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Home › Forums › eaDocX queries › Document Role – Sorting

Viewing 9 posts - 1 through 9 (of 9 total)
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    Posts
  • 7 June 2013 at 12:13 pm #6729
    Paul Jarvis
    Participant

    I would like to apply sorting to the document roles table, preferably by role and then by name. That way ‘Approvers’ would automatically appear at the top of the list with ‘Reviewers’ and ‘Information only’ each grouped together below.
    Also, I generally use the Notes column to describe the role of the person (in the organisation) and it would be good to be able to pick this up from the relevant actor’s notes rather than from the name of the link which is tiresome to continually have to name.

    5 September 2013 at 8:46 pm #6730
    Jeff Parkhouse
    Participant

    I second this.

    As a suggestion to possible solutions:
    – Ability to auto-sort roles
    – Ability to manually set the order roles appear. For example in the EA project browser you can change the order elements appear by using the green up and down arrows.

    9 September 2013 at 3:42 pm #6731
    eadocX Support
    Participant

    No reason this wasn’t done. Done it now. fixed in 3.3.11.1, now available.
    Just sort the Document Role as you would any other element.

    9 September 2013 at 3:50 pm #6733
    Paul Jarvis
    Participant

    Top man!

    11 September 2013 at 11:50 am #6734
    Jeff Parkhouse
    Participant

    Ian,

    Thanks for fixing this. I am using 3.3.11.3 and still getting the same issue in that I can’t sort. Sorting the elements in EA in the Roles package isn’t doing anything. And modifing a role puts it at the bottom of the list. Am I missing something?

    Thanks
    Jeff

    11 September 2013 at 3:55 pm #6735
    eadocX Support
    Participant

    Sorting the items in the EA Package will have no effect.
    eaDocX discovers which roles are linked to the document each time the document is re-generated, so sequence in the package is irrelevant. Hence the need to sort once we’ve found the list of roles. If you don’t specify a sort column, eaDocX will just print the roles in the order that they come out of EA, which is pseudo-random.

    12 September 2013 at 9:19 am #6736
    Jeff Parkhouse
    Participant

    Hi Ian/Adrian

    Thanks for the response. Reading between the lines what I think I was missing was that we can sort using the “profile” for “document roles”.

    Issues/questions:
    1) However that is simplistic sorting by role so Approver would come before Author, and I may want them the other way round.

    2) How is the sorting in the Document Details > Roles held within eaDocX? Whatever sequence I leave them in appears next time I open the model.

    3) Amending a Role then puts the role at the bottom of the list.

    Apologies to PJarvis – I haven’t intended to hijack your post but it appears we had similar needs! Tell me to clear off….

    Jeff

    12 September 2013 at 9:40 am #6737
    Paul Jarvis
    Participant

    Jeff, no problem. I wanted to achieve something very simple and it met my needs at the time. I hadn’t really thought about more complicated ordering and I may or may not take advantage of it if it is possible to achieve. The discussion, I find, is the interesting part and helps in my understanding of the product.
    Paul

    12 September 2013 at 10:53 am #6738
    eadocX Support
    Participant

    Answer to Jeff’s questions:
    1 – The sorting uses the same sort process as the rest of eaDocX; it would be too disruptive to give it it’s own special one, where you can effectively sort the results in any order. Remember this has to work multi-language as well!

    2 – FYI, sort data is held in the Profile in same way as all other element types: a single attribute is flagged as ‘use for sorting’ and a simple ‘A-Z’ or ‘Z-A’ flag: if you save the profile, this should be fairly obvious

    3 – As I mentioned above, specifying no sort order means eaDocX will print the Roles in whatever order EA returns them, when it navigates the link from the Document Element to the People elements

    If it helps, you may change the name of the roles in Application Settings: Document Management Default settings. You might choose alternative words for ‘Approver’ etc whichi sort in the way you want e.g. ‘1 -myRoleA’, 2 – myRoleB’ etc. This is to allow for non-English languages, but you could use for this as well.

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