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Version: 16.0

Available Functions

Across all widgets and subordinated dashboards of the application scenarios

  • "Design & Document"

  • "Control & Release"

  • "Read & Explore"

the following functions are available:

Open/Edit Elements​

  • Open a model in the graphical editor by clicking the hyperlinked name.

  • Open the Notebook of an object by clicking the hyperlinked name.

  • Open a task by clicking it.

  • Show or hide an element in a chart by clicking its name.

  • Confirm the data actuality of an object via the icon .

  • Open an Insights dashboard by clicking the icon .

  • Hover over a list item to reveal icons for editing that item (e.g. to open an Insights dashboard).

note

The time period after which an object is marked as 'yellow' or 'red' if its data actuality was not confirmed by the responsible depends on the configuration of your ADOIT installation.

Create Reports​

  • Create a Demands List Report via the icon .

  • Create an Interface Report via the icon .

  • Create a Model Report via the icon .

General Tools​

  • Export the content of a widget as a PDF file or Excel file (XLSX format) via the icon .

  • Refresh a widget via the icon .

  • Open a "Management Dashboard" which contains detailed information regarding your models via the icon .

Interactive Pie Charts​

  • Select the corresponding items in the appropriate list by clicking a segment.

  • Open a separate page which lists the corresponding items by double-clicking a segment.

Filter Data in Columns​

Filter data in columns to show the elements you want and hide the rest. Once you have filtered elements in a column, you can either apply additional filters, or clear all filters to redisplay all elements.

Apply Filter

To apply a filter to a column:

Filter Data in Columns - Apply Filter

  1. The button is activated in the header of any column by mouseover. Click this button to open a drop-down menu (1).

  2. Point to Filters (2), and then use the provided filter (3). The type of filter available depends on the column’s contents:

    • Filter by text: In the Enter Text box, type the text you want to search for. This type of filter is available in columns with text content like Name or Description.

    • Filter by values: Select the values you want to show from the list. This type of filter is available in columns like Type or State (that is, columns with content from a predefined range of values).

    • Filter by date: Point to one of the operators Before, After or On, and then choose a date. This type of filter is available in columns like Date.

    • Filter by number: Select one of the operators Equals (=), Greater (>) or Smaller (<), and then enter a number. This type of filter is available in columns like Total Value.

When a filter is applied, the button will appear in the column header. It replaces the button .

Remove or Reapply a Filter

To remove (or reapply) a filter from a column:

  • Click the button in the header of any column, and then click Filters. This command is a toggle. You click it to remove the filter (check mark will be cleared), and you click it again to reapply the filter (the check mark will be selected).

Remove all Filters in a Widget

To remove all filters in a widget:

  • Click the button in the header of any column, and then click Clear all filters.

Filter Objects by Responsibility (All/My)​

In many widgets, you can switch between displaying all or my relevant objects. Depending on the widget, the displayed objects may include Application Components, System software etc.).

In order to filter objects by responsibility:

Filter Objects by Responsibility - Example

  1. Click the widget title (button ) to open a drop-down menu (1).

  2. Select either the menu entry All or My (2).

All lists all relevant objects in the database.

My lists all relevant objects:

  • For which you are assigned as responsible, accountable, consulted or informed business actor (object attributes in the Notebook chapter "Organisation").