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Dashboard

In the middle of the dashboard, you will find the multi-part search input field.

In the footer area, the objects that you recently created or edited are displayed in the form of a tile row. Click the Recently created or Recently edited buttons below the tile row to select which objects you want to view. If you click the More... button to the right of the objects listed in the footer area, the listed objects are displayed in a hit list.

Navigation by Keyboard

To make all functions and actions in yuuvis® Momentum client as reference application easily accessible, most of the commands can be called without using a mouse. To navigate through the application by keyboard, open the Quick access command palette at any time by pressing the Ctrl key twice. Then, start typing a string to find the command you are looking for.

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You require the YUUVIS_CREATE_OBJECT role to be able to create objects.

You can create objects (folders and documents) in stages. This procedure is especially useful if you create a lot of objects in a short period of time that you do not want to complete until later.

>> ObjectCreateComponent

Creating Documents

The following options are available for you to create documents:

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• Selected elements:

  • The row of selected elements is highlighted.

  • Multiple rows can be selected.

• Focused elements: 

  • Only one element out of all selected elements can be focused.
  • The icon is highlighted again at the beginning of the row.
  • For focused elements, the object aspects are displayed in the object area.

You can use the mouse to select further elements by additionally holding down the Ctrlkey or the Shift key while clicking these elements. If you hold down the Shift key when clicking the mouse, all the rows between the row you have clicked and the row with the most recent focusing are selected, but the focus remains on the first row. If you hold down the Ctrl key when clicking the mouse, the row you have clicked is highlighted in addition to the existing selections. The focus still remains on the first row. When you position the cursor on another selected row and click the right mouse button, this row is focused.

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Business Process Management

Processes are created based on the basis of at least one object, which is stored as an attachment in the process. Each process contains tasks that have to must be completed by users.

There are three specific views that allow users to handle processes:

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In the Table view, the following columns are displayed: Type, Task, Subject, Received on and Due on. In the Type column, the icon represents tasks of custom processes and the  icon represents follow-ups. The sort order can be changed by clicking on the header of the corresponding column. The position of columns can be rearranged within the table by dragging drag and dropping drop of individual columns. A red entry in the Due on column indicates that this task is overdue.

In the List view, Type (icon only), Subject and Task are displayed on the left-hand side, and the due date on the right-hand side. Sorting the inbox items or repositioning the information is not possible.

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To process tasks, different buttons are available depending on the nature of the task. Standard follow-ups with the entry “Review” in the Task column only offer the option Confirm. For custom processes, Delegate, Forward, and other custom buttons are available as well as individual entries in the Task column, depending on the process model.

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