Panels
Panels appear as overlays in the UI and can be linked to from various places in the portal. They are used to group together similar content.
The "Filter" field allows to narrow down the information displayed by applying specific criteria. The search is applied to all the data columns. For example, typing "Incident" would display all forms with the target template "Incident" and also all the forms with the word "Incident" in their name.
The panels have their information displayed in the following columns:
| Column name | Example Value | Explanation |
| Icon | [icon] | Icon displayed for the panel in the selection window. |
| Name | IT Backend Services | Name of the panel. |
| Number of Links | 5 | How many links are in the panel. |
| Linked from | Quick links | Where this panel is linked from. |
| Manage | - | Edit or delete the panel. |
Add Link
To create a new panel click on the "New Panel" button which opens up the panel creation menu:
Type the name of the panel in the name field (required).
If there is unsaved data and the user presses any button that navigates away from the current settings, a warning will advise that they will lose information if they don't choose 'Save.' Choosing 'Ignore' will navigate away without saving the current data.
Click on the Add link button to open the wizard for adding new links.
Clicking the button opens the Add link wizard:
Clicking on the "Action" field opens a dropdown menu containing all possible link actions:
"Link to Product Catalog" has the following fields:
| Field name | Required | Example Value | Explanation |
| Product Catalog | Yes | ess2_catalog_item | Selected product catalog data card. |
| Name | Yes | Available Products | Name of the link. |
| Description | No | List of products available for ordering | Short description (60 characters or less) of what is behind the link. |
"Link to URL" has the following fields:
| Field name |
Required |
Example Value |
Explanation |
| URL | Yes | www.efecte.com | The URL the link points to. |
| Open in new browser tab | - | [Selected] | If selected, link opens the URL-address in a new browser tab. If not selected, the link is opened in the current tab. |
| Name | Yes | Efecte Home Page | Name displayed for the link. |
| Description | No | This link opens the home page of Efecte | Short description (60 characters or less) of what is behind the link. |
"Link to form" has the following fields:
|
Field name |
Required |
Example Value |
Explanation |
| Select a form | Yes | VPN Issues |
Clicking this open a dropdown menu of all the available forms. Selected one will be linked here. |
| Name | Yes | Report VPN Issues | Name displayed for the link. |
| Description | No | If you're experiencing VPN issues, click here! |
Short description (60 characters or less) of what is behind the link. |
"Open Panel" has the following fields:
|
Field name |
Required |
Example Value |
Explanation |
| Select a Panel | Yes | IT Backend Services | Clicking this open a dropdown menu of all the available panels. Selected one will be linked here. |
| Name | Yes | IT Backend Services |
Name displayed for the link. |
Each action displays the icon used for the link as the last field.
New Panel Group
Panel groups work similarly to "Add Link", but a panel group is works as a collection of links. Panel groups themselves are indicated as a link in the user interface.
If there is unsaved data and the user presses any button that navigates away from the current settings, a warning will advise that they will lose information if they don't choose 'Save.' Choosing 'Ignore' will navigate away without saving the current data.
To create a new panel group, click on the New Panel Group button to opens the Edit Panel Group view, which can the be used to add new links, similarly to "Add Link" functionality described above:
Fill out the name of the panel group on the Name-field (required) and the description of the panel group on the Description field. Adding links works the same as adding links single links described above.
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