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SimpleOne stores data as a collection of tables and records.

Record is a minimum low-level independent unit of SimpleOne platform. It is basically a container of information compiled from table columns, in other words, – set of field values. In the list view, it is displayed as a row. In the form view, it is displayed as a form with populated fieldsdefined values. In API, records are SimpleRecord items.

For example, a record in the User (user) table contains a record with the following fieldsis displayed like this:

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 , and others . As a rule, in agent interface records have human-readable titles/names.

Records

on forms

In SimpleOne, a record form may be divided into three parts:

1. Header area – contains

1. a name of the table, the hamburger menu Image Added, 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

1. UI actions of link type.
2. Related Lists area – contains

1. lists of records from tables connected with the current one.

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Sections

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section on forms section on forms

Sections allow arranging fields in on the form view by dividing them into tab pagestabs. Use them forto:

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

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See Refer to the Form Layout article to learn more.

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Activity Feed

Activity Feed module allows tracking field record changes and communicate with involved persons.

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See Refer to the Activity Feed article to learn more.

Records in lists

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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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UI Actions

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In SimpleOne,

a list view includes the following elements:

1. Gear icon Image Removed – click on this icon to change the set and order of columns displayed.
2. Information icon Image Removed – click on this icon to see the preview information about the record. See the Customizing portal and agent views article to learn more.
3. List of records – records included into the table displayed in rows. You can select records using the checkboxes at the right.
4. Cell – the column value of a certain record. You can change the value using the DOC0000035 - Records.
5. Columns – names of columns of the current table. You can change the set and order in the list layout and call the context menu.
6. Search boxes – click the magnifier icon at the left of column names to open the list search boxes. Here, enter the value which a column should contain to find certain records. You can as well use the Condition Builder to filter records.

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

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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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You can edit field values of records in the list view. In other words, you do not need to open a record to change a fields value.

To edit a field in the list view, follow these steps:

1. Double-click on the value you need to change.
2. Depending on the type of chosen column:
   • enter the value
   • select value from the drop-down list
   • select record from the dictionary by clicking the magnifier icon Image Removed
   • define the date and time by clicking the calendar icon Image Removed.
3. Click the check mark icon Image Removed to apply changes.

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Filtering

See the Condition Builder article to learn more.

UI Actions

See the UI Actions article to learn more.

Views

See the Refer to the Form Layout and List Layout articles to learn more.

Taskboards

Records in taskboards are represented as cards.

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See the Taskboards article to learn morecustomize layouts. A user can also configure their personal list layouts.