Page History

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 stored in 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 thisin the following way:

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

Record form

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

1. Header area – contains a the name of the table, the hamburger menu Image Removed, and UI actions Image Added, available user interface actions, and the presence indicator.
2. Main area – contains a the record title , and the record fields, and widgets. Here, fields and widgets can be grouped into sections.
3. Related Links area – contains UI user interface actions in the firm of link typelinks.
4. Related Lists area – contains area – contains the lists of records from tables connected with the current one.

Access to records

If you do not have access rights to view some records, reference fields will display the following badges:

• If a field refers to a record unavailable to you, a gray badge with the Image Addedunavailable data text is displayed. You can remove the record from the field by clicking Image Added to the right of the badge, but you cannot navigate to its form.
• If an ACL rule restricts access to the Display Name of a record, then a blue badge with the Image Addedunavailable title text is displayed. You can remove the record from the field by clicking Image Added  to the right of the badge and navigate to its form via the pop-up window.
• If the referenced record is deleted, the field will display a gray badge with the record not found text. You can remove the record from the field by clicking Image Added to the right of the badge.
  

If a deleted column is selected in the field, the Column not found placeholder is displayed. Under the field, the following hint is displayed: Selected record is not found, choose another one.

When you do not have access to some records in the Related Lists area, the following message is displayed: Image Added Some entries are hidden by security policy.

Sections

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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.

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Activity Feed

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

Refer to the Activity Feed article to learn more.

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ITSM widgets

SimpleOne ITSM application provides three widgets displaying:

• information about the caller
• information about the task
• active SLA indications

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people involved by leaving comments in Discussion.

There is a relevant input field for your comments. To send them, use the Ctrl + Enter keyboard shortcut or click the send icon Image Added.

Besides that, the Activity Feed displays the history of field changes. Previous values of the changed fields appear in gray, new values appear in black.

You can filter out the displayed information by clicking the tabs under the input field:

• All – displays all field changes and all comments left for this record.
• History – filters out record field changes only.
• Discussion – filters out only additional comments left for this record.

See the Activity Feed article to learn more.

User interface actions

In SimpleOne, lists and forms have a number of UI various associated user interface 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

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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).

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Presence indicator

The presence indicator appears when other users interact with the same form as the current user. It displays the number of users currently interacting with the record. If only the current user interacts with the record, the presence indicator is hidden.

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Click the indicator to show the dropdown list of users.

By default, the user's profile picture, name and job title are displayed in the dropdown list.

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Click an item in the dropdown list to open the respective user's profile in a new tabRefer to the Form Layout and List Layout articles to customize layouts. A user can also configure their personal list layouts.