Elements panel
In Planon ProCenter , the elements panel contains a vertical list of records that are relevant to the TSI and the level /step you have selected. For example: a list of properties, assets, orders, contracts. The elements differ with every TSI you open, and the selection levels / steps you choose.
An element that has been selected in the elements list is called an active element.
 | Elements panels are also displayed in pop-ups that are opened from within a reference field. |
When you navigate from one selection level to another, the name of the selected element from the previous level will appear below the level name. If the text is too long, the full text is given in a tool tip.
Elements list functions
Functions to change the view of the element list as a whole are placed in the toolbar above the element list. Using these actions, you can:
• Refresh the elements list
• Show list / tree view
• Sort Ascending / Sort Descending
(Only enabled for Tree view)
• Show archived items
• Other, element specific actions: step actions that are relevant only to the selected elements panel. With these step actions you can filter the elements list for a more specific purpose. For example, in Orders you will find order-related actions, such as Show related work orders or Show color-based priority.
| | When you select the an action it changes color to indicate that it is activated. |
Changing the display of columns (list view)
You can change the display of the elements list by:
• Resizing columns manually: drag the column header handles until you reach the required size.
• Editing columns: click the Grid heading in edit mode button above the list. Each column can now be edited by selecting the 'eye' button in the column header. Select the relevant option to edit the column: Increase size, Reduce size or Hide column / Show column.
• Adjusting the viewing area: use the horizontal and vertical scroll bars.
| | • The column headers of the elements list remain visible while you scroll through the list. • The selected view per TSI is remembered even after logging out. |