Platform Apps
All wayCloud platform applications (apps) basically consist of tasks and an administration view. Additionally, some apps have a dashboard. Dashboard, tasks and administration view always refer to the current work area. Your tasks can also be tracked across all work areas.
Table of Contents
Dashboard
Dashboards can only be saved by organisation administrators. All other users have read-only access. Each dashboard has the following basic functions:
| Icon | Function | Description |
|---|---|---|
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Refresh | Click Refresh to refresh the data manually. |
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Add | Opens a popover with a selection of widgets that can be added. The available selection depends on the respective application context. |
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Distribute dashboards | Enables the distribution of saved dashboards to other workspaces. |
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Save dashboard | Opens a dialogue for saving the currently configured dashboard. |
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Import dashboards | Opens a dialogue that allows you to import previously exported dashboards. |
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Export dashboards | Opens a dialogue that allows you to export a selection of saved dashboards. |
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New dashboard | Removes all configured widgets from the dashboard. |
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Delete dashboard | Deletes the currently selected dashboard. |
Available widgets:
| Widget | Area | Description |
|---|---|---|
| Info tile | General | A widget to display information to users of the workspace in the form of formatted text. Text can be provided for all available application languages. |
| Pivot chart | Collaboration lists | This widget displays the pivot graphic configured in the context of a collaboration list and saved with a view. A list and a view must be configured accordingly in the widget settings. |
| Data tile | Collaboration lists | A wide variety of analyses of the data in a collaboration list can be performed and displayed here. A list and a view must be configured in the widget settings. Expressions can then be written with JavaScript using the expr-eval library. A calculation example based on sample data is displayed in the widget settings. Further information on the procedure can be found in the context help in the widget settings. |
| Global filter | Collaboration lists | A data filter can be configured that is applied to all collaboration lists of a specific template. A template context is selected in the widget settings. The actual filter can then be configured in the widget itself. Further information on how the filter builder works can be found here. |
| Pivot chart | Tasks | This widget displays the pivot graphic of a task list saved with a view in the context of a specific filter option. A filter option and a view must be configured accordingly in the widget settings. |
Tasks
| Icon | Function | Description |
|---|---|---|
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Create new task | Allows you to create a new task in the context of the current workspace or application. If a row is selected in a table, there is also a row context in selected areas (e.g. collaboration lists), which can be seen in the task. |
Tasks represent the central communication in the wayCloud Platform. New tasks can be created in the title bar of the application in any context (e.g. an app or a data record in a collaboration list) and it is therefore always possible to find the origin of the task. Notification options: In the Notifications area, you can select the events for which the system should automatically send notifications by e-mail. For example, users can be informed when a task is assigned to them.
The task function in the wayCloud platform offers other useful options. One of them is mentioning colleagues in the comments of the tasks. You can select the desired colleague or the entire work area by typing in the "@" symbol and mention it directly in the comments. This is particularly helpful when you have a question or comment about a task and want to discuss it directly with a colleague. This improves communication within the team and facilitates collaboration.
Another function of the tasks in the wayCloud platform is the automatic creation of a new task status when a user enters a status that is not yet listed in the list of available statuses. This feature makes it easier to manage tasks as users can create custom statuses that suit their specific needs. When a user creates a new status, it is automatically updated in the list of available statuses for easy selection in the future. This allows for more flexible and customized task management that meets user needs.
Administration
Generally: The name of your own workspace and its linked notebook are listed here.
User: The members and their roles are listed here. User groups assigned here are resolved to the contained users. The assigned groups can be seen via the assignment dialog.
Import history: Shows the import of records from each user along with date, data types, direction and data name.