UI Navigation
Overview
• Login and welcome screens
• Menu navigation and tools
- Search
- Menu properties
- Workflow - Inbox
- Favorites
- Alternative menu access (GoTo, context menu)
- Document linking
• Application integration
- Excel and XML integration
• Browsing features
EF-UI-020
Login and Welcome Screens
Application
panel
Login
screen
Favorites
panel
Inbox
Status bar
EF-UI-030
Toolbar
EF-UI-040
Menu Search: Four Options
EF-UI-050
Menu Properties
EF-UI-060
Messaging
EF-UI-070
Favorites
Add to
Favorites
EF-UI-090
Direct Menu Access: GoTo
EF-UI-110
Direct Menu Access: Context Menu
EF-UI-120
Document Linking
EF-UI-130
Process Maps
Set Up Maps
Enterprise
Financials
Process Maps
Transaction-
Related Maps
EF-UI-132
Process Maps – Vertical Industry View
EF-UI-134
Process Maps – End-to-End View
EF-UI-135
Lower-Level Process Maps
Accounts Receivable, Collect Receivables Process Map
EF-UI-136
Application Integration
• XML
• Advanced Excel integration
- Two way
EF-UI-140
XML Integration
Before
After
EF-UI-150
Advanced Excel Integration
EF-UI-170
Advanced Excel Integration
Dump/load data
EF-UI-180
Advanced Excel Integration
Export Browse Results
EF-UI-190
Browses Highlights
• Sort (click heading)
• Drill-down (blue underlined values)
• Filter (funnel)
• Group data
• Rearrange display (drag and drop, columns
auto size)
• Graph designer
• Export (Excel, Word, PDF, or report)
• Print
• Save to Favorites
• Automatic refresh
EF-BRO-160
Browses Features
Drill-down Sort Filter funnel
EF-BRO-170
Rearrange Display
Before
After
EF-BRO-180
Rearrange Display
Column auto sized
Rearranged
columns
Sort by item
EF-BRO-190
Browses Features
Column options
Group
Summary options
EF-BRO-200
Browses Features: Chart Designer
EF-BRO-210
Browses Features
Add to Favorites
Export Print
Refresh
EF-BRO-220