The SimpleOne interface combines the best user experience and modern design, so it is clear and comfortable for users of all age categories.
These are the SimpleOne working areas:
- Navigation Filter: find Categories and Category Items using filter panel;
- Navigation Menu: browse and manage Categories and Category Items, save the desired ones to the Favorites tab;
- Global Search: search the information you need by the indexed fields throughout the SimpleOne system.
- User Profile Menu: manage your profile activity in SimpleOne;
- Main Area: work with Category Item lists and forms to manage your system.
Navigation Menu
Browse and manage your SimpleOne system with the Navigation Menu.
Create Categories and Category Items with the menu features, set them as Favourites to provide quick access.
Filter
Navigation filter allows users to find the Menu Categories or Category Items they want quickly.
To apply the filter, type the words or word fragments in the text field, and then press the Enter key.
The Navigation menu with the applied filter displays the Categories and Category Items which names match the condition.
Global Search
Global search allows users to find the information they need by the indexed fields of the Category Items lists.
To search the information, fill in the Search field with the desired word or words fragment, then press the search icon or push the Enter key.
All search results are displayed below the search field in the What's on the page panel on the left.
User Menu
Manage your profile information and account activity with the User Menu.
To use the features, push the User Menu button and select one of the options in a drop-down list.
User Profile
Manage your User profile information and account settings.
Impersonate
If you have an additional role with sufficient rights as an impersonator, Impersonate a User and gain all his access rights for testing purposes.
Elevate Role
Get temporarily elevated privileges gaining Admin role access.
To elevate a role, switch its checkbox active, and push the Submit button.
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 that are 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 graphic;
- Bar Chart - presents data with rectangular bars.
Every list record has a set of fields that are 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 icon, and then push the Open record button.
You can also view the record field information with the tooltip when hovering over the certain 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 enter the Condition Builder menu, push the filter icon 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.
To apply a saved filter, go to the hamburger menu → Filter on 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.
