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The SimpleOne interface has two main panels and the navigator:

  1. Navigator – contains categories and category items and saved items in the Favorites menu.
  2. Header – contains the Global Search and User Menu. Search the information you need by the indexed fields throughout the SimpleOne system, and manage your profile information.
  3. Right-side bar – contains the Preferences menu. Use personal settings to customize your SimpleOne program workspace.


Navigator
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navigation
navigation


Browse and manage your SimpleOne system with the Navigation menu.

With the menu features, you can create Categories and Menu Items, set them as Favorites to enable quick access. 

For quick navigation to specific records and tables, you can also create Dynamic Categories.

Dynamic menu

Dynamic menu is a special navigator element that works as the entry point to a separate submenu. Categories and items of such a menu are formed based on specified table data. 

 

Menu search
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menu search
menu search

The navigation filter allows users to quickly find menu categories or menu items they want.

To apply your search query, start typing the words or word fragments in the text field. The Navigation menu with the applied filter displays categories, category items and dynamic categories which names match the condition.

Favorites

The Favorites functionality provides the ability to quickly access the frequently used categories (including their child categories), child categories (including their items but not the parent category), category items, and also filters.

List of favorite items is available on the Favorites tab marked with the star icon. Every user has their own Favorites. Physically, they are stored in the Favorites (sys_menu_favorite) table.

To add a category, child category, or category item to Favorites, click a star icon near it. Also, you can add a filter of the list view that was prepared earlier to the Favorites. For this, just drag it to the Favorites navigation tab.


There are two ways to delete a category, category item or filter from Favorites:

  • When you are in Favorites, click the Delete icon in front of the desired item. Applicable for categories, category items and filters.
  • When you are in the Categories tab, unstar the item you want to delete from Favorites. Applicable for categories and category items.

Header
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header
header


Global search

Global Search allows users to find information across the system. The search is performed by the indexed fields of the category items lists. 

To perform a search, type in the search query (a phrase, a word, or word fragment) in the field, then click the search icon or press Enter.

All search results are displayed in the main area and in the All results category. Categories containing search results are listed in the panel on the right. 


Info
  • Click the info icon to open the pop-up window with the record information.
  • Click the arrow icon to go to the top of the search results page.

Operators

SimpleOne search operators help you to build clear and exact query statements according to your needs.

Configure your queries with one or more operators below.

Operator

Description

A * B

The asterisk operator matches any character or even any amount of characters. Therefore, it may return words or whole phrases.

"A"Quotation marks allow you to search for the exact quote word or phrase. A AND B

This operator returns results related to both A and B.

It is very useful to apply this operator when making a query with other operators because SimpleOne uses AND for regular searches as the default one.

A OR BThe operator returns results related to A, or B, or both.A NOT B

This operator returns results matching the A condition, excluding table records with indexed columns matching the B condition.

User menu

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user menu
user menu

Manage your profile information and account activity with the user menu. To use it, click your login in the top right corner and select an option from the drop-down list.

Section


Column


Column
  • User Profile – manage your user profile information and account settings.

  • Impersonate – impersonate users and gain all their access rights for testing purposes. 

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    This option is available if you have the impersonator role.


  • Elevate Roles – temporarily elevate your access rights by gaining access with an administrator role. 

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    iconColorblue

    This option is available if you have the security_admin role. It will be applied for 1 hour. After that, you will need to elevate the role once again if needed.


  • Logout – end the session and exit from your SimpleOne system.



Right-side bar 
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preferences
preferences


Customize your SimpleOne workspace with general and other settings according to your needs. Click the gear icon to the right of your profile name and set the desired options. To close the preferences panel, click .

Preferences

The general preferences allow you to specify the interface language, your timezone, and preferable date format. There, you can also specify the main page of the interface you will see after you log in to SimpleOne or after clicking the logo in the top left corner.

Section


Column


Column

General preferences

  • Language – change the interface language.
  • Timezone – change your timezone.

  • Main Page – change your default page.

  • Date Format – change the preferable date format. 

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    iconColorblue

    An set of available date formats is provided by the vendor and can be found in the Date Formats (sys_date_format) dictionary.


Note

To set a language as default for all users in the system, change the value of the user.language.default system property to the preferred one. You need to have the admin role to perform this.

Admin preferences



Info
Admin Preferences are only available for users with the admin role.
  • Application – select the application within which you want to work. Click to open the selected application record. Learn more about Applications.
  • Local Pack – select the configuration pack within which you want to work. Click to open the selected configuration pack record. Learn more about Configuration Packs.

In the left bottom corner of the Preferences menu, the SimpleOne release version is displayed.

Info

The version information is based on values of the simple.platform.version, simple.version.backor simple.version.front system properties.

User interface actions

Clear Cache is a UI action that clears cache for the current user. 

Clear Cache for all Users is a UI action that clears cache for all users created on the instance. In contrast to the Clear Cache UI action, you need to have the admin role to use Clear Cache for all Users.

The cache settings are configured with the cach_system_url.enable and redis.enable properties. Refer to cache properties to learn more.



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