User Options

  • Updated

 

Introduction

If you click the drop-down arrow next to your username (or the user icon), you get access to a menu with three options. Each option is explained below.

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User Settings

In this dialogue, you can choose your User Interface Language, Data Language, Date Format and the Default Section. Please note that the web client will reload when you make changes in this dialogue.

User Interface Language

This setting determines in which language you see menu options, error messages and other system-controlled interface texts. Select the language you prefer. The options are: English, German, French, Danish, Dutch, Italian and Spanish.

Data Language

This setting determines in which language you see and manage data. Your choice controls the language of feature captions, data, units and all other administrator-controlled data and metadata. You can choose one of the languages your administrator assigned to your user profile.

Date format

This setting controls how you see and manage date values. You can choose between DD/MM/YYYY and MM/DD/YYYY. Please refer to Edit date features for details about how to manage date values.

Default section

By default, the first section you will see upon login is Dashboards, but you can change this in the Default section dropdown. The options are:

  • Dashboards
  • Items
  • Channels
  • Actions
  • Feature Data
  • Administration
  • Features

If Items or Channels is selected, a second dropdown Default Items / Default Channel appears, listing the available Items or Channels, as illustrated by the screenshots below.

Change Password

To change password in Perfion Web Client can be done by entering the value of the current password, the new password, and its confirmation.

If the new password and its confirmation are valid, and the old password corresponds to the one used to login on the main page, the password will be updated. A short-term notification will then be displayed in the top of the screen to inform that the password has been changed.

Logout

The last and final option you have in the Perfion Web Client is to log out. This will take you to the login screen.

Appendix A: Keyboard Shortcuts

TO DO THIS PRESS (Windows) Press (Mac)
Selection and navigation     
Move to next cell / previous cell Arrow right / left Arrow right / left
Move to cell above / below Arrow up / down Arrow up / down
Deselect grid cell Escape Esc
Deselect grid row Escape Esc
Select all cells in grid CTRL + ALT + A  
Refresh current window / section Alt + R Option + R
Expand hierarchy from current cell (applicable when current cell is a parent) CTRL + Arrow right Option + Arrow right
Collapse hierarchy from current cell (applicable when current cell is a parent) CTRL + Arrow left Option + Arrow left
Grid toolbar    
Show grid as grid view CTRL + ALT + G SHIFT + Option + G
Show grid as table view CTRL + ALT + T SHIFT + Option + T
Show grid as card view CTRL + ALT + C SHIFT + Option + B
Show grid as dynamic view CTRL + ALT + D SHIFT + Option + D
Show family - No Family CTRL + ALT + W SHIFT + Option + W
Show family - Parents CTRL + ALT + E SHIFT + Option + E
Show family - Parents + Siblings CTRL + ALT+ R SHIFT + Option + R
Open View Selector CTRL + ALT + V SHIFT + Option + W
Open Column Chooser CTRL + ALT + Q SHIFT + Option + Q
Open Filter Selector CTRL + ALT + K SHIFT + Option + K
Clear Filter CTRL + ALT + L SHIFT + Option + L
Create new normal item (root level) CTRL + ALT + N SHIFT + Option + N
Create new virtual item (root level) CTRL + ALT + P SHIFT + Option + P
Output to File CTRL + ALT + O SHIFT + Option + O
View/Download Image(s) ALT + I Option + I
Download Files ALT + U Option + U
Items     
Create new normal item (relative to selected item) ALT + N Option + N
Create new virtual item (relative to selected item) ALT + P Option + P
Edit cell F2 F2
Save cell value ENTER ENTER
Delete cell content DELETE DELETE/BACKSPACE
Delete selected item(s) CTRL + DELETE CTRL + BACKSPACE
Open item in item editor CTRL + ENTER CTRL + ENTER
Copy item ALT + C Option + C
Copy item and children ALT + V Option + V
Group items ALT + G Option + G
Freeze Column ALT + Z Option + Z
Execute action on item(s) ALT + A Option + A
Values     
Filter by Value ALT + K Option + K
Previous values ALT + H Option + H
Copy value CTRL + C Cmd + C
Paste value CTRL + V Cmd + VTranslate value
Translate value ALT + T Option + T

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