Manual:Extension/BlueSpiceChecklist: Difference between revisions

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{{DISPLAYTITLE:Checklists}}
{{DISPLAYTITLE:Checklists}}


'''BlueSpiceChecklist''' allows inserting checklists and checkboxes for to-do lists with responsibilities and status settings.
__TOC__


==Magic word "checklist"==
'''BlueSpiceChecklist''' allows you to insert a drop-down checklist or a checkbox. Users with edit rights can change the status or value directly in view mode.


It is easy to insert simple checklists into any wiki page. When a wiki page has a checklist, any user with ''checklistmodify'' rights can update the checklist values without switching into edit mode. These are by default users in the role ''editor'', ''author,'' ''maintenanceadmin'' and ''bot''.
{{Textbox|boxtype=note|header=Note:|text=In contrast, checkboxes for tasks are created as a [[Manual:Extension/SimpleTasks| Task list]].|icon=yes}}
{{Messagebox|boxtype=note|Note text=If a user with read permissions changes the value of a checkbox or drop-down list, the value will not be saved. Refreshing the page will show the last value that has been saved before.}}


To create a checklist item:
==Checklist==
The checklist is inserted as a [[Manual:Extension/ContentDroplets|Content droplet]]. The selected list value can only be changed in the view mode of the page. This creates a new page version.
[[File:Droplet Checklist.png|alt=Dropdown menu with selection of pizzas|center|thumb|223x223px|Droplet "Checklist"]]


*'''Click''' ''Insert > More > Magic word'' in the visual editor.[[File:Manual:ve-magicword.png|alt=The visual editor|center|thumb|222x222px|The visual editor]]<br />
===Defining list values===
*'''Click''' c''hecklist'' in the dialog window.<br />[[File:Manual:Checklist2.png|link=link=https://en.wiki.bluespice.com/wiki/File:Checklist2.png|alt=|center|thumb|Magic word ''checklist'']]
Die Listenwerte müssen vorab als Seite im Vorlagennamensraum definiert werden. Die Elemente müssen als ungeordnete Liste angelegt werden. Im Quelltext der Seite werden Listenpunkte mit einem <code>*</code> am Zeilenanfang erstellt.
*'''Click''' ''Done''. Another dialog window appears.[[File:Manual:magicword-dialog-EN.png|alt=|center|thumb|Dialog window for checklists]]


Now select the tab to select your checklist type:
Wenn Sie beispielsweise eine Liste von Pizzas erstellen möchten, in der eine bestimmte Pizza ausgewählt werden kann, können Sie die Seite ''Vorlage:Pizza'' mit folgendem Inhalt anlegen:


*''Checkbox:'' creates an individual checkbox.
The list values must be predefined as a page in the  namespace "Template" as an unordered list. In the source code of the page, list items are created with an asterisk <code>*</code> at the beginning of the line.
*''List:'' creates a drop-down menu.


A page can contain multiple checkboxes and lists.
For example, if you want to create a list of pizzas from which a specific pizza can be selected, you can create a page alled ''Template:Pizza'' with the following content:<pre>
 
* Choose a pizza ...  
===Creating a checkbox===
* Margherita
 
* Schinken
#'''Toggle''' the switch in the dialog window on the checkbox tab to create an unselected checkbox. When this toggle is blue, the checkbox is pre-selected.
* Salami
#'''Select''' ''insert.'' The checkbox is now visible on the page. Write the text for a label or for an instruction next to the checkbox
* Pilze
* Hawaii
* Gamberetti
* Diavolo
* Siziliana
* Quattro Formaggi
</pre>


After the page has been saved, all users can activate and deactivate the checkbox.
In addition, a font color (using  [[wikipedia:Web_colors#Hex_triplet|HEX-code]] notation) can be specified for each entry:<pre> * Quattro Formaggi | #00FF00 </pre>


===Creating a drop-down list===
===Inserting the list===
[[File:Manual:Checklist4-EN.png|alt=Selecting a checklist template|center|thumb|400x400px|Selecting a checklist template]]
The list can now be selected in the control list selection menu.
<br />
[[File:Checklist inspector.png|alt=checklist inspector for selecting the template Pizza|center|thumb|300x300px|Choose the list]]


#'''Select''' an [[#Defining an option list|existing option list]] in the ''List'' tab.
#Under Selected option, choose the default value.
#'''Click''' Done.


After saving the page, all users can change the selected list value in read mode.
This generates the following tag in the source code:<syntaxhighlight lang="text">
<bs:checklist type="list" list="Template:Pizza" value="Choose a pizza..." />
</syntaxhighlight>Der parameter ''list'' legt die Seite fest, auf der sich die vordefinierte Liste befindet; ''value'' legt den Wert fest, der voreingestellt sein soll.


===Defining an option list===
The  parameter ''list'' specifies the page for the list values. The parameter ''value'' specifies the default value.
Before a combobox can be created, a template for the list items needs to be available. For example, to create a list of pizzas, you need to create a page ''Template:Pizza'' with the following content:


<pre>
==Checkboxes (source edit only)==
* Choose pizza
In addition, it is possible to create individual checkboxes in source edit mode:<pre><bs:checkbox checked="false" /> Margherita
* Margherita
<bs:checkbox checked="true" /> Siziliana
* Prosciutto
* Salami
* Fungi|#00FF00
* Hawaii
* Gamberetti|#0000FF
* Diavolo
* Siziliana|#0000FF
* Quattro Formaggi|#00FF00
</pre>
</pre>
===Differences between checkboxes and task lists===
{| class="wikitable"
|+
!Function
!Checkbox
(BlueSpiceChecklist)
!Task list
(Checklists)
|-
!Insert
|in source edit mode
|
*as Content droplet
*via keyboard shortcut <code>[]</code>
*in source edit mode
|-
!Selection
|in view mode
|
*in view mode (tracks status change in version history)
*with  the visual editor (no status tracking)
|-
!Status
|checkbox shows a check mark
|
*checkbox shows a check mark
*closed tasks have strike-through formatting
|-
!Overview
|no overview available
|
*filtered overview of all tasks is possible
*stored as page property
|-
!Edit permission
|roles: editor, author, maintenanceadmin, bot
|"edit" permission
|}
<gallery widths="180" heights="120">
File:checkbox example.png|alt=2 checkboxes for selecting Margherita or Siziliana|Checkbox
File:task example.png|alt=Completed task "Order a pizza" and open task "Pick up the pizza"|Tasks
</gallery>


After saving this page, the list "Pizza" appears in the select menu ''Option list''.
==Compatibility of checkboxes {{Bsvs|bsvFrom=4.3}}==
 
The Content Droplet ''Checklist'' is available from BlueSpice 4.3. Since this has changed the syntax, checkboxes that were previously created with the <nowiki><bs:checklist /></nowiki> tag must be adjusted accordingly. If there are many checkboes, this can be done using the page [[mediawikiwiki:Extension:Replace_Text/en#Usage|Special:ReplaceText]].
Colors can be assigned to each option using the color's [[wikipedia:Web_colors|HEX code]]. The color value #00FF00 shows green text.
<pre>* Quattro Formaggi|#00FF00</pre>
Without specifying the color, text inherits the text color of the wiki page.
[[File:Manual:Checklist5.png|link=link=https://en.wiki.bluespice.com/wiki/File:Checklist5.png|alt=|center|thumb|Checklist examples (checkbox and select menu)]]


==Adding checklists in source editing mode==
The syntax <<code>bs:checklist value="Salami" type="check" /></code> no longer works as of BlueSpice 4.3.
Checklists can also be added to a page using wikitext.
The syntax for adding the tag is:


Checkbox: <syntaxhighlight lang="text">
New integration:<syntaxhighlight lang="text">
<bs:checklist type="check" checked="true" />
<bs:checkbox checked="false" /> Margherita
</syntaxhighlight>The value of the paramter ''checked'' can be ''true'' or ''false'', depending on whether the checkbox should initially be selected (true) or deselected (false).
<bs:checkbox checked="true" /> Siziliana
</syntaxhighlight>
{{Textbox|boxtype=important|header=Important!|text=Checklists and checkboxes cannot be used on a page at the same time.


List:<syntaxhighlight lang="text">
If you use a checklist on a page, you can, however, create a [[Manual:Extension/SimpleTasks|task list]] as well.|icon=yes}}
<bs:checklist type="list" list="Template:Pizza" value="Choose pizza" />
</syntaxhighlight>The parameter ''list'' defines the template page that contains the list, ''value'' defines the initial selection.
 
Once a checklist tag has been saved on a page, users can change its value in read mode.


==Configuration==
==Configuration==
Line 80: Line 109:


{{#dpl:title=Manual:Extension/BlueSpiceConfigManager|include=#BlueSpiceChecklist}}
{{#dpl:title=Manual:Extension/BlueSpiceConfigManager|include=#BlueSpiceChecklist}}
{{Box Links-en|Topic1=[[Reference:BlueSpiceChecklist]]}}


[[en:{{FULLPAGENAME}}]]
[[en:{{FULLPAGENAME}}]]
[[de:Handbuch:Erweiterung/BlueSpiceCheckList]]
[[de:Handbuch:Erweiterung/BlueSpiceCheckList]]
[[Category:Content]]
==Permissions==
If a wiki page contains a checklist, any user with the c''hecklistmodify'' right can update the checklist values. This action occurs in view mode of the page. By default, these ar users in the roles ''editor, author, maintenanceadmin'' or ''bot''
==Magic word "checklist" (obsolete) {{Bsvs|bsvTo=4.2}}==
Until BlueSpice 4.2, checklist elements were inserted as magic word. To create a checklist item:
#'''Click''' ''Insert > More > Magic word'' in the visual editor.<br />
#'''Click''' c''hecklist'' in the dialog window.<br />
#'''Click''' ''Done''. Another dialog window appears.[[File:Manual:magicword-dialog-EN.png|alt=|center|thumb|Dialog window for checklists]]
#Select the tab to select your checklist type:
#*''Checkbox:'' creates an individual checkbox.
#*''List:'' creates a drop-down menu.
===Creating a checkbox===
#'''Toggle''' the switch in the dialog window on the checkbox tab to create an unselected checkbox. When this toggle is blue, the checkbox is pre-selected.
#'''Select''' ''insert.'' The checkbox is now visible on the page. Write the text for a label or for an instruction next to the checkbox
After the page has been saved, all users can activate and deactivate the checkbox.
===Creating a drop-down list===
# '''Select''' an [[Manual:Extension/BlueSpiceChecklist#Defining list values|existing option list]] in the ''List'' tab.
# Under Selected option, choose the default value.
# '''Click''' Done.
{{translation}}
[[Category:Content]]
[[Category:Content]]

Revision as of 15:16, 7 May 2024


BlueSpiceChecklist allows you to insert a drop-down checklist or a checkbox. Users with edit rights can change the status or value directly in view mode.

Note:In contrast, checkboxes for tasks are created as a Task list.


Checklist

The checklist is inserted as a Content droplet. The selected list value can only be changed in the view mode of the page. This creates a new page version.

Dropdown menu with selection of pizzas
Droplet "Checklist"

Defining list values

Die Listenwerte müssen vorab als Seite im Vorlagennamensraum definiert werden. Die Elemente müssen als ungeordnete Liste angelegt werden. Im Quelltext der Seite werden Listenpunkte mit einem * am Zeilenanfang erstellt.

Wenn Sie beispielsweise eine Liste von Pizzas erstellen möchten, in der eine bestimmte Pizza ausgewählt werden kann, können Sie die Seite Vorlage:Pizza mit folgendem Inhalt anlegen:

The list values must be predefined as a page in the namespace "Template" as an unordered list. In the source code of the page, list items are created with an asterisk * at the beginning of the line.

For example, if you want to create a list of pizzas from which a specific pizza can be selected, you can create a page alled Template:Pizza with the following content:

* Choose a pizza ... 
* Margherita
* Schinken 
* Salami
* Pilze
* Hawaii 
* Gamberetti
* Diavolo
* Siziliana
* Quattro Formaggi

In addition, a font color (using HEX-code notation) can be specified for each entry:

 * Quattro Formaggi | #00FF00 

Inserting the list

The list can now be selected in the control list selection menu.

checklist inspector for selecting the template Pizza
Choose the list


This generates the following tag in the source code:

 <bs:checklist type="list" list="Template:Pizza" value="Choose a pizza..." />

Der parameter list legt die Seite fest, auf der sich die vordefinierte Liste befindet; value legt den Wert fest, der voreingestellt sein soll.

The parameter list specifies the page for the list values. The parameter value specifies the default value.

Checkboxes (source edit only)

In addition, it is possible to create individual checkboxes in source edit mode:

<bs:checkbox checked="false" /> Margherita
<bs:checkbox checked="true" /> Siziliana

Differences between checkboxes and task lists

Function Checkbox

(BlueSpiceChecklist)

Task list

(Checklists)

Insert in source edit mode
  • as Content droplet
  • via keyboard shortcut []
  • in source edit mode
Selection in view mode
  • in view mode (tracks status change in version history)
  • with the visual editor (no status tracking)
Status checkbox shows a check mark
  • checkbox shows a check mark
  • closed tasks have strike-through formatting
Overview no overview available
  • filtered overview of all tasks is possible
  • stored as page property
Edit permission roles: editor, author, maintenanceadmin, bot "edit" permission

Compatibility of checkboxes   v4.3+

The Content Droplet Checklist is available from BlueSpice 4.3. Since this has changed the syntax, checkboxes that were previously created with the <bs:checklist /> tag must be adjusted accordingly. If there are many checkboes, this can be done using the page Special:ReplaceText.

The syntax <bs:checklist value="Salami" type="check" /> no longer works as of BlueSpice 4.3.

New integration:

<bs:checkbox checked="false" /> Margherita
<bs:checkbox checked="true" /> Siziliana
Important!Checklists and checkboxes cannot be used on a page at the same time.

If you use a checklist on a page, you can, however, create a task list as well.


Configuration

The following configuration can be changed in the Config manager:


  • Mark checklist changes as minor edit: If this setting is active, changes to a checklist (for example, checking a checkbox) in view mode are logged as minor edits. If this setting is inactive, a change to the checklist is recorded as a regular version in the page history.
    minor edit
    minor edit

Permissions

If a wiki page contains a checklist, any user with the checklistmodify right can update the checklist values. This action occurs in view mode of the page. By default, these ar users in the roles editor, author, maintenanceadmin or bot

Magic word "checklist" (obsolete)   -v4.2

Until BlueSpice 4.2, checklist elements were inserted as magic word. To create a checklist item:

  1. Click Insert > More > Magic word in the visual editor.
  2. Click checklist in the dialog window.
  3. Click Done. Another dialog window appears.
    Dialog window for checklists
  4. Select the tab to select your checklist type:
    • Checkbox: creates an individual checkbox.
    • List: creates a drop-down menu.

Creating a checkbox

  1. Toggle the switch in the dialog window on the checkbox tab to create an unselected checkbox. When this toggle is blue, the checkbox is pre-selected.
  2. Select insert. The checkbox is now visible on the page. Write the text for a label or for an instruction next to the checkbox

After the page has been saved, all users can activate and deactivate the checkbox.

Creating a drop-down list

  1. Select an existing option list in the List tab.
  2. Under Selected option, choose the default value.
  3. Click Done.



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