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Component panel

 

Introduction

Click on the panel to expand it and view all components acquired by your organization.

It will have the following resources:

 

Accessing a component

Click on the icon of a component to open it. See below the default division of the menu:

A - The Search field is used to search for a specific screen of the component. It is possible to search for its name or code.

B - This button leads to the support manual for the use of the component.

C - The Configuration tab gathers all component configurations. Configurations are used to create objects of the General tab and are necessary for the functioning of the corporate process proposed by the component.

D - The General tab gathers the File, Planning, Management, Execution, and View menus according to the component. It is used to follow the flow proposed by the component.

  • To leave this screen and return to the component panel, click on the button.
  • Access the Help center to learn how to configure and operate each component.
 

 

Searching for screens

In the Search field, it is possible to search for the screen of a specific component without following its entire path. This search can be made through the name or the code of the component screen.

 

Sorting components

You can sort the components in the panel in your desired way. There are two ways to do so:

  • Button : Click on this button for components to be sorted alphabetically, from Z to A. To make this sorting permanent, save the changes, as displayed in the GIF below:
  • Dragging the components: When hovering over the components, a button is enabled to allow for dragging them to other positions in the panel. Drag all desired components to their new positions. To make this sorting permanent, save the changes, as displayed in the GIF below:

 

Creating shortcuts

Click on the button next to the Shortcuts button to create shortcuts to the screen that are frequently accessed by you.

After creating the shortcuts, they will be fixed in the Shortcuts field.

 

Conclusion

The component panel was developed to be practical and easy to use. In case of questions, please contact support.


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