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Creating User-Defined Layouts

This instruction will help you to create crossTerm user-defined layouts by means of the crossTerm Layout Wizard.

A crossTerm layout defines the data categories to be displayed in crossTerm as well as the order and formatting of the display of these data categories.

Attention

Please note that you need to have the appropriate rights.

By default, the supervisor is responsible for this task.

  1. Proceed as follows:
  2. Open the crossTerm Manager and select the menu item Tools > Manage Layouts.
  3. Select the crossTerm instance, for which the new crossTerm layout should be available.
  4. Click Add.
    cTeM_tools_layouts-verwalten_dialog

    The crossTerm Layout Wizard is started which will guide you through the process of a new crossTerm layout creation.

  5. Click Next.
  6. Now specify a name of the new layout and enter a short description of the layout, if necessary.

    Now you can also define the layout as a public layout. In this way, the layout is available globally, i.e. to all users of the respective groups of an Across installation. In contrast, non-public layouts will only be available in your personal Across environment and are invisible for other users.

    Attention

    The rights for a created public layout must be assigned to one or several Across user groups. In this way, the layout will be available to the users of the assigned groups for their work with crossTerm Manager or crossTerm Web.

  7. Click Next.
  8. Specify which data categories at entry level are to be displayed in the new layout. Basically, all data categories will be offered that are defined in the crossTerm settings at entry level.
  9. Determine whether all data categories available in the respective crossTerm instance are to be displayed in the new layout or whether the new layout is to contain only certain data categories. In the latter case, activate the corresponding option and select the data categories to be displayed by check-marking them.
  10. Click Next.
  11. Select the data categories at term level to be displayed in the new layout. Basically, all data categories will be displayed that are defined in the crossTerm settings at term level.
    wiz_cTerm-layout-wizard_p04_layouteigenschaften_term
  12. Here too, determine whether all data categories available in the respective crossTerm instance are to be displayed in the new layout or whether the new layout is to contain only certain data categories. In the latter case, activate the corresponding option and select the data categories to be displayed by check-marking them.
  13. Click Next.
  14. Specify which administrative information is to be displayed in the new layout.
    Tip

    The selection of administrative information takes place separately for information at entry level and at term level, on the one hand, and separately for each index, on the other: both for entries and for terms and for indexes, you can, for example, determine whether the creation date of the respective entry and/or term and/or index value is to be displayed. Activate the respective checkboxes to select the information to be displayed in the new layout.

    Attention

    The administrative information for an index can only be selected if the corresponding index was selected.

  15. Click Next.
  16. Specify the order in which the data categories at entry level are to appear in the new layout.
    • Determine whether you want to use the indicated order of the data categories or whether you would like to adjust the order.
    • In the latter case, activate the corresponding option and adjust the order of the data categories by means of the icn_cTeM_reihenfolge-anpassen_runter and icn_cTeM_reihenfolge-anpassen_hoch icons.
  17. Click Next.
  18. In the same way, specify the order in which the data categories at entry level are to appear in the new layout.
  19. Click Next.
    wiz_cTerm-layout-wizard_p07a_formatierung-datenkategorien
  20. To specify the appearance or formatting of data categories at entry level, select a data category and click Define Formatting.
    wiz_cTerm-layout-wizard_p07b_formatierung-datenkategorien_dialog
  21. Enter the requested values and confirm your changes with OK.
  22. If necessary, continue with the definition of the formatting for other data categories and click Next.
  23. Now specify the display/formatting of the data categories at term level. Proceed in the same way as for formatting the data categories at entry level.
  24. Click Finish to complete the creation of the new layout.
  25. From now on, the layout is available for use in crossTerm Manager/crossTerm Web in the respective drop-down. list.
    cTeM_drop-down-auswahl-layout
    Tip

    You can modify a user-defined layout at any time.

Tip

If you have created the layout publicly, you must now assign it to the appropriate user groups (Administration > Groups > Properties > crossTerm > Layouts).