AX1551

Web Client overview

Most Web Client features and navigation can be accessed using the two bars across the top of each page:

  • Global Navigation Bar: The blue bar at the top of the page provides access to system-level areas and features.
  • Task Bar: The gray bar underneath it provides access to various features that are specific to the current area, page, or document.

The Global Navigation Bar and the Task Bar are available everywhere in the Web Client except as follows:

  • All areas of the Data Explorer use an older web interface. The Data Explorer has been de-emphasized in favor of the Report Builder. Although you can still use the Data Explorer, it will not be further enhanced.

  • Axiom forms that do not have the Web Client Container enabled. Generally speaking, this would only be the case for legacy forms that have not yet been migrated to use the newer web interface that was first introduced in version 2016.1.

Global Navigation Bar

The Web Client Global Navigation Bar provides access to various system-level areas and features. Using this bar, you can:

  • Navigate to home, system administration, and various products (if applicable)
  • Launch various client applications
  • View alerts and notifications from various system processes and features
  • View user information, configure session settings, and log out

Task Bar

The Web Client Task Bar provides access to various features that are specific to the current area, page, or document. Using this bar, you can:

  • Navigate to your browser-based files and related areas of the Web Client
  • Filter the data shown on the current page
  • Comment on the current document and review comments from others
  • Access tools relating to the current document or area
  • Save the current page or document as a favorite
  • View help for Axiom Budgeting & Performance Reporting or for the current document
  • Perform other context-sensitive tasks such as managing attachments or working with the Report Builder

The left-hand side of the task bar contains a task toolbar. You can click on any icon in this toolbar to open the panel for the associated feature. For example, clicking the filter icon opens the Filters panel. Clicking the icon again closes the panel.

The panel can be pinned or unpinned using the pin icon in the top right of the panel. If the panel is unpinned, the panel overlays the current page contents, and clicking on the page closes the panel. If the panel is pinned open, then the form is pushed to the side so that the panel contents and the form can be viewed at the same time. When pinned, clicking on the page does not close the panel—you must unpin the panel or click the toolbar icon again to close the panel.

The contents of the task bar vary depending on the current page or document. For example, the Message Stream and the Filters panel are only available if they have been enabled for the current document. If a particular feature is not available for a particular document or area, then either it has not been enabled or it does not apply.