The purpose of this user manual is to assist the user in learning how to work with a software application developed with the Thinkwise Platform. This guide takes the reader step by step through all parts of the program so that they can become familiar with all the possibilities.
This manual only deals with the standard Thinkwise capabilities such as the maintenance of data. Specific calculations and controls fall outside the context of this document. The screenshots that serve as examples are taken from a standard Thinkwise application. The basic Thinkwise functionality works exactly the same in all applications.
The examples of the screen prints are based on the 'Insights' application that is included as standard with the Thinkwise Platform.
The app can be opened from the list with apps. It is necessary to log in to be able to use the app. Enter the user name and password and hit 'Login'. When the login details are correct, the contents of the app are displayed.
Logging in using TOTP
To protect the data it may be necessary to log in by using an extra authenitication called TOTP. If this is the case it needs to be set up on the Mobile GUI by using the following steps.
While setting up TOTP in the Mobile GUI, you will be shown the following screen.
Setting up TOTP on the mobile GUI
Copy the text code from the Mobile GUI in the authenticator app to connect the authenticator with the application. This makes sure that this authenticator will be recognized in the future, when logging in on the Mobile or Web GUI. It is possible to use any TOTP app from the Apple or Google store.
Example of an authenticator app "Google authenticator"
The TOTP app will generate a 6 digit key. This key needs to be entered in the Mobile GUI.
Entering the 6 digit key
Now the connection is completed. In the future when logging into the Mobile or Web GUI the GUI will ask for a 6 digit key. This key can be generated with the authenticator app you connected to the GUI in the previous steps.
When the program starts, a screen similar to the one shown in the following example is displayed.
Each screen consists of three parts.
At the top of the screen the topic is shown to indicate where the user is within the application
The work screen
This is the screen where the data is displayed that is accessible via the main menu.
The action bar
This is shown at the bottom of the screen and displays the buttons for working with the app. It is therefore possible to edit, refresh and delete data via the action bar.
The navigation bar opens after the program is started. It is possible to navigate to different parts of the program using the navigation bar. This is presented as a quick launch toolbar or a tiles menu. In addition, the various applications can be navigated to using the application menu; this is always situated above the navigation bar.
Quick launch toolbar
The quick launch toolbar can be used to start the various parts of the program such as a work screen, a task and a report. These components are grouped logically.
Quick launch toolbar with collapsed quick launch toolbar groups
By clicking open a quick launch toolbar group, the components of that group that can be started will be displayed.
Quick launch toolbar for the expanded quick launch toolbar group 'Sales'
Besides the quick launch toolbar, navigation is also possible with a tiles menu. The tiles menu has groups and items. When logged in, the user will see the tilegroups as tiles. When a tilegroup has just one item, the item will be shown as tile instead of the group. Tilegroups have a list icon at the top left to distinguish them, as can be seen in the screenshot underneath.
When the user has clicked a tilegroup, the items within this group will be shown. Just like the quick launch toolbar, various parts of the program can be started by clicking a tile item.
The Thinkwise application screens are built up from various screen components, which according to the wishes of the developer can be combined on one type of screen. The various types are explained in more detail in the following paragraphs.
A more comprehensive description of the functionality of the most important components can be found from chapter 5 onwards.
The grid contains a summary of the data displayed in a table. These are shown in rows. You can navigate through the data by clicking on one of the rows.
The form contains the data of the currently selected row. Using the form it is possible to update and delete this row or add a new row.
All functionality in the grid section of the screen are dealt with in this chapter.
The grid shows the data of a subject. Since on a mobile device there is not sufficient room to display all the data; the grid only displays the first set of data. By clicking on the row all details of this row are displayed in a form.
When the user has the correct authorization rights it is possible to add data from the screen with the plus (+) button at the top right of the screen, to edit data with the pen icon on the bottom right in the menu or to delete data by means of the cross (X) icon on the bottom right, next to the edit icon.
It is possible to request data for a specific record by clicking on a row in the grid view. The form view will then open.
Opening the form view
Return to previous screen
It is always possible to return to the previous screen by means of the return button . This button therefore makes it possible to return from the form to the grid, but also from the grid to the start screen.
Opening underlying data
It may happen that data is available via other data. For example, a customer could also be linked to contacts, projects or sales invoices. These can be accessed in the detail menu that can be opened via the detail menu button . This will then be displayed on the screen as a popup.
The detail menu
Searching in the grid
It is possible to search for data in the grid view. To do this, click on the search bar above the grid. The search request can be entered here. A message will appear on the screen when no data is available.
Searching in the grid
A row is selected when it is pressed on and held down slightly longer than normal. It is now possible to edit or delete this row with the aforementioned edit and delete buttons. Deleting a record can also easily be done by keeping the finger pressed on the data and swiping to the right. The delete button now appears on the right side of the record. This button will not appear when deleting records is not allowed by the developer.
Deleting data from the grid
The form contains the data that is selected from the grid view
Add data in the form using the plus button on the top right of the screen.
Edit data using the pen icon at the bottom right of the screen.
Deleting data in the form is done with the cross icon on the bottom right of the screen. It is possible that data cannot be deleted, for example when other data depends on it.
Navigating through the data
It is possible to return to the grid with the return button in the form bar.
Refreshing the data
Refreshing the data that is currently being displayed is done with the refresh button on the bottom left of the screen.
It is possible to open related details using the menu icon .
Enable / disable prefilters
t is possible that the developer has predefined a number of filters for each subject. These filters, called 'prefilters', can be enabled and disabled via the prefilters button . This allows quick filtering of information. This is discussed in more detail in the following paragraphs.
Various input fields are used within the app, each of which have their own function. The input fields can also include various states, these states consist of:
Optional input field
Required input field
Read-only input field
The default input field can be provided with textual input. The textual input consists of alphabetical characters, special characters and / or numbers. The input field is different depending on the type of data that must be entered. A number input is used for numbers and a date input for dates. The cross icon can be pressed to empty the input field. These are also explained below.
When a drop down is available, this can be seen by a downwards arrow icon in the field.
If the date is clicked on in the date input field, the date picker will open. The date picker provides the possibility to select a date. The date picker can be emptied in one go by pressing the cross icon.
Select data from a lookup
When a lookup is available, this can be seen by right facing arrow icon in the field. A list will appear on the screen when this field is selected. This will only happen on a screen with both a list and a form visible.
Tablet view of a lookup list
It may be necessary to confirm or deny something with the help of a flip switch. The following two options are possible:
As discussed, it is possible to add data by means of the plus button, when this has been made available by the developer. When data is being added, there are a number of other options (icons) available. These will be explained in more detail in this paragraph based on the figure below.
Adding data in the form
- Press the cross to empty the input field
- Press the checkmark at the bottom or at the top of the screen to save the data
- Press the cancel icon at the bottom of the screen to cancel the input of data
- Press the return icon at the top left of the screen to return to the previous screen
Popup with cancel or delete
If the action is cancelled during the addition of data, it is possible that a confirmation popup appears. This can also occur when deleting a record.
Cancelling or deleting a record
Prefiltering the data
As indicated, it is possible that developers have predefined a number of filters, which can be enabled or disabled by the user. When these are available, they can be found under the star icon .
When pressed, a popup opens with the available prefilters. By selecting one the data will be filtered. It is possible that prefilters are enabled as default and cannot be disabled by the user. This is chosen by the developer and can only be enabled or disabled by the developer.
In the action bar of the main menu it is possible to close the application by clicking on the Log out icon .