Embedded List Views

These options allow users to import data into TeamTracks or export data out of it. Both support Excel and CSV formats.

Enabling this checkbox introduces a button labeled "Add From Existing" in the embedded list. This feature allows you to associate already existing objects from the relationship (child track) as child objects of the parent object.

To use this functionality:

• Click on the "Add From Existing" button.

• A selection window will appear.

• Choose the objects you want to add as child objects.

This feature enables users to detach child objects from their parent and create a new object that contains these split children. When a split occurs, all data from the parent is replicated into the newly created split object, ensuring consistency. The split child objects, previously associated with the original parent , are now linked as child objects to the new split object.

Allow Splitting

• When this checkbox is enabled, users gain the ability to split child objects from the parent object.

• An additional option, "Use Original Object ID as Prefix", appears. If enabled, the newly created split object will have the original object ID as a prefix, followed by the split number. If not enabled, the split object will receive a completely new ID.

Splitting Process on Agent/Client Portal:

• Users can select the child objects to be split by checking their selection boxes in the embedded list.

• Once objects are selected, a "Split (#)" button appears in the top-right corner, where # indicates the count of selected objects.

• Clicking the "Split" button opens a confirmation popup informing the user that the split action is irreversible.

• After confirming, the split action occurs, and the selected child objects are detached from the original parent and linked to a newly created split object.

• After the split, a "View Split" button appears within the embedded list. Clicking this button opens a list of all split objects associated with the original parent object, providing easy navigation to the newly created split object.

If the 'Show Button' checkbox is enabled, and if any default display views of the list have buttons, the first two buttons will be shown on the embedded list for each object. This eliminates the need to open each child object from the parent to perform button actions.

What if I have more than two buttons? If yes, the remaining buttons are just a click away. Simply click the '+' icon next to the displayed buttons, and the rest will appear in a dropdown menu (See screenshot below).

• The Edit and Delete buttons on the embedded list (if available) are moved into the overflow menu when ‘Show buttons’ is enabled.

• Button ordering can only be changed from the display view configuration in admin.

You can sort the list by any field available in the track, including both system and custom fields. After choosing the field, select the sort order (default is ascending).

By default, the list view displays objects in all states. To narrow it down to specific states, select the desired states, and the list will only include objects in those states.

Example: To create an embedded list of tickets in the "Closed" state, select "Closed" in the states option. If no state is selected, objects in all states will be shown.

Field groups are collections of related data fields. In the list view, column headers are based on these field groups. To add a field group, click the + icon and select from the available options; the fields within that group will appear in the list view. You can rearrange the groups by dragging and dropping them, and remove any group by clicking the X button.

Filters allow admins to customize lists, such as showing tickets from a specific customer or for a specific product. To add a filter, click the + icon and select from available options. If adding multiple filters, you can combine them using AND or OR operators for tailored results. To remove a filter, click the X button.

Adding a default Add view enables the Add New button in the embedded list, allowing users to create a new child directly from the list. When clicked, this button opens the default Add view for child object creation. To add an Add view, click the + icon and choose from available views in the track. Use the X button to remove views from the list.

Important Notes:

• Users must have access to the Add view to create objects.

• If multiple Add views are available, the first in the list takes precedence, so the order matters. Drag and drop to rearrange views if needed. Multiple default add views are useful when multiples roles, with different Add permissions, have access to the same list view.

• If none of the default Add views are accessible to the user, the Add New button will be hidden, even if the list itself is accessible.

To view a child object from the list itself, at least one display view must be added to the Default Display Views section. If this is set up, a hyperlink will appear in the first column of each row. You can add multiple display views to the list by clicking the + icon and selecting from the available display views.

Important Notes:

• Users must have access to the display view to open the object.

• If multiple Display Views are available, the first one in the list takes precedence, so the order matters. You can drag and drop to rearrange them. Multiple default views are useful when multiples roles, with different permissions, have access to the same list view.

• If none of the default display views are accessible to the user, the hyperlink or View button will be hidden, even if the list itself is accessible.

The Default Display Views in the list configuration determine which view is shown first when an object is opened from that list. However, the order of other views is controlled under User Role Management/Settings. This means that while the default view is prioritized for the list, the order in which other views are presented depends on the order of views in role management.

This same rule applies to Default Edit Views as well. The order of edit views within the list is determined by both the default configuration and role management settings. However, it is to be noted that if a default edit view is specified on the display view configuration, that edit view takes precedence if available.

To edit an object directly from the embedded list, you must add at least one edit view to the default edit view. When configured, an edit icon will appear at the end of each row in the list. Click the + icon to add edit views to the default list.

Important Notes:

• Users must have access to the edit view to open the object.

• If multiple Edit Views are available, the first one in the list takes precedence, so the order matters. You can drag and drop to rearrange them. Multiple default views are useful when multiples roles, with different permissions, have access to the same list view.

• If none of the edit views are accessible to the user or applicable to the object, the edit view won’t be available, even if the list itself is accessible.

• If the ‘Edit’ button and multi-edit is available in the list view;

• which edit view is shown first when an object is edited.

However, the order of other edit views is controlled by the configuration under User Role Management/Settings. This means that while the default view is prioritized for the list, the order in which other views are presented depends on the order of views in role management.

To allow child objects deletion from the embedded list, add delete views to the default delete view list. Click the + icon to add delete views. Users need access to the delete view to delete objects. When a delete view is added, the system checks two conditions: the user’s permission to delete and whether the delete view is applicable to the object. If both conditions are met, a delete icon will appear at the right end of each row next to edit icon.

By default, you can filter a list using fields in field groups (or column headers). However, if you add fields to Searchable Fields—typically fields not in field groups—agents and clients gain access to an "Additional Searching" option within filters.

Click + to add fields from the available list. The selected fields will appear in Additional Searching under filters, allowing users to search the list using these additional fields.