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 – find categories and category items using the filter panelbar.
- Navigation Menu: browse – browse and manage categories and category items, save the desired ones to the Favorites 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 lists and forms to manage your system.
Navigation
Menumenu Anchor navigation navigation
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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 Anchor menu search menu search
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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.
The Navigation menu with the applied filter displays the categories and category items which names match the condition.
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.
Global Search Anchor global search global search
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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 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 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.
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}.
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:
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 by the reference fields)
- Related Lists area (above the table).
Click the funnel icon 
to expand the condition builder.
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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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.
User Menu Anchor user menu user menu
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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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Elevate Role
Get temporarily elevated privileges gaining Administrator role access.
To elevate a role, switch its checkbox active, and click the Submit button.
Logout
Select the logout menu option to end the session and to disconnect
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Preferences Anchor preferences preferences
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Customize your SimpleOne program workspace with general and other settings according to your needs. Click the gear icon 
on icon 
on the right of your profile name and set the desired options. To close the preferences panel, click 
.
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.
To change the interface language, please complete the steps below:
- Click the settings icon 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 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 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):
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 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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Use admin settings to configure your current working session:
Set the Application option as a working area with particular settings
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Main Area Anchor main area main area
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In the main area, you can interact with records and widgets. See the Records: form interface and Records: list interface articles to learn more.
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 icon
on 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.
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You can also open a record from the preview form: click on the record information icon |
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 icon.
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 icon 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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