AgileApps Support Wiki

Difference between revisions of "New Runtime User Interface for AgileApps"

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:7. Why am I not able to change the priority and status picklist values from the record banner?
:7. Why am I not able to change the priority and status picklist values from the record banner?
:A: The Priority and Status picklists are view only items in the record banner. To edit:
:A: The Priority and Status picklists are view only items in the record banner. Select a value from the drop-down list for these parameters using the record form itself.
::a. Open a record.
::b. Select a value from the drop-down list for these parameters using the record form itself.


:8. Why is the color change based on the priority/status not working anymore in the record banner?
:8. Why is the color change based on the priority/status not working anymore in the record banner?
:A: The color change based on the priority/status works differently with the revamped AgileAppsUI. In the revamped AgileApps UI, when you open the case records and view the cases, you will see a color band based on priority next to the case subject.
:A: The color change based on the priority/status works differently with the revamped AgileAppsUI. In the revamped AgileApps UI, when you open a case record and view the details, the color change is visible on the '''Priority''' value in the record banner and this color changes based on the priority value selected.


:9. How to view the details for a record from the records list?
:9. How to view the details for a record from the records list?
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18. Why "Save and New" button in record form?
18. Why "Save and New" button in record form?
:A: To create a new record without having to close the currently created new record.
:A: To create multiple records without having to close the create new record window.


19. How to set my dashboard view as default view?
19. How to set my dashboard view as default view?
:A: Select the Dashboard that you want to set as your default view and click [[File:faq_default_view.png]] from the menu options.
:A: Select the Dashboard that you want to set as your default view and click [[File:faq_default_view.png]] from the set of Action buttons available.


20. How to move or rearrange the Dashboard widgets?
20. How to move or rearrange the Dashboard widgets?
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:A: To add work log for a record:
:A: To add work log for a record:
::a. Go to Object view list page.
::a. Go to Object view list page.
::b. Click a record.
::b. Open a record.
::c. Click [[File:faq_work_log.png|30px]]  
::c. Click [[File:faq_work_log.png|30px]]  
::d. Click add icon to log your work.
::d. Click add icon to log your work.
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:A: To update the record ownership:
:A: To update the record ownership:
::a. Go to Object view list page.
::a. Go to Object view list page.
::b. Click a record.
::b. Open a record.
::c. Click [[File:faq_record_ownership.png|30px]]  
::c. Click [[File:faq_record_ownership.png|30px]]  
::d. Click '''Change''' to change the ownership.
::d. Click '''Change''' to change the ownership.
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41. What does the lock button on the top of the record indicate?
41. What does the lock button on the top of the record indicate?
:A: Record level visibility restriction.
:A: Use this lock button to set Record level visibility restrictions.


42. How can I add a recipient to a note?
42. How can I add a recipient to a note?
:A:
:A:
::a. Go to Object view list page.
::a. Go to Object view list page.
::b. Click a record.
::b. Open a record.
::c. Click [[File:faq_note_icon.png|30px]] from the right navigation panel.
::c. Click [[File:faq_note_icon.png|30px]] from the right navigation panel.
::d. Add a recipient.
::d. In the '''Add recipient''' field, type the email address and press '''Enter'''.
{{Note|If you want to send the note to multiple recipients, enter the email addresses one at a time.}}


43. To whom should a record be visible if I select some users in user visibility dialog?
43. To whom should a record be visible if I select some users in user visibility dialog?
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:A: Yes.
:A: Yes.


47. Where can I see case priority color in records view and details page?
47. What is the significance of the color band in records view and record details page?
:A:
:A: The color band indicates the case priority.
::a. In the records view page, you can see it to the left of the record check box.
::b. In the details page, you can see it on the record banner.  


48. Can we create a new record inside a record detail?
48. Can we create a new record inside a record detail?
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:A: To attach files to a record:
:A: To attach files to a record:
::a. Go to Object view list page.
::a. Go to Object view list page.
::b. Click a record.
::b. Open a record.
::c. Click [[File:faq_attach_files.png|30px]]  
::c. Click [[File:faq_attach_files.png|30px]]  
::d. Select the file.
::d. Click the Upload button on the top-right corner of the screen and select the file to be attached.


53. Can I edit a lookup field value?
53. Can I edit a lookup field value?
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70. How can I set a filter to compare a field with an empty value in a view or report?
70. How can I set a filter to compare a field with an empty value in a view or report?
:A: For empty value, use the keyword Blank.
:A: In the View or Report configuration, select Edit and in the Define Criteria tab, set the value for the selected field as '''Blank''' in the Filter Value tab.


71. Will a value in the field get formatted for number, percentage and currency field?
71. Will a value in the field get formatted for number, percentage and currency field?
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75. Is it possible to hide the record banner?
75. Is it possible to hide the record banner?
:A: Yes.  
:A: Yes. You have to hide the four values displayed in the record banner at the form level.  


76. How do you set a default object when you want to create a new record?
76. How do you set a default object when you want to create a new record?

Revision as of 11:24, 15 October 2018

Overview

You now have a new and improved user interface for AgileApps. With this revamped user interface, you have the following benefits:

  • Accessibility - This interface conforms with the global accessibility standards.
  • Browser support - This interface is supported on all the latest versions of Firefox, Chrome, and Internet Explorer Edge browsers.
  • Security - The revamped user interface is more secure than its predecessor.
  • RTL support - Right to left support is included to support locales where a user reads from right to left.
  • Responsive application - The revamped UI is better equipped to support more devices and multiple screen resolutions.

For information about migrating from the legacy UI to the revamped UI, refer to the following:

Frequently Asked Questions for the Revamped AgileApps UI

1. How can I execute custom form actions on the record details page?
A: With the revamped AgileApps UI, you can access the custom form actions as follows:
a. Open a record.
b. Click the vertical 3 dots Faq vertical dots.png next to the Save button at the top-right corner of the screen.
c. All the actions are grouped into the Actions section. Select the action you want to perform.
2. Where are the links for 'assign to user', 'assign to team', and 'claim' actions on record details page? Or how do I assign/claim records from record details page?
A: With the revamped AgileApps UI, the “Assign to User” action is available as follows:
a. Open a record.
b. Click the People icon next to the record name Faq assign user.png.
c. Click Change next to the Owner name.
d. Select the Assignee and click Save.
3. Where are my dashboard views?
A: To access the dashboard views:
a. Login to the revamped AgileApps UI for AgileApps.
b. Click Faq dashboard.png on the left hand side panel of the application.
c. In the Dashboard page, you will see the views available in the form of tabs.
d. Click the tab to select a view.
4. How do I execute macros on Records?
A: To execute macros on records:
a. Open a record.
b. Click the vertical 3 dots Faq vertical dots.png next to the Save button at the top-right corner of the screen.
c. All the macros are grouped into the Macros section. Click the macro you want to execute.
5. What is the 'lock' symbol beside the record title on record details page?
A: It allows you to set the visibility control. Using this you can set restrictions on who can view or not view the record.
6. Where are the print, delete, and merge actions for record details?
A: The actions are available as follows:
a. Open a record.
b. Click the vertical 3 dots Faq vertical dots.png next to the Save button at the top-right corner of the screen.
c. The Print, Delete, and Merge actions are available here.
7. Why am I not able to change the priority and status picklist values from the record banner?
A: The Priority and Status picklists are view only items in the record banner. Select a value from the drop-down list for these parameters using the record form itself.
8. Why is the color change based on the priority/status not working anymore in the record banner?
A: The color change based on the priority/status works differently with the revamped AgileAppsUI. In the revamped AgileApps UI, when you open a case record and view the details, the color change is visible on the Priority value in the record banner and this color changes based on the priority value selected.
9. How to view the details for a record from the records list?
A: You can click the link for the record number or click Faq horizontal dots.png in the Action column and then select View details.
10. What information will be available in Home page?
A: In the home page, you can see links to the current application and all other applications. Additionally, if there is a global message to be communicated to all the tenants, it is shared on the home page.
11. Where can a user view his profile details?
A: Once you login to the application, click on your name in the top-right corner of your screen and select Edit profile. In this page, you will have information related to your personal profile, security, and so on.
12. How can I perform a mass operation in the record views?
A: You can perform a mass operation as follows:
a. Open the records list.
b. Select the multi-selection check box at the top in the header row.
c. Once all the records are highlighted, click Faq vertical dots2.png at the top right corner of your screen and select Assign or Print depending on the action you want to perform.
13. Can I customize the Page size or the number of records displayed per page in a table grid?
A: No.
14. Where can I find the activity history logs in the revamped AgileApps UI?
A: To view the activity history for a record, open a record and click Faq activity history.png from the right side menu.
15. Are nested sub-forms supported in the revamped AgileApps UI?
A: Yes.
16. What are the short cut keys available in the revamped AgileApps UI?
A: Short cut keys or quick access keys are as follows:
Faq short cut keys.png
You can access the list of keys by pressing Shift+? On your keyboard.

17. Where is the 'New' menu in the masthead? In the old AgileApps UI, the new menu would list all the objects available and the user could choose for which Object he wants to create a new record. However, this option is no more visible in the masthead.

A: In the revamped AgileApps UI, New is replaced with the Faq create button.png button in the masthead. Select this and then select the object you want to create.

18. Why "Save and New" button in record form?

A: To create multiple records without having to close the create new record window.

19. How to set my dashboard view as default view?

A: Select the Dashboard that you want to set as your default view and click Faq default view.png from the set of Action buttons available.

20. How to move or rearrange the Dashboard widgets?

A: You can move or rearrange the dashboard widgets using the drag and drop method.

21. Where do i configure my Application tabs ?

A: To configure Application tabs:
a. Login to the application.
b. Click your name from the top menu.
c. Select Edit Profile.
d. Go to the Preferences tab and here you can make the required changes.

22. How can user preview the selected fields from source or target in quick merge?

A: To preview the selected fields as part of quick merge, perform the following actions:
a. Open a record.
b. Click Faq vertical dots2.png at the top right corner of the screen, and select Merge.
c. In the Merge window, select the target record to which you want to merge the source record.
d. Click Quick Merge, to view the preview page.
e. Click Confirm to complete the merging of the source with the target record.

23. How to print and assign multiple records?

A: Multiple records are applicable only for Case type object.
To print multiple records:
a. Go to Case view list page.
b. Select the records using the checkboxes.
c. Click Faq vertical dots2.png at the top right corner of the screen, and click Print.
To assign multiple records:
a.Go to Case view list page.
b. Select the records using the checkboxes.
c. Click Faq vertical dots2.png at the top right corner of the screen, and click Assign.

24. How can I print a record?

A: To print a record:
a. Go to Object view list page.
b. Click a record for print.
c. Click Faq vertical dots2.png at the top right corner of the screen, and click Print.

25. How to perform an action on a record view?

A: To perform an action on a record view:
a. Go to Object view list page.
b. Click Faq vertical dots2.png at the top right corner of the screen, and select an action to perform.

26. How to update the status and priority from the record banner?

A: You cannot update the status and priority from the record banner.

27. How to add work log for a record?

A: To add work log for a record:
a. Go to Object view list page.
b. Open a record.
c. Click Faq work log.png
d. Click add icon to log your work.

28. What will happen when a user deletes the default view?

A: It will create a temporary view with the same name.

29. How to update the record ownership?

A: To update the record ownership:
a. Go to Object view list page.
b. Open a record.
c. Click Faq record ownership.png
d. Click Change to change the ownership.

30. How to create a new folder for report and does folder have any permission restrictions?

A: To create a new folder for a report:
a. Click Reports from the left navigation bar.
b. Click Faq add folder.png at the top right corner of the screen to create a new folder.
There are no permission restrictions.

31. Is deletion of multiple records possible?

A: No.

32. What happens if I print a record having more than 200 related records?

A: It will print only 200 related records. Maximum printable related records is 200.

33. How to create a new report or edit and delete report?

A: To create, edit, or delete a report:
a. Click Reports from left navigation bar.
b. Click Add new report.
c. To edit a report, click Faq edit button.png
d. To delete a report, click Faq delete button.png

34. Why I cannot see form layout in template list while printing a record?

A: Only printable form layouts are supported for print template.

35. What is the purpose of links present in cards in overview page?

A: The purpose is to change the application.

36. Can we create folders under schedule report like a normal report?

A: No.

37. How to expand and collapse the left navigation bar?

A:
  • To expand, click Faq expand button.png at the bottom of the left navigation bar.
  • To collapse, click Faq collapse button.png at the bottom of the left navigation bar.

38. What type of files are supported for print?

A: Microsoft Document and HTML.

39. Will the search box search all the assets such as records, views, objects and many more?

A: No. Only Objects records can be searched.

40. Who can view my scheduled reports?

A: Nobody.

41. What does the lock button on the top of the record indicate?

A: Use this lock button to set Record level visibility restrictions.

42. How can I add a recipient to a note?

A:
a. Go to Object view list page.
b. Open a record.
c. Click Faq note icon.png from the right navigation panel.
d. In the Add recipient field, type the email address and press Enter.

Notepad.png

Note: If you want to send the note to multiple recipients, enter the email addresses one at a time.

43. To whom should a record be visible if I select some users in user visibility dialog?

A: It will be visible for selected users.

44. For dashboard reports view, if I selected top 5 rows then, can I see all the records using pagination?

A: Yes.

45. If I select some teams for record visibility, will it also be visible to its sub-teams?

A: No.

46. Can I access case type object using case number instead of record ID?

A: Yes.

47. What is the significance of the color band in records view and record details page?

A: The color band indicates the case priority.

48. Can we create a new record inside a record detail?

A: Yes.

49. If a record has some team data sharing and also it has visibility restriction, can all shared team members see the record?

A: No.

50. Can I sort all the lookup fields for reports table?

A: No.

51. Where can I view the color criteria for the reports table?

A: In the reports table, you can view it on the left-side of a record.

52. How to attach files to a record?

A: To attach files to a record:
a. Go to Object view list page.
b. Open a record.
c. Click Faq attach files.png
d. Click the Upload button on the top-right corner of the screen and select the file to be attached.

53. Can I edit a lookup field value?

A: Yes.

54. Is visibility restriction applicable for a user who has global view permission?

A: No.

55. How to send an email from the record?

A:
a. Go to Object view list page.
b. Click a record.
c. Click Faq note icon.png from the right navigation panel.
d. Add a recipient.
e. Select Email option from Post as drop-down.

56. What does Email indicate in report schedule cards?

A: It indicates the number of recipients.

57. What is the short cut key to remove chips in an application?

A: Backspace.

58. Do we have hide details/view details options in the revamped AgileApps UI?

A: No

59. What happens if I do not select any user/team/role for visibility restriction?

A: There will be no restrictions for the record.

60. How to create a Single step or Multi step or Task form for a record?

A: To create a single step or multi step or Task form:
a. Go to Object view list page.
b. Click a record.
c. Click Faq single multiple steps.png from the right navigation panel.
d. Click the add icon and select Single step or Multi step or Task form.

61. Can anyone set the visibility restriction if he or she has permission to see the record?

A: No.

62. Does the case column in records view have Priority view?

A: By default, no. However, you can configure by customizing a view.

63. Which user fields are supported for field visibility?

A:
  • Checkbox
  • Currency
  • Email
  • Global picklist
  • Lookup
  • Number
  • Number with decimals
  • Percentage
  • Phone
  • Picklist
  • Radio button
  • Text field
  • URL

64. Can I see all the records of an object at a time in record view?

A: No.

65. What is the purpose of Work log for a record? How does this differentiated from activity history?

A: It is useful to log work on a case. For example, five people work on a single case and they can add log to that case. Activity history has the details for modifications made to a case record.

66. How many columns can be configured in a view?

A: For a case, task, and case type, you can configure six. For custom objects, you can configure eight.

67. What happens if I create a new formula in a view and clear the Display this field checkbox?

A: Formula column does not appear in the view.

68. What save as button will do in an edit view?

A: It will save the view as a New view.

69. What is the difference between determine visibility and ownership filter in a view?

A: Determine visibility restricts as to who can see a view. Ownership filter is used to filter the records of the current view as per the ownership.

70. How can I set a filter to compare a field with an empty value in a view or report?

A: In the View or Report configuration, select Edit and in the Define Criteria tab, set the value for the selected field as Blank in the Filter Value tab.

71. Will a value in the field get formatted for number, percentage and currency field?

A: Yes.

72. Will the notification icon always be present in the header navigation bar?

A: Yes.

73. When you hide the subject field from a record-form, will the action hide the subject in the record banner for case/ case type objects?

A: Yes.

74. When will the content in the record banner get updated?

A: Instantly as you change the value of a field.

75. Is it possible to hide the record banner?

A: Yes. You have to hide the four values displayed in the record banner at the form level.

76. How do you set a default object when you want to create a new record?

A: Go to a record detail page and click Create from the masthead.

77. What is the difference between Save and Save and new in the new record dialog?

A: Clicking Save creates a record and closes the dialog; while Save and new creates a record and opens another new record creation window.

78. When will the confirm navigation pop-up appear for a record form?

A: When you try to close the record which has unsaved changes.

79. Is the case collision chat window supported in the revamped AgileApps UI?

A: Yes

80. Is session timeout dialog supported in the revamped AgileApps UI?

A: Yes

81. Does the formula field (return type Boolean) support the values “yes” and “no”?

A: No. It supports the values “true” and “false”.

82. Is resizing profile picture supported in the revamped AgileApps UI?

A: No

83. Is the link available in record banner for task object used for redirecting to associated case detail page?

A: Yes

84. Is the option to bookmark record detail page supported in the revamped AgileApps UI?

A: No

85. Is there any option available to switch from the revamped AgileApps UI to the old UI?

A: Yes. You can click Faq switch ui.png in the top right-hand corner to switch to the legacy UI.

86. Will there be any option to permanently disable the legacy UI in the future?

A: Yes. It may be available in the future.

87. How to switch application roles in the revamped AgileApps UI?

A: Click the user name on the top right-hand corner and select the role you want to switch to.

88. Is column grouping report supported in revamped AgileApps UI?

A: Currently, no. It may be supported in the future.
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