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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 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 values. In API, records are SimpleRecord items.
For example, a record in the User (user) table is displayed like this:
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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 parts:
- Header area – contains a name of the table, the hamburger menu
, and UI actions.
- Main area – contains a record title, record fields, and widgets. Here, fields and widgets can be grouped into sections.
- Related Links area – contains UI actions of link type.
- Related Lists area – contains lists of records from tables connected with the current one.
Record ACL
If users do not have access rights to view some records, fields of Reference, List and Document ID types will display the following badges:
- If a field refers to a record unavailable to the current user, the gray badge with the
unavailable data text is displayed. Users can remove the unavailable record from the field by clicking on
at the right of the badge, but they cannot navigate to its form.
- If an ACL rule restricts access for the current user to the Display Name of a record, then the blue badge with the
unavailable title text is displayed. Users can remove the record from the field by clicking on
at the right of the badge. They can navigate to its form via the pop-up window.
- If the referenced record is deleted, the field will display the gray badge with the record not found text. Users can remove the deleted record from the field by clicking on
at the right of the badge.
If a deleted value is selected in the field of the Field Name type, the Column not found placeholder is displayed in the field. Under the field, the following hint is displayed: Selected record is not found, choose another one
.
When users do not have access to some records in the Related Lists area, the following message is displayed: Some entries are hidden by security policy
.
Sections Anchor section on forms section on forms
section on forms | |
section on forms |
Sections allow arranging 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 record changes and communicate with involved persons.
Refer to the Activity Feed article to learn more.
Image Added
ITSM widgets
SimpleOne ITSM application provides three widgets displaying:
- information about the caller
- information about the task
- active SLA indications
Image Added
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
Image Added
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 Added
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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|
SimpleOne stores data as a collection of tables and records.
Record is a low-level independent unit of SimpleOne platform. It 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 values. In API, records are SimpleRecord items.
For example, a record in the User (user) table is displayed like this:
Section | ||||
---|---|---|---|---|
|
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 parts:
- Header area – contains a name of the table, the hamburger menu
Image Added, and UI actions.
- Main area – contains a record title, record fields, and widgets. Here, fields and widgets can be grouped into sections.
- Related Links area – contains UI actions of link type.
- Related Lists area – contains lists of records from tables connected with the current one.
Image Added
Sections Anchor section on forms section on forms
section on forms | |
section on forms |
Sections allow arranging 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.
Image Added
Activity Feed
Activity Feed module allows tracking record changes and communicate with involved persons.
Refer to the Activity Feed article to learn more.
Image Added
ITSM widgets
SimpleOne ITSM application provides three widgets displaying:
- information about the caller
- information about the task
- active SLA indications
Image Added
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
Image Added
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 Added
Refer to the Form Layout and List Layout articles to customize layouts. A user can also configure their personal list layouts.
Table of Contents | ||||
---|---|---|---|---|
|
SimpleOne stores data as a collection of tables and records.
Record is a low-level independent unit of SimpleOne platform. It 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 values. In API, records are SimpleRecord items.
For example, a record in the User (user) table is displayed like this:
Section | ||||
---|---|---|---|---|
|
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 parts:
- Header area – contains a name of the table, the hamburger menu
Image Modified, and UI actions.
- Main area – contains a record title, record fields, and widgets. Here, fields and widgets can be grouped into sections.
- Related Links area – contains UI actions of link type.
- Related Lists area – contains lists of records from tables connected with the current one.
Image Added
Sections Anchor section on forms section on forms
section on forms | |
section on forms |
Sections allow arranging 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.
Image Added
Activity Feed
Activity Feed module allows tracking record changes and communicate with involved persons.
Refer to the Activity Feed article to learn more.
Image Added
ITSM widgets
SimpleOne ITSM application provides three widgets displaying:
- information about the caller
- information about the task
- active SLA indications
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).
Refer to the Form Layout and List Layout articles to customize layouts. A user can also configure their personal list layouts.
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