Syntegra Help - User contributions [en]

Mouse functionality

2024-02-22T15:50:04Z

Margo: Mouse functionality added

By mouse right click on column title an additional action menu appears. User can hide columns, show all columns, apply sorting both ascending and descending order and batch change values in the column.

[[Image:AdditionalMenu.png]]

By mouse right click on any table cell an additional action menu for table cell appears. User can edit the row or delete it.

[[Image:MenuRow.png]]

To edit a table cell choose an Edit button. After an Edit Project view appears. Click the "Save" button to save changes.

[[Image:EditRow.png|600px]]

File:EditRow.png

2024-02-22T15:47:07Z

Margo:

File:MenuRow.png

2024-02-22T15:45:11Z

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File:AdditionalMenu.png

2024-02-22T14:53:06Z

Margo:

Main Page

2024-02-22T14:51:11Z

Margo: Mouse functionality added

= Overview =

Syntegra is a dynamic platform which serves to help Unit4 users to manage data efficiently with minimum efforts. The main feature while working with a big amount of data is bulk editing and uploading multiple data in one place. Syntegra helps you easily connect your software with Unit4.

= Login =

[[Login]]

= Dashboard =

[[Dashboard]]

= Data =

Data is the core segment of Synterga. Depending on Unit4 domain one can have different types of data which are grouped alphabetically.

[[Image: Data.png]]

== Table overview ==

[[Table overview]]

== Buttons functionality ==

[[Buttons functionality]]

== Mouse functionality ==

[[Mouse functionality]]

== Table Colour Scheme ==

[[Table Colour Scheme]]

= External Connectors =

= Manage =

== Roles ==

[[Roles]]

== Unit4 Domains ==

[[Unit4 Domains]]

== Users ==

[[Users]]

= Help =

[[Help]]

= Profile =

[[Profile]]

= Notifications =

[[Notification]]

= Use Cases =

[[Use Cases]]

Use Cases

2024-02-22T14:25:09Z

Margo: UseCase description added

= Create New Supplier =

1. Go to suppliers endpoint.

2. Insert values into the blanc rows.

[[Image:NewSupplier.png|700px]]

3. Push to Unit4.

[[Image:PushToUnit4.png]]

= Edit customers =

1. Go to customers endpoint.

2. Filter out the desired customer.

[[Image:UseCaseFilter.png|400px]]

3. Edit the name (for example).

[[Image:UseCaseCustomer.png|600px]]

4. Push to Unit4.

[[Image:CustomersPush.png]]

= Edit displayed columns in grid =

1. Go to the desired endpoint.

2. Select table settings.

[[Image:UseCaseProjects.png|600px]]

3. Go to the column you want to hide, right click and select “Hide column” .

[[Image:UseCaseHideColumn.png]]

4. Press “done” or click on “Table settings” again to go back to the original view. 

[[Image:UseCaseDone.png|600px]]

5. Field “Authorisation” is now hidden.

[[Image:UseCaseHidden.png|600px]]

= Add a nested item =

1. Go to a screen which contains nested items, in this example the Users endpoint.

2. Go to the row which you want to insert a new line .

[[Image:UseCaseRow.png|600px]]

3. Right click and select “Add “RolesAndCompanies” Item”.

[[Image:UseCaseInsert.png]]

4. Another row appears .

[[Image:NewR.png]]

5. Push to Unit4 .

[[Image:PushToUnit4.png]]

File:NewR.png

2024-02-22T14:24:05Z

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File:UseCaseInsert.png

2024-02-22T14:11:13Z

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File:UseCaseRow.png

2024-02-22T14:08:13Z

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File:UseCaseHidden.png

2024-02-22T13:48:18Z

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File:UseCaseDone.png

2024-02-22T13:46:17Z

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File:UseCaseHideColumn.png

2024-02-22T13:42:08Z

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Use Cases

2024-02-22T12:58:45Z

Margo:

File:UseCaseProjects.png

2024-02-22T12:58:03Z

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File:CustomersPush.png

2024-02-22T12:49:13Z

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File:UseCaseCustomer.png

2024-02-22T12:44:48Z

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File:UseCaseFilter.png

2024-02-22T12:35:33Z

Margo:

Use Cases

2024-02-21T14:42:12Z

Margo: Use Cases added

= Create New Supplier =

1. Go to suppliers endpoint.

2. Insert values into the blanc rows.

[[Image:NewSupplier.png|700px]]

3. Push to Unit4.

[[Image:PushToUnit4.png]]

File:PushToUnit4.png

2024-02-21T14:39:56Z

Margo:

File:NewSupplier.png

2024-02-21T14:37:35Z

Margo:

Main Page

2024-02-21T14:03:34Z

Margo: Use Cases added

= Overview =

Syntegra is a dynamic platform which serves to help Unit4 users to manage data efficiently with minimum efforts. The main feature while working with a big amount of data is bulk editing and uploading multiple data in one place. Syntegra helps you easily connect your software with Unit4.

= Login =

[[Login]]

= Dashboard =

[[Dashboard]]

= Data =

Data is the core segment of Synterga. Depending on Unit4 domain one can have different types of data which are grouped alphabetically.

[[Image: Data.png]]

== Table overview ==

[[Table overview]]

== Buttons functionality ==

[[Buttons functionality]]

== Table Colour Scheme ==

[[Table Colour Scheme]]

= External Connectors =

= Manage =

== Roles ==

[[Roles]]

== Unit4 Domains ==

[[Unit4 Domains]]

== Users ==

[[Users]]

= Help =

[[Help]]

= Profile =

[[Profile]]

= Notifications =

[[Notification]]

= Use Cases =

[[Use Cases]]

Notification

2024-02-21T13:16:46Z

Margo: Screenshot added

= Notification centre =

Notification centre contains all the notifications which were sent to the user.

Notifications are grouped by their types: All, Errors & Warnings, Logs. Also the number of each type is provided in brackets.

By clicking the “Clear All” button all notifications are deleted. By clicking the “Close” button on each notification this one notification will be deleted.

= Notifications =

Notifications appear in the right top corner and disappear after 6 seconds. Users can see the whole list of Notifications in Notification centre.

There are four types of notifications depends on the data they provide:
- Info;
- Success;
- Error;
- Warning.

Notifications which needs some time to finish their task have a progress bar (e.g. Pushing changes notifications).

Notification provides the title, short description, time, progress bar (optional).

[[Image:PushingChanges.png]]

= Quick notifications =

Quick notifications appear in the left bottom corner and disappear after 6 seconds.

There are four types of notifications depends on the data they provide:
- Info;
- Success;
- Error;
- Warning.

File:PushingChanges.png

2024-02-21T13:15:47Z

Margo:

Users

2024-02-21T13:13:27Z

Margo: Screenshot added

= Overview =

Users menu shows all users grouped by domains. Users data is presented in a table with predefined columns, some of them can be hidden by clicking to the “eye” icon on the right of the column name(Custom rights, Default company).

= Adding a new user =

The “New” button opens the menu to add a new user by entering Microsoft Username, Full Name, Username, Email Address, Active status, Activated by User status, Superuser status, Default Company. At the end of the table the total number of users is shown.

To save changes press the “Save” button.

= Show hidden columns =

The button "Show hidden columns" appears after at least one column is hidden. To show hidden columns click the button “Show hidden columns” on the right top corner of the view.

= Filter users =

The “Filters” button opens an input field to enter the filter value. To close the filter press the ”close” button.

= Edit current user =

By hovering over a user`s row in the table active buttons appear at the end of the row.

[[Image:UsersBtns.png|150px]]

== Delete current user ==

By clicking the “Delete” button an additional step of approval appears - popup with a confirmation message. With pressing the “Confirm” button the user will be deleted. “Cancel” button will take a user back to the table.

[[Image:DeleteUserPopUp.png]]

== Edit current user ==

By clicking the “Edit” button an editing view appears where the user`s data can be updated (Microsoft Username, Full Name, Username, Email Address, Default Company, Active status, Superuser Status).

=== Editing roles ===

Roles can be added by clicking the “Add” button, after a new row appears. Role can be chosen from a predefined list. In case this role is associated with a domain or/and a company the list of domains or/and companies is active.

To edit a role click the “Edit” button. To delete a role click the “Delete” button.

=== Advanced settings (assigning CRUD) ===

To enter the Advanced settings menu click the “Advanced settings” button.

[[Image:AdvancedSettingsBtn.png|150px]]

Choose an endpoint from the list to assign additional rights for the user. After an endpoint is chosen it will be shown in the table under.

By clicking on the checkboxes for CRUD user can enable or disable additional rights in Allowed CRUD Operations (Create, Read, Update, Delete). In case this endpoint is associated with a domain or/and a company the list of domains or/and companies is active.

To delete an endpoint click the “Delete” button.

=== Update users information ===

After all the information is updated click the “Update User” button to save changes or “Cancel” button to discard the changes.

File:AdvancedSettingsBtn.png

2024-02-21T13:10:23Z

Margo:

File:DeleteUserPopUp.png

2024-02-21T13:08:53Z

Margo: Margo uploaded a new version of File:DeleteUserPopUp.png

File:DeleteUserPopUp.png

2024-02-21T13:05:49Z

Margo:

File:UsersBtns.png

2024-02-21T13:00:34Z

Margo:

Unit4 Domains

2024-02-21T12:53:09Z

Margo: Screenshot added

= Overview =

Unit4 Domains menu provides a view of all Unit4 domains in this account. Each table contains the Unit4 Domain name, acronym, status, caching status, refresh time, number of API calls per minute.

= Adding a new Unit4 Domain =

To create a new domain press the button “New”. The New Unit4 Domain view appears, where all the information about the domain needs to be provided (Name, Acronym, URL REST API, Username and Password for the authentication, Max API Calls Per Minute, Cache Unit4 Master Data, Cache Refresh Interval in Minutes).

To save the new domain click the “Save” button.

= Editing current Unit4 domain =

To edit current Unit4 domain press the “Edit” button. The Edit Unit4 Domain view appears, where data can be updated.

= Add Companies =

The “Companies” button provides a list of companies in current domain to work with.

= Delete current Unit4 domain =

The “Delete” button will provide one additional step to confirm deletion.

[[Image:Delete.png]]

File:Delete.png

2024-02-21T12:52:31Z

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Table Colour Scheme

2024-02-21T12:50:34Z

Margo: Screenshot added

During entering and changing data in the table, cells change their colours.

[[Image:TableColorScheme.png]]

File:TableColorScheme.png

2024-02-21T12:49:11Z

Margo:

Buttons functionality

2024-02-21T12:46:21Z

Margo: Screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

[[Image:DiscardPopUp.png]]

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

[[Image:Search.png]]

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

[[Image:Filter.png]]

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

[[Image:TableSettings.png|600px]]

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

[[Image:BottomMenu.png]]

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:BottomMenu.png

2024-02-21T12:45:42Z

Margo:

Buttons functionality

2024-02-21T12:43:45Z

Margo: Screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

[[Image:DiscardPopUp.png]]

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

[[Image:Search.png]]

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

[[Image:Filter.png]]

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

[[Image:TableSettings.png|600px]]

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:TableSettings.png

2024-02-21T12:40:42Z

Margo:

Buttons functionality

2024-02-21T12:35:47Z

Margo: Screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

[[Image:DiscardPopUp.png]]

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

[[Image:Search.png]]

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

[[Image:Filter.png]]

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:Filter.png

2024-02-21T12:35:12Z

Margo:

Buttons functionality

2024-02-21T12:30:35Z

Margo: Screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

[[Image:DiscardPopUp.png]]

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

[[Image:Search.png]]

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:Search.png

2024-02-21T12:29:52Z

Margo:

Buttons functionality

2024-02-21T12:28:54Z

Margo: Screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

[[Image:DiscardPopUp.png]]

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:DiscardPopUp.png

2024-02-21T12:28:01Z

Margo:

Buttons functionality

2024-02-21T12:22:02Z

Margo: screenshot added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

[[Image:Push pop up.png]]

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:Push pop up.png

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Margo:

Buttons functionality

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Margo: Screenshots added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image:Btn_new.png]]

[[Image:New relation.png]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:New relation.png

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Margo:

File:Btn new.png

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Margo:

Buttons functionality

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Margo: screenshot is added

= New =

Button “New” is used to add a new entity of this Data type (e.g. in Data/Projects one can add a new Project; in Data/Relations one can add a new Relation).

[[Image: New_Relation.jpg]]

= Undo =

The "Undo" button serves to reverse the last user action, enabling users to quickly correct mistakes or unintended changes. It becomes enabled when there are no changes to the document.

= Redo =

The “Redo” button becomes active after one uses the “Undo” button. Users can apply those changes which were cancelled with the “Undo” button.

= Push to Unit4 =

The “Push to Unit4” button appears only after any changes to the table are made. When the document is ready to be pushed to Unit4 user can use the button “Push to Unit4”. Before sending data directly an additional step of approval appears - popup with a number of updated entities. With pressing a “Push” button data will be sent to Unit4. “Cancel” button will take a user back to the table.

= Discard changes =

The “Discard changes” button appears only after any changes to the table are made. It returns the document to its initial state. Before discarding changes an additional step of approval appears - popup with a number of discarding entities. With pressing a “Discard Changes” button data will be discarded. “Cancel” button will take a user back to the table.

= Search =

The “Search” button gives the opportunity to search around data in all columns by typing the value. On the left one can see the current number of selected values and the whole number of found values. Users can move through found values with the help of “Left” and “Right” buttons. By clicking the “Done” button the search menu closes.

= Filters =

The “Filters” button helps to filter values in the tables by entering values. Users can choose a column to filter from the list, also to choose it anywhere.
By clicking the “Close” button the filter menu closes.

= Table Settings =

Table Settings menu contains action buttons to customise table view with one`s needs. To close the Table Settings menu, users can click on the “Done” button or on the “Table Settings” button.

== Done ==

The “Done” button saves changes to table settings and/or close Table Settings view.

== Show All Columns ==

The “Show All Columns” button shows columns which were hidden with the “Hide All Columns” button.

== Hide All Columns ==

The “Hide All Columns” button makes all columns of the table hidden.

== Reset to Default ==

The “Reset to Default” button returns table settings to the initial state.

= Quick Actions Buttons =

To enhance user convenience quick action buttons were added at the bottom of the table. They are visible during scrolling.

== To Top ==

The “To Top” button brings the view to the top of the table.

== To Bottom ==

The “To Bottom” button brings the view to the bottom of the table.

== To Previous Error ==

The “To Previous Error” button brings the focus to the previous error in the table.

== To Next Error ==

The “To Next Error” button brings the focus to the next error in the table.

File:New Relation.jpg

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Margo: New relation example

== Summary ==
New relation example

Main Page

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Margo: Screenshot is added

= Overview =

Syntegra is a dynamic platform which serves to help Unit4 users to manage data efficiently with minimum efforts. The main feature while working with a big amount of data is bulk editing and uploading multiple data in one place. Syntegra helps you easily connect your software with Unit4.

= Login =

[[Login]]

= Dashboard =

[[Dashboard]]

= Data =

Data is the core segment of Synterga. Depending on Unit4 domain one can have different types of data which are grouped alphabetically.

[[Image: Data.png]]

== Table overview ==

[[Table overview]]

== Buttons functionality ==

[[Buttons functionality]]

== Table Colour Scheme ==

[[Table Colour Scheme]]

= External Connectors =

= Manage =

== Roles ==

[[Roles]]

== Unit4 Domains ==

[[Unit4 Domains]]

== Users ==

[[Users]]

= Help =

[[Help]]

= Profile =

[[Profile]]

= Notifications =

[[Notification]]