CloudIO Docs
  • CloudIO Platform Documentation 3.0
  • Setting up the CloudIO platform
    • Platform Installation
      • Pre-requisites
      • Configuring the database
        • Configuring the Oracle database
        • Configuring the MySQL database
      • Installing JDK
      • Installing the servers
        • Installing and configuring the Tomcat server
        • Installing and configuring the JBoss (WildFly) server
          • Setting up the JBOSS server
          • Deploying the WAR file
      • Setting up the Worker/Apache cluster
        • Setting up the essentials as a non-ROOT user
          • Installing the Tomcat connectors
          • Installing the Tomcat native library
          • Configuring the setup
      • Launching the installer
      • Installing the CloudIO platform
      • Performing post-installation activities
      • Signing in to the CloudIO platform
      • Signing out of the CloudIO platform
      • Working with the Setup page
        • Using additional connections
      • Setting up live connectors
      • Setting up the Active Directory
        • Syncing roles
      • Setting up Instance Types
      • Setting up Security Best Practices
  • Building your first application
    • Building Your First Application
      • Understanding the use case
      • Creating tables
      • Creating datasources
        • Defining attribute properties
        • Assigning roles to a datasource
      • Creating pages
        • Designing the user interface
          • Adding components to the lookup page
          • Adding components to the ticket summary page
          • Adding components to a new ticket page
      • Viewing the final output
  • Understanding the user interface
    • Understanding the User Interface
      • Working with the menu bar
      • Managing user preferences
        • Changing password
      • Working with navigation menu
      • Working with the developer group of the developer role
      • Working with other developer role groups
      • Managing Profiles
  • Working with roles and users
    • Working With Roles And Users
      • Defining a role
      • Understanding the types of roles
      • Creating a user
        • Assigning a role to the user
      • Managing roles and users
  • WORKING WITH DATASOURCES
    • Working with DataSources
      • Understanding the CloudIO data sources
      • Accessing data sources
      • Creating a data source
        • Defining data source details
        • Defining attribute properties
        • Defining a Pre Query
          • Examples of pre-query scripts
          • Pre-query variables
        • Defining a Post Query
          • Passing data from pre-query to post query
        • Defining server side validations
          • Validation sequence
          • Adding conditional defaulting rules
        • Assigning roles to a data source
        • Defining email actions
        • Performing DML operations using stored procedures
          • VALIDATE_ROW procedure
          • POST_QUERY procedure
      • Generating a data source
      • Managing datasources
      • Accessing data sources using REST API
        • Understanding CloudIO REST APIs
        • Authentication
        • Error handling
        • Performing query operations
        • CloudIO REST API playground
  • WORKING WITH PAGES
    • Working with Pages
      • Understanding pages and their types
      • Creating a page
      • Editing a page
        • Managing the version history of the page
      • Working with page components
        • Understanding the components panel
        • Understanding the components of a page
        • Understanding the standard properties of components
      • Working with data stores
        • Adding a data store to a page
        • Defining data store properties
        • Defining triggers and actions for a data store
  • WORKING WITH PATCHES
    • Working with Patches
      • Understanding patches
      • Preparing a datasource patch
      • Preparing a page patch
      • Preparing a role patch
        • Preparing a patch for multiple roles
      • Downloading a patch
      • Uploading a patch
      • Deleting patches
  • Working with additional functionality
    • Working with Additional Functionality
      • Using data sources for advanced functions
        • Adding custom handlers
          • List of methods in ObjectHandler interface
          • Sample code to override the handlerAfterInsertRow method
          • Uploading the compiled Java class
        • Managing activity streams
      • Accessing pages from Oracle EBS
        • Configuring Oracle EBS
        • Configuring CloudIO
      • Customizing the page using CSS
      • Creating PDF documents using MagicBox
        • Understanding widgets
      • Utility methods
      • Generating the output based on a docx template
      • Audit features
  • UI Components
    • Widgets
      • Action Button
      • Aggregate Card
      • Attachment Column
      • Attachment Dropzone
      • Attachment Upload
      • Attribute
      • Auto Breadcrumb
      • Badge
      • Barcode Scanner
      • Bing Map
      • Bing Map Navigator
      • Breadcrumb
      • Breadcrumb Item
      • Button
      • Button Dropdown
      • Button Group
      • Calculated Column
      • Calculated Number Column
      • Calculated String Column
      • Calendar
      • Calendar Heatmap
      • Capture Image
      • Card Body
      • Card Footer
      • Card Header
      • Card Header Icon
      • Card Table
      • Card Table Column
      • Card Table Row Selection
      • Card Wrapper
      • Carousel
      • Case
      • Change Role
      • Char Circle
      • Chart
      • Chart
      • CheckBox
      • Checkbox Column
      • Checkbox Column
      • Col
      • Collaboration
      • Color
      • Color Formatter
      • Color Range
      • Color Select
      • Combination Chart
      • Connection Popover
      • Custom Renderer Column
      • DIV
      • Data Column
      • Data Store
      • DataList
      • Date
      • Date Column
      • Date Column
      • Date Column
      • Date Field
      • Date Search Field
      • Device Popover
      • Drag Source Wrapper
      • Drop Target Wrapper
      • Dynamic Formula Number Column
      • Dynamic Formula String Column
      • EmbedPage
      • Extra Large View
      • Footer
      • Form
      • Form Search
      • Fusion Chart
      • Gantt Chart
      • Gauges
      • Google Drive Attachment Column
      • Google Drive Attachment Dropzone
      • Google Map
      • Google Navigator
      • Grid
      • Grid Child
      • Grid Layout
      • Grid Personalization Menu
      • Gridster Layout
      • Gridster Personalization Menu
      • Group Filter
      • H1
      • H2
      • H3
      • H4
      • H5
      • HTML
      • Handle
      • Heat Map Chart
      • Hidden Column
      • Horizontal Layout
      • Horizontal Section
      • IFrame
      • IOT Canvas
      • IOT Device Drag Source
      • Icon
      • Icon Column
      • Icon Column
      • Icon Menu
      • Icon Select
      • Image
      • Image Cropper
      • Info Box
      • InfoWindow
      • Input
      • Input
      • Kanban Board
      • Kanban Column
      • LOV
      • Large View
      • Lov Column
      • Mapping
      • Mapping
      • Medium View
      • Mirror
      • Monaco Editor
      • Multi Field
      • Multi Level Pie Chart
      • Multi Select LOV
      • Multi Series Chart
      • Node Graph
      • Number
      • Number Column
      • Number Column
      • Number Column
      • Number Field
      • Number Search Field
      • OCR Component
      • Order By Param
      • Organization Chart
      • Output
      • Page
      • Page Fragment
      • Pagination
      • Paragraph
      • Password Field
      • PivotGrid
      • Pointer
      • Popover
      • Popup
      • Progress
      • Progress Bar
      • Progress Bar Color
      • Progress Column
      • Pulse
      • Pulse
      • Query Additional Datasource
      • Query Param
      • Query Param Indicator Icon
      • Quick Filter
      • Quick Filter Attribute
      • RadioBox
      • Rich Text Editor
      • Row
      • Row Action
      • Row Col Column
      • Row Number Column
      • Row Selection Column
      • Row Selection Column
      • Saved Search Menu
      • Scanner Field
      • Scroll Layout
      • Search Attribute
      • Select
      • Select Column
      • Select Column
      • Set Data
      • Set URL Param
      • Sheet Data
      • Side Tab Item
      • Side Tab Panel
      • Signature Pad
      • Simple Alert
      • Slide Toggle
      • Slide Toggle Column
      • Slider
      • Small View
      • Smart Search
      • Smart Search Filter
      • Source Query Param
      • Star Rating
      • String Column
      • String Column
      • String Column
      • Summary
      • Switch
      • Switch Column
      • Switch Column Case
      • Tab Item
      • Tab Panel
      • Tab Panel Control
      • Table
      • Tags Input
      • Text Field
      • Thumbnail
      • Timeline
      • Transaction
      • Tree Column
      • UIView
      • URL Param
      • User Pic Column
      • User Picture
      • Vertical Layout Panel
      • Vertical Section
      • Video
      • Video Recorder
      • Watch
      • Wave
      • Wave Column
      • Wizard Step
      • Wizard Steps
      • Workflow Viewer
      • XY Chart
      • ZoomLine Chart
    • Triggers
      • Trigger After Device Drag
      • Trigger After Device Move
      • Trigger Before Device Drag
      • Trigger Before Device Move
      • Trigger After Delete Record
      • Trigger After Drop
      • Trigger After Insert StoreRecord
      • Trigger After Popup Close
      • Trigger After Popup Open
      • Trigger After Query
      • Trigger After Save
      • Trigger After Save
      • Trigger After Select Query
      • Trigger After Update StoreRecord
      • Trigger After Upload Attachment
      • Trigger Before Create
      • Trigger Before Delete StoreRecord
      • Trigger Before Drop
      • Trigger Before Edit Cell
      • Trigger Before Insert StoreRecord
      • Trigger Before Popup Close
      • Trigger Before Popup Open
      • Trigger Before Query
      • Trigger Before Query
      • Trigger Before Record Change
      • Trigger Before Render
      • Trigger Before Save
      • Trigger Before Save
      • Trigger Before Select Query
      • Trigger Before Update StoreRecord
      • Trigger Before Upload Attachment
      • Trigger On Aggregate Click
      • Trigger On Any Attribute Change
      • Trigger On Attribute Change
      • Trigger On Cell Click
      • Trigger On Change
      • Trigger On Click
      • Trigger On DataStore State Change
      • Trigger On Day Click
      • Trigger On Device Click
      • Trigger On Device Hover
      • Trigger On Dismiss
      • Trigger On Drag
      • Trigger On Drag End
      • Trigger On Drag Start
      • Trigger On Drop
      • Trigger On Enter Key Press
      • Trigger On Event Click
      • Trigger On Event Drop
      • Trigger On Event Resize
      • Trigger On First Visit
      • Trigger On Key Press
      • Trigger On Mouse Over
      • Trigger On No Data Action Button Click
      • Trigger On Page Active
      • Trigger On Page Exit
      • Trigger On Page Init
      • Trigger On Page Switch
      • Trigger On Record Active
      • Trigger On Row Click
      • Trigger On Row Selection Change
      • Trigger On Scan
      • Trigger On Tab Active
      • TriggerOnCellDoubleClick
      • TriggerOnRowDoubleClick
    • Actions
      • Abort
      • Abort If DataStore Is Empty
      • Action Copy
      • Action Download Attachment
      • Action Group
      • Action Search
      • Add Breadcrumb Item
      • Add Connection
      • Add Smart Search Filters
      • Add Smart Search Filters From Aggregate
      • After Duplicate Transaction StoreRecord
      • Case
      • Change Language
      • Choose Attachment
      • Clear All Filters
      • Clear All Query Params
      • Clear All StoreRecord Messages
      • Clear DataSource
      • Clear Grid Sort
      • Clear Query Param
      • Clear Smart Search Filters
      • Clear StoreRecord Message
      • Confirm Message
      • Copy StoreRecord
      • Copy StoreRecord In Loop
      • Delete Current Record
      • Delete Selected Records
      • Delete StoreRecord In Loop
      • Deselect All Records
      • Deselect StoreRecord
      • Drag Drop Operation
      • Duplicate Item
      • Duplicate StoreRecord
      • Duplicate Transaction
      • Eval And Execute Expression
      • Export Data
      • Export To Google Sheet
      • Geo Location
      • Go Back
      • Go To First Field
      • Go To First Record
      • Go To Item
      • Go To Last Record
      • Go To Next Record
      • Go To Page
      • Go To Previous Record
      • Hide Item
      • Hide Popup
      • Import Data
      • Insert Record
      • Invoke DataSource
      • Invoke Trigger
      • Loop
      • Loop Records
      • Multi Sheet Export
      • Open URL
      • Print Props To Console
      • Print To Console
      • Query DataSource
      • Query DataSource From Aggregate
      • Reduce
      • Refresh DataSource
      • Refresh Navigation Menu
      • Register State
      • Remove Connection
      • Reset DataStore
      • Reset StoreRecord
      • Save DataSource
      • Save Transaction
      • Save Video Recording
      • Select All Records
      • Select StoreRecord
      • Server Validate
      • Set As Current StoreRecord
      • Set Default Value
      • Set Message On StoreRecord
      • Set Property
      • Set Query Filter Value
      • Set Select Attributes
      • Set Value
      • Show Item
      • Show Message
      • Show Popup
      • Silent Sign Out
      • Start Video Recording
      • Stop Video Recording
      • Switch
      • Update Item Number Property
      • Update Item String Property
      • Update StoreRecord
      • Update StoreRecord In Loop
      • Wait
      • Wait For LOV
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  1. Understanding the user interface
  2. Understanding the User Interface

Working with the menu bar

PreviousUnderstanding the User InterfaceNextManaging user preferences

Last updated 4 years ago

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The menu bar has the following elements:

Label

Description

1

Click to view notifications.

2

Click to enable the developer mode.

Developer mode can is available only for users having access to developer role.

3

Click to navigate to the home page.

4

Click to view the navigation menu.

5

Click to view the language list. From the given list, select the language for the user interface labels.

6

View the user display name.

7

Click to change profile preferences.