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Quick Entry Component

  • Last update:  2024-03-06
  • Overview

    This document is applicable to users who have installed the Data Portal plugin to learn plugin functions.

    Version

    FineBI VersionData Portal VersionFunctional Change

    6.0.2

    V 1.0

    /

    6.0.3

    V 1.1

    /

    6.0.3

    V 1.3

    1. The name of an entry can wrap automatically.

    2. Added Arrangement in Component Style, including grid and list.

    6.0.3

    V1.4

    1. Description can be set in the component content of an entry.

    2. Added the custom settings of Display Cover and Cover Position in Component Style.

    3. Column quantity of entries can be customized.

    6.0.3

    V1.5

    Combination can be set in Component Content, allowing users to display entries in groups.

    6.0.9
    V1.9
    /
    6.0.10
    V1.11
    /

    Function Description

    This document introduces how to use the Quick Entry component in the data portal dashboard.

     Animation.gif

    Adding a Component

    Log in to the FineBI system as the admin, choose System Management > Data Portal > Portal Management, and click Add Portal to create a data portal dashboard.

     

    On the data portal editing page, click Portal Component, and click/drag Quick Entry component to the data portal.

    Component Content

    Select a component. Then you can set the component content on the right.

    Set Component Content

    Quick Entry component allows you to set entries and combinations.

    Entry

    You can add, edit, and delete an entry, and drag an entry to adjust its ranking order.

    NumberExplanation

    1

    Add an entry in a quick entry component.

    2

    Add an entry in a combination.

    3

    Edit an entry.

    4

    Delete an entry.

    5

    Move an entry to adjust its ranking order, or drag it into a combination.

    On the editing page of an entry, you can set the name, type, content, cover and description.

    SettingExplanation

    Type

    Content

    The type of an entry can be set to Decision Directory or Hyperlink. The content of an entry depends on its type.

    (1) Decision Directory

    You can select directories mounted under the current project from the drop-down list.

    (2) Hyperlink

    You can input an absolute path or a relative path.

    • Absolute path: Ensure that the current server can access the website. Example: https://www.fanruan.com/

    •  Relative path: You need to save the resource file to the path %BI_HOME%\webapps\webroot. Example: /webroot/1.png

    Name

    The name of an entry cannot be empty.

    Cover

    You can select a predefined cover or customize a cover.

    (1) Predefine

    Predefined covers include three styles: flat, business, and fashion.

    Each style contains 12 built-in cover icons which you can select as needed.

    (2) Custom

    You can upload your local cover icons.

    Files in JPG, PNG, and SVG formats can be uploaded.

    The recommended size is 40*40.

    Description

    You can set the description in the Data Portal plugin V1.4 and later versions.

    Keep the length of a description within 30 characters.

    Describe the content directed by the quick entry, which can be displayed in the quick entry.

    Combination

    You can add and rename a combination, and drag an entry into a combination.

    NumberExplanation

    1

    Add a combination in a quick entry component.

    2

    Add an entry in a combination.

    3

    Rename a combination.

    4

    Delete a combination, namely deleting all quick entries contained in this combination.

    Effect Display

    On PC

    An entry is displayed as an icon and its name. Click an entry to quickly open the corresponding directory on a new tab page or open a hyperlink in a new window, as shown in the following figure.

    • You are not allowed to adjust the fixed size of an entry in a component.

    • The name of an entry can wrap automatically, up to two lines in the Data Portal plugin V1.3 and later versions.

     Animation.gif

    Component Style

    Select a component. Then you can set the component style on the right.

    Common Setting

    Quick Entry supports two types of component style: Follow Theme and Custom.

    1. Follow Theme: The component style completely follows the style of Portal Theme, allowing you to only determine whether to display the component title and set the title text.

    2. Custom: The component style does not change as Portal Theme switches. The component style includes the component title, title text, title style, and component background.

    For details, see Data Portal Style.

     

    Quick Entry Setting

    You can customize Quick Entry Setting in the style of both Follow Theme and Custom in the Data Portal plugin V1.4 and later versions.

     

    The instructions of Quick Entry Setting are shown in the following table.

    SettingsDemonstration

    Visibility   Setting

    Display Cover

    Tick

     

    Untick

    Display Description

    Tick

     

    Untick

    Cover Position

    Tick Display Cover as a precondition.

    ·         Text Top

     

    ·         Text Left

    Column Quantity

    ·         Follow Component Adaptation

    The column quantity of entries depends on the width of a component.

     

    ·         Custom Column Quantity

    The column quantity of entries can be customized, such as two.

    Other Settings

    Deleting a Component

    Select a component and click the deletion icon to delete the component.

     

    Adjusting a Component

    Hover your cursor over a component and drag the pop-up dotted box to resize and relocate the component.

     快捷入口组件-移动.gif

     


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