In this section, the user can learn more about desktop options, as well as the channels that comprise the main user desktop. This guide describes all elements, along with instructions on how to configure them. To see all options, the user must click on the right panel, as can be seen in the following image:

1 Desktop

1.1 Setup Desktop

When the user clicks this option, a pop-up window will be opened with all desktop configuration parameters:

Name Description
1 Label Name that will appear on the desktop tag.
2 Background Color Code of the desktop's background color.
3 Set Background Image size limit on a desktop or mobile device; user can set a default image for their desktop.
4 Refresh frequency Frequency of desktop refresh interval.
5 Default collapse Whether to display collapsed by default.
6 Save Save changes.

1.2 Add New Desktop

On the Axional startup screen, click on the top-right button and select the option Add New Desktop. A pop-up window will prompt the user to confirm that they want to create a desktop.

1.2.1 Desktop configuration

1.3 Navigation Between Desktops

As the user will see in the following video, more than one desktop can be accessed.

1.4 Delete Desktop

To delete a desktop, right-click and select the option Delete desktop. A pop-up window will prompt the user to confirm they want to delete the desktop. The desktop will be deleted automatically without refreshing the browser.

2 Channels

2.1 Add Channel

Information channels are widgets which structure information quickly and simply. On channels, including access to other portal utilities (email, calendar, etc), is simple. They can be accessed as lists and graphs of applications, allowing the user to leverage information.

To add channels to the desktop, the user must click on the right panel of the screen and select the option Add channel.

An auxiliary screen will then be opened with the following information:

Name Description
1 Dictionaries Located on the left-hand side of the screen. When one is selected, all content channels of the selected dictionary will appear.
2 Portlets Located on the right side of the screen. It is where all available channels appear.

When the user selects the option "Add Channel", the following instructions must be followed:

  1. Press the dictionary button.
  2. Select a dictionary on an available database.
  3. All results will be shown on the right side of the pop-up window. When a portlet (channel) has been found, the user must click the icon located on the right-hand side of each available channel.

    Search Tool

    For a quick search, use the magnifying glass search tool at the top of the screen to filter by name or by the channel code to be added.
    After that, the user can check if the desired channel has been added to the desktop without data, pending a new database.
    • If the dictionary selected is a dictionary for a unique database, the selected channel will be added directly to the desktop.
    • If the dictionary is a dictionary for more than one database, the system will ask which database the query will be applied to. Select then the desired database.

    The video below shows a step-by-step example of how to add several channels to your desktop.


2.1.1 Add Database

When the user clicks on the channel, an auxiliary window will be opened in order to select a database. The user can change the title and the number of rows needed for a channel.

Name Description
1 Channel Options The user can edit certain channel details, like the title (2), the number of rows to display (3), and the database from which data is extracted (4).
5 Information The user can insert information about the channel.


An available database will be set to connect to the group defined by the user.

2.1.2 Channel Options

The channel has some options that the user can use:

Show edit channel button

The Edit Channel button can only be viewed when the user hovers over it.
Icon Name Description
Channel options Access to channel options.
Expand/Collapse Expands or collapses channel
Configuration The user can configure the channel selected.
Reload Function used to update channel data.
Maximize This option increases the dimensions of the channel display.
Delete The user can choose this option to delete a channel.
Export The user can export the channel to XLS, CSV or PDF format.

2.1.3 Filtering

Some channels allow the user to interact by filtering data.

Quick filter options

When a channel offers quick filter options (meta query conditions), similar to those used in objects, users are allowed to apply certain preconfigured conditions to a channel.

In this example, the user can filter the results and thus view only the results greater than 70.000, the same or less than 70.000, or see all the results.

The symbols

The symbols are a selection of elements that the user can choose to filter the information. In this example, it is possible to filter the information of a product using the PRODUCTS symbol. This symbol shows us the names of all the products: selecting one, the information that the channel shows will be filtered according to that product.

When the desktop has a limited number of symbols, the channel databases and the names of the symbols that it applies to the channels are displayed at the top right of the screen. It will also show which elements have been selected from the symbol. There are two methods of filtering using symbols:

  • Channel configuration: the selection of the elements of a symbol through the configuration of a channel will filter only the results of that channel.
  • Global Channel Settings: the upper part of the screen shows the databases and the symbol selections applied. Up there, the selection of symbol elements will filter the results of all the channels where that symbol is applied, since the same symbol can apply to several channels.

    In this example, when items 351 and 664 of the Products symbol are selected, the system automatically updates the data of the two channels that use this symbol.

The column selection

Some channels offer the possibility of selecting some columns of the channels among various options. By clicking on the icon that only these types of channels show, the system allows the user to choose between one or another column: this will modify the channel columns.

2.2 Positioning

The user can resize a channel and drag it wherever they prefer on the desktop.

3 Notes

3.1 Add Note

The option to add post-it notes or reminders to the desktop can be very convenient for users. This is done via the option "Add Note", located in the panel on the right.

These notes have the following options:

Name Description
1 Color Select between different post-it colors.
2 Maximize Extend the post-it's window size.
3 Delete Delete post-it from the desktop.

Quantity of Notes

The user can add an unlimited number of notes.