Managing Lists
In iTop, lists are quite common: many menu items point to lists, the search results displays lists as well as the global search. Once a list of objects is displayed, the operations that can be performed on the list are always the same.
For example, below is a list of Contacts:
If a list contains more than a (configurable) number of elements, it is displayed as a paginated list:
BULK_READ
privilege. For
backward compatibility with iTop 2.1.0, all standard profiles
include this privilege, but this may not be the case if the
profiles have been customized in your installation of iTop.Toolkit menu
When a list of objects is displayed in iTop, a certain number of operations can be performed on the list itself (without modifying the objects in iTop). These operations are executed through the toolkit popup menu at the top-right of the list.
Configure This List
The first possible operation consists in configuring the appearence of the list. You can choose:
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Which columns are displayed and in which order
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How the list is sorted
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How many items will be displayed at the same time (see paginated lists above)
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To which list this configuration will apply: Only to this specific list, or to all lists which do not already have a specific configuration.
All this configuration is done through the popup dialog:
This action is similar to the “eMail” action on the details of an object, except that the hyperlink inserted into the message points to the specified list of objects.
CSV Export
The CSV export action displays a configuration dialog which allows to:
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Select the format options: separator character for the CSV (comma, semicolon, tab or any other character)
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Specify a “text qualifier” character (to be placed around text strings inside the CSV)
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Pick a character encoding
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Choose, for enumerated fields (like statuses) whether the values must be localized (i.e. use the values as they appear on-screen) or use the internal (language independent) codes.
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Pick the fields to include in the export
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Arrange the order of the columns
When your export is properly configured, click “Export” to build it. If the export contains a huge amount of data (more than 1000 lines) a progress bar is displayed.
When the export is complete, you can either click on the link “Click here to download…” at the top of the dialog box to download the result as a .csv file, or copy and paste the export as plain text from the text area:
How to paste CSV data in Excel 2007/2010
If you use copy/paste to import CSV data into Excel, all the data are put in just one column. Fortunately this is easy to change.
In the “Data” tab of Excel, click on the “Text To Columns” icon:
The following dialog wizard appears:
Select “Delimited” and click “Next >”.
Select “Comma” and click “Finish”.
Excel Export
Starting with version 2.1.0 of iTop, a direct export to Excel (XLSX format) is available from the menu:
The following dialog box is displayed:
The Excel export action displays a configuration dialog which allows to:
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Pick the columns to include in the export
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Arrange the order of the columns
When you click on “Export”, the Excel file is built. If the list of objects to export is large (>1000), a progress bar is displayed. Once the export is complete, you can download the Excel file by clicking on the link “Click here to download…” at the top of the dialog box:
PDF Export
Starting with iTop 2.2.0, a new menu item “Export as PDF…” is available:
This menu generates a PDF document with one big table with one row per object in the list and one column for each selected field.
The PDF export action displays a configuration dialog which allows to:
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Select the page size for rendering the PDF: either A3, A4 or Letter
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Select the orientation of the page: Portrait or Landscape
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Pick the columns to include in the export
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Arrange the order of the columns
When you click on “Export”, the PDF document is built. If the list of objects to export is large (>1000), a progress bar is displayed. Once the export is complete, you can download the PDF file by clicking on the link “Click here to download…” at the top of the dialog box:
Add To Dashboard
Every result displayed as a list can be added to one of the editable dashboards. Click on the menu “Add to Dashboard…”:
Then select the dashboard to which the list will be added and the type of “Dashlet” to use:
A list can be added to a dashboard either as:
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A plain list of objects
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A pie chart (By grouping the objects on a given field)
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A barchart (By grouping the objects on a given field)
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A table with the count of objects, grouped on a given field
When the user presses “Ok”, the new dashlet is added at the end of the selected dashboard (by adding a new cell after the last used cell). If “Edit the dashboard” is checked, then the modified dashboard is immediately opened in the dashboard editor.
Refer to Editing Dashboards for information about how to customize the resulting dashboard.