New Home Page Design
- Gaurav
Analytics
Overview
In this release we are introduce new home page design as you can see in the below screen shot. Now, it has been redesigned with widgets for a more modular and customizable layout.
1. Menu:
Earlier, in the system, Menu is divided in to 4 columns First column are the Parent folder, 2nd and 3rd Column are the child item of selected parent folder.4th column Show the setting folder of selected Parent Folder.
In this enhancement, the menu display has been updated to show all the parent folder . The new UI design is shown in the below image.
As shown in above image, all the parent items are displayed . When user clicks on any parent item, It will display parent folder (with image) and sub summery folders beside the menu ham burger as shown in the below image.
For example, In below images Financial Management has child summary level folder like Account Structure, Tax Management, Account Receivables, Account Payables. All these folders further contain child items which are displayed under them when keep mouse over on the child folders (summary level nodes).
By keeping mouse over on the child folders (summary level nodes) system will display the further child menu item in the container as shown in the below image.
If there are multiple second level child items, system show arrow icon on both side to navigate and view other summary level items as shown in the below image.
1.1 Supporting .png Image with Menu Folder for the parent summery
Earlier there was support for font icon only to display on the parent summery node in this version Vienna offers an option to display image on parent summary items in the menu. This can be configured using the "Image" dropdown in the Menu Configuration screen.
1.2 Option to mark Favorites Item.
The user can mark any non-summary item as a favorite by clicking the star icon displayed when hovering over the item. Once clicked, the item is added to the favorites list, and the star icon becomes filled (thick). To remove an item from favorites, the user has to click the star again to unmark it, which will remove the item from the favorites list the star icon becomes not thick.
NOTE:- All non-summary items should be the Child summary-level item. If a non-summary item does not have a parent summary item, it will not be displayed in the menu.
Parent folder (first summery node ) will have the many second folders (summery level nodes) for each second (summery level nodes) will have "n" number of third folders (summery level nodes )
Restricted not to show the fourth (summery level node) , if there Is any item present in the(summery level node) the item will display in the in the third folders (summery level nodes )
1.3 Option to show role specific default menu item
1.3.1 Overview
Default Menu Item Configuration
A new customization option has been introduced, allowing users to display a default menu item to login role. This can be configured through the System Config window, where a new key, DEFAULT_MENU_ITEM, has been added. Users need to set the role ID and menu ID (Menu ID should be first level parent summery node) in the value field for the DEFAULT_MENU_ITEM record .
1.3.2 How to Configure Default Menu Item.
Login with System Administrator role.
Open the system config window from menu.
Select record having Key = "DEFAULT_MENU_ITEM".
Enter value against Key in format "RoleID:MenuID, RoleID:MenuID" (define multiple set of role id and menu id further in one set role id and menu id seprated by colon and between full set seprated by comma)
Click on save button.
In my example, "Set default menu item "'Manufacturing" (first parent summary node menu ID) with Role <IdeasIncAdmin> as shown in the below Image.
Result
When user Login with IdeasIncAdmin role. On login system will display "Manufacturing" as the default menu for IdeasIncAdmin role as shown in the below image.
If a user wants to add a default menu for multiple roles, they can input the separated by commas. For example as show in the below image
2. Profile Menu:
Click on the profile menu (top right icon) it will open a screen as below.
2.1 Overview:
In this enhancement, we have provided Profile Menu which contain features to:
Change the user image, Change the user role, client, organization, and warehouse, Log out from the system along this added new feature of "Apply Filter"
Apply Filter :
Use to apply filter on organization level. When the user selects the "Apply Filter" checkbox and chooses organizations from the organization filter list box, the system will display the records on the widgets and screen according to the selected organizations. This allows users to filter and view data specific to the chosen organizations.
For more information and working of Apply Filter please follow User Manual. Document Apply Filter
3. Favourites:
In this enhancement, the Favorites section has been moved to the upper right corner of the home screen, next to the user . A star icon will be displayed there, along with the total count of items marked as favorites from the menu as shown in the below Image.
When the user clicks on the Favorites section on the home screen, a container will open displaying all the favorite items. The user can choose between two display views for the favorites: "List View" and "Grid View". The user has the option to switch between these views to customize how the favorites are shown.
When the user clicks on the hamburger icon, the favorites will be displayed in a list view, as shown in the image below.
List View
When the user clicks on the four-box icon, the Favorites will be displayed in a grid view, as shown in the image below.
Grid View
How to remove Favourite item from the Favourites.
User have to click on the star to remove the favourite item from the favourites in List view as shown in the below image.
User have to click on the Star to remove the Favourite item from the favourites in Grid view as shown in the below image.
User can also remove the Favourite Item by clink on the thick star from the menu as shown in the below image.
4. Edit Home(Mosaic):
We have introduced a new 'Edit home' feature which allows users to customize and manage widgets on their homepage, enhancing the user experience and allowing for a more personalized interface.
The 'Edit Home' feature gives users the ability to rearrange and adjust widget settings, enabling them to create a homepage layout that matches their individual preferences.
With 'Edit Home,' users can effortlessly remove or reposition widgets, leading to a cleaner and more user-friendly dashboard..
For more reference we prepare the User manual for Mosaic:
Mosaic
This document explains how to use the 'Edit Home' functionality to manage widgets on the homepage, ensuring that users can optimize their dashboard layout for better workflow and accessibility.
5. AI (Aura):
In this release, the AI chatbot, which was previously aligned in the top middle of the home screen, has been moved to the bottom right corner of the screen as shown in the below image.
6. Home Icon:
In this release, the home icon has been updated to a four-box design, and the "home" text has been removed as shown in the below image.