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SimpleOne stores data as a collection of tables and records.

Record is a low-level independent unit of SimpleOne platform. It A record is basically a container of information from table columns. In the list view, it is displayed as a row. In the form view, it is displayed as a form with defined fields that contain values. In API, records are SimpleRecord items.

For example, a record in the User (user) table is displayed like this:

Section


Column

Form view


Column

List view

Every record has default system fields populated automatically:

  • Created by
  • Created at
  • Updated by
  • Updated at

    Every record has its unique ID that is used by the system in scripts and properties . As a rule, in agent interface records have human-readable titles.


    Records on forms


    In SimpleOne, a record form may be divided into three consists of the following parts:

    1. Header area – contains a name of the table, the hamburger menu Image Modified, and UI actions.
    2. Main area – contains a record title, record fields, and widgets. Here, fields and widgets can be grouped into sections.
    3. Related Links area – contains UI actions of the link type.
    4. Related Lists area – contains lists of records from tables connected with the current one.

    Sections
    Anchor
    section on forms
    section on forms


    Sections allow arranging arrange fields on the form view by dividing them into tabs. Use them to:

  • structure complex tables containing a lot of fields
  • sort fields according to your needs by process stages, by data type, by users involved, etc.
  • draw user's attention to important fields

    .

    Refer to the Form Layout article to learn more.

    Activity Feed


    Activity Feed module allows tracking you to track record changes and communicate with involved persons.

    Refer to the Activity Feed article to learn more.

    Image Removed

    ITSM widgets

    SimpleOne ITSM application provides three widgets displaying:

    Image Removed

    people involved by leaving Additional Comments.

    There is an input field for your comments. You can send them using the CTRL + ENTER keyboard shortcut.

    Image Added

    Besides that, the Activity Feed displays history of field changes. It displays information about those fields, the value of which have been changed. Previous values are in gray color. The new values are black.

    By clicking on the tabs under the input field, you can filter out the displayed information:

    • All – displays all field changes and all comments left to this record.
    • Additional Comments – filters out only additional comments left to this record.
    • History – filters out only record field changes.

    UI Actions


    In SimpleOne, lists and forms have a number of UI actions displayed as buttons, links, and context menu items.

    You can create custom UI actions if you need. Use them to:

    • create a link to a page or record
    • execute a script

    Refer to the UI Actions article to learn more.

    Views

    Views define which elements are displayed in the form or the list and their order. Hide fields and widgets you do not need, add the necessary ones, and create separate views for users (for example, for different roles) and system parts (agent interface and portal).

    Image Removed

    Refer to the Form Layout and List Layout articles to customize layouts. A user can also configure their personal list layouts.

    Table of Contents
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    Panel
  • Tables
  • Column Types
  • Activity Feed
  • Form Layout
  • List Layout
  • Customizing portal and agent views
  • Access Control Lists (ACL)
  • Condition Builder