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Cards: consultation features

Through the available menu (navigation tree) you can access the various classes configured in the system and work in the central area of the screen on the list of cards belonging to that class. The menu is configured by the system administrator for the operator’s user group. It can be freely organized with folders and subfolders, inside which users can place classes, processes, reports, dashboards, views and custom pages.

The menu can be configured by element type, but also as a hierarchical navigation path, starting for example from the Building class, then accessing the list of floors, then rooms and finally the list of IT assets contained in each room.

Card List​

The data of the current class are initially presented in a table.

In the top bar, in addition to the class name, there is a star‑shaped icon that allows you to add the class to your favorites in the left‑hand menu. Between this bar and the grid, a series of buttons allows the following operations:

On the table header you can:

  • adjust column width
  • sort columns by clicking on the header (first click ascending, second descending)
  • add/remove attributes to the table (default columns are defined in the Administration Module)
  • set filters on each column

Below is an example of a menu configured for hierarchical navigation, starting in this case from the Buildings class.

Card TAB​

This TAB displays the card with all its attributes, organized into fieldsets (attribute groups).

The tools at the top right allow the following operations:

  • display the selected card in a popup window
  • edit the selected card in a popup window
  • delete the selected card (logical delete)
  • clone the selected card, copying only the card or also its relations
  • open the relation graph
  • print the selected card (PDF or ODT)
  • view any available help text in a popup window

For more details about card management, see the Card TAB.

Details TAB​

This TAB displays the cards linked to the current card through one or more Parent‑Child (Master Detail) relations, grouped into separate sub‑tabs on the right.

Using the tool at the top right, you can access and edit child cards through a popup window.

If configured in the Administration Module, the system can automatically calculate the sum of numerical columns available in the detail grid.

For more details, see the Details TAB.

Notes TAB​

This TAB displays the notes associated with the current card.

The tool at the top right allows you to access and edit the notes in a popup window.

The presence of notes is highlighted by a counter such as (1) next to the tab name.

For more details, see the Notes TAB.

Relations TAB​

This TAB displays all cards related to the current card, regardless of relation type (1:1, 1:N, N:1, N:N).

Available operations include:

  • access and edit relations through the tool at the top right in a popup window
  • navigate to any related card using the button on the right or double‑clicking the row
  • display extended data of related cards using the extended data checkbox

For more details, see the Relations TAB.

History TAB​

This tab displays all versions of the current card over time, showing the start and end date of validity, the user who made each change, and the attribute values ​​for each version. Modified values are highlighted with a background color.

Available operations include:

  • access the card history in a popup window (tool at the top right)
  • display card modifications made by operators (Card checkbox)
  • display system‑generated modifications (System checkbox)
  • display changes to reference relations (Reference relations checkbox)
  • display changes to other relation types (Other relations checkbox)

For more details, see the History TAB.

Emails TAB​

This tab shows the list of emails linked to the current card. They can be grouped into draft, outgoing, received, sent, error and skipped emails.

Available operations include:

  • refresh the grid
  • access and view the history of linked emails through a popup window
  • group emails by status or sort them by date (Group by status checkbox)
  • view the full content of a selected email using the button on the right

For more details, see the Email TAB.

Attachments TAB​

This tab displays the list of documents and files attached to the current card.

Available operations include:

  • access and edit the list of attached files in a popup window (tool at the top right)
  • use the tools on the left to:
    • search for attachments containing specific text
    • apply filters on metadata
    • refresh the grid
    • access the contextual menu for attachments
  • view the selected attachment in a popup window by clicking the preview, with the option to download it
  • display extended data of attachments using the extended data checkbox

If custom metadata have been configured for a document category (e.g. “Document number” and “Document date” for the category “Administration documents”), you can view all metadata values:

The History TAB for attachments allows you to view details of file versions uploaded over time

For more details, see the Attachment TAB.