INTRODUCTION
- Rune McLeod Winther
- Jacob Salomonsen
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 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
User account 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 Current Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting |
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. |
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.
Context menu
From one or more selected line items you can right click and open a context menu:
MENU | ACTION |
|---|---|
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 |
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 |
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. |
Move to archive* | Moves the selected line item to 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 |
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. |
Search by this value | Creates a search/filter on that specific content of a column in the search bar |
Pin to top | Pins the selected line item(s) to the top of the user interface |
Pin to bottom | Pins the selected line item(s) to the top of the user interface |
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:
When having more than one line item selected, the search bar turns light blue and gives you following options to the left:
1. Number of selected line items
2. Possibility to pin all selected line items to the top
3. 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 |
|
Select separate line items | Hold down CTRL on a PC or COMMAND on a Mac and then click on the line items you want to select. |
Select all line items between first selected | Hold down SHIFT and then click on that last line item of those you want to select between the first selected. |
Unselect one ore more line items |
|
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.
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:
When pinning one or more line items 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 line item you always know where to find it. This is very useful if you want to keep an eye on a specific line item but still want the rest of the list to update dynamically.