Using Pin Board in the Web Interface

The Pin Board feature, introduced in Aptify 6.0, provides the ability to pin the required items on the Pin Board and also allows the users to access them with ease. Following are the items that can be pinned to the pin board:

• Dashboards
• Services
• Views
• Records

The availability of the pinned item(s) on the Pin Board is valid for a single login session. If your session expires or logs out, the pinned item(s) will disappear from the Pin Board.

The items that cannot be pinned to the board are:

• SQL Views without IDs
• New Records
• New Forms

The Pin Board can be maximized with a click on the pin button  and minimized with a click on the cross button  available on the Pin Board. When a record/dashboard/entity/view is pinned to the board, it expands automatically remains in the same state until it is minimized manually.

This topic contains the following Pin Board-related sub-topics:

• Orientation and Types of Pins
• How to Pin Items to the Pin Board

Orientation and Types of Pins

Orientation of Pin

In the Pin Board feature, the pin has two orientations: Unpinned Orientation and Pinned Orientation. When an entity/record/view is unpinned, the pin will be displayed vertically. When an entity/record/view is pinned, the pin will be tilted towards the right side. 

Orientation	Pin Representation
Unpinned
Pinned

Types of Pins

In the Pin Board feature, there are two types of pins that help the users to Pin the record(s) to the Pin Board:

• Individual Pin
• Group Pin

Individual Pin

The individual pin provides the ability to pin the Dashboards, Entities, Records, and Views to the Pin Board. For the entities, the pin is located beside the name of the entities and for the views, the pin is located on the right side of the toolbar and also beside the name of the view. For the records, the pin is located on the right side of the toolbar.

Items	Pin Location
Dashboard
Application
Service
View
Record

 Group Pin

The Group Pin also known as Top-Level Pin provides the ability to pin multiple records on the Pin Board at a time when the linked record(s) are opened from a primary record. The Group Pin is located beside the global title.

If there are no sub-record(s) opened from a primary record, the group pin works as an individual pin.

For example, when a company record and a person record are opened from a primary person record, the group pin provides the ability to pin the primary and sub-records on the Pin Board at a time. 

How to Pin Items to the Pin Board

This topic contains the information on how to use the Individual and Group pins to pin the entities, views, and records to the Pin Board.

To unpin items from the Pin Board, click the 'x' button on the individual items present on the Pin Board. The support to unpin the items by clicking the Pin will be provided in future release.

• Individual Pin
• Group Pin

Individual Pin

Follow these steps to use the Individual Pin:

1. To pin a Dashboard to the Pin Board:
   1. Navigate to the 'Customer Mangement' application.
   2. Click the 'Switch Dashboard' button to select the required dashboard.

   3. Click the individual pin beside the Dashboard name as shown in the below figure.

      Please note that only the default dashboards can be pinned to the Pin Board.

      

   4. After you click the pin, observe that the dashboard is pinned to the Pin Board.
      

2. To pin a Service to the Pin Board:

   1. Navigate to the 'Persons' service in the 'Customer Mangement' application.

   2. Click the individual pin beside the name of the service as shown in the below figure.
      

   3. After you click the pin, observe that the Person service is pinned to the Pin Board.
      

3. To pin a View to the Pin Board:

   1. Navigate to the 'Persons' service in the 'Customer Mangement' application.
   2. Open an existing view.
   3. Click one of the individual pins of the view as shown in the below figure.
      
   4. After you click the pin, observe that the 'Persons in CA' view is pinned to the Pin Board.
      

4. To pin a Record to the Pin Board:

   1. Open a Person or Company record.

   2. Click the individual pin on the right side of the toolbar as shown in the below figure.

      
      
      

   3. After you click the pin, observe that the person record is pinned to the Pin Board.
      

Group Pin

Follow these steps to use the Group Pin:

1. To pin Multiple Records to the Pin Board:

   1. Open a Person record.

   2. Open the sub-records from the primary person record.

   3. Click the group pin beside the name of the primary record as shown in the below figure.
      

   4. After you click the group pin, observe that the primary record and the sub-records are pinned to the Pin Board.