...
When you have logged into X1 Upon succesful login to X1, you either have a empty blank UI or you will have se a default set of workspaces or if an admin has designed . If the system administrator as assigned a workbench for you, you will already have see one or more workspaceswith predefined column views and maybe also some filters added to the search bar + some default columns sorting.
...
To the top right you’ll find a profile icon. Click on that icon it to see following informations information and options:
...
Menu | Action / Explanation | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
User name User role X1 version | Mouse over user name to display user groupsthe group(s) to which the user belongs. The users role in the system, for instance ADMIN, SALESMAN etc. Current installed version of X1 | |||||||||||
Reset Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting
| |||||||||||
Language | Possible to choose configured language(s) by pressing the arrowChoose a language from the list. Language settings will apply to all texts except those imported from other systems. English is default.
| |||||||||||
Logout | Logs you out of AdpointADPOINT. |
Search bar
The search bar has it own menu - click here to go thereis used to filter the lines shown in the list. Click here for a full overview of Search bar functionality.
...
List views, Manual update and Filter/Column views/Export menu
Below the profile icon you’ll find these four buttons:
...
First two gives you the two opportunities available for the views in the user interface: The first two icons are used to select either the condensed view or the normal view of the lines in the list
...
Next button manual updates the content of the specific workspace:The circular arrow button is used to force an update of the list.
...
The last button with the three dots opens the menu for Filters, Views and the opportunity possiblity to make an export of ALL results in the current workspace as CSV and/or PDF format:.
...
Column sorting
It’s possible to sort from A-Z or Z-A from most of the columns by either clicking on the three dots or just When hovering the column a column menu is displayed - it appears when clicking the vertical 3-dot menu. Here you can choose the sort order of each column. Or you can simply click directly on the column to get the default A-Z sorting active and one sort order and click again will reverse it to Z-A:to get the reverse sort order.
...
Once you have sorted one or more columns you can either click on the three dots and chose ‘Unsort’ or just click directly on the column one or two times, depending on your sorting, to get the column unsorted again:.
...
It is also possible to sort multiple columns on more levels by holding down
| Status | ||
|---|---|---|
|
| Status | ||
|---|---|---|
|
...
Column pinning
It is possible to pin columns either to the left or right from the three dots menu to the right in every visible columns:
...
When having pinned 3-dot menu.
...
Pinning a column it will be locked to either the left or the right side of the list. This is useful if you wan a column to appear in the same position regardless of horzontal scrolling. When one or more columns are pinned, you can unpin it/them again one by one from the three dots menu:using the 3-dot menu.
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
INFO: The pinning will be lost when refreshing the browser window but not when refreshing user interface window. |
...
Copy/Edit function
You can copy from all copyable the value of most fields in the UI list by holding hovering the mouse over the field for 1 sec and then press the copy icon and paste it into the search bar by using the shortcut CTRL+V on PC and Command+V on MAC:
...
Some . The value of the field can now be pasted to other fields in ADPOINT (i.e to search bar) or to another application.
...
Using the same hovering principle, some fields also have a edit function icon which indicates you change the content of that specific field - for instance the status:
...