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:
- Navigation Filter: find Categories and Category Items using filter panel;– find categories and category items using the filter bar.
- Navigation Menu: browse – browse and manage Categories categories and Category Itemscategory items, save the desired ones to the Favorites tab menu.
- Global Search: – search the information you need by the indexed fields throughout the SimpleOne system.
- User Profile Menu: manage – manage your profile activity in SimpleOne.
- Preferences: – use personal settings to customize your SimpleOne program workspace.
- Main Area: work – work with Category Item lists and forms to manage your system.
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Menu
Browse and manage your SimpleOne system with the Navigation Menu menu.
Create Categories and Category Menu Items with the menu features, set them as Favorites to provide quick access.
Filter
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 Enter.
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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 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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The Global Search allows allows users to find the to find 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 word fragment, then click the search icon
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All search results are displayed below in the search field in the What's on the page panel on the left.
List search boxes
Search boxes appear above a table in the list view. To display them, click the magnifier button Image Removed at the right corner on the top of the list.
You can find the record you need by typing some characters, a word or several words. The search returns records that contain the specified input.
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Condition Builder
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You can add dependencies using the AND and OR buttons. Also, you can add high-level conditions using these buttons in the condition builder toolbar.
You can also delete them by clicking the Clear All button.
Other available actions:
- Sort – allows adding conditions of the fields sorting. Available on the lists only.
- Save – allows saving the configured conditions. Available on the lists only.
- Run – runs the configured condition to apply the filter. Available on the lists only.
- Close – hides the condition builder.
See the Condition Builder article to learn more.
main area. Categories containing search results are listed in panel on the right.
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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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Manage - – manage your User profile information and account settings.
Impersonate
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If you have an additional role with sufficient rights as an impersonator, Impersonate a User his Elevate Role
Get temporarily elevated privileges gaining Administrator 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
Preferences
Customize your SimpleOne program workspace with general and other settings according to your needs. Click the gear icon Image Removed on icon 
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General Preferences
The general preferences allow users to specify the interface language interface language and a user timezone. Also, there your timezone and preferable date format. There, you can also specify interface the main page displayed after login and date formats.
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To change the interface language, please complete the steps below:
- Click the settings icon Image Removed in the top right.
- Select the preferred language from the Language choice menu.
To change the user timezone, please complete the steps below:
- Click the settings icon Image Removed in the top right.
- Select the preferred timezone from the Timezone choice menu.
To change the user default page, please complete the steps below:
- Click the settings icon Image Removed in the top right.
- Select the preferred page from the Main Page choice menu.
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To add a page into this choice list, complete the steps below (you need to have admin privileges to perform this): - Navigate to User Administration → User Preference.
- Click New and fill in the fields:
- Name – specify the ui.main.page preference name.
- Value – specify the page ID you are going to make an option.
- User – select an user from the user dictionary.
Please make sure that this page has the attribute Use for home page equal to TRUE. |
To change the date format, please complete the steps below:
- Click the settings icon Image Removed in the top right.
- Select the preferred format from the Date Format choice menu.
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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General Preferences
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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 |
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Configure the admin application and configuration pack setting according to your needs.
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| Admin Preferences are only available for users with the admin |
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Use admin settings to configure your current working session:
Set the Application option as a working area with particular settings - Application – select the application within which you want to work
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Application Select the Configuration Pack option according to your exporting or importing needs. Click the Image Removedicon - Local Pack – select the configuration pack within which you want to work. Click Image Added to open the selected
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Configuration 
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:To configure the version value displayed, please set up the related System Properties: simple.version.front and ;these properties are responsible for displaying information about frontend and backend version, respectively.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. |
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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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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.
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 icon
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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 graphics.
- 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.
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You can also open a record from the preview form: click on the record information iconImage Removed, and then click the Open record button. |
It is possible to 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 iconImage 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 the list. Use this toolbar to commit the Condition Builder actions, such as creating, running, and saving filter sorting and its configured conditions.
To 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.
