eLynx is preparing to roll out a suite of updates to the Summary Listing page. We wanted to give you a preview of the new look before it’s launched so you are ready to use the new features that have been added.
First, let’s look at the new Summary Listing page:
The biggest change is the new “Edit View” button and View Menu (the vertical ellipsis button), which replace the “Configure” button on the old page. We wanted to make the ability to change the View more obvious, and encourage users to explore the available options to define a View that works best for them.
Clicking “Edit View” will now take you to a menu that walks you through building a View that fits your needs. On the first step, you will be asked to select the Data Values and Attributes you would like to see in your View. Note that you can filter by name, or the currently selected columns:
After you choose the Data Values and Attributes you would like to see in your View, click the “Display Options” button at the bottom right. Here you can select the options you want to see related to each Data Value, such as the Current Value, Timestamp, Averages and Variance. The Average and Variance Columns are available in 1-day, 3-day, 7-day, and 30-day time spans:
Note: Views that use older Average and Variance Columns can still be used in the Summary Listing, but they cannot be edited going forward. If you edit a View using an older Average and Variance Column, the page will prompt you to duplicate the view and update it with the new options.
Once you’ve selected the Display Options that work best for you, click the “Organize Columns” button for the last step:
This page has three primary options:
- The icon to the left of the Column Name is a clickable handle that will allow you to drag the Columns into the order you would like to see them.
- You have the option to set a Custom Label that will replace the Column Name on the Summary Listing, if desired.
- You can click and drag the lock down to lock Columns on the Summary Listing. This will prevent those Columns from moving with the horizontal scroll.
Lastly, depending on whether you created a new View, or edited an existing View, you’ll have options for “Save As New” or “Save Changes” at the bottom right. Once you save your View, the page will reload the Summary Listing using the newly saved View:
Back at the Summary Listing, you can manage the View using the View Menu, represented by the vertical ellipsis icon:
Here you will find the options for creating a new View, duplicating the existing View, setting the current View as your default for the group, modifying permissions for the View, as well as deleting or renaming the View.
With these updates, we encourage everyone to experiment and create new Views to customize their experience. If you would like to comment on these changes, or if you have questions about the updates to Summary Listing, please visit this page and send us a message. As always, we welcome your feedback.
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