Dashboard

Dashboard

The dashboard of InterFormNG2 is the main screen, that the user see after signing on and selecting a tenant if needed.

 

The dashboard looks like this:


 

Each of the areas a covered below:

The InterForm logo

You can click the InterForm logo on the upper left from any screen in InterFormNG2 in order to jump to the dashboard.


Links to functions

The list of functions may vary: If you are currently signed on as the system administrator, then the top ribbon will contain links to the System settings and the system log. If you do not have a valid license (or a limited license) for InterFormNG2, then only some of these links shown.

 

The functions are:

  1. Designe:
    Designer
    This is where you define your templates/forms. In the templates you setup how an input file should be formatted as e.g. a printed or PDF output.
    Excel designer
    This is a link to a special Excel designer for converting input files into Excel output.
  2. Library
    All resources, that are to be installed in InterFormNG2 are uploaded via the Library. The library is divided into sections for each resource type.
  3. Workflow
    In the workflows you can setup workflows for processing input files. Here you can setup a list of functions and conditions to be considered for an input file.
  4. Settings
    The settings are divided into two sets of settings: One set of global/system settings for the complete installation and another set of settings for a specific tenant.
  5. Job logs
    A job log is added each time InterFormNG2 is processing a job in either the workflow or for a preview in the designer. You can search the job log to verify the status of processed jobs. You should consider the joblog settings to ensure that old entries are deleted.
  6. Email logs
    The email log contains an entry for each email, that has been generated by InterFormNG2. Here you can also e.g. release and open emails.

Upper right corner

The upper right corner of the dashboard includes these 3 icons:



Support:
 

Notifications:

(Lists the last notifications from InterForm)

 

User options:

You will see these options, if you click this icon:


  1. As the first line you can see the user, that is currently logged on.
  2. The second line shows the tenant, that you are currently accessing.
  3. The Change password line can be clicked in order to change the password of the current user.
  4. Logout is used for signing off e.g. for signing on again and accessing another tenant.

Environment

You can setup a description of the InterFormNG2 installation on the Global system settings. This description is shown in the environment section of the Dashboard in the very bottom of the page:


 

As you can see the installed version of InterFormNG2 is also shown.


Status section

The status section of the dashboard looks like this:


 


 


 

 


 



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