Interface

This section covers the configuration of all key Citeck interface elements:

• Forms — a graphical representation of objects as a set of fields for entering and editing data. The section describes the form builder, components, localization, drafts, and the connection between forms and process tasks.

• Journals — a tabular representation of objects with filtering, grouping, and record actions. The section covers journal creation, display modes (table, kanban, tiles, document library), group actions, and calculated attributes.

• Menu — the Citeck navigation panel with flexible configuration per user group. The section describes the configuration structure, element types, group priorities, and troubleshooting common issues.

• Dashboards — customizable user home pages or case pages with support for placing and configuring widgets.

• Widgets — information display blocks on dashboards: documents, tasks, processes, users, and other system data.

• Interface Themes — visual customization of Citeck: uploading and applying custom logos, favicons, and CSS styles as a zip archive.

• Forms
  • General Information
    • Interface navigation description
    • Ways to obtain a form instance
      • Creation
      • Upload
    • Form description example
    • Available actions with a record
    • Creating a new form
    • Connection with data type
    • Connection without data type
    • Connection with record attribute
    • Using multiple forms for one type
  • Form Builder
    • General Description
    • Adding a Form Component
    • Editing a Form Component
    • General Component Settings
    • Configuring Components
  • Form Components
  • Component Examples. How to
    • Columns
    • Text field
    • ECOS Select Component
    • Date / Time Component
      • Default value — current date
    • Select Journal Component
    • Select Orgstruct Component
      • Current user by default
    • Button Component
    • Panel
    • Async Data Component
    • Select Hierarchical Component
    • How to
      • Make a component non-editable
      • Hide a field on the form if it is empty
      • Status
      • Show field via “logic”
      • Show field only in a specific form mode
      • Processing form results for checkbox elements, dropdown lists / submit for dropdown checkbox lists
      • How to load an image from external file storage to a form?
      • How to provide text highlighting based on a flag?
  • Localization
  • Best practice
    • Reference forms, child elements (table-form)
    • Request creation forms
    • Task forms
    • Using the Citeck.helpers.getMLValue(nameObj) function
    • Using the main form submission function
  • Saving a document as a draft
  • Linking a form to a task
    • Completing a task (outcome)
    • Task attributes
    • Task form appearance
• Journals
  • General Description (Overview)
    • Journal Definition
    • Journal «Journals»
    • Options for obtaining a journal instance
      • Creation
      • Loading
    • Example of journal description
    • Available actions with a record
  • Creating a new journal
    • Main
      • Additional column settings
    • Actions
    • Applicability
    • Advanced settings
  • Journals Configuration
    • Using Record Properties as Configuration
    • Using Related Entity Properties for Cell Formatting
    • Computed Properties
    • Journal Configuration Model
    • Developer Tools
  • Journal Settings with Examples
    • Expressions as Attributes
    • Filtering journal records by current user
    • Parameter «Search Attribute»
    • Text filter in the «assoc» column. innerQuery Settings
    • Column Filtering Settings
    • Column Sum Display Settings
    • Displaying records filtered by a list value when using a standard or custom association attribute
    • Journal column sorting
      • Sort behavior on click
        • Default sort direction table
      • Sort icon in the header
      • Default sort in journal configuration
  • User Description
    • «Table» View
      • Journal Settings
      • Templates
    • Card Data Preview
    • «List» View
    • «Hierarchy» View
  • Features
  • Content Types
  • Display Modes
• Menu
  • Settings Dependencies
    • Menu Selection for User
    • Menu Settings
    • Configuration Journal
    • Menu Journal
    • Menu Configuration Version
    • Default Menu Configurations
    • Action Availability in the Journal
  • Menu Settings
    • Ways to Open
    • Settings Window
    • Edit Mode Overview
    • Editing
      • Tab “Selected Configuration Settings”
        • Menu Items
        • Section “Groups and Users”
      • Tab “Create Menu”
      • Tab “User Menu”
      • Tab “Global Settings”
        • Section “Group Priorities”
  • Icon Editor
  • Settings Result
  • Related Settings
  • Troubleshooting
    • Multiple Highlighted Menu Items
• Dashboards
  • Types of Dashboards
  • Caching
  • Setting editing permissions
  • Dashboard Configuration
    • Dashboard Sections
      • «Ownership»
      • «View»
      • «Widgets»
  • Widget settings on dashboards
  • Journal “Dashboards”
• Widgets
  • ‘Activities’ Widget
    • How to Add
    • Scheduled Activities
      • Types
        • Call
        • Letter
        • Meeting
      • Invitation Email
      • Task
        • Completing an Activity
        • Rescheduling an Activity
    • Unscheduled Activities
      • Comment
      • Assignment
    • Actions with the Created Activity
  • Widget “All Tasks”
  • Widget “Graphic Statistics”
    • General configuration
      • Bar
      • Line
      • Pie
      • Funnel
  • Widget “Birthdays”
  • Widget “Actions”
  • Widget “Gantt Chart”
    • Configuration
    • Task types
    • Task management and manual data entry
      • Add a task
      • Edit, delete
      • Convert one type to another
      • Change dates
      • Completion progress
      • Moving and reordering
      • Adding a link
    • Adding a Gantt Chart to a Project
  • Widget “Documents”
  • Widget “Available Workspaces”
  • Widget “Journal”
  • Widget “Versions Journal”
  • Widget “Events History”
  • Widget “Kanban”
  • Widget “Comments”
    • Broadcasting comments when completing a task
  • Widget “Menu”
  • Widget “My Tasks”
  • Widget “News”
  • Widget “Preview”
  • Widget “Profile”
  • Widget “Publication”
  • Widget “Document Associations”
    • Settings
  • Widget “Stages”
  • Widget “Task Statistics”
  • Widget “Process Statistics”
    • Available view modes
    • Zooming and panning
    • Widget settings
  • Widget “Status”
  • Widget “Properties”
    • Configuring the widget editing mode for the Case-details dashboard type
      • Edit mode specifics
  • Widget “HTML”
  • Widget “Web Page”
  • Widget “Barcode”
• Interface Theme Configuration
  • active-theme Configuration
  • API
  • Cache
  • Styles
    • Configuring the Create button dropdown width
    • Changing the color scheme of the theme