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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 – find categories and category items using the filter panelbar.
  2. Navigation Menu: browse  – 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 Profile Menu: manage  – manage your profile activity in SimpleOne.
  5. Preferences: – use personal settings to customize your SimpleOne program workspace.
  6. Main Area: work  – work with lists and forms to manage your system.

Navigation

Menu

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 Favorites to provide quick access.

Menu search
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menu search
menu search


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

To apply the search 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 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
global search


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

To search the information, fill in the Search field with the desired a word or word fragment, then click the search iconsearch icon or press Enter.

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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Grouping on lists

Grouping on lists allows dividing all records into groups basing on the defined column of any type. As the result, the list of records is divided into sublists. That is, records with the same value form a group with the corresponding heading. The function provides information on number of records included.

To configure grouping, click on the column title on the basis of which you need to group the records, then choose Group: {column name}.

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For example, we need to group columns from the Columns (sys_db_column) table by the Column Type field. After configuring the grouping, the list will look like this:

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In the list view, the following options to operate the groups are available:

  • Expand and collapse any group. Click on the group you want to expand or collapse.
  • Expand and collapse all groups. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option in the context menu.
  • Sort groups in ascending or descending order by the group name or the number of records in it. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option.
  • Change the base column of grouping. To regroup records basing on another column, click on the column title you need and choose Regroup: {column name} in the context menu.
  • Open a group in a distinct list view. Point to the group you want to open and choose Open a group in the list.

Condition Builder

Condition Builder is a tool that allows creating conditions to select fields with specific values and sort them in a particular order. It is available for the following elements:

  • lists (above the table)
  • forms (condition fields)
  • record picker window (it appears after clicking the magnifier icon Image Removed by the reference fields)
  • Related Lists area (above the table).

Click the funnel icon Image Removed to expand the 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.

Click Run to apply filters and get the selection of records.

You can also delete them by clicking the Clear All button.

Other available actions:

  • Sort – allows adding conditions of the fields sorting.
  • Group – allows grouping the records by a specific column. Not available for condition fields.
  • Save – allows saving the configured conditions. Not available for condition fields.
  • Run – runs the configured condition to apply the filter. Not available for condition fields.
  • Close – hides the condition builder. Not available for condition fields.

On lists and in dictionaries, you can find breadcrumbs by the funnel icon. They represent the conditions applied:

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Info

By default, the records in lists are sorted by the sys_id column in descending order.

See the Condition Builder article to learn more.

User Menu

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 the User Menu featuresits features, click your login on the top right and select one of the options in a drop-down list.

Section


Column

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Column
  • 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 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
  • 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 Removed on icon Image Added on the right of your profile name and set the desired options. To close the preferences panel, click .

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:

  1. Click the settings icon Image Removed in the top right.
  2. Select the preferred language from the Language choice menu.

To change the user timezone, please complete the steps below:

  1. Click the settings icon Image Removed in the top right.
  2. Select the preferred timezone from the Timezone choice menu.

To change the user default page, please complete the steps below:

  1. Click the settings icon Image Removed in the top right.
  2. Select the preferred page from the Main Page choice menu.
Info

To add a page into this choice list, complete the steps below (you need to have admin privileges to perform this):

  1. Navigate to User Administration → User Preference.
  2. Click New and fill in the fields:
    1. Name – specify the ui.main.page preference name.
    2. Value – specify the page ID you are going to make an option.
    3. 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:

  1. Click the settings icon Image Removed in the top right.
  2. 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.

Section


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

Configure the admin application and configuration pack setting according to your needs.


Info
Admin Preferences are only available for users with the admin

privileges
role.

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
with
  • . Click
the 
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icon
  • to open the selected
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
Configuration
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At the bottom of the Preferences menu, the SimpleOne release version can be displayed

:To configure the version value displayed, please set up the related System Propertiessimple.version.front and 

.

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

. These properties are responsible for displaying information about frontend and backend version, respectively.

 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

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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.

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 graphics. See the Reporting article to learn more.
  • Bar Chart – presents data with rectangular bars. See the Reporting article to learn more.

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. 

Info

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 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 expand the Condition Builder, 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.

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