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Lists

From Group-Office Groupware and CRM Documentation
Revision as of 15:43, 7 January 2014 by Wsmits (Talk | contribs) (Define new list template)

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Overview

With this module it is possible to add custom made lists to items within Group-Office.

Dependencies

This module does not depend on other modules.

Requirements

There are no requirements needed.

Installation

The installation of the lists module can be done through the normal module installer of Group-Office.

Uninstall

Uninstalling this module can be done by the default Group-Office module manager.

User Manual

Items that can use lists

Contacts

Companies

Events

Files

Folders

Notes

Orders

Tasks

Define new list template

To define a new list template you need to be a user who has administrator privileges.

Open the Lists tab by GOing to the start menu and click on Lists. (This item is available under the administrator menu options)

ListsStartMenu.png

When you have opened the Lists tab in Group-Office then you can add a new list definition by clicking on the Add button that's located in the left side panel.

A window opens in where you can give the list template a name and where you can set the permissions for this list template.

  • The permissions tab will become available after you have saved the list for the first time.

AddListDefinition.png

After the list definition is created you can add columns to the list. Select the list you want to add columns to at list on the left and click on the Add button in the right panel.

AddListColumnText.png

  • When you choose for the column type "Select" then the greyed out part will become available and you can set the select options.

AddListColumnSelect.png

When you have added all the columns needed for this particular list then you are done with setting up the list template.

FinalListDefinition.png

Use a list template

Export a complete list

Additional Notes