Tag: sidebar

Sidebar is a part of the UI showing selection or operational information, generally associated with information in the main part of the UI screen

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Sidebars – Enable and Disable via User Types

Choose Your Bars

You may have reason to make sure some users don’t see a particular sidebar or sidebars. For example, a customer seeing the Plans sidebar is not necessary if they are not involved in planning.

Setup

Within Project Setup there is a section for User Settings. This section is used to set many different options for Users. Under the User Types tab, different Sidebars and Default Start Pages can be set for each different User Type. A user must have the PROJECT privilege to be able to set these options.

Sidebars options under User Types
Different User Types Settings for Sidebars and Start Pages

A User Type can have all, some or none of the sidebars selected. If none of the sidebars are selected then a user would use the options set for them on a Start Page only.

These settings can then be used in conjunction with a Users Preferences in which they can set a Default Sidebar to show on logging into a Project.

User Choice

The sidebars a user can see in the User Preferences are only the ones assigned to their User Type. They can then set which of those assigned to them will show when they first log in. This option may also be set to ‘None’ so no sidebar shows when a user firsts logs in.

Sidebar Options
Sidebar options under the UI Control section

The settings are honoured no matter how a user logs in either through the UI, Project Manager,  or through a command prompt. The only time this can change, is if a different sidebar is set when a user saves a Session. If they login using the saved Session then the sidebar showing at the time of the save will be opened instead.

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Cradle History

Problem

Back after a coffee break?  You log-in to Cradle and can’t remember which item you were editing?

Solution

Then use the History sidebar, you will see the queries, items, matrices etc. that you have run in the past listed chronologically. You can remove an erroneously opened item from the history by selecting the text, rather than the icon, and right-clicking, you will be given the option to ‘Delete’ the entry.

For further information on retracing your steps.

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Re-Tracing Your Steps – the History Sidebar

The History sidebar is a useful productivity aid that is available in WorkBench in all Cradle products. It remembers what you did:

– Today
– Yesterday
– In the past 7 days
– In the past 30 days
– Older than 30 days

so you can quickly and easily repeat these actions by clicking nodes in the history. It remembers:

– Items that you opened in forms, including saved Hierarchy Diagrams (HIDs)
– Queries, reports, graphs, matrices and metrics that you used
– Phase hierarchy nodes that you used, including those that run commands or publish documents

The History sidebar is so useful that you may want it to be the default sidebar when you start WorkBench. If so, select Edit -> Preferences and choose UI Control and select the Sidebar tab. Here you can also:

– Enable or disable histories, or only record a history for the current WorkBench session
– Specify the maximum number of entries in the history list
– Control whether old entries in the history will be automatically purged

Please experiment with the History sidebar and tell us what you think about it as comments in this discussion!

History Sidebar