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.
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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.
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.
INFO: Ask your system administrator for login credentials and keep these safe in accordance with corporate practises.
If you use a single sign-on solution
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 LOG IN.
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 workspaces with predefined column views and maybe 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
Profile menu
To the top right you’ll find a profile icon. Click on it to see following information and options:
Menu | Action / Explanation |
|---|---|
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 Workbench | An 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. |
Language | Choose 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: |
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 first two icons are used to select either the condensed view or the normal view of the lines in the list
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 possiblity to make an export of ALL results in the current workspace as CSV and/or PDF format.
Marking/selecting and clearing marked/selected lineitems
Marking one or more lineitems make it simple to apply the same action to all marked items. There are several ways of marking/clearing marked lineitems. When a lineitems is marked it will have a light blue background color:
When having more than one lineitem marked, the search bar turns light blue and gives you following options to the left:
1. Number of marked lineitems
2. Possibility to pin all marked lineitems to the top
3. Clear all marked lineitems
List of how to mark/unmark lineitem(s):
Mark one lineitem | Click once on a lineitem |
|---|---|
Mark more lineitems |
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Mark separate lineitems | Hold down CTRL on a PC or COMMAND on a Mac and then click on the lineitems you want to marked. |
Mark all lineitems between first marked | Hold down SHIFT and then click on that last lineitem of those you want to mark between the first marked. |
Unmark one ore more lineitems |
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HINT: If you want to do a search while having more lineitems mark you can just press the ‘loop’ icon in the top left corner and the search bar til appear. If
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.
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 CTRL on a PC or COMMAND 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.
When pinning a column it will be locked to either the left or the right side of the list. This is useful if you want a column to appear in the same position regardless of horizontal scrolling. When one or more columns are pinned, you can unpin it/them again one by one using the 3-dot menu.
INFO: The pinning will be lost when logging out AND when refreshing the browser window but not when refreshing user interface window.
Lineitem pinning
It is possible to pin lineitems either to the top or bottom from the context menu (right click on a lineitem to access) or the 3-dot menu to the right on all lineitems:
When pinning one or more lineitems to either the top or the bottom, they will be locked in the same position regardless of applied filters and sort orders. In other words, by pinning a lineitem you always know where to find it. This is very useful if you want to keep an eye on a specific lineitem but still want the rest of the list to update dynamically.
INFO: The pinning will be lost when logging out AND when refreshing the browser window but not when refreshing user interface window.