Starting templates

The starting template defines the start tab, which is displayed immediately after login and cannot be closed. The start tab may contain buttons with certain important and recurring functions so that these functions can be accessed very easily and quickly. You can group these functions by sections.

Image of a configured start tab

The image shows a start tab: (1) section Lego-Overview with five function buttons, (2) section Details with two function buttons

The following actions are possible for starting templates:

• add
• edit
• duplicate
• delete
• export and import
• organize into groups

The image shows the starting templates: (1) navigation, (2) button Groups, (3) button Edit , (4) a list with all starting templates, (5) button Add , (6) buttons with options for export and import

The two buttons Edit and Add open the editor the starting template is edited with.

If the function *Groups is active, the starting templates can be organized into groups for simplified management.

Warning

Changes in system settings often only take effect when a restart is carried out after closing the system settings (menu item under the button with the user name at the top right, see also introduction).

Add a starting template

To add a starting template, click the button Add .

The image show the editor: (1) button Create template , (2) button Load template , (3)field Template name, (4) checkbox Maximized view on startup, (5) button Add section , (6) button Save template

Table with all elements of the editor

Name	Meaning	Note
button Create template	add new template
button Load template	load existing template
field Template name	name to identify the starting template
checkbox Maximized view on startup	If the checkbox is activated, the tab of the starting template takes up the entire width of the window after login.
field Section name	name to identify the section
button Delete section
button Add element	Element that is added to a section. The element contains the function.	A section can contain several elements, if possible with the same function.
button Delete element
select Select function		see table All functions
field Title	name of element	The name is partially filled in automatically and can be edited.
button Upload icon	this is what the button for this section looks like in the start tab	the icon is partially uploaded automatically and can be changed
button Reset icon
button Add section		Each section created creates a button in the start tab.
button Delete template		Deletion is only possible if the starting template is not used by a user.
button Create copy	use the currently open starting template as a template for a new starting template
button Save template

You will find information on the section and its elements under edit.

Edit a starting template

The image shows the editor with a new section and element: (1) button Create template , (2) button Load template , (3) field Template name, (4) checkbox Maximized view on startup, (5) field Section name, (6) buttons to sort the sections, (7) button Delete section , (8) button Add element , (9) button Delete element , (10) selection Select function, (11) field Title, (12) button upload icon, (13) section for preview image, (14) field Description, (15) button Reset icon, (16) button Add section , (17) footer with buttons Delete template ,Create copy , Save template

Table with all elements of the editor

Name	Meaning	Note
button Create template	add new template
button Load template	load existing template
field Template name	name to identify the starting template
checkbox Maximized view on startup	If the checkbox is activated, the tab of the starting template takes up the entire width of the window after login.
field Section name	name to identify the section
button Delete section
button Add element	Element that is added to a section. The element contains the function.	A section can contain several elements, if possible with the same function.
button Delete element
select Select function		see table All functions
field Title	name of element	The name is partially filled in automatically and can be edited.
button Upload icon	this is what the button for this section looks like in the start tab	the icon is partially uploaded automatically and can be changed
button Reset icon
button Add section		Each section created creates a button in the start tab.
button Delete template		Deletion is only possible if the starting template is not used by a user.
button Create copy	use the currently open starting template as a template for a new starting template
button Save template

Table with all functions

Name	Meaning	Note
portal	click the button in the start tab to open the portal tab. All portals will be available using the button Load portal	configure portals
portal group	Click the button in the start tab to open the portal tab. All portals in this group are available using the button Load portal.	a portal group is created in the portal system settings (accessible using the button Groups)
single portal	Click the button in the start tab to open the portal tab with this portal. Only this portal is available using the button Load portal(../10_portals.en.md)	configure portals
portal row result	click the button in the start tab to open the list with the result of the selected portal row	configure portal row result
dashboard	click the button in the start tab to open the selected dashboard	configure dashboard
select	click the button in the start tab to open a list with a defined selection	configure search
plugin button	click the button in the start tab to open the selected plugin	selection depends on plugin templates
checkbox Open maximized	When the checkbox is activated, a list will be opened across the entire window width and covers the start tab
checkbox Autostart	When the checkbox is activated, the element, e.g., a list, will be displayed immediately after login	Autostart can only be activated for one element. The checkbox is inactive for all other elements.
checkbox Without portal permission	When the checkbox is activated, there is no check as to whether the user is allowed to see the portal in question.

User permissions for each function affect the display in the start tab

If a user does not have permission to execute a certain configuration, this function will not not displayed in the start tab.

Duplicate a starting template

A starting template can be used as a template for another starting template. For this purpose, click the button Create copy in the editor and edit the template as required.

If the template name is not changed, the new starting template is saved as Copy of X.

Table with all elements of the editor

Name	Meaning	Note
button Create template	add new template
button Load template	load existing template
field Template name	name to identify the starting template
checkbox Maximized view on startup	If the checkbox is activated, the tab of the starting template takes up the entire width of the window after login.
field Section name	name to identify the section
button Delete section
button Add element	Element that is added to a section. The element contains the function.	A section can contain several elements, if possible with the same function.
button Delete element
select Select function		see table All functions
field Title	name of element	The name is partially filled in automatically and can be edited.
button Upload icon	this is what the button for this section looks like in the start tab	the icon is partially uploaded automatically and can be changed
button Reset icon
button Add section		Each section created creates a button in the start tab.
button Delete template		Deletion is only possible if the starting template is not used by a user.
button Create copy	use the currently open starting template as a template for a new starting template
button Save template

Table with all functions

Name	Meaning	Note
portal	click the button in the start tab to open the portal tab. All portals will be available using the button Load portal	configure portals
portal group	Click the button in the start tab to open the portal tab. All portals in this group are available using the button Load portal.	a portal group is created in the portal system settings (accessible using the button Groups)
single portal	Click the button in the start tab to open the portal tab with this portal. Only this portal is available using the button Load portal(../10_portals.en.md)	configure portals
portal row result	click the button in the start tab to open the list with the result of the selected portal row	configure portal row result
dashboard	click the button in the start tab to open the selected dashboard	configure dashboard
select	click the button in the start tab to open a list with a defined selection	configure search
plugin button	click the button in the start tab to open the selected plugin	selection depends on plugin templates
checkbox Open maximized	When the checkbox is activated, a list will be opened across the entire window width and covers the start tab
checkbox Autostart	When the checkbox is activated, the element, e.g., a list, will be displayed immediately after login	Autostart can only be activated for one element. The checkbox is inactive for all other elements.
checkbox Without portal permission	When the checkbox is activated, there is no check as to whether the user is allowed to see the portal in question.

User permissions for each function affect the display in the start tab

If a user does not have permission to execute a certain configuration, this function will not not displayed in the start tab.

Delete a starting template

A starting template can be deleted in the editor. For this purpose, click the button Delete template in the footer.

A starting template can only be deleted if it is not being used by a user.

Organize starting templates into groups

If the function Groups is active, the record types can be organized into groups for simplified management.

The following actions are possible:

• create groups
• rename groups
• delete groups
• add elements to a group
• remove elements from a group

Note

The actions are shown using the example Field management.

The image shows the field administration with active groups: (1) button Activate groups, (2) button Add group , (3) button Assign selected entries to group , (4) fields from the currently active group

Create a group

The image shows the field administration with active groups

Create user-defined groups

1. click the button Add group

   A new row will be added:

   

2. enter the name of the group (1)

3. click the button (2) Save

   The list with the group names will be updated, the group has been sorted alphabetically.

Rename a group

1. click the group you want to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited or deleted.

   The image shows the edit possibilities of the group:

   

3. edit the group name

4. click the button (1) Save (or Cancel)

   The list with the group names will be updated, the group has been sorted alphabetically.

Delete a group

1. click the group you intend to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited.

   The image shows the edit possibilities of the group:

   

3. click the button Delete

   The following confirmation window opens:

   

4. click the button Yes (or No)

   The group will be deleted and the list of groups will be updated.

   Links of elements to this group are automatically deleted.

Add elements to a group

(1) selected group with selected elements you want to add to another group, (2) button Assign selected entries to the group to assign the selected elements to this group

1. select a group (1) from which you want to add elements to another group

2. select all the elements you want to add to the group

3. click the button (2) Assign selected items to group of the new group

   The elements are added to the group.

An element can belong to several groups.

Remove elements from a group

(1) selected group with selected elements to be removed from the group, (2) button Remove selected entries from group to remove the selected elements from the group

1. click the group (1) from which you want to remove elements

2. select all the elements you want to remove from the group

3. click the button (2) Remove selected items from group of the group

   The elements will be removed from the group.

Export and import starting templates

The following exports and imports are possible for starting templates:

• export selected data as CSV file
• export selected templates
• import templates

Each export is only carried out for selected rows in the list of starting templates.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

Export selected data as CSV file

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected data as CSV

   The CSV file will be downloaded and saved in the download folder (or the folder that was set for it in the browser).

   The file name will be generated automatically and will be called #Starting templates.csv.

A list with the following information will be exported:

Column	Meaning	Note
template name	name of the starting template
group	name of the group(s) of the starting template
last edit	time of last edit
last editor	user ID of the last editor

Export selected templates

Starting templates exported this way can be imported back into a CortexEngine.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected.

   The following window opens:

   

   A .tar file will be downloaded and saved in the download folder (or the folder that was set for this in the browser).

   The file name will be generated automatically.

Import templates

Exported templates from another CortexEngine can be imported into the current CortexEngine by using the button Import.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. click the button Import

   The following window opens

   

2. click the button Select file.

   A window with a file folder opens.

3. select a file

   The following formats are suitable for import

   • .tar
   • .tar.gz
   • #Stu.ctxexp

4. click the button Import

   The following window opens (as an example import of a .tar file):

   

5. click the button Close.

   The list with all starting templates will be displayed again.