Getting Started

Browser — My Workplace

 

The My Workplace tab is opened as the opening tab of the browser by default and it can contain objects for later reuse. The tab is divided in:

Favorites and Stored Queries are folders of the type container and can contain objects like projects, items, and documents. Reserved Documents is also a container which displays only those documents that have been reserved for the user.

The My Workplace tab replaces the old Favorites tab, however, it is still possible to work with the old Favorites tab.

Once the old Favorites tab is closed, it can only be reopened by restarting the session.

The visibility of the old Favorites tab can be defined in the Default Data mask.
Visibility settings for old Favorites Tab

 
 

Favorites

 

Projects, items, and documents, which are used more frequently, can be stored for quicker access into the Favorites folder.

Every object type is displayed with its specific icon.

 
  Add to Favorites from Mask
 
Open object mask.
Select an entry.
Click .
The Save Favorite or Stored Query mask is opened.
 
Save current record as favorite Only the current record is saved.
Save all records as favorite All records that are loaded are saved.
Select Save current record as favorite.
Enter a name in the Name field.

The Name field contains already a name. This is the name of the container folder the object will be saved into. The name consists of:

  • Object type (e.g. Document Form)
  • The type of source (Form, List)
  • The date and time (e.g. 2008-02-26 09:23:04)

The name can be replaced by any name. It is also possible to rename the entry in the Browser. The entry can also be saved into an existing folder which can be chosen with a select menu button . The select menu will list all subfolders available in the Favorites folder when the option save as favorite is chosen. This allows to save the object into a certain favorites sub-folder.

To be able to store objects from a list into the Favorites folder, the objects have to be selected in the list before pressing the button.
The Save Favorite mask is opened.

The name for a container folder has to be unique for each user. When trying to name a new container folder with an existing name, the following error message will be displayed:

Same name exists!

To confirm click OK.
  Add to Favorites from List
 
Open the list of an object mask (e.g. Project).
To update the list click .

To save as favorite, entries have to be selected in the list.

Click .
The Save Favorite mask is opened.

 
Enter a name in the Name field.
(See explanation above.)
To confirm click OK.
 

Stored Queries

 

The Stored Query folder contains projects, items, and documents, which are the result of a query in the mask or a list, to be stored for a later reuse.

Every object type is displayed with its specific icon.

 
  Add to Stored Queries from Mask
 
Open object mask.
Search for an entry.
Click .
The Save Favorite or Stored Query mask is opened (see image above).
Select Save as stored query.
Enter a name in the Name field.

The Name field contains already a name. This is the name of the container folder the object will be saved into. The name consists of:

  • Object type (e.g. Project)
  • The type of source (Form, List)
  • The date and time (e.g. 2005-04-04 14:44:58)

The name can be replaced by any name. It is also possible to rename the entry in the Browser.

Every query will be saved into a new subfolder of the Stored Query folder. It is not possible to save a new query into an existing subfolder!

To be able to store objects from a list into the Stored Queries folder, no object should be selected before pressing the button.
The Save Query mask is opened.

To confirm click OK.
  Add to Stored Queries from List
 
Open the list of an object mask (e.g. Project).
Enter a search condition, e.g. PRO-%.

To save as stored query, no entries should be selected.

Click .
The Save Query mask is opened.

 
Enter a name in the Name field.
(See explanation above.)
To confirm click OK.
 

Change Name of Entry in the Browser

 

Select a entry in the Browser, e.g. in the Favorites folder.

Select Rename from the context menu.
The Rename the folder mask is opened.
 
Enter Item Pen and click OK.
 

Context Menus for Favorites and Stored Queries

  The context menus for the mainfolder and subfolder vary. The following context menu entries are available:
Insert Folder Adds a new folder to the Favorites or the Stored Queries folder.
Paste Pastes the contents of the buffer.
Cut Cuts an entry and its structure and puts it into the buffer.
Rename Renames an entry in the browser.
Delete Deletes the entry from the browser but not the object itself.
 

Reserved Documents with Files

 

Stored documents, which are reserved or set into edit mode for the current user, will be listed in the Reserved Documents with Files folder. As soon as the reservation is canceled (Unset Reservation in context menu) or the document is closed, it will disappear from the Reserved Documents folder.

 
 

Context Menus for Reserved Documents

 

The Reserved Documents main folder does not have a context menu.

Form Opens the Office document mask.
Unset reservation Cancels the reservation of an Office Suite document.
Check in Checks in the file.
 

Inbox

  The Inbox allows the current user to see all active messages. When clicking on a message, the message window is shown in more detail.
Further information about the functionality of the Inbox can be found in the Workflow documentation:
Workflow