2.3 Settings In The Dashboard

From Zegeba v 4.10, the Settings option has 7 sections: Global, App Settings, Layout, Folder View, Database Access, Users and Preferences.

Global

Custom Task Label: If your company is using the Activity module you can here specify a different name for the term “Activity”. You can use “work”, “work order”, “Order”, etc.

In the picture above we have entered “Activity” and “Activities” as the new term. The menu options “Activity” and “Activity Templates” will then called what you define here. Likewise, in all other instances where Activity pops up, such as in the Zegeba app, the word “activity” will be replaced. You can try a new word, look through the Dashboard and the app, and then change it back to “activity” again if you want.

In the Help Center we will only use the word “activity” for activities even if your company has introduced a different term for this functionality.

Activity Assignment Message: Here you can enter the default text in the email sent when users are assigned a new activity. Press on the parameters listed to the right to add this to the email subject or message. Activity templates can also have special assignment messages and they will be used instead of the default text entered here. See Managing:
6.6 Defining Settings For An Activity Template

App Settings

In App Settings, you choose how the app will look when connected to the logged-in server.

First, you can decide whether the menu should be closed by default or not.

You also have the option to show or hide the ability to use Ad hoc reporting. If this is turned off, app users will not see it in the app.

The Context feature can also be shown or hidden.

Some users like to have forms available in the app without being linked to an activity. This can be enabled using the “Enable Forms Module” option.
Users will only see the forms they have access to.

Layout

App Configurations

The configurations here apply to the Web app and the 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 app design that you can create in Settings – Layout:

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. In both cases these options will remove the titles “Forms”, “Tasks” and “Contexts” from the toolbar. Note that a long title may not be displayed properly on a narrow phone screen.

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 at 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 the app. About in the Dashboard will still show the regular Zegeba About page.

Custom Styles in App: 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 right, 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 the app.

Activity View in App

With the latest update, version 4.10, it is now possible to change the view of an activity in the app from Card View to Tab View.
See more here: 4.11 Tab View and Card View

Folder View

Folder View makes it possible to add extra information like IDs for folders and subfolders.
This is very useful when there’s a lot to keep track of, or when multiple folders have the same name.
You also have the option to sort folders based on their IDs.

Database Access

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.

Users

In Users, you can define how users are displayed.
By using the element IDs on the right side, you can choose whether to show first name, last name, email, phone number, username, or full name.

Headline 1 is the top line of text in the preview, and Subtext 1 is the line shown underneath.

Preferences

In Preferences, you can choose which page in Zegeba you want to set as your start page.
This is the page in the Zegeba Dashboard you will land on every time you log in.