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summary | ADPOINT X1 Introduction X1 is Integration X’s next generation user interface based on the most modern principles for ease of use, ability to adapt to different work situation and to provide a stressless experience. Logging inTo CONTENT: Table of Contents |
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Logging in
To log in in to X1, all you need to do is to go to the homepage of your X1 solution.
It could look something to this:
https://[organizationname].integration-x.com
Please contact your system administrator to get the exact URL.
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HINT: We recommend you bookmark the correct URL in your browser for easy access. |
You will need to log in to X1 using either an assigned Login (username) and Password, If your organization uses a federation service or single sign-on solution, you will need to make sure with your system administrator that this solution is set up to support X1.
...
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INFO: Ask your system administrator for login credentials and keep these safe in accordance with corporate practises. |
WARNING: access the X1 solution from a public computer, do not save login use a single sign-on solution |
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WARNING: If you access the X1 solution from a public computer, do not save login credentials if prompted to do so. Also make sure you log out from the X1 solution when you are done. |
Enter your Login (username) and Password and click
. Forgot password?
Click the Forgot password and follow instruction to regain your password.
Upon succesful login to X1, you either have a blank user interface or you will se a default set of workspaces. If the system administrator as assigned a workbench for you, you will already see one or more workspaceswith predefined column views and maybe also some filters added to the search bar. List viewExample of a list view including a workbench with some default workspaces WorkspacesDepending on which workspaces you have permission to use you can access those from the '+' icon to the top right: Read more about the different workspaces by clicking here User profile menuTo the top right you’ll find a profile icon. Click on it to see following information and options: Menu and action/explanation Benefit TwoLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna. Benefit ThreeLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna. User nameMouse over user name to display the group(s) to which the user belongs. User roleThe users role in the system, for instance ADMIN, SALESMAN etc. X1 versionCurrent version of X1 Reset Current WorkbenchAn admin assigned tool that gives the user a default set of workspaces /filters/ views/sorting WARNING: If you reset your workbench all settings/changes that you have made will be overwritten and cannot be restored. Fetch Assigned Workbench(es)An admin assigned tool that fetch one or more assigned workbenches to the user WARNING: If you reset your workbench all settings/changes that you have made will be overwritten and cannot be restored. Admin panel...An admin area to setup and control different areas in the system LanugageChoose a language from the list. Language settings will apply to all texts except those imported from other systems. English is default. INFO: Currently we support following languages: Danish, English, Finish, French, Norwegian and Swedish X1 DocumentationA link til Integration X's documention as default but this can be customized pr. installation LogoutLogs you out of ADPOINT. Integration X 2024 all rights reserved www.integration-x.com
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also some filters added to the search bar.List view
...
Workspaces
Depending on which workspaces you have permission to use you can access those from the '+' icon to the top right:
...
Read more about the different workspaces by clicking here
...
To the top right you’ll find a profile icon. Click on it to see following information and options:
...
Menu | Action / Explanation |
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User name User role X1 version | Mouse over user name to display the group(s) to which the user belongs. The users role in the system, for instance ADMIN, SALESMAN etc. Current version of X1 |
Reset Current Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting Panel |
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panelIconId | 26a0 |
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panelIcon | :warning: |
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panelIconText | ⚠️ |
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bgColor | #FFC400 |
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| WARNING: If you reset your workbench all settings/changes that you have made will be overwritten and cannot be restored. |
|
Fecth Assigned Workbench(es) | Fetch one or more assigned Workbenches to the user |
Reset Ad Production Folder | Resets the folder where all regarding production in InDesign are stored if needed |
Language | Choose a language from the list. Language settings will apply to all texts except those imported from other systems. English is default. Panel |
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panelIconId | atlassian-info |
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panelIcon | :info: |
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bgColor | #C0B6F2 |
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| INFO: Currently we support following languages: Danish, English, Finish, French, Norwegian and Swedish |
|
Logout | Logs you out of ADPOINT. |
Search bar
The search bar in X1 has been redesigned and had a major facelift so it now support both a advanced search (filtering) and a quick search mode. It is possible to combine both searches and also combine saved filters with advanced searches (filtering).
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:
...
The last button with the three dots opens the menu for Filters, Views and the possiblity to make an export of ALL results in the current workspace as CSV and/or PDF format.
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From one or more selected line items you can right click and open a context menu:
...
MENU | ACTION |
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Approve* | Approves the selected line item |
Change artist* | Opens a drawer with a list of all artists configured in the system with the opportunity to changed the current artist to another |
Change artist to current* | Changes the artist to current user logged in to the system |
Change deadlines* | Changes deadlines on the line item on different levels |
Change insertion date* | Changes insertion date on the selected line item |
Change production code* | Changes the production code and proof flag on the selected line item (from X1.4) |
Change production site* | Changes the production site on the selected line item |
Change status* | Changes status from current to another on the selected line item |
Change writer to current* | Changes the writer to current user logged in to the system |
Check in | Uploads all assets+layout documents from the local Adpoint folder back to the line item in the system |
Check out | Downloads all assets+layout documents attached to the line item to the local Adpoint folder |
Delete* | Deletes the selected line item |
Deliver* | Delivers the digital creative(s) to the adserver (if set up on system) |
Detach | Removes the creative on the current version of the line item Panel |
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panelIconId | atlassian-info |
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panelIcon | :info: |
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panelIconText | :info: |
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bgColor | #C0B6F2 |
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| INFO: The detached file can still be found from either the workspace AdTracking → Ad materials and/or Creatives |
|
Download | Downloads the original creative file on the current version of the order |
Download zipped materials | Downloads all creatives from a line item as a zipped file |
Email | Opens a drawer with different opportunities on how to manuel send an email regarding the selected line item |
Find Matching | Automatically filters on some configurable parameters in the Ad Tracking workspace (works here only) |
Generate report | Opens a drawer with a list of possible configured reports to export |
Initiate | Opens a drawer with different opportunities to select the selected line item ready for production |
Link parent* | Opens a dialogue window where you can type in a line item which you want to link as a parent to the selected line item(s) and in that way X1 has a build in feature for composite adds. (click here to see how composite adds can be controlled in the campaign view and click here to see how this can be controlled in the InDesign plugin) |
Move to archive* | Moves the selected line item to the archive (click here to read on how to search in the archive) |
New note | Opens a drawer where you can add a note (+ set it to public) to the selected line item |
Open campaign in new tab | Opens the selected n linetimes campaign view in a new tab in the browser |
Open in Indesign | Opens the selected line item in InDesign for production of the add |
Open in Indesign as read only | Opens the selected line item in InDesign without influence the production of the add |
Open template | Opens a drawer with a list of self created templates for InDesign |
Pickup | Opens a drawer with the opportunity to pickup creatives and/or asset + layout document from another to selected line item |
Reprocess* | Reprocessing the selected line item(s) when there is a material attahed Panel |
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panelIconId | atlassian-info |
---|
panelIcon | :info: |
---|
bgColor | #C0B6F2 |
---|
| INFO: Only possible on print ads |
|
Reset artist* | Resets artist on a line item |
Tearsheet | Opens a tearsheet of the line item (subject to configuration). A tearsheet is a representation of a creative in the surroundings where it is published - ie on a printed page or on a website. |
Upload | Opens a purple menu on top of the line item wherefrom it’s possible to click on either creative or assets. Panel |
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panelIconId | 1f4a1 |
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panelIcon | :bulb: |
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panelIconText | 💡 |
---|
bgColor | #B3F5FF |
---|
| HINT: It’s also possible to use the drag & drop feature here |
Panel |
---|
panelIconId | 26a0 |
---|
panelIcon | :warning: |
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panelIconText | ⚠️ |
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bgColor | #FFC400 |
---|
| WARNING: If a digital line item has more than one creative it’s only possible to use this upload menu on the first creative. It’s necessary to open the campaign view to be able to upload material to all other creatives and also to add the click tag to approve the digital line item. |
|
Search by this value | Creates a search/filter on that specific content of a column in the search bar Panel |
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panelIconId | 1f4a1 |
---|
panelIcon | :bulb: |
---|
panelIconText | 💡 |
---|
bgColor | #B3F5FF |
---|
| HINT: You can also use the shortcut: PC: + mouse click - MAC: + mouse click |
|
Pin to top | Pins the selected line item(s) to the top of the user interface Panel |
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panelIconId | atlassian-info |
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panelIcon | :info: |
---|
bgColor | #C0B6F2 |
---|
| INFO: The pinning will be lost when refreshing browser window but not when refreshing user interface window. |
|
Pin to bottom | Pins the selected line item(s) to the top of the user interface Panel |
---|
panelIconId | atlassian-info |
---|
panelIcon | :info: |
---|
bgColor | #C0B6F2 |
---|
| INFO: The pinning will be lost when refreshing browser window but not when refreshing user interface window. |
|
Panel |
---|
panelIconId | atlassian-info |
---|
panelIcon | :info: |
---|
bgColor | #C0B6F2 |
---|
|
INFO: * = Can also be used on multi selected line items |
Selecting and clearing selected line items
Selecting one or more line items make it simple to apply the same action to all selected items. There are several ways of selecting/clearing selected line items. When a line items is selected it will have a light blue background color:
...
Clear all seleceted line items
List of how to select/unselect line item(s):
Select one line item | Click once on a line item |
---|
Select more line items | Click and hold for 1 sec and then drag down to select and up again to unselect. Hold down on a PC or on a Mac and then drag down to select and up again to unselect
|
Select separate line items | Hold down on a PC or on a Mac and then click on the line items you want to select. |
Select all line items between first selected | Hold down and then click on that last line item of those you want to select between the first selected. |
Unselect one ore more line items | Press Click once on a selected line item and all selected line items will be unselected Click on the icon to the right in the search bar
|
Panel |
---|
panelIconId | 1f4a1 |
---|
panelIcon | :bulb: |
---|
panelIconText | 💡 |
---|
bgColor | #B3F5FF |
---|
|
HINT: If you want to do a search while having more line items selected you can just press the ‘loop’ icon in the top left corner and the search bar til appear. |
Copy/Edit function
You can copy the value of most fields in the list by hovering the mouse over the field for 1 sec and then press the copy icon. 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:
...
Column sorting
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 sort order and click again to get the reverse sort order.
...
It is also possible to sort multiple columns on more levels by holding down
on a PC or
on a Mac while clicking on the columns. Again, an additional click reverses the sorting.
...
Column pinning
It is possible to pin columns either to the left or right from the 3-dot menu.
...
Panel |
---|
panelIconId | atlassian-info |
---|
panelIcon | :info: |
---|
bgColor | #C0B6F2 |
---|
|
INFO: The pinning will not be lost when logging out or when refreshing the UI or browser window |
Line item pinning
It is possible to pin line items either to the top or bottom from the context menu (right click on a line item to access) or the 3-dot menu to the right on all line items:
...