ClientSpace icons

To make navigation more straightforward in the application, ClientSpace provides a limited set of icons to navigate the application. Use the following list of icons to help you navigate the application.

Icon Description

Add is commonly seen on a dataform link and opens the add dialog for that dataform. The plus sign indicates that you can add a system object from a task, an organization, the workspace landing page, or widget.

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Counter badges are commonly seen on child object links for things such as tasks, attachments, dataforms, and so forth. It shows a count of the active records of the object type associated with the record. An asterisk indicates there are also inactive records. When you see the counter badge icon, you can view the full list of object links.

To view the full list:

1. Expand the area with a counter badge.
2. Click .

A list is displayed.

3. If you also want to view the inactive records, select More.

The Standard Filters dialog opens.

4. Click All and click Search.
Inactive records are displayed in the list in bold and italics.

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Expand is commonly seen on widgets and is used to expand the widget to display more information. Expand can also appear on a collapsed work item or action item lists.

Jump to a single form in a workspace. This icon is also used for quickly jumping to another workspace from the Workspace landing page.

Jump is found anywhere that you can jump to another part of the application:

• Jumping to a report from your home page
• Jumping from the client master to the client workspace
• Jumping from one client workspace to another

Use (Search) anywhere you have the option to open a search list and search multiple items. Search is commonly found on multiform widgets such as the case search widget. You can jump to the full dataform search for that workspace.

Quick search enables you to quickly enter search parameters and use that parameter to search a few defined commonly searched fields. The % symbol is a wildcard character that enables search on part of a word or phrase.

Quick search on lists displays the included fields when performing a quick search in the application.

More

More search options provide a more detailed granular search and often include search parameters not available from the quick search such as looking for inactive records.

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Sort column. Click the header of a dataform list column to sort the records. The arrow indicates ascending or descending sort.

Anywhere you see a white circle with a question mark, it indicates the availability of Help.

• When accessed from the Work Center, ClientSpace Help becomes available.
• When accessed from a dataform, the help contains links that are specific to the form from which they are accessed. You can also use the general search function.

The hamburger icons allow you to collapse and expand sections of the application to create more usable space. These icons are especially helpful when using ClientSpace on a mobile device such as a tablet or phone.

To watch a video about ClientSpace icons, see Learning how: ClientSpace icons.