To search a database's various forms, lists and printouts, users must click on the
Menu tool located on the left-hand panel of the Applications Explorer.1 Presentation
If a user wants to access the Menu, they must click on a Database, as can be seen in the next video:
Once the database is selected, different selectable options will appear, the same ones in the menu as in the central part of the screen. It is important to keep in mind that the options of each menu differ depending on the database. Take the following menu as an example:
In the menu, the user can find various types of icons that will execute different processes or objects.
| Icon | Name | Description |
|---|---|---|
|
Folder | Folder where users can find other Axional application objects. |
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Report | List-type object used to display data in a list/report format. |
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Process | Object used to execute a process. |
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Form | Standard object used to complement data and tables. |
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Printer | Icon to access a printable object, either for printing or viewing. |
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Excel | Icon to access a transactional object that stores Excel files. |
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Workflow | Icon to access a workflow diagram, whose rules are established by form filters. |
|
Load | Icon to access an object in order to load data. |
|
Map | Icon that grants access to a map object. |
|
OLAP Cube | Icon to access an OLAP cube. |
As explained previously, the menu uses a tree-based organizational structure. In order to perform different actions, the user must expand or collapse folders through the following actions:
| Icon | Name | Description |
|---|---|---|
|
Expand Tree | Icon that opens a drop-down menu. |
|
Collapse Tree | Icon that collapses the drop-down, hiding its content. |
On the right-hand side of the screen, under the same label as Explorer Menu, there are three options:
- Application Menu: returns the user to the main menu.
- Shortcuts: through this option, the user can create a direct access path to objects. For more information, please see the next section.
- Last Actions Executed: in this tab, the user can find the most recent actions they executed.
1.1 Shortcuts
The shortcut view is a user screen used to create object shortcuts. These shortcuts are located inside titled boxes which can be moved and renamed. Shortcut names can also be sorted and edited. All of these actions use drag-and drop functionality for a more user-friendly, intuitive experience.
1.1.1 Functioning
| Function | Mode | Image |
|---|---|---|
| Create a box | Press the create button
A new box will appear |
|
| Rename a box | Click twice on box name and edit it |
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| Add a link from the menu | Drag and drop the object from the tree menu to the box |
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| Rename a link | Click on the pencil icon and edit the link name |
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| Delete a link | Drag and drop the link from box into the trash icon
|
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| Move a box vertically | Drag and drop the box upwards or downwards |
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| Move a box between columns | Drag and drop the box between box columns |
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| Delete a box | Drag and drop to box into the trash icon
|
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Below there is a video where you can see all the features of this option.
2 Folder
This icon indicates that the element shown in the menu is a folder, meaning that it may contain sub-folders or objects.
As the primary menu structure is tree-based, each folder will have the same linear organization and logic.
We can also note the same distribution looking at the menu located on the left-hand side of the explorer, as well as the central screen.
This image shows how the user can navigate folders located on the central screen, using drop-down.
When the user clicks on a folder, a tree from a specific area will be opened, as seen in the next image:
To navigate through folders, users can either click on parent folders or simply press "Back":
3 Report
When a user clicks on a specific report, a new window with the relevant information will appear. The same window will display a list.
The user can see the following example information:
4 Form
This object is used to add new records and delete or modify previous records.
When the user clicks an icon, a form with relevant information will appear. The user can perform searches according to data entry rules for the fields in question:
Please see the following link for more information on filters.
5 Process
The screen that will appear has the same structure and logic as a form.
This indicates that a process will be defined by the data entered, which we identify as variables or parameters.
6 Printer
As before, when the user clicks this icon, a browser tool will open to show the filter object:
7 Excel
|
|
Excel icon | This indicates that the object contains files stored in Excel format. |
It is a commonly-used icon of the Axional menu, and result can be seen in the next example:
8 Workflow
|
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Workflow icon | Diagrams representing workflow are also included in the main menu. |
9 Load
|
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Load icon | This menu icon loads data. |
After loading, the resulting screen will look as follows:
10 Map
|
|
Map icon | This main menu icon indicates access from a map object. |
When accessing this object, the window that appears will look similar, as below:
