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Pane Designer

The Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the report, Form, Gridform, Dashboard, or Jobs should be opened.

systemadministrationpanedesignerdash1

Access the Pane Designer by selecting System Administration > Processing Services > Pane Designer.

To create a new Selection Pane, select the New button in the ribbon. An empty Selection Pane displays and you are free to start designing:

systemadministrationpanedesignerdash

Below is a list of the buttons available in the Pane Designer ribbon:

Button

Description

Note

New

Opens a new empty Selection Pane template.


Open

Opens an existing Selection Pane.


Save

Saves the Selection Pane.


Save as

Saves the Selection Pane with a new name.


Delete

Deletes the current Selection Pane.


Test

Tests the Selection Pane.


Template / Dashboard

Choose if the Selection Pane is for Template or Dashboard.

The difference is the pane size and layout. A Dashboard pane is thinner and you do not have as much space to use.

Label

Adds a label control.


List

Adds a drop-down list control.


Auto List

Adds a drop-down list control with auto filter.

Note: The Auto List does not support multi select.

Checkbox

Adds a checkbox control.


Image

Adds an image.


Dynamic Image

Adds a dynamic image.

Note: The Dynamic Image must be defined in the Client Setup before they can be used in a Pane.

Date Picker

Adds a date picker control.


Textbox

Adds a textbox.


Templates

Select which Template(s) the Pane should be connected to.


Dashboard

Select which Dashboard(s) the Pane should be connected to.


Add Instruction

Adds custom instructions to the Selection Pane.


 

Usage

Selection Panes are used to enable the Users to filter, select and affect how the Report, Form, Gridform, or Dashboard should be opened.

Published:

Pane Designer

The Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the report, Form, Gridform, Dashboard, or Jobs should be opened.

systemadministrationpanedesignerdash1

Access the Pane Designer by selecting System Administration > Processing Services > Pane Designer.

To create a new Selection Pane, select the New button in the ribbon. An empty Selection Pane displays and you are free to start designing:

systemadministrationpanedesignerdash

Below is a list of the buttons available in the Pane Designer ribbon:

Button

Description

Note

New

Opens a new empty Selection Pane template.


Open

Opens an existing Selection Pane.


Save

Saves the Selection Pane.


Save as

Saves the Selection Pane with a new name.


Delete

Deletes the current Selection Pane.


Test

Tests the Selection Pane.


Template / Dashboard

Choose if the Selection Pane is for Template or Dashboard.

The difference is the pane size and layout. A Dashboard pane is thinner and you do not have as much space to use.

Label

Adds a label control.


List

Adds a drop-down list control.


Auto List

Adds a drop-down list control with auto filter.

Note: The Auto List does not support multi select.

Checkbox

Adds a checkbox control.


Image

Adds an image.


Dynamic Image

Adds a dynamic image.

Note: The Dynamic Image must be defined in the Client Setup before they can be used in a Pane.

Date Picker

Adds a date picker control.


Textbox

Adds a textbox.


Templates

Select which Template(s) the Pane should be connected to.


Dashboard

Select which Dashboard(s) the Pane should be connected to.


Add Instruction

Adds custom instructions to the Selection Pane.


 

Usage

Selection Panes are used to enable the Users to filter, select and affect how the Report, Form, Gridform, or Dashboard should be opened.

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