• V2ClipboardRecentlyViewedItems

V2 Clipboard & Recently Viewed Items

V2Master | V2HighLevelDesign

• Contents

  1. V2 Clipboard & Recently Viewed Items
  2. Introduction
  3. Clipboard
     1. Adding Items to the Clipboard
     2. Promoting Notes Files to Revision Files
     3. Clipboard Display
  4. Recently Viewed Items

Introduction

1. Implement a V2 Clipboard and Recently Viewed Items list

2. Both items should be implemented using the V2 system's existing Dossiers functionality

Clipboard

The Clipboard:

1. Makes it easier to link items and re-attach items to other objects (add " Attach File/Note from Clipboard/Dossier" to "Attach File/Note" dialog)
2. Can contain an unlimited number of items (it is set to 1000 now in the config)
3. Can contain any system item (except a dossier):
   1. Revision
   2. Task
   3. User
   4. Transmittal

   5. Note [adding notes & files to Dossiers changes the existing functionality]

   6. File
4. It should not be possible to change the Clipboard name or delete the Clipboard

Adding Items to the Clipboard

1. List screens:

   1. Change the block title Add Items to Dossier to Add Items to Clipboard/Dossier

   2. Add radio button selection Clipboard to Add Items to at top, as default selection

2. Detail screens:

   1. Add a +Clipboard button, located to the left of the +Clone button

   2. Consider adding the ability to add sets of items to the Clipboard from a detail screeni (NOT IMPLEMENTED YET):
      1. All linked items
      2. All subscribers
      3. All notes [is this sensible?]
      4. For transmittals
         1. All revisions
         2. All recipient users

3. When items (files and notes) are detached they should be added to the Clipboard

   1. The Are you sure? should include text that says that the item will be added to the Clipboard

4. How to add notes to the Clipboard - as described in "List screens" and "Detail screens" above.

Promoting Notes Files to Revision Files

• This describes a new feature, where a user can move a notes file to make it a revision file, in a single operation.

• Add a xMove button, located to the left of the xDetach button

• When moving a note file, a confirmation pop-up should appear with the the text:

  • Make the file a revision file?

• If OK is selected, then the user will be redirected to the "File Edit" screen.

  1. The user can edit the any fields especially the "Category" should be set.
  2. The user can press "update" or simple leave the page without saving (as a cancel)
• I "update" pressed
  1. The file will be attached to the revision above the appropriate note.
  2. The following text will be inserted at the top of the note, with a blank line after it:

     • {userInitials} ({dateTime}) {fileName} made a revision file

  3. The user can edit the note if he want

Clipboard Display

1. Clipboard display is through a new menu item [possibly part of the Tools menu?]

2. Items can be deleted from the clipboard
3. Use the normal basket display

Recently Viewed Items

1. Each time you display a detail screen the object gets added to the recently viewed list
2. The maximum length of the recently viewed items list is determined by the setting, currentyl 20.
3. It should be possible to add items from lists to the recently viewed item list