Using the Application Toolbar

Aptify's browser-based interface includes a top-level toolbar that runs the length of the browser window. This toolbar remains in place to provide navigation features through the entire application.

Aptify 6.0

Left to right, it includes the following functions and information:

• Using the Applications and Favorites Menu
• Viewing Aptify Version Details
• About the Quick Search Functionality
• About the Universal Search Functionality and Search History
• Viewing User Login Status (Online or Offline) and Pending Changes
• About the Community Site Integration Button
• About the Web Interface Exception Viewer
• About the Settings Button Drop-Down List
• Viewing Server and User Login Information

Viewing Aptify Version Details

In Aptify 6.0, the version of the Aptify web interface is displayed in the Settings drop-down list.

The following table shows the version details for each release.

Software Release	Version Number
Aptify 6.0	6.0.0.42

About the Quick Search Functionality

The Quick Search functionality allows users to search across multiple services at once, which allows user to view past searches. See the Using the Web Interface Quick Search topic for more details.

Note

In Aptify 5.5.1, this functionality was called Global Search.

About the Universal Search Functionality and Search History

The Universal Search functionality allows users to search across Aptify and other collaborative tools in an organization’s intranet, and also provides a Search History feature, which allows users to view past searches. See Using the Web Interface Universal Search for more details.

About the Community Site Integration Button

The Aptify Community Site provides the ability to be part of discussions, access Aptify documentation, and e-Learning videos, and connect with other organizations. To facilitate engagement with this portal, Aptify includes the 'Connect to Aptify Community' feature which can create a community site account for you (if you don't already have one) or launch the Aptify Community Site with your site credentials directly from the Aptify browser.

Keep in mind the following when connecting to the Community Site through Aptify:

• Email Address is Case Sensitive: The email address must match, including case, the email address that you specified for the Aptify Community Site (which is your username).

• Email Address Must Match Address in Persons Record: The email address of the Persons record tied to your Aptify user must match the email address that you specified for the Aptify Community Site.
  
  

  Note

  Each Aptify user must be linked to an Employees and Persons record as certain features in Aptify will not work properly without this relationship. For information on how to link users to entity records, see Creating User Accounts for new users and Editing User Accounts for existing users.

About the Settings Button Drop-Down List

When you Click the Settings Button, it displays a drop-down list of additional functionality that can be performed in the Aptify Web interface.

The Settings Button drop-down list includes functionality to perform the following, broken down by release:

• Server: Identifies the name of the current server.
• Build Version: Identifies the build number of the Aptify web interface.
• Close all Tabs: This action closes all open tabs.
• Close All But Active Tab: This action closes all tabs except the tab that is active or selected.
• Open Tab In New Window: Selecting this option opens the currently displayed tab in a new browser window.
• Clear Pending Changes: This option clears any pending changes that your local session tracked while offline from the main system. See Viewing User Login Status (Online or Offline) and Pending Changes for additional details.
• Clear Exceptions: This option clears the Exceptions list.
• Reset Application: This option refreshes your session and clears any locally stored data.

For Aptify release 5.5 and earlier

Clicking the Settings Button displays a drop-down list of additional functionalities that can be performed in the Aptify web interface.

The Settings Button drop-down list includes functionality to perform the following, broken down by release:

Release	Description
Aptify 5.5.4	Server: Identifies the name of the current server. Build Version: Identifies the build number of the Aptify web interface. Configure Applications: Opens the Applications selection dialog. Configure (Application Name): Opens the Services selection dialog for the application selected in the Application and Services menu. This option only appears if you have an application selected in the Applications and Services menu. Close all Tabs: This action closes all open tabs. Close All But Active Tab: This action closes all tabs except the tab that is active or selected. Open Tab In New Window: Selecting this option opens the currently displayed tab in a new browser window. Clear Pending Changes: This option clears any pending changes that your local session tracked while offline from the main system. Exceptions: This action opens the Exception viewer in a new browser window. This action is available when there is an active error on the system. Clear Exceptions: This option clears the Exceptions list. Reset Application: This option refreshes your session and clears any locally stored data. Logout: This option ends your Aptify web interface session and logs you out of Aptify.
Aptify 5.5.3	Available Themes List: Provides list of available themes.  Configure Applications: Opens the Applications selection dialog. Configure (Application Name): Opens the Services selection dialog for the application selected in the Application and Services menu. This option only appears if you have an application selected in the Applications and Services menu. Close all Tabs: This action closes all open tabs. Close All But Active Tab: This action closes all tabs except the tab that is active or selected. Open Tab In New Window: Selecting this option opens the currently displayed tab in a new browser window. Clear Pending Changes: This option clears any pending changes that your local session tracked while offline from the main system.  Clear Exceptions: This option clears the Exceptions list. Reset Application: This option refreshes your session and clears any locally stored data. Logout This option ends your Aptify web interface session and logs you out of Aptify.
Aptify 5.5.2	Available Themes List: Provides list of available themes. Configure Applications: Opens the Applications selection dialog. Configure (Application Name): Opens the Services selection dialog for the application selected in the Application and Services menu. This option only appears if you have an application selected in the Applications and Services menu. Close all Tabs: This action closes all open tabs. Close All But Active Tab: This action closes all tabs except the tab that is active or selected. Open Tab In New Window: Selecting this option opens the currently displayed tab in a new browser window. Clear Pending Changes: This option clears any pending changes that your local session tracked while offline from the main system.  Clear Exceptions: This option clears the Exceptions list. Reset Application: This option refreshes your session and clears any locally stored data. Logout This option ends your Aptify web interface session and logs you out of Aptify.
Aptify 5.5.1	Available Themes List: Provides list of available themes.  Configure Applications: Opens the Applications selection dialog. Configure (Application Name): Opens the Services selection dialog for the application selected in the Application and Services menu. This option only appears if you have an application selected in the Applications and Services menu. Close all Tabs: This action closes all open tabs. Close All But Active Tab: This action closes all tabs except the tab that is active or selected. Open Tab In New Window: Selecting this option opens the currently displayed tab in a new browser window. Clear Pending Changes: This option clears any pending changes that your local session tracked while offline from the main system.  Clear Exceptions: This option clears the Exceptions list. Reset Application: This option refreshes your session and clears any locally stored data.

Viewing Server and User Login Information

In Aptify 6.0, when a user logs into the Aptify Web interface, the login status (Online or Offline) is indicated with a green or red icon on the user photo. The logged in user full name details are displayed in the Userlinks drop-down list. This drop-down also contains the options such as, 'Connect to Aptify Community', 'Change Password', and 'Logout' as shown in the example below. See Viewing User Login Status (Online or Offline) and Pending Changes for additional information. The name of the server is now displayed in the Settings button drop-down list. See About the Settings Button Drop-Down List for more information.

In Aptify 5.5.4, when a user logs in to the Aptify web interface, their first name and login status (online or offline) displays at the top right of the page, as shown in the example below. The name of the server is now displayed in the Settings button drop-down list. S

In Aptify 5.5.3 and earlier, when a user logs in to the Aptify web interface, the server and their account information displays at the top right of the page, as shown in the example below.