User Interface Basics

Navigation Bar Menus

The navigation bar is the grey bar at the top of the window. Text with a ▼ symbol after it is a menu. Click on the ▼ symbol to open the menu. A ▶ symbol indicates a submenu.

Multi-Selecting Table Rows

A single row may be selected by left clicking on the row. A contiguous set of rows can be selected by left clicking the first row and then holding a Shift key down while left clicking the second row. A non-contiguous set of rows can be selected by left clicking the first row and then holding a Ctrl key down while left clicking other rows.

Context Menus

Most tables are configured with context menus. Context menus apply to table rows. Right clicking after selecting one or more rows on a table will open a context menu if it is available. The visibility of a context menu is determined by: the number of rows selected (one or more than one), the user roles which have been selected, and the table which has been displayed.

Popup Forms

Many commands load a popup form. Popup forms contain one or more data fields. If a field has a ▶ symbol next to it then this will open a menu. For example, often there will be various ways of progressively finding the required data to populate a field.

Command Palette

The ⌘ symbol is the Command Palette.

Downloading Table Data

When a table is displayed, the table data can be downloaded to an Excel file by selecting the ⤓ symbol near the right hand end of the navigation menu.

User Interface Customization

A system administrator can customize the navigation bar menus, context menus, popup forms, Command Palette and this help file by editing the configuration files in the deployed frontend / assets folder, following the instructions under the frontend / specs folder.