Shortcuts

Managing Lists

In iTop, lists are quite common. They can be found in menu items which point to lists, or the search results, 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:

A Non-Paginated List

If a list contains more than a (configurable) number of elements, it is displayed as a paginated list:

A paginated list

Starting with iTop 2.2.0, the Export actions are only available to the end-users which profile(s) include the BULK_READ privilege. For backwards 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

Toolkit operation: Configure This list

The first possible operation consists of configuring the appearance of the list. You can choose:

  • Which columns are displayed and in which order
  • How the list is sorted
  • How many items will be displayed at the same time (see paginated lists above)
  • Which list this configuration will apply to: (Only to this specific list, or to all lists which do not already have a specific configuration).

All this configuration is done via the popup dialog:

List Configuration Dialog

eMail

Toolkit operation: eMail

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

Toolkit operation: CSV Export

The CSV export action displays a configuration dialog which allows to:

  • Select the format options: separator character for the CSV (comma, semicolon, tab or any other character)
  • Specify a text qualifier character (to be placed around text strings inside the CSV)
  • Pick a character encoding
  • 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.
  • Pick the fields to be included in the export
  • Arrange the order of the columns

Interactive CSV export

To arrange the order of the columns, drag and drop the columns in the table displayed in the Column order section at the bottom of the dialog. To drag a column click in the header of the column.

When your export is properly configured, click Export to build it. If the export contains a large 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:

 CSV Export results

How to paste CSV data in Excel 2007/2010

If you use copy/paste to import CSV data into Excel, all the data is put in one column only. Fortunately, this is easy to change.

In the Data tab of Excel, click on the Text To Columns icon:

Data Tab in Excel

The following dialog wizard appears:

Excel Text to Columns Wizard

Select Delimited and click Next >.

Excel Text to Columns Wizard

Select Comma and click Finish.

The next time you copy/paste CSV data in the same session (without closing and restarting Excel), Excel will automatically perform the text-to-columns conversion with the same settings.

Excel Export

Starting with version 2.1.0 of iTop, a direct export to Excel (XLSX format) is available from the menu:

Excel Export

The following dialog box is displayed:

Excel Export options

The Excel export action displays a configuration dialog which allows to:

  • Pick the columns to be included in the export
  • Arrange the order of the columns
To arrange the order of the columns, drag and drop the columns in the table displayed in the Column order section at the bottom of the dialog. To drag a column click in the header of the column.

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:

Excel Export progress

To export large amounts of data (e.g. several thousands of objects), the CSV export can be significantly faster than the Excel export.

PDF Export

Available in iTop 2.2.0 and later, a new menu item Export as PDF is available:

"Export as PDF..." menu

This menu generates a PDF document with one big table containing 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:

  • Select the page size for rendering the PDF: either A3, A4 or Letter
  • Select the orientation of the page: Portrait or Landscape
  • Pick the columns to be included in the export
  • Arrange the order of the columns

 "Export as PDF..." configuration dialog

To arrange the order of the columns, drag and drop the columns in the table displayed in the Column order section at the bottom of the dialog. To drag a column click in the header of the column.
The PDF output is rendered with columns of equal widths (i.e. if there are 10 columns selected, each column will use 1/10th of the page width). It looks better when a relatively small (<10) number of columns is selected. Use the Landscape orientation if you need to generate a PDF with many columns.

When you click on Export, the PDF document is created. If the list of objects to be exported 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:

PDF Export complete

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:

Toolkit operation: Add To Dashboard

Then select the dashboard to which the list will be added and the type of “Dashlet” to use:

Add To Dashboard Dialog

A list can be added to a dashboard either as:

  • A plain list of objects
  • A pie chart (By grouping the objects on a given field)
  • A bar chart (By grouping the objects on a given field)
  • 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.

Create a Shortcut

Toolkit operation: Create a Shortcut

When prompted, enter the name for your new shortcut (this is the name that will appear under My Shortcuts in the menu), and click Ok.

New Shortcut Dialog

The new shortcut is then added to the menu.

The minimum value for the Refresh interval is 5 seconds.
latest/user/lists.txt · Last modified: 2019/01/09 16:40 (external edit)
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