| Context | Use Case | Configuration | Customization |
|---|---|---|---|
|
Object Types, Data Elements and Selections |
Rename object types |
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Add new object types |
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Rename data element |
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Add new data element |
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Rename selection |
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Add new selection |
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Forms |
|||
|
Configure visibility of form element |
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Change order of form element |
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Configure general form settings |
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Configure form format incl. display configuration & dynamic form element configuration |
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Rename context panel action |
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Add context panel action |
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|
Rename form elements |
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|
Add form element |
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|
Reports |
Add private report views |
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|
Add custom public report views |
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Add new columns to existing dataset |
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Add new columns from (union) dataset in non-standard report views |
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|
Add new union data set |
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|
Create custom report |
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Rename report data elements |
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Change standard report views |
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|
Change standard reports |
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|
Dashboard |
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Configure dashboard menu |
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|
Change dashboard layout |
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Add years to fiscal year dashboard filter |
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|
Add context panel element |
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Change configuration of widget/tile |
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Add widget/tile based on existing SQL report |
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Add new widget/tile based on custom SQL report |
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|
Change or add dashboard filter |
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|
Smart Tables |
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Add new columns from (union) dataset in non-standard smart table views |
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Change standard smart table |
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Create custom smart table |
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|
Change standard smart table views |
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|
Add private smart table view |
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Add custom public smart table view |
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|
Permissions |
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Change permissions of standard roles |
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Adding custom roles |
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Adjust inheritance of permissions |
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|
Workflow |
|||
|
Configure standard workflow |
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Change standard workflow |
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Add custom workflow |
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|
Time Reporting Mask |
Configure visibility of time reporting columns |
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Add custom columns |
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Selection adjustments |
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|
Database Structures |
Change data base structures |
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Add data base structures |
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REST API |
Change standard attribute |
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Change standard endpoint |
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Add attribute |
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Add endpoint |
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