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

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

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

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Navigation menu 
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navigation

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Navigation

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Favorites

User Menu

User Impersonation

Main Area

List layout

Form Layout

List layout view configuring

Condition Builder+Favorites by drag&drop

Creating new views

Show matching

Filter Out

Export Excel

navigation

Browse and manage your SimpleOne system with the Navigation menu.

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

Menu search
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menu search

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

To apply the search query, start typing the words or word fragments in the text field. The Navigation menu with the applied filter displays the categories and 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

The Global Search allows users to find information by the indexed fields of the category items lists. 

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

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

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User Menu 
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user menu
user menu

Manage your profile information and account activity with the User Menu. To use its 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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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 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

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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Column

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

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

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