• 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
2. Can contain an unlimited number of items
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 screen:
      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?

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.

1. When detaching a note file, a pop-up should appear with the the text:

   • Detach file or make the file a revision file?

2. The pop-up should have a radio button with the following choices:

   1. Detach file

   2. Make the file a revision file

   3. Cancel

3. If Make revision file is selected, then a text field, called Note text will be displayed:

   1. It will contain the following default text:

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

   2. The user can edit the text field or leave it
4. There are two buttons in the pop-up:

   • OK

   • Cancel

5. When the OK is pressed:

   1. The file converted to a revision file (and the standard file renaming is performed)

   2. The note note from which the file is taken is amended with the Note text

      1. At the top of the note, with a blank line after it

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. What is the maximum length of the recently viewed items list?
3. It should be possible to add items from lists to the recently viewed item list