The SimpleOne interface combines the best user experience and modern design, so it is clear and comfortable for users of all age categories.
Get acquainted with the main working areas of the SimpleOne system:
- Navigation Filter: find Categories and Category Items using filter panel;
- Navigation Menu: browse and manage Categories and Category Items, save the desired ones to the Favorites tab.
- Global Search: search the information you need by the indexed fields throughout the SimpleOne system.
- User Profile Menu: manage your profile activity in SimpleOne.
- Main Area: work with Category Item lists and forms to manage your system.
- Preferences: use personal settings to customize your SimpleOne program workspace.
Navigation Menu
Browse and manage your SimpleOne system with the Navigation Menu.
Create Categories and Category Items with the menu features, set them as Favorites to provide quick access.
Filter
Navigation filter allows users to find the Menu Categories or Category Items they want quickly.
To apply the filter, type the words or word fragments in the text field, and then press Enter.
The Navigation menu with the applied filter displays the Categories and Category Items which names match the condition.
Global Search
Global search allows Search allows users to find the information they need by the indexed fields of the Category Items lists.
To search the information, fill in the Search field with the desired word or word fragment, then click the search icon or press Enter.
All search results are displayed below the search field in the What's on the page panel on the left.
User Menu
Manage your profile information and account activity with the User Menu. To use the User Menu features, click your login on the top right and select one of the options in a drop-down list.
User Profile
Manage your User profile information and account settings.
Impersonate
If you have an additional role with sufficient rights as an impersonator, Impersonate a User and gain all his access rights for testing purposes.
Elevate Role
Get temporarily elevated privileges gaining Administrator role access.
To elevate a role, switch its checkbox active, and click the Submit button.
Logout
Select the logout menu option to end the session and to disconnect from your SimpleOne system.
Preferences
Customize your SimpleOne program workspace with general and other settings according to your needs. Click the gear icon on the left of your profile name and set the desired options. To close the preferences panel, click
.
General Preferences
Select it with an available option in the Language field. The changes are applied after page autorefresh.
Admin Preferences
Configure the admin application and configuration setting according to your needs.
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| Admin Preferences are only available for users with admin roles. |
Use admin settings to configure your current working session:
- Set the Application option as a working area with particular settings you want to work with. Click the icon
to open the selected Application record.
- Select the Configuration Pack option according to your exporting or importing needs. Click the icon
Main Area
Manage the SimpleOne system with the lists and forms displayed in the main area. You can customize their appearance with the List layouts and the Form layouts.
Configure List layout
In SimpleOne, configuring the List layout allows changing the list appearance. You can configure which columns appear in the list and their order.
To enter the list layout configure menu, go to the hamburger menu and select the Configure → List layout menu option or click the gear icon
on the top left of the list.
List layouts allow users to apply the record context menu. Right-click on the record you need and select one of the following options:
- Show matching - filters fields that match with the field selected on the list view;
- Filter Out - filters the fields that do not match with the field selected on the list view.
Use the title context menu by right-clicking on the list titles and selecting one of the following options:
- Export Excel - exports the list into an Excel file, for further uses for various purposes;
- Pie Chart - presents data with the circular statistical graphic;
- Bar Chart - presents data with rectangular bars.
Every list record has a set of fields easily customized with the Form Layout tool. To open a record form, click the first field of the record on the list.
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You can also open a record from the preview form: click on the record information icon |
It is possible to view the record field information with the tooltip when hovering over the particular list field.
Create List View
You can create List views with separate sets of columns for various tasks with the Configure → List layout menu features. This menu is also available when clicking the gear icon.
All created list views are available in the hamburger menu → Views. Mark a custom view with the tick in this menu to set it as default.
Create List Filter
You can apply List filter features using quick filter forms above every list column to check the data for condition containing.
The other way to filter the lists is to use the Condition Builder tool. To enter the Condition Builder menu, click the filter icon on the top left of the list. Use this toolbar to commit the Condition Builder actions, such as creating, running, and saving filter sortings and its configured conditions.
To apply a saved filter, go to the hamburger menu → Filteron the top left of the list view, and select the option with the desired filter name.
To add a list filter to the favorites, drag and drop it to the Favorites navigation tab.
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