By utilizing these expert features, Efecte users can manage and interact with the data more efficiently. The keyboard shortcuts in particular are a powerful tool for experienced users who want to navigate the system quickly without relying on mouse clicks, while the search templates provide a robust way to frequently access tailored sets of data.

Working with Data in the Background Data User Interface

• Access: Restricted to selected users who have the necessary permissions.
• Functionality: Allows viewing of all content the user is permitted to see (1.).
• Navigation: Uses a directory-like structure to organize and access folders of data, with the active folder highlighted(2.).
• Global Search: Limited to searching within the active folder only (3).
• List View Changes: Any changes, like sorting order, are temporary and cannot be saved.

Keyboard Shortcuts

The user interface includes several keyboard short-cuts which increases the speed of completing frequent tasks. Keyboard shortcuts also help to improve web content accessibility.

Default Modifier Key is ALT, but users can choose CTRL or another key in their profile settings.

Shortcuts Include:

• ALT + S: Save (detail view)
• ALT + E: Edit all (detail view) / Edit selected issue (list view)
• ALT + N: Create new issue (both views)
• ALT + C: Collapse/Expand all (detail view)
• ALT + H: Go to Homepage
• ALT + F: Focus on global search field
• ALT + O: Confirm input (OK button)
• ALT + A: Select all issues (list view)
• ALT + W: Open current page in a new window/tab
• ESC: Cancel (detail view, help texts, pop-up windows)

Note for Mac Users: The Option-key corresponds to 'ALT'.

Creating Views Using Search Templates

Search templates enable quick access to data with the ability to apply personalized search criteria. Search templates are indicated by a magnifying glass icon:

Process:

1. Define the templates and settings for the search results.
2. Establish conditions for the search, with at least one condition needed to activate the "Create Search Template" button.
3. Select columns to display by default in the search results.
4. Save the search template with a name and under the appropriate view permissions.

Usage

• Predefined conditions are presented to the user to fill in and apply to see results.
• Open Conditions require the selection of a value for results; users can change the condition to 'exists' for any match or remove irrelevant conditions.
• Users can add additional conditions as needed.
• Changes to the search template do not save automatically.

After pressing Apply, you can add new columns: