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Hamburger icon: show and hide the left hand menu bar. |
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Screen menu: Access to record or report menu. |
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Springboard menu: direct access to the apps and settings menu. |
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Magnifying glass: smart search. |
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Plus: use to create a new record. |
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Home page button: This button takes you back to the home page of the site/app |
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Drop down more information. |
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Filter: allow a sub-set of records to be displayed in a preferred grouping. |
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Export: to export the data in either csv (Excel) or PDF format |
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Show archived record. |
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Hide archived record. |
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Template Help: Drop down information about the form you are fill in. App Information and Learning Resources: presents information about the App together with all available Learning Resources |
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Support: Allows the user to search through our support articles for guidance and raise a support ticket for our support agents if further advice is required. |
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Archived a record. |
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Copy a record, create an identically record. |
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Security: determine which Users or Teams can access or edit a record. Upload files. |
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Upload files. |
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Cog: Menu where you can access to Settings, your Profile, AppStudio, Request an App and Log Off. This menu is accessible at a report app level. |
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Attachments: View a list of attachments such as documents, spreadsheets, pdf files or videos that are available for download. You can upload new attachments using the drag and drop functionality or the file search capability. |
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Comments: View comments added to a record and leave new comments for other users. This feature provides a useful chat room for all key stakeholders for the record to share ideas and notes. |
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Notifications: Gives the user updates on bulk operations they are running, updates to records they are subscribed to and notification messages triggered by additional workflow. |
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Report Filtering: This is used for quick filtering a list report, you can select what fields you want to be seen on the report (Whether they are in the report or app) In Line Editing: Allows the user to update records from a List Report without the need to open each record individually. |
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In Line Editing: Allows the user to update records from a List Report without the need to open each record individually. |
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Resync App: Resync your app to align it with the most up to date version |
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History: This provides an audit trail for record creation, field value changes and other key alterations to the record by recording the User who updated the record and what time they updated the values. |
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Log Out: This allows you to log out of you account, this in turn resync's your apps |
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