Home - Revision history

WikiSysop at 10:46, 12 May 2022

2022-05-12T10:46:02Z

WikiSysop at 07:16, 18 February 2022

2022-02-18T07:16:30Z

WikiSysop at 07:09, 18 February 2022

2022-02-18T07:09:54Z

WikiSysop at 06:59, 18 February 2022

2022-02-18T06:59:03Z

WikiSysop at 06:58, 18 February 2022

2022-02-18T06:58:09Z

WikiSysop at 06:56, 18 February 2022

2022-02-18T06:56:49Z

WikiSysop at 06:11, 18 February 2022

2022-02-18T06:11:45Z

WikiSysop at 06:07, 18 February 2022

2022-02-18T06:07:53Z

WikiSysop at 06:06, 18 February 2022

2022-02-18T06:06:56Z

WikiSysop at 06:03, 18 February 2022

2022-02-18T06:03:03Z

@@ Line 38: / Line 38: @@
 == Available Widgets ==
 === Personalized Widgets ===
@@ Line 43: / Line 44: @@
 Here’s a list of widgets that display information directly associated with you:
-*What would you like to do?
+*What would you like to do -&nbsp;The widget “What would you like to do” is a default dashboard widget allows users to take quick actions via pre-configured links, presented as line items, from the ICI Home page. It can be configured to provide multiple actions/links with one quick action line item.
 *My Recent Activities
 *My Tasks
 *Notifications
 <div class="note-box">'''Note''': The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.</div>
 === <br/> Report Widgets ===

@@ Line 17: / Line 17: @@
 <div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px|8.0-home-collapsible-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
 == Global Search Bar ==
-<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.<br/> <br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.<br/> <br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;<br/> &nbsp;</div>
 &nbsp;
 </div>
-−
 == Top-right menu ==
 <div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
@@ Line 30: / Line 26: @@
 *'''Activity''': The user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
 *'''Help''': Clicking this question icon opens the Help link in a new tab.
-*'''User Settings''': Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer [[Basic_Set_Up|Basic_Set_Up]] for more details.
+*'''User Settings''': Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer [[Basic_Set_Up|Basic_Set_Up]] for more details.<br/> &nbsp;
-−
 &nbsp;
 == Dashboard Configuration ==
@@ Line 41: / Line 35: @@
 *Arrange and resize the widgets in a manner that works best for you.
-Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to [[Dashboard_Configuration|Dashboard Configuration]] for information on configuring dashboards for your users.
+Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to [[Dashboard_Configuration|Dashboard Configuration]] for information on configuring dashboards for your users.<br/> &nbsp;
-−
 &nbsp;
 == Available Widgets ==
@@ Line 56: / Line 48: @@
 *Notifications
 <div class="note-box">'''Note''': The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.</div>
-&nbsp;
+=== <br/> Report Widgets ===
-−
 === Report Widgets ===
 Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:
@@ Line 72: / Line 62: @@
 *[[Admin_Reports|Signature Type Report]]
 *[[Workflow_Reports|Templates Pending Approval Report]]
-*[[Admin_Reports|User Login Report]]
+*[[Admin_Reports|User Login Report]]<br/> &nbsp;
-−
 &nbsp;
 === Saved Searches Widgets ===
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.<br/> Refer [[Saved_Searches|Saved_Searches]] for information on how to save a search result.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.<br/> Refer [[Saved_Searches|Saved_Searches]] for information on how to save a search result.</div>
-=== Business Application Widgets&nbsp; ===
+=== <br/> Business Application Widgets&nbsp; ===
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.<br/> &nbsp;</div>
 &nbsp;
-−
-&nbsp;
-−
 == Working with Widgets ==
@@ Line 108: / Line 92: @@
 Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.
-<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]</div>
+<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]<br/> &nbsp;</div>
 &nbsp;
-−
 === Widget Interactions ===
@@ Line 120: / Line 102: @@
 *View Details
-On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG|RTENOTITLE]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG|RTENOTITLE]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
+On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG|RTENOTITLE]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG|RTENOTITLE]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.<br/> &nbsp;
-−
 &nbsp;
 == ICI Version and Browser Compatibility Information ==
@@ Line 139: / Line 119: @@
 *'''Icertis Experience for Word''': displays the version of ICI&nbsp;Word Add-In.
 *'''Terms of Use'''
-*'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
+*'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.<br/> &nbsp;
-−
 &nbsp;
 '''Browser Compatibility tab'''

@@ Line 17: / Line 17: @@
 <div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px|8.0-home-collapsible-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
 == Global Search Bar ==
-<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options.<br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.<br/> <br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;</div> <div class="image-green-border">
 &nbsp;
 </div>
 == Top-right menu ==
 <div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>

@@ Line 10: / Line 10: @@
 *Access information of importance<br/> &nbsp;
 &nbsp;
-== Dashboard Configuration ==
-−
-A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:
-−
-*Customize the dashboard by adding widgets, reports, KPIs and other relevant information.&nbsp;
-*Arrange and resize the widgets in a manner that works best for you.
-−
-Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to [[Dashboard_Configuration|Dashboard Configuration]] for information on configuring dashboards for your users.
 == Collapsible Main Menu ==
@@ Line 38: / Line 30: @@
 *'''User Settings''': Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer [[Basic_Set_Up|Basic_Set_Up]] for more details.
-== Available Widgets ==
+&nbsp;
 === Personalized Widgets ===

@@ Line 10: / Line 10: @@
 *Access information of importance<br/> &nbsp;
 == Configuration ==
 A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:

@@ Line 23: / Line 23: @@
 The tiles appearing at the top of the Home page represent the different entities within ICI. The entity tiles displayed on your Home page will depend on the authorization you have.<br/> The entire tiles bar is a collapsible unit, allowing you more visual space as required. Click the arrow to hide (or show) the main menu.
 <div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px|8.0-home-collapsible-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
+&nbsp;
 == Global Search Bar ==
 <div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options.<br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;</div> <div class="image-green-border">
 &nbsp;
 </div>
-−
 == Top-right menu ==
 <div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
@@ Line 67: / Line 66: @@
 *[[Admin_Reports|User Login Report]]
-Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.
+&nbsp;
-<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Saved Searches Widgets ===
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.<br/> Refer [[Saved_Searches|Saved_Searches]] for information on how to save a search result.</div> <div class="image-green-border">&nbsp;</div>
@@ Line 75: / Line 74: @@
 &nbsp;
 == Working with Widgets ==
@@ Line 87: / Line 87: @@
 === Moving Widgets ===
-. Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|120px]]button.<br/> 2. Click and drag the "Move"&nbsp;[[File:8.0-edit-dashboard-move.PNG]]icon to move the widget.
+. Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|120px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click and drag the "Move"&nbsp;[[File:8.0-edit-dashboard-move.PNG|RTENOTITLE]]icon to move the widget.
 === Adding Widgets ===
-. Click the "Edit Dashboard" [[File:8.0-edit-dashboard.PNG|100px]]button.<br/> 2. Click the "Add Widgets" [[File:8.0-add-widgets.PNG|100px]]button.<br/> 3. From the list of widgets, select one or more widgets you want to add to the Dashboard.
+. Click the "Edit Dashboard" [[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click the "Add Widgets" [[File:8.0-add-widgets.PNG|100px|8.0-add-widgets.PNG]]button.<br/> 3. From the list of widgets, select one or more widgets you want to add to the Dashboard.
 === Resizing Widgets ===
-.&nbsp;&nbsp; &nbsp;Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|100px]]button.<br/> 2.&nbsp;&nbsp; &nbsp;Click and drag the "Resize"&nbsp;[[File:8.0-edit-dashboard-resize.PNG|30px]]icon to resize the widget.
+.&nbsp;&nbsp; &nbsp;Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2.&nbsp;&nbsp; &nbsp;Click and drag the "Resize"&nbsp;[[File:8.0-edit-dashboard-resize.PNG|30px|8.0-edit-dashboard-resize.PNG]]icon to resize the widget.
 On increasing the widget width, more columns are displayed and correspondingly lesser number of columns are displayed when the width is reduced.
 &nbsp;
@@ Line 110: / Line 112: @@
 *View Details
-On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
+On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG|RTENOTITLE]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG|RTENOTITLE]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
 == ICI Version and Browser Compatibility Information ==

@@ Line 111: / Line 111: @@
 On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
 == ICI Version and Browser Compatibility Information ==
@@ Line 119: / Line 120: @@
 '''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
-<div class="image-green-border">[[File:8.0-Basic Set Up-About0.PNG|720px|8.0-Basic Set Up-About0.PNG]]</div>
 The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
@@ Line 128: / Line 129: @@
 *'''Terms of Use'''
 *'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
-<div class="image-green-border">[[File:8.0-Basic-setup-UI-Cersion-Information'.PNG|720px|8.0-Basic-setup-UI-Cersion-Information'.PNG]]</div>
 &nbsp;
@@ Line 134: / Line 135: @@
 The Browser Compatibility tab'''&nbsp;'''displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.
-<div class="image-green-border">[[File:8.0-Basic Set Up-About2.PNG|720px|8.0-Basic Set Up-About2.PNG]]</div>
+<div class="image-green-border">&nbsp;</div>
-&nbsp;
-−
 &nbsp;