contains Equals Not Equals
Date Field	If the column on the List page is of type Date Field, then the following operators are displayed: Date Is Date Is Not Date is Before Date is After
Numeric	When the column on the List page is of type Numeric, then the following operators are displayed: Equals Not Equals Less than Less than or Equal To Greater than Greater than or Equal To
Checkbox	If the column on the List page is of type Checkbox, then the following actions can be performed. Select Clear

Search

The Search feature allows you to look for configured records. Click search icon on the List page, enter the name of the record you are searching for, and the application will show the results in the result section.

Figure: Search

Import

To Import, click on the import icon on the list page. This action provides following options:

Upload File

To Upload a File, perform the following steps:

Click Upload File option on the List page.

Figure: Upload File
Select Tenant from the dropdown and Download Template as Excel or CSV from the dropdown.
Figure: Import Records
Click Download to save the file to your local system.
Click Next to navigate to the next stepper or Cancel from the current screen.
In the Upload Data stepper upload the file in Excel or .csv file type.

Figure: Upload Data
Click Upload File, this will insert the data to the List page. Click Submit and Ok.
Confirmation is displayed with the next next step action.

Note
This is a useful feature when you bulk upload the configuration.

Upload File Example

From the General stepper, download the template and add the data to the columns.

Figure: Template

Submit the file and go to List page and refresh. The configuration from the list is reflected on the List page.

Figure: Imported List Item

Note
Active and Default options will be disabled. You have to configure it manually.

View History

View History will provide insights and status of the Upload File Action. To view the History, click Import on the List page and then View History.

Figure: View History

View History screen is displayed.

Figure: View History

For more information on screen details, refer to the following column description:

Column	Description
SNo.	Indicate the serial number of the view history list page.
Uploaded File	Click on the File name Hyperlink to view the details of the uploaded items.
Uploaded By	Mention the user who uploaded the file.
Uploaded Date	Provide the details about the Date and Time of upload.
Status	Display the Status of the File Upload.
Result	Display the Status of the File Upload. Blue: Represent Total Records Identified Green: Represent Valid Records Red: Invalid Records

Export

The Export button allows you to export the list page data into a downloadable file in the excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, clickthe export icon on the List page and navigate to the following options to download the List data as an Excel file.

Export Current Page : Select Export Current Page to download the on screen displayed List data.
Export All : Select Export All to download the entire List data.

Figure: Export List

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What's Next

Configure Impact

Table of contents

Modify List Fields
Filter
Search
Import
Export