Dashboard

The dashboard of the iPIM Portal is the starting point from which you can access alle the apps, modules, working lists and the like. Additionally, there are indicators for the overall number of products and items as well as the product statusses. The dashboard can be customized by the user.

My tasks

The “My tasks” card shows all the worklists which are set to be displayed on the dashboard. The worklists are shown as tiles. In every tile you can see the name of the respective worklist and the number of all the products included in the worklist. Dynamic worklists also feature a button to refresh the worklist.

• In order to refresh all the dynamic worklists, click on the button in the upper left corner of the card.
• In order to access a worklist in the the “Worklists” app, click on the tile of the respective worklist.
• In order to refresh a specific dynamic worklist, click on the button in the lower left corner of the respective tile.
• In order to remove the tile of worklist from the dashboard, move the mouse cursor over the tile and click on the button.
• In order to call up the products of a worklist in the “Excel” tab of the “Product data update” app, move the mouse cursor over the respective tile and click on the button.

Via the corresponding button in the “Worklists” app you can add worklists to the “My tasks” card on the dashboard.

Products

The “Products” card shows the overall number of active products. This also includes archived and invalid products. The latter are the products whose validity period does not include the current date.

Items

The “Items” card shows the overall number of active items. This also includes archived and invalid items. The latter are the items whose validity period does not include the current date.

Product status

The “Product status” panel displays the different product statusses. Here you can see for every product status the number of products with the respective product status as well as their percentage of the overall number of products.

Modules

In the form of tiles, the “Modules” card shows all the modules which are installed. Furthermore, you can add apps and links to the “Modules” card. Then you can access the corresponding apps or links via the respective tiles.

The card also displays modules which are installled but aren't available to the respective user. These modules are greyed out.

Acessing a module, an app or a link

• In order to access a module, an app or a link, click on the button in the lower right corner of the corresponding tile.

Relocating module, app or link tiles

The sequence of the module, app and link tiles can be customized by the individual user. For this purpose you can move tiles to bring them into the sequence order. To relocate a tile, proceed as follows:

• Click on the tile with the left mouse button and hold it.
• Move the tile to the desired place and release the left mouse button.

Add a new app tile to the “Modules” card

In order to add a new app tile to the “Modules” card, proceed as follows:

1. Click on the    button to call up corresponding dialog box.
2. Select the option “App” from the “Module type” menu.
3. Select the desired app from the “Choose an app” menu.
4. If desired, drop an image file in the “Image Upload” field, in order to add an image to the tile.

• In order to finish the process, click on the SAVE button.
• In order to cancel the process, click on the CANCEL button.

Instead of adding an image file via drag & drop you can also click on the “Image upload” field and select an image file via the file manager.

Add a new link tile to the “Modules” card

In order to add a new link tile to the “Modules” card, proceed as follows:

1. Click on the    button to call up the corresponding dialog.
2. Choose the option “Link” from the “Module type” menu.
3. Select a permission type from the “Permission type” menu:
   • Public: Any user can see the tile and access the link.
   • User roles: Only users with the selected user role assigned to them can see the tile and access the link.
   • Private: Only the creator of the tile and see it and access the link.
4. If you selected the permission type “User role”, choose one or multiple user roles from the menu “User roles” menu.
5. Enter the desired name for the tile in the input field “Name”.
6. If desired, enter a short the desciption in the input field “Description”.
7. Enter a link title in the input field “Link title”.
8. Enter the desired URL in the input field “Link destination”.
9. If desired, drop an image file in the “Image Upload” field, in order to add an image to the tile.

• In order to finish the process, click on the SAVE button.
• In order to cancel the process, click on the CANCEL button.

Adding link tiles that possess the permission type “User role” or “Public” requires the right “ipim-portal.public.tiles”. Adding link tiles with the permission type “Private” does not require any right.

Instead of adding an image file via drag & drop you can also click on the “Image upload” field and select an image file via the file manager.

Remove an app or link tile

In order to remove an app or link tile from the “Modules” card, proceed as follows:

1. Hover over the respective tile with the mouse cursor. Then the buttons and   appear.
2. Click on the to call up the corresponding prompt dialog box.

• In order to In order to confirm the removal if the tile, click on the ACCEPT button.
• In order to cancel the process, click on the CANCEL button.

First introduced in version 5.5.3: Removing link tiles that possess the permission type “User role” or “Public” requires the right “ipim-portal.public.tiles.manage”.

Edit an app or link tile

In order to edit an app or link tile, proceed as follows:

1. Hover over the respective tile with the mouse cursor. Then the buttons and  appear.
2. Click on the button to call up the corresponding dialog box.
3. Make the desired changes.

• In order to save your changes, click on the SAVE button.
• In order to cancel the process, click on the CANCEL button.

First introduced in version 5.5.3: Editing link tiles that possess the permission type “User role” or “Public” requires the right “ipim-portal.public.tiles.manage”.

FAQ

What is the purpose of the iPIM Portal dashboard?

The dashboard of the iPIM Portal is the starting point from which you can access all the apps, modules, working lists and the like. Additionally, there are indicators for the overall number of products and items as well as the product statusses. The dashboard can be customized by the user.

Why isn’t the refresh button () available for every worklist?

Only dynamic worklists feature the button to refresh the worklist.

Why are some modules greyed out in the “Modules” card?

The card also displays modules which are installed but aren’t available to the respective user. These modules are greyed out.

How do I refresh all dynamic worklists in the “My tasks” card at once?

In order to refresh all the dynamic worklists, click on the button in the upper left corner of the card.

How do I call up the products of a worklist in the “Excel” tab of the “Product data update” app?

First introduced in version 5.5.1: In order to call up the products of a worklist in the “Excel” tab of the “Product data update” app, move the mouse cursor over the respective tile and click on the button.

Which right is required to add link tiles with the permission type “User roles” or “Public”?

Adding link tiles that possess the permission type “User role” or “Public” requires the right “ipim-portal.public.tiles”. Adding link tiles with the permission type “Private” does not require any right.

Which right is required to remove or edit link tiles with the permission type “User roles” or “Public”?

First introduced in version 5.5.3: Removing or editing link tiles that possess the permission type “User role” or “Public” requires the right “ipim-portal.public.tiles.manage”. Link tiles with the permission type “Private” do not require any right.