System Dashboard

System Dashboard

Overview

Establishing a robust and effective system integration is an essential requirement for any successful integration platform. Our integration platform offers a flexible approach, allowing you to establish a connection with your existing system or develop your own using our platform. Our system connectors have been designed to work in conjunction with a vast array of systems, ensuring a seamless integration process that is both efficient and effective. This offering caters to a broad range of business entities, including start-ups, small business owners, and large enterprises, as it helps optimize operations and increase productivity.

This section explains how to navigate to the system screen from any other screen and how to add, modify, or remove the system.

Navigate to the System Module

Navigation: Home > Systems
  1. Click on the Systems menu as shown on the screen. It will navigate you to the System dashboard.

System(s) List

The list of configured systems will be displayed on the screen. A card represents each system and provides you with an overview of the system. By default, the screen will be empty with the Add button, if you are coming to the screen for the first time.

System Card

The card provides you with an overview of your system. You can view the following information on the card:
  1. The system card is designed to provide you with a clear view of your system's status and options.
  2. On the top right corner of the card, you can find a menu icon that gives you access to a range of workarounds, such as edit, favorite, deactivate, delete, and more. This allows you to easily perform any necessary actions on your system. 
  3. On the top left of the card, you may notice the status of the system. If your system is not functioning correctly, you will not see any warning or alert icon. This icon serves as a quick indicator of any issues or problems with the system. If everything is running smoothly, this icon won't appear. 
  4. In the center of the card, you'll find the system logo. If you haven't configured a logo yet, a default system logo will be displayed instead. The logo serves as a visual representation of your system, making it easy to identify at a glance. 
  5. Just below the logo, you can see the system type, which provides a brief description of the type of system you're working with.
  6. Finally, a brief system description is provided on the system card, giving you all the essential information you need about your system in one place.
  7. At the bottom of the card, you can view your Project and Version details:
    1. Projects: This section displays the number of projects associated with the selected system. If you do not have any projects, the section will display as '0'. Upon clicking the section, you will be directed to the project module with the project listing screen open. 
    2. Version: This section displays the system version number. If there is any update available for the chosen system, the section will display the 'Update Available'. Upon clicking the section, the system will be updated with the latest version.


The menu icon is provided on the top-right corner of the card. When you hover the mouse over the menu icon, the menu expands, displaying multiple options. You can click on any of the options. The following options are available in the menu:
  1. Favorite: To create a list of favorite systems, utilize the Start icon provided. Upon marking it as a favorite system, it will appear at the top of the list in alphabetical order. The remaining system cards will then be arranged in alphabetical order as well.
  2. Deactivate/Activate: This option allows the temporary disabling or enabling of your system. This feature may be used to address technical issues or to pause system operations as needed.
  3. Edit: This option permits the modification of system details, including the name, logo, and authentication, among others. This feature offers the opportunity to refine and optimize system functionality as organizational needs evolve.
  4. Message Log: This icon allows you to check the system log. Clicking the icon directs you to the Message Log module, where you can view your system's log.
  5. Test Connection: To check the connection, you can use this option to run a test.
  6. Delete: The delete option permits the removal of a system that is no longer required. However, this feature is subject to the control of one Enterprise administrator. The availability of this feature is dependent upon administrator settings, as determined by the organizational hierarchy and structure.

Action Area

The action area is a section of the screen, usually located in the top right corner, that contains buttons with specific functions related to the screen you're on. These buttons typically allow you to take actions such as saving, deleting, editing, or sharing information. The exact buttons you see in the action area may change depending on what screen you're currently using. 
The breadcrumb represents the navigation tree of the screens. To navigate to a corresponding section, click on any segment of the breadcrumb. A back icon is provided at eh begning of the breadcrumb, whihc allows you to go back one step back. 

Help

  1. This feature enables the display of help content relevant to the current screen. It is designed to give you clear and helpful assistance in navigating the interface.
  2. Click the Help icon to open the related screen help.


  1. A search option is provided in the action area of the screen.
  2. If you have multiple systems, you can search for a specific one by name.
  3. The result will be displayed for you immediately as you type.

Filter

  1. A filter option is provided in the action area of the screen.
  2. If you have multiple systems, you can easily search for a specific system by system name, type, or both.
  3. Click on the Filter icon.

  1. Four filters are available for you in the filter:
    1. Type field:
      1. The 'Type field' allows you to filter the system based on its type.
      2. As you click on the field, a list of the system types will be displayed. Choose any of the options to filter the system. Additionally, you can also type the system type in the field to get the appropriate option from the list. As you start typing in the field, the matching names will be displayed.
      3. Once you select the desired option, it will be added as a chip in the field. You can select multiple values in this field.
      4. Furthermore, you can remove a selected option by clicking on the 'X' icon.
    2. Status field:
      1. This is a dropdown field, and the drop-down will display the status value.
      2. The field is prefilled with the All value.
      3. You can select an appropriate value from the drop-down to apply it to the filter.
    3. Activation Status field:
      1. The 'Activation Status' field is prefilled with the All value in the field.
      2. The drop-down provides the All, Active, and Inactive values. You can select an appropriate value from the drop-down to apply it to the filter.
      3. Additionally, you will be able to delete the selected value using the 'X' icon.
    4. Project field:
      1. The 'Project' field allows you to filter the system based on the project where they are used.
      2. As you click on the field, a list of the projects will be displayed. Choose any of the projects to filter the system. Additionally, you can also type the project name in the field to get the required project from the list. As you start typing in the field, the matching projects will be displayed.
      3. Upon selecting the required project, it gets added to the field as a chip. You can select multiple projects in this field.
      4. Additionally, you will be able to delete the selected value using the 'X' icon.
    5. Show Results button: After clicking the 'Show Results' button, the configured filter will be applied, and the results will be displayed on the screen.
    6. Reset button: A Reset button is provided to reset your filter. When you click the Reset button, all filter settings will be removed and reset to the default.
    7. You can close the filter at any time by clicking on the X sign. If you click on the X icon without clearing the filter, the filter will be closed, and the applied filter will be displayed on the filter icon.

Add System

Refer to the Add System article for the steps on how to add a system.

System Details

  1. To view the system details, click any of the system cards.
  2. Once clicked, the details screen will appear, displaying the system and its corresponding details.
  3. Refer to the System Details article for more information. 

Edit Button With Menu Option

  1. An "Edit" button is available on the screen's action area. Clicking the button directs the user to the business partner details editing screen.
  2. An accordion is provided next to the Edit button. Upon clicking on the accordion, a list of options is provided:   
    1. Favorite: You can mark a card as a favorite by clicking on the Star icon.
    2. Deactivate: This option allows you to deactivate your system.
    3. Test Connection: To check the connection, you can use this option to run a test.
    4. Delete: Deleting a contact is possible through this option.






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