Organizations - My Memberships

(c) by horiworld.com - Andreas Horlacher - Switzerland de-de en-us

Organizations - My Memberships

Background

This report to be embedded on user's dashboard page.

 

Features

  • Shows user's department memberships and members of these departments.
  • User's organizations (departments) are linked with people (two instances of EasyView being used).

 

Story

Modern employee has several roles in several departments (and projects). EasyView shows his memberships and people who he works together.

 

Configuration

  • Add first EasyView instance to page. This is the EasyView we use for Organization Selection.
  • Add second EasyView instance to page. This is the EasyView we use to display members of Selected Organization.
  • USER Instance
    • Select widget configuration
    • Choose USER as datasource (default)
    • Select columns from the list and add them to the definition. USER_ID must be included for proper linking the instances. Set this column invisible! Click Edit button on column, then opt-out VISIBILITY property in the properties list on the bottom.
    • Set report title and subtitle
    • Save
  • ORGANIZATION Instance
    • Select Widget Configuration
    • Choose ORGANIZATION as datasource
    • Select columns from the list and add them to the definition.
    • MEMBER_IDS must be included for proper linking the instances. Set the following properties fort this field (start editing with button):
      • Opt-out VISIBLE 
      • Opt-in APPLY_PREFILTER
      • Enter User's ID or placeholder {currentUserId} for a current user in PREFILTER_VALUE
      • End editing with disc-button.

    • Create link to users (main tab)
      • Click checkbox "Enable Action"
      • (Below) Select instance from list (report title will appear for orientation)
      • Click apply (important!)
    • Save
  • Note: Localize Column Headers (also contained in widget configuration)
    • Click Edit button in column you want to change
    • Below, in properties list, click Translate button in entry COLUMN_TITLE
    • Enter text in the translation form. Input fields correspond to available languages defined in the portal.
    • Click Close button ("X") in the upper right corner.
    • Click Save button in the appropriate column.
  • Go!

EasyView - How to use

  • Search
    • Type-in search expression, EasyView searches while your typing and reduces data according to current expression.
  • Sort
    • Click on up/down arrow on column headers.
    • Multi-Sort: Shift-Click on further column headers.
  • Filter
    • [Last Row] Select an item from list, where provided.
  • Move columns (non-persistent)
    • Drag Column Header to desired position.
  • Interaction
    • Click Image to open profile page (user, organization or site)
    • Click Mail, Skype or Phone entry to establish action.
  • Export/Copy to clipboard
    • Click corresponding buttons in report header

EasyView - Goals/Benefits

  • Satisfy employees needs without any additional costs and binding IT resources.
  • Customized lists leads to more efficiency.
  • Direct communication.
  • Foster collaboration, get more engagement: everything's gonna be easier!
  • EasyView on user's personal page is being customized by end-user.
  • EasyView on group- or organization-pages will be customized by power users or admins.

EasyView

Platform 71 true

My Organizations

Click to show associated members


Datasource: Organization

EasyView 1.0.0.1

EasyView

Platform 71 true

Employees


Datasource: User

EasyView 1.0.0.1