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Merge pull request #334 from ritza-co/docs-18.14.5
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Docs v18.14.5 release (week 18, 2024)
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sixhobbits authored May 24, 2024
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34 changes: 0 additions & 34 deletions docs/getstarted/arrange-and-save-list-page-column-layout.md

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76 changes: 76 additions & 0 deletions docs/getstarted/arrange-and-save-list-page-column-layout.mdx
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---
title: "Arrange and Save List Page Column Layout"
sidebar_position: 8
---

import ThemedImage from '@theme/ThemedImage'
import useBaseUrl from '@docusaurus/useBaseUrl'

Create a new default view of a list page by rearranging columns and the sorting order of records and saving the changes.

- Click the **gear icon** button on the right.

<ThemedImage
alt="List page gear icon"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/gear-icon-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/gear-icon-dark.png'),
}}
/>

- The page displays a **Table Columns** dropdown menu you can use to select the columns you want to include on the page.

<ThemedImage
alt="Table columns"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/table-columns-menu-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/table-columns-menu-dark.png'),
}}
style={{ width: '80%' }}
/>

- Click and drag a column header to move the column to a new position. In the example below, we move the **Hardware** column.

<ThemedImage
alt="Move column"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/move-column-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/move-column-dark.png'),
}}
style={{ width: '80%' }}
/>

- You can also select a column to set the sorting precedence for the list view. Reset the order to default by clicking the number next to the column name.

<ThemedImage
alt="Column sort"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/column-type-sort-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/column-type-sort-dark.png'),
}}
style={{ width: '70%' }}
/>

- After you select and arrange the columns, **Name** (1) the view and select **System Default** or **User Default** (2) to set whether the view should apply globally or for you. Click **Save As New** (3). Note that the availability of the **System Default** option depends on your permission level.

<ThemedImage
alt="Save column view"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/save-view-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/save-list-dark.png'),
}}
style={{ width: '140%' }}
/>

The column layout you saved will now be the default for list pages.

- You can **Delete** a custom column list view you have defined for list pages. Note that this does not apply to the default **System Column List** view and you need the correct permissions to see the **Delete** button.

<ThemedImage
alt="Delete view"
sources={{
light: useBaseUrl('/assets/images/arrange-and-save-list-page/delete-view-light.png'),
dark: useBaseUrl('/assets/images/arrange-and-save-list-page/delete-view-dark.png'),
}}
style={{ width: '75%' }}
/>
42 changes: 0 additions & 42 deletions docs/getstarted/basic-navigation-tips-for-adding-editing.md

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85 changes: 85 additions & 0 deletions docs/getstarted/basic-navigation-tips-for-adding-editing.mdx
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---
title: "Basic Navigation Tips for Adding and Editing"
sidebar_position: 9
---

import ThemedImage from '@theme/ThemedImage'
import useBaseUrl from '@docusaurus/useBaseUrl'

## List Page Buttons and Action Menu

Object types in Device42 (for example, devices, IP addresses, subnets, racks, etc.) have list pages of records. List pages have buttons on the top right of common actions for that object type.

<ThemedImage
alt="Action menu and page buttons"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/devices-list-page-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/devices-list-page-dark.png'),
}}
/>

Choose an **Action** from the dropdown menu and apply it in bulk for the selected items (using the checkboxes) on each list page. Click the **hammer icon** to the right of the menu bar to execute the action.

## Required and Optional Fields

<ThemedImage
alt="Required fields are bold"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/add-device-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/add-device-dark.png'),
}}
/>

The **bold** field labels indicate required fields and all the non-bolded fields on the page are optional to fill in. This convention applies to all add and edit screens across the Device42 UI. Submitting a form without filling in the required fields will throw an error, for example, "The required field "Name:" does not contain a value!"

## Add Items From an Edit Page

<ThemedImage
alt="Add new item"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/add-object-to-rack-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/add-object-to-rack-dark.png'),
}}
/>

You can add the corresponding relational objects directly from edit pages. Click the **magnifying glass icon** (1) to select an existing object. If the object you are looking for does not yet exist, you can create a new one (2). You can add new related objects from the first pop-up form (3).

<ThemedImage
alt="Add a new room"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/add-room-button-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/add-room-button-dark.png'),
}}
/>

<ThemedImage
alt="Add a new building"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/add-building-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/add-building-dark.png'),
}}
/>

## Adding Inline Items

<ThemedImage
alt="Add another device to rack line item"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/inline-items-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/inline-items-dark.png'),
}}
/>

You can add line items directly from an edit page for certain fields. For example, while editing a rack, you can add devices to the rack on the edit page.

## The Save Toolbar

<ThemedImage
alt="Save toolbar"
sources={{
light: useBaseUrl('/assets/images/basic-navigation-tips/save-toolbar-light.png'),
dark: useBaseUrl('/assets/images/basic-navigation-tips/save-toolbar-dark.png'),
}}
/>

The save toolbar is at the bottom of the add and edit forms. You can **Save** your input and view the result, **Save and continue editing the object**, or **Save and add another** object. You can also **Delete** the CI object from the toolbar.
5 changes: 0 additions & 5 deletions docs/infrastructure-management/accounting/index.md
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Expand Up @@ -4,8 +4,3 @@ title: "Accounting"

Device42 provides support for tracking Contracts and Purchases. Contracts are used for tracking Support Contracts, Warranty Contracts, and multi-product Purchases. Purchase Line Items are used for tracking single product purchases.



## Table of contents

- [Purchases](infrastructure-management/accounting/purchases.md)
38 changes: 0 additions & 38 deletions docs/infrastructure-management/accounting/purchases.md

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