Chapter 5. Petals Master organizations management

compared with
Version 7 by Sandra TRINO
on Feb 25, 2010 15:02.

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When the list is empty, the _Add button_ is disabled (it's time to think about creating new posts \!).
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h1. {color:#003f80}{*}5.4.*{color} {color:#003f80}{*}Create{*}{color} {color:#003f80}{*}a{*}{color} {color:#003f80}{*}post{*}{color}

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To delete a post from the list of posts of an organization, you have only to click on the _Delete_ _link_ at the right side of the array. A message box asks you to confirm the deletion of the post s(the post is not deleted from the database, only the link between the post and the current organization is broken). The deleted post is now available into the choice list of the Add post form... so you can add it again \!
{note}If {warning}If a post is used by a person in the current company, the Delete link is disabled. Only a non-used post can be deleted \! {note} {warning}
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{color:#cc0000}{*}Caution{*}{color}\\
If a post is used by a person in the current company, the Delete link is disabled. Only a non-used post can be deleted \!
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h1. {color:#003f80}{*}5.7.*{color} {color:#003f80}{*}Create{*}{color} {color:#003f80}{*}a{*}{color} {color:#003f80}{*}person{*}{color}

The *next* *step* you should do is to create persons. What is a person ? This is not a user. This is someone who has interactions with services, as a manager, a designer, a developer, a hot liner, etc.
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A person is linked to an organization and has a post. To create a person, go into the "Organiszation's persons" tab of an organization. !organizationPerson.png|thumbnail!
!worddavb5b079a71e93bdcc20bef247466f27a0.png|height=126,width=352!\\
Click on the button "Create person", fill in the following form. !createOrganizationPerson.png|thumbnail!\\
!worddav33055d0c6451b08ed0081dbf2671ea41.png|height=172,width=350!\\
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The mandatory fields are :
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• The localization of the person (ex. : Building 5, office B45),
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h1. {color:#003f80}{*}5.8.*{color} {color:#003f80}{*}View/edit{*}{color} {color:#003f80}{*}a{*}{color} {color:#003f80}{*}person{*}{color}

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When you click on the name of a person (into the list of persons of the current organization), you see the View/Edit form. !editOrganizationPerson.png|thumbnail!\\
!worddav582c406d5de1f4a8814ecdc7cc03ac85.png|height=190,width=349!\\
You can edit the data : click on the _Edit button_, then you are allowed to modify fields values. Then click Save to register updated data.
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h1. {color:#003f80}{*}5.9.*{color} {color:#003f80}{*}Delete{*}{color} {color:#003f80}{*}a{*}{color} {color:#003f80}{*}person{*}{color}

• To escape special characters like *+* *\-* *&&* *\|\|* *\!* *(* *)* *\{* *\}* *\[* *\]* *^* *"* *~* \**\* \*?* *:* *\* use the \*\* before the character. For example to search for \*(test):toto* use the query: *(test)\:toto*
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{color:#cc0000}{*}Note{*}{color}\\
Don't escape special caracters in your key words if they are URIs like service fullnames (\{http://
[www.foo.net\}FooBar).|http://www.foo.net/]\\

{note}Don't escape special caracters in your key words if they are URIs like service fullnames (\{http://
www.foo.net\}FooBar).{note}

h1. {color:#003f80}{*}5.11.*{color} {color:#003f80}{*}Search{*}{color} {color:#003f80}{*}organizations{*}{color}

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In the left vertical menu, you have a link to the _Search Organizations form_. !searchOrganization.png|thumbnail!\\
!worddav8706df32f13e4c0a3bbf1f8652f6bbb3.png|height=172,width=354!\\
You can restrict search results by ticking search criteria (restrict the number of fields where the key words will be searched). To display the list of all Organizations in Petals Master database push the "See All" button.
E.g., if you tick "Organization name" and "Type of organization", with the context of the "Lacoera Villepreux" search seen previously, there will be no search results, because there is no organization which name equals "Lacoera" or "Villepreux" and type of organization equals "Lacoera" or "Villepreux" ("Villepreux" is only present in a city name \!). To find Lacoera organization with these key words you have to tick "Organization name" and "Localization". !searchOrganizationExample.png|thumbnail!
!worddav74a541d0a8a892c62a41b3d28701a194.png|height=162,width=353!\\ !worddav256464c2b4c8d0a91359ad49aea298b3.png|height=52,width=351!\\
!searchOrganizationResult.png|thumbnail!\\
To access the organization data, click on its name : the view/edit form appears.
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h1. {color:#003f80}{*}5.12.*{color} {color:#003f80}{*}Search{*}{color} {color:#003f80}{*}persons{*}{color}

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In the left vertical menu, you have a link to the _Search Persons form_.
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You can restrict search results by ticking search criteria (restrict the number of fields where the key words will be searched). To display the list of all Persons in Petals Master database push the "See All" button.
For example, we search all the _Java_ _developers_ from the organization named _Lacoera_. So we tick _Organization_ and _Post_. !searchPersonExample.png|thumbnail!
!worddav88e5b01f42bedfaf656e26f078a3ccbb.png|height=108,width=350!\\ !worddav79d120ae329b4c0436ee8ba1e05d2e10.png|height=65,width=350!\\
!searchPersonResult.png|thumbnail!\\
To access the person data, click on its name : the view/edit form appears.
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h1. {color:#003f80}{*}5.13.*{color} {color:#003f80}{*}Search{*}{color} {color:#003f80}{*}posts{*}{color}

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In the left vertical menu, you have a link to the _Search Posts form_. !searchPosts.png|thumbnail!\\
!worddavfa46ca43b90c8c0770b8c81dc10352d8.png|height=147,width=351!\\
You can restrict search results by ticking search criteria (restrict the number of fields where the key words will be searched). To display the list of all Posts in Petals Master database push the "See All" button.
For example, we search all the _technical_ posts. So we tick _Nature_. !searchPostsExample.png|thumbnail!
!worddav89a27e91725b0a241e3523427cf51792.png|height=148,width=354!\\ !worddavdd626dc33b4e34516ef8a7d0891a3d54.png|height=55,width=354!\\
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