Hamburger icon: show and hide the left hand menu bar. |
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Springboard menu: direct access to the apps and settings menu. |
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Home page button: This button takes you back to the home page of the site/app | |
Screen menu: Access to record or report menu. |
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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. | |
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. | |
User Profile: Access your User Profile to keep email address and other contact information up to date. | |
App Builder: Access to App Studio for App Builders to create and maintain applications. | |
Log Out: This allows you to log out of you account, this in turn resync's your apps. | |
Show archived record(s). | |
Hide archived record(s). | |
Archive/Unarchive record(s). | |
Import/Upload files. | |
Export: to export the data in either csv (Excel) or PDF format | |
Resync App: Resync your app to align it with the most up to date version or refresh data in a report | |
Magnifying glass: Search records. | |
DataLens: AI powered record searching | |
Filter: allow a sub-set of records to be displayed in a preferred grouping. | |
In Line Editing: Allows the user to update records from a List Report without the need to open each record individually. | |
Open Record: To view or edit a record in an app. | |
Copy a record, create an identically record. | |
Security: determine which Users or Teams can access or edit a record. | |
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. | |
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. | |
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. | |
Plus: use to create a new record. | |
Drop down: more information on a record or template. | |
Download: Obtain a file to local storage. | |
Bin: Clear a change / remove a pending record / delete an old notification. | |
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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