Navigation Guide

Application Navigator Favorites Tab Favorites

Navigation Filter - Type-ahead to Save an application or module by clicking it’s star.
refine applications and modules. Save a list by dragging its breadcrumb over to the
favorites list.
All Applications Tab - Shows all Save a record by dragging its number to the
available applications, based on favorites list.
role. Double click to expand History Tab
and collapse. History
Previously visited items listed in chronological order.
Application - Click to expand Click on any item to display it.
and collapse.

Click the Star icon

Modules
to add to favorites

Separator - A separator with a

label is called a section label.
Click to expand and collapse.

Modules

Click to expand and collapse

Application Navigator

Searching and Sorting in List View Quickly find info using two options.

Show/Hide Filter

Column Search Column Level Search - Click the magnifying

glass ( ) icon to view column search bars.
Click column to
Right click next
sort in ascending
to column to
order. Click again
Sort (a-z), (z-a)
to sort in reverse. Search - Returns records that contains the
search term in any field in the list table.
Filters allow sorting by more than one column. Using the condition builder to 1. Select for text.
filter what records appear in the list. 2. Type in search text.
Breadcrumbs offer a quick form of filter navigation. Clicking a breadcrumb Use wildcards to expand and refine search.
removes all of the conditions to its right. Clicking the condition separator (>) (See wildcard section)
before a condition removes only that condition. 3. Press enter to execute the search.

Breadcrumbs Wildcard Searches for values that

*search-term contain search-term
Condition Builder %searchterm% contain search-term
%search-term end with search-term
Add AND Condition search-term% start with search-term
=search-term equal search-term
Delete
!*searchterm do not contain search-term
Field Operator Value Add OR Condition !%searchterm do not end with search-term
!=searchterm that do not equal searchterm

A condition consists of the following parts.

Field: Each field contains data from a particular column in the table.
Operator: Each field type has its own set of valid operators. The operator determines if a value is needed.
Value: Each field has its own set of valid values determined by the field type.
Grouping: Each condition line is grouped with either an AND or OR connector. The filter requires all condition lines linked with
an AND connector to be met. The filter separately evaluates each condition line linked with an OR connector.

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 Navigation Guide

Groups and Users Best Practice Tables

Assign Users to Groups, then assign Roles to Groups. Do not Table: Database element
apply Roles to individual users.
Case
that organizes data by
rows (records) and
columns (fields).
Field: Individual piece
of data.
sn_customerservice.customer_admin
Role Record: Set of related
Users fields in a table.

Update Sets and Application Scope Form Context Menu

A set of customization records that can be moved from The form context menu provides
one instance to another. controls based on the table and user
access rights. Access the form context
Use when developing application customization in a
menu by clicking the menu icon ( )
development instance. After update sets are complet-
beside the form title or by right-clicking
ed, promote the updates to a production instance.
the form header.
Applicaton scoping protects applications by
identifying and restricting access to application files and
data.
Use when developing applications to prevent interuption Slush Buckets
to core business service and to ensure other applica- Type to first few letters of name
tions do not interfere with its normal functioning. in search to auto select item
Collection
Selected List

Click the settings icon ( ) on the top right of the banner to open
System Settings. Click to add
selected item to list
3
Click to remove
selected item
from list
2

Double click name

to add to list

1 Slush buckets are used for selecting an item(s) from a

collection of data. Select an item and use the arrows
1. Click the Developer menu item. or double click to add items from the Collection to the
2. Click the toggle to enable the Show application picker Selected list.
in header and Show update set picker in header settings.
NOTE: To select multiple consecutive items click the
The toggle turns green when enabled.
first item and press and hold <SHIFT> and click the last
3. Click X to close.
item.
To select multiple dispersed items click the first item
and hold <CTRL> (Windows) or <COMMAND> (Mac)
and click additional items.
Use the picker in the header to choose Update Set and
Application Scope.

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