The Trackor Browser is a collection of Application Pages that display data records, known as Trackors, in a grid-like fashion.  The Trackors shown are dependent on the selected Trackor Type from the Trackor Browser, as well as any Views and/or Trackor Browser Filters.

The Trackor Browser can be located via the Menu Application by using the Search Box, or by clicking on the Info Center Menu icon

Open

Once found in the Menu Application, click the Show Trackor Type Tree Icon, to open the current Trackor Type Tree to the right of the Menu Application.  

Open

Click on the desired Trackor Type from Trackor Type Tree to open the specific Trackor Browser Application Page.  

The Trackor Type "Case" is selected from the Trackor Browser

The Header and the Command Bar 

Every Trackor Browser Application Page contains a Header Section and a Command Bar.  The Header-icons are used mainly to control displayed Trackor Record data, whereas the Command Bar icons are used to manipulate it.

Click here for a Video Tutorial on Grid Header Changes 

Grouped Buttons

There are 2 Groups of Buttons: Grouped under Edit(Applets) and Ellipsis (Buttons)

Edit Group includes all system and custom applet icons

Ellipsis Group includes Buttons for Run Export, Export History, Show SQL, Rules, Grid Stats, Bulk File Upload, Add, Edit Grid Row, Delete

Pinning Buttons

Use the Ellipsis to execute the following:

• Pointing mouse on a menu item will display the 3 dots, clicking on it will give the ‘Pin’ option to pin the menu item

• Menus already pinned will have a pin image at the end of the item

• The pinned buttons/applets are stored in the Database for each Grid at the user level

• Once the user customizes the buttons/applets for a Grid, it will be available across all devices and browsers for the user login

• Menu options that are not available for a Grid will not be shown (for e.g. Clone, Tasks, Workflow, etc.)

• Users can pin up to 5 buttons in each Group (Edit/Ellipsis)

• Users can unpin button by clicking on 3 dots at the end of a pinned item and selecting ‘Unpin’ (see screenshot)

• The feature applies to all Grids (User Trackor Browser and Admin Pages)

• Admin Pages – menu options will vary based on the respective page. But steps to pin menu options remain the same

• Button Background Color (see screenshot)

• Solid/Dark for buttons that cannot be removed (Edit)

• Lighter shade for buttons that perform Row-level operations (Add, Clone, Edit Grid Row, Delete)

• No background color for buttons that perform page level operations (Show SQL, Run Export, Export History, Rules, Grid Stats, Bulk File Upload)

Click here for a Video Tutorial on Pinning Buttons and Applets

Web Page Navigation

The URL of the loaded page will be displayed. By right-clicking on the arrow of the browser, you can see a list of visited pages.

Configuring Views and Filters in Trackor Browser

Views and Filters can now be created/updated within a single applet. To open the applet click on the arrow icon.

To make edits to the View and Filter use the Edit command.

Edit Filters

Trackor Browser Grid 

The area immediately below the Command Bar is an Application Grid called the Trackor Browser Grid, which is composed of column headers (in most cases these are Fields and Trackors.

• Editable Text : While hovering over the cell, the cursor turns into the Link Select pointer if it is editable.

• Not Editable Text: : While hovering over the cell, the cursor remains the Normal Select pointer if it is not editable.

We added the ability to open Trackor Edit forms from the grid in a new browser tab that will be
independent from the main window. To do this, use ctrl+click on the Trackor hyperlink. In addition, for
the Trackor Browser grids, you can use the middle mouse button to open a new tab.

Header, Command Bar, and Trackor Browser Grid 

Two buttons have been added to the top panel of the grid. The Applets button opens a list of applets. The second button opens the list of options for the grid.

Copy Multiple Grid Cells

Click here for a Video Tutorial

Links for Applet and Tab Designer

Users may edit the Applet/Tabs by clicking on the links. This will open the Applet/Tab designer form. 

Click here for a Video Tutorial on  Edit Applet/Tabs Forms.  

Selecting the Default Tab

Users will be able to mark a specific tab as default and it will be loaded first when an applet is opened. This tab will be remembered on the browser level for the current Applet.
If there is no default tab specified or selected tab is not present on the form then the first tab will be loaded. The current default tab will be marked with a star icon.

Click here for a Video Tutorial on Setting the Default Tab

Set Grid Color

We have added a new context menu "Cell Color" which will be displayed if the current cell has selected Value Color Table. When the user chooses one of the Color Values - the current cell background and font color will be changed accordingly and the cell will be marked as changed. Cell color changes will be submitted along with configured field values, locks, and task data during grid submit via the grid Save Changes button. To clear the selected Cell Color value there is "None" color option added.

Added Value Color tab to the Field History form where you can see a history of changes Value Color for a field. The Call Stack button is available when you modify Value Color in a grid and it is not available when you delete a color value from a VTable.

"Color ID not found" is displayed in the history when a Color has been deleted from a VTable

The Value Color tab (at the Field History form) is available only when you have Read privilege on SHOW_VALUE_COLOR_HISTORY security group

Click here for a Video Tutorial On Setting  Setting Grid Cell Colors

N/A task in Trackor Browser grid

Option in right-click menu to modify N/A value of a WP Task in a grid or config form without opening the Task Form. Right-click menu option to N/A or Un-N/A will be available, if :

1. Task discipline is assigned to the user

2. The task is not required,

3. Start and finish actual dates are empty

4. User has Edit privilege on TASK_NA_MOD security group

Filter on Task N/A on the Trackor Browser pages

Filter by the Not Applicable task field is available in the TB Filter Options. You can get it if you select WP Template (or 'All' applets) then the WP Task Field selector will contain the new filter. The filter has two possible values - Yes or No.

Click here for a Video Tutorial on Filtering on N/A Tasks 

Block/Unblock Calc

Similar to the right-click menu providing the option to N/A and un-N/A tasks, users can now Block/Unblock calc from the right-click menu (see snapshot below)in a Grid or config form without opening the Task Form. Right-click menu option to Block Calc or Unblock Calc will be available, if :

1. It is start projected date (in case if both start and finish dates are displayed) or it is finish projected date (in case the start date is hidden)

2. Task discipline is assigned to the user

3. Start and finish actual dates are empty

4. User has Edit privilege on TASK_BLOCKCALC_MOD security group

Click here for a Video Tutorial on Block/Unblock Calc 

Image showing Block Calc is "On"

Saving Grid Changes

When changes are made directly to the grid the Save Changes bar will appear in green at the bottom of the screen. Users may also undo/redo the changes before clicking on Save Changes.

Exporting Trackor Grid Data

Click here for more details on Exporting TB Grid Data  

Adding a Dashboard from a Grid

To use this feature, the user will select Create Dashboard.

The Add Dashboard form displays with auto-generated SQL to create a dashboard. The user will enter a Dashboard Name, if desired, enter a Description, and click OK.

A new dashboard and dashlet will open in a new browser tab. The dashlet will use the first column of the grid as the X-axis, use the second column of the grid as the Y-axis, and open in edit mode. The user can make edits from here.

Trackor Comments/Chat

Users are able to read and post comments by selecting the comments icon.

This comment option will allow users to make comments on the grid row.

An expandable comments panel is available. Click on the Comment icon on the right edge of the Grid. To collapse simply click on the Comment icon again.

When the comments icon,  is selected the following applet will open. To add a comment simply type in the message dialogue box.

Users may also attach a file within the comment. To attach a file click on the Attach icon.

Use the subscribe panel to manage subscriptions or subscribe to a particular comment.

Click on  “Subscribe” to add yourself to a particular item.

A list of active users will appear. You may search for a user by using the Quick Search feature.

Below is an example of the list of Selected Users.

Users will be notified by an email that they were subscribed to a comment. Users will also be notified by email when any subscriber makes a comment.

Trackor Chat Icon in the Grid View

This new feature adds the capability to show a Chat Icon beside the Trackor ID in a Grid view. This feature will enable the user to quickly identify Trackors that have an unread chat message.

If the selected Trackor has an unread chat message, the Chat Icon will be red. If the selected Trackor has read messages, the Chat Icon will match the Current Skin Color. The System Parameter "Current Skin" controls the skin color option.

In the example below, the Red Chat Icon represents a Trackor with an unread Chat Message. The Grey Chat Icon represents a Trackor with a read message.

Individual users may turn this feature on in their User Settings by checking the “Display Chat Status Icon in Grid” checkbox.

Administrators may set the default value by enabling the Program Parameter “UserDefaultShowChatStatusIconsInGrid”.

Updated 06/27/2022 Release 22.12 WP-214368

Updated 05/02/2022 Release 22.8 Chat-169971

Updated 05/10/2021 Release 21.8 Sec-172315

Updated 03/29/2021 Release 21.5 Grid-159252

Updated 10/12/2020 Release 20.19 GUI-157456

Updated 09/07/2020 Release 20.16 CodeQ-153687

Updated 08/03/2020 Release 20.14 Conf-156950

Updated 06/08/2020 Release 20.10 W-155616

Updated 04/13/2020 Release 20.6 GUI-156646

Updated 3/30/2020 Release 20.5 GUI-153946, WP-155306, WP-56648

Updated 03/16/2020 Release 20.4 Conf-151241, GUI-155307

Updated 02/17/2020 Release 20.2 Grid-115594

Updated 02/03/2020 Release 20.1 GUI-148673, Grid-152003

Updated 01/27/2020 Release 20.0 GUI Changes, Grid-152347

Updated 12/23/2018 Release 19.22 Grid-151998

Updated 11/25/2019 Release 19.19 Chat-149910

Updated 10/07/2019 Release 19.17 Chat-148923, Chat-148926

Updated 05/132019 Release 19.8 Chat-145843

Updated 05/132019 Release 19.7 Chat-141786

Updated 04/01/2019 Release 19.4 Conf-140706

Updated 03/25/2019 Release 19.3 Conf-140699

Updated 11/05/2018 Release 8.94 Grid-122600

Updated 7/2/2018 Release 8.86