The Dashboard menu on the left side of the screen has different options depending on the role of the logged in user and the modules the company/organization has started to use. Below left is the menu of an user with an Admin role in a company that uses the Contexts and Tasks modules, with 2 context types: Customers and Orders. Below right is the menu for a user with a Data Collector role in a company that does not use Contexts or Tasks. See Managing: 3.3 User roles for more information on the access of the various user roles.
The options available on the Dashboard’s side menu are:
In the data section on top:
If the user has started capturing data in this browser without saving it, it will be listed under this option on the very top of the side menu – see the menu to the right above. The user can then choose to recover the data or delete it. When there is no recoverable data anymore, “Recover” will disappear from the menu. See Managing: 2.3 Recoverable data in the Dashboard for more information.
The default option “View all data” in Data Views shows in principle every data capture (report) on the server. However, the access to see captures is restricted by the role each user has – an Admin user may see all captures, Data Collectors only their own.
This is a handy list to use when you want to see the latest data coming into the server, independent of folders, form templates and versions. You can enter search strings to find specific data, or use filters to see the data for only specific sections. See Managing: 9.3 Find data in the Data screen for more information on this. Your company may also have various views installed, shown in the grey side bar, to make it easier to find specific data. See more on this in 9.4 Create views for the Data Views screen.
If your company/organisation has installed the Tasks module, you will see a list of Task Templates here, and can click on these to see individual tasks. Read about Tasks here: Using Next: 3 What is Zegeba Tasks?.
In the context type section:
If your company/organisation is using the Context module, you will see one or more context types here and can click on these to see individual contexts. In the menu pictured to the left above these types are Customers and Orders.
In the design section:
This option was previously called Forms, and shows the basis for the Zegeba system: the form templates used to collect data. The form templates are grouped in folders — much like a group of data files is stored in folders on a computer. The folders are usually sorted by department, form type or users. Click on a folder name to see its forms or on the button [Expand all] in the upper right corner to see all the forms within each folder. Click on a form name to get the form template’s version screen. This shows both the various versions of a form and the data captured (reported on the users’ apps) in each form version. Note that in this Help Center we generally use the term “form” to refer to the form template the users fill in their reports in.
See chapter Managing: 4 Managing folders and forms for a description of how to manage the folders and the individual forms.
If your company/organisation has installed the Tasks module, you will see a list of Task Templates here. In this screen you can create, copy, edit or delete task templates. Pressing a template leads to the individual tasks of this template, just as in the Tasks option higher up on the side menu. See more information on designing task templates here: Managing: 6.9 Using the Task Template Code Editor.
Contexts are “umbrella” structures to sort tasks under. This option opens a list of contexts types similar to the list of task templates, where you can create, copy, edit or delete context types. You can also click on a context type to get a list of its contexts. This list is the same that you get if you click on the name of the context type in the menu. See more information on creating context types here: Managing: 8.8 Using the Context Type Code Editor.
In the server management section:
Select Users in the Dashboard menu to the right to get a list of all users from your company registered in the Zegeba system. These users have assigned different roles, such as administrators, form designers, data collectors and data managers. See more on how to manage users in chapter Managing: 3 Managing users.
Select Resources in the Dashboard menu to get a list of all files (usually pictures, videos, PDFs or other documents) used as resources for forms on the Zegeba server. Only Admins and Resource Managers can see this menu option. See Designing: 7.1 Managing resources in the Dashboard for instructions on how to manage file resources to be used in your forms.
Whitelisting: this option is used by Admins and Database Users requiring access to the Zegeba SQL database. Contact Zegeba Support to get more information on this.
Custom Task Label: If your company is using the Task module you can here specify a different name for the term “task”. You can use “work”, “work order”, “activity”, etc.
In the picture above we have entered “Job” and “Jobs” as the new term, and we see that the menu options “Tasks” and “Task Templates” are now called “Jobs” and “Job Templates”. Likewise, in all other instances where Task pops up, such as in the Next app, the word will be replaced by Job. You can try an option, look through the Dashboard and Next, and then change it back again if you want.
Note that even if these label settings are called English, you may enter a term in your local language – such as “Oppgave”, “Aufgabe”, “Tache”, “Tarea” – if you are OK with the mix of languages on the screen.
In the Help Center we will only use the word “task” for tasks even if your company has introduced a different term for this functionality.
Task Assignment Message: Here you can enter the default text in the email sent when users are assigned a new task. Press on the parameters listed to the right to add this to the email subject or message. Task templates can also have defined assignment messages and they will be used instead of the default text entered here.
From Zegeba v 4.4, there is a new section in Settings for creating a customized design for the Next app. The configurations here apply to the Next Web app and the Next app on Android and iOS. They will apply to all users. Contact Zegeba Support if you want help with this or would like us to setup a test site so you can try out different layout options on that before changing the setup your Zegeba server.
This is an example of a customized Next design that you can create in Settings:
These are the selections made in Settings that creates the design pictured above:
Custom header title: sets the title in the top toolbar. This is often the company name. You can also choose to not use a header title at all. Note that both these options will remove the titles Forms, Tasks and Context from the toolbar.
Logo and Logo in menu: Place the logo you want to use in the Dashboard’s Resources, copy it’s URL link and paste it here. The Logo in menu is placed in the bottom of the menu bar, while the Logo is used in the Login screen. Note that if you want to scale the logo up or down, you have to make the logo file larger or smaller.
About text: This is an HTML file with information that you create and upload to Resources. Users will see this when selecting About in Next. About in the Dashboard will still show the regular Zegeba About page.
Custom Styles in Next: Click on a color to change it, or on a color’s “x” to remove it and go back to the default color. The seven top settings are the most visible ones. Click on Advanced Style Settings to change other items, such as icons and buttons, for instance in the Login screen.
At the bottom, press [Set Default Colors] to go back to the Zegeba defaults, press [Reset] to go back to the colors you had before starting the current sessions, or press [Save] to save your selection so you can test them in Next.
Help Center on the Dashboard menu opens the Zegeba Help Center (this site) where you can browse through the manuals, check out the Help tools or search for a specific term.
About lists the way in which you can get more help from Zegeba, or share your suggestions and experience. Note that the bottom of this screen shows the version of Zegeba that you are running and the amount of data presently stored in the browser. This technical information may be needed when you ask for support.
Press Log Out to log out of Zegeba.
Traditionally, the two Zegeba apps, Forms and Next, have been listed here. From Zegeba v 4.4, there is no more Forms app, so you will only see the Next app here.
The two parts at the lower half of the Dashboard menu, Zegeba Forms App and Zegeba Next App, each contain three buttons. The top buttons open the Forms Web App or the Next Web App in the browser, ready for data capture. The two lower buttons in each section open the pages of the Forms or Next mobile apps in the app stores of Apple/iOS and Google/Android.