Platform Window

The elements that make up platform pages are shown here, with links to detailed information below.

Titles Applications Button Tabs

Relay Social Networking Panel Action Buttons Links and Icons

Content Pane Workspace Sidebar Buttons

1. Titles

The name of your organization appears here. This is the tenant name. (Think of the platform as an office building. Each tenant is an organization, which can have multiple users.

Below the organization is the name of the currently running application.

2. Applications Button

Clicking this button gives you access to the world of applications available on the platform.

3. Tabs

Every time you open an object record, a list-view of objects, or a report, a new tab is created in which to display it. Use the tabs to quickly shift your working context to the area you need to focus on.

4. Relay Social Networking Panel

Use this area to post messages to your followers and to rapidly access the groups and documents you're following, as well as your profile page (your "wall") where all of your messages are aggregated).

5. Action Buttons

Click these buttons to take action. They manage records in the object, and allow customization of the object:

• Click the [New Record] button to add a new record to the Object
• Click [More Actions] for a list of operations you can apply to multiple records at one time

6. Links and Icons

Along with Action buttons, Links and Icons provide access to platform functionality. The basic set shown here includes:

• A customization link you can use to rapidly switch into Designer mode.
  (A new tab opens in which to customize the object.)
• The refresh icon to re-display the page.
• The help icon to go to part of the support site that is relevant to the current page.

Learn more: Using Icons in Data Entry Forms

7. Content Pane

The content in the body of a page varies. It can be a List View, as shown above, a Record View, a dashboard full of Widgets as shown below, a list of Reports or Documents, or many other things, depending on the tab that is currently selected.

Widgets - A page of Widgets

8. Workspace

The Workspace area shows provides a list of Objects and other platform elements that are part of the application. The Recycle Bin also appears here.

In addition there is an area for searching and one for creating new things, each of which can be individually opened or closed.

9. Sidebar Buttons

When the Workspace is open, the Settings and Designer areas are closed. Click Settings to personalize the platform and make other adjustments. Click Designer to access the full suite of platform customization capabilities.