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The SimpleOne interface combines In SimpleOne, we pay a lot of attention to interface and combine the best user experience and modern design, so it is . Our goal is to make it clear and comfortable for users of all age categories.

Get acquainted with the main working areas of the SimpleOne system:

  1. Navigation Filter: find Categories and Category Items using filter panel;– find categories and category items using the filter bar.
  2. Navigation Menu: browse  – browse and manage Categories categories and Category Itemscategory items, save the desired ones to the Favorites tab; menu.
  3. Global Search: – search the information you need by the indexed fields throughout the SimpleOne system.
  4. User Profile Menu: manage  – manage your profile activity in SimpleOne;SimpleOne.
  5. Preferences – use personal settings to customize your SimpleOne program workspace.
  6. Main Area: work  – work with Category Item lists and forms to manage your system.

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Navigation

Menu

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navigation
navigation

Browse and manage your SimpleOne system with the Navigation Menu menu.

Create Categories and Category Menu Items with the menu features, set them as Favourites Favorites to provide quick access.

Filter

Menu search
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menu search
menu search

The Navigation  Navigation filter allows users to find the Menu Categories or Category Items menu categories or menu items they want quickly.

To apply the filtersearch query, type start typing the words or word fragments in the text field, and then press the Enter key.

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The Navigation menu with the applied filter displays the Categories categories and Category Items category items which names match the condition.

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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. 

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Global Search
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global search
global search

The Global Search allows users to find information Global search allows users to find the information they need by the indexed fields of the Category Items category items lists. 

To search the information, fill in the Search field with the desired a word or words word fragment, then click the search iconImage Removedsearch iconImage Added or press Enter.

All search results are displayed below in the search field in the What's on the page main area. Categories containing search results are listed in panel on the leftright.

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User

Menu

Menu 
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user menu
user menu

Manage your profile information and account activity with the User Menu. To use the User Menu featuresits features, click your login on the top right and select one of the options in a drop-down list.

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Column

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

  • Impersonate

If you have an additional role with sufficient rights as an impersonator, Impersonate a User
his

  • their access rights for testing purposes. 

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Elevate Role

Get temporarily elevated privileges gaining Admin role access.

To elevate a role, switch its checkbox active, and click the Submit button.

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Logout

Select the logout menu option to end the session and to disconnect from your SimpleOne system.

Main Area

Manage the SimpleOne system with the lists and forms displayed in the main area. You can customize their appearance with the List layouts and the Form layouts.

Configure List layout

In SimpleOne, configuring the List layout allows changing the list appearance. You can configure which columns appear in the list and their order.

To enter the list layout configure menu, go to the hamburger menu and select the Configure → List layout menu option or click the gear icongearbox.pngImage Removedon the top left of the list.

List layouts allow users to apply the record context menu. Right-click on the record you need and select one of the following options:

  • Show matching - filters fields that match with the field selected on the list view;
  • Filter Out - filters the fields that do not match with the field selected on the list view.

Use the title context menu by right-clicking on the list titles and selecting one of the following options:

  • Export Excel - exports the list into an Excel file, for further uses for various purposes;
  • Pie Chart - presents data with the circular statistical graphic;
  • Bar Chart - presents data with rectangular bars.

Every list record has a set of fields easily customized with the Form Layout tool. To open a record form, click the first field of the record on the list. You can also open the record from the preview form: click on the record information iconImage Removed, and then click the Open record button.

You can also view the record field information with the tooltip when hovering over the particular list field.

Create List View

You can create List views with separate sets of columns for various tasks with the Configure → List layout menu features. This menu is also available when clicking the gear icongearbox.pngImage Removed.

All created list views are available in the hamburger menu → Views. Mark a custom view with the tick in this menu to set it as default.

Create List Filter

You can apply List filter features using quick filter forms above every list column to check the data for condition containing.

The other way to filter the lists is to use the Condition Builder tool. To enter the Condition Builder menu, click the filter iconImage Removed on the top left of a list. Use this toolbar to commit the Condition Builder actions, such as creating, running, and saving filter sortings and its configured conditions.

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    This option is available, if you have the impersonator role.


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

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    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.

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



Preferences
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preferences
preferences

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

Preferences

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

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Column

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General Preferences

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

  • Main Page – change the user default page.

  • Date Format – change the preferable date format. 

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    Available set of date formats is provided by the vendor and can be found for your acquaintance 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 admin privileges 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 Image Added to open the selected application record. Learn more about Applications.
  • Local Pack – select the configuration pack within which you want to work. Click Image Added to open the selected configuration pack record. Learn more about Configuration Packs.

At the bottom of the Preferences menu, the SimpleOne release version can be displayed.

Info

The current version of the system deployed on the instance is displayed at the bottom of the menu panel. The version information is based on values of the simple.platform.version, simple.version.back and simple.version.front system properties.

UI Actions

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

The cache settings are configured by the cache_system_url.enable and redis.enable properties. Refer to cache properties to learn more.


Main Area 
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main area
main area

In the main area, you can interact with records and widgets. See the Records: form interface and Records: list interface articles to learn more.

Form interface

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List interface

Image AddedTo apply a saved filter, go to the hamburger menu → Filteron the top left of the list view, and select the option with the desired filter name.To add a list filter to the Favorites, drag and drop it to the Favorites navigation tab.

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