The BackOffice content page features allow the BackOffice user to customise their viewing preferences within the content area. These features apply to the pages with new design and are related to specific content elements displayed on those pages.
This chapter highlights the tools available to manage and optimise your experience within specific content element groups in the BackOffice.
The layout of the content page includes a page summary header, if available, and content sections in the middle, along with a content sidebar that features action buttons and various content section navigators on the right.
The summary header represents a collection of the most prominent data items for the business object, in this example, a person, across all content sections. Its purpose is to give users a quick and comprehensive overview of the business object at a glance.
The action buttons, which allow the user to perform critical activities on the business object, in this example, inactivating the person's record or restricting access to it, are located at the top of the content sidebar on the right.
The section navigators on the content sidebar present a comprehensive list of distinct content sections. Each item in this list serves a dual purpose:
A checkbox on the left controls whether its corresponding section is visible in the main content area. A checked box makes the section visible, while an unchecked box hides it.
When a checkbox is checked, the item also acts as a navigator. Clicking on the item's label will smoothly scroll the user to that visible section in the main content area, which is indicated by an arrow on the right.
The primary component for displaying a list of data entities in a specific section of the page is a basic table. The tools located in the table header enable users to customise and rearrange the view of the table's content, as illustrated below.
Check the box next to Show history to display past records, if any are available.
If an icon with three dots appears in square brackets , it indicates that some table columns cannot be displayed within the visible area of the screen.
Click Show more to reveal the list of hidden columns. You can also reorganise the order of table columns to make a hidden column visible.
You can download items by clicking Download next to the document or file you want to download. The download will begin automatically and save the document or file to your default download folder.
You can adjust how many items are shown per page:
You can customise which columns are shown and in what order.
Click Settings to customise which columns are visible.
To relocate the column into a different position: Click and hold the reorder handle next to the column name, then drag and drop the column to the desired position. Changes take effect immediately.
To show or hide a specific column: Check or uncheck the box next to its name. Changes are applied instantly.
Many sections include a Filter icon, which helps narrow down search results when working with large sets of data. For example, in the Actions log section, click Filter to open the search bar.
Start typing your search term, and results will begin to appear as you type. You can enter values such as a user’s first or last name, or the name of a specific parameter you're looking for.
You can sort data items by clicking Sort in any column header.
When you hover over a column header, both up and down arrows appear, indicating that the column is currently unsorted. Clicking the icon will cycle through sorting states: ascending (↑), descending (↓), and back to unsorted.
To edit a data item, click Edit, make the necessary changes or select a different option, then click Save to apply your updates.
To delete a data item, click Delete.
Review the confirmation modal below, then click Confirm to proceed or Cancel to stop the deletion.