Dashboard

Valid for: enaio webclient version 8.50 SP1

You open the dashboard using the enaio - icon enaio icon in the main menu.

The dashboard is divided into three areas:

  • full text search,
  • the inboxes,
  • and My Searches.

Full Text Search

The central area of the dashboard displays the search field for the full text search. The full text search can be performed globally, i.e. across the entire dataset of the system, or restricted to one cabinet.

Inbox

The inbox area lists the number of existing subscriptions, follow-ups, and workflows. The unread elements are highlighted by blue digits.

You can open the individual inboxes by clicking on the relevant row in the Inbox area.

My Searches

You can place saved searches in the 'My Searches' area for quick access to them.

You can run saved searches by clicking on the relevant row under 'My Searches'.

You can extend saved searches with variables by clicking on Arrow – icon Arrow icon, enter values into the variables fields, and click Search.

You can add the first saved search to the My Searches section by clicking on Add Drag & Drop – icon Plus icon. You can add or remove other saved searches by opening the configuration of the area via Cog - icon Cog icon.

With the configuration menu open, from the list of available searches, add the searches to be displayed in the "My Searches" area to the list of selected search requests. There the searches can be moved up and down in sequence. Click the Apply button.

If there are no saved searches, the 'My searches' area is hidden.

Stored basic parameter searches with variables ($VAR$, $STAT$) are currently not supported and are marked with the note "The saved search uses unavailable fields" in the Quick Search or on the Dashboard in the "My Searches" area. gekennzeichnet.