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Edit Screens

The "Edit Screens" administration panel facilitates the customization of the application's navigation menu. This includes the ability to activate or deactivate standard menu items, such as Channels and Folders, and to introduce new navigation entries that display custom dashboard panels.

Emakin designates a "default" screen configuration as the primary navigation menu. However, you can define additional screen layouts tailored for different user audiences. For instance, specific groups of users might be presented with entirely custom dashboard panels, while all other users view the standard navigation menu.

Custom Navigation Items

Custom navigation elements can be integrated into the screen's navigation menu by adding new items. Upon adding a new item, you can select its type from the following options:

  • Dashboard Panel: Displays a collection of one or more dashboard panels arranged in either a grid or flow layout.
  • Group: Organizes other child navigation items. These groups can be configured to be collapsible or expandable.
  • Link: Provides a hyperlink to an internal Emakin page or an external URL.

Dashboard Panel

This navigation item enables the arrangement of Emakin-defined panels or process reports within a configurable layout.

  • Grid layout: This layout option dynamically resizes all panels to fully utilize the screen space. The grid's dimensions are defined by specifying the desired number of rows and columns.
  • Flow layout: This option arranges dashboard panels sequentially in rows. If the panels exceed the available screen height, scrolling functionality is automatically enabled.

Emakin provides the following standard dashboard panels for general use:

  • Work list counts: Displays the numerical count of work items assigned to the user, categorized by priority.
  • Case list: Presents a searchable list of cases that the user is authorized to access.
  • Work list: Shows the specific tasks that are currently assigned to the user.
  • Link list: Allows the placement of one or more custom links for convenient access.
  • Process start: Displays links that enable the initiation of various business processes.

In addition to these standard panels, any custom screens designed within business processes are also available for placement within a dashboard. Please see the Dashboards page for additional details.

Screens

Screen Name

Provide a descriptive name to uniquely identify and save your screen configuration.

This section allows you to customize Emakin's navigation menus for a selected group of users. Each option below can be enabled or disabled:

  • Domain Logo: Controls the visibility of the domain-specific logo in the navigation.
  • Search: Toggles the availability of the full-text search functionality across Emakin.
  • Home Page: Enables/Disables access to the default Emakin welcome dashboard, which typically includes a list of cases and workflow work items assigned to the user.
  • Worklist Menu: Controls the visibility of the user's personal worklist.
  • Calendar: Toggles the visibility of the user's Calendar.
  • Channels: Controls the visibility of group and direct channels for communication.
  • Folders: Manages the visibility of the list of folders to which the user has access.
  • App Market: Controls the visibility of the "App Market" label.
  • Administration: Manages the visibility of the "Administration" label, which provides access to administrative functions.

Audience

This section allows you to define which users, groups, positions, and departments will be affected by the specific screen configuration.

  • Identity: Specifies the responsible person, organizational unit, or group to whom this screen configuration applies.
  • Permissions: Defines the authorization level an Identity has over this screen configuration. For Emakin screens, only the Read permission is typically granted.
    • Read: Grants users the ability to view the associated folders and their contents, and to initiate tasks defined within them.