Directory Style

Version

Function Description

The Directory Style setting includes Directory Default Status, Sidebar Default Status, Directory Icon, and Directory Cover.

To set the directory style, you can log in to the decision-making system as the admin and choose System Management > Appearance Configuration > Directory Style.

Directory Default Status includes Collapse All (the default setting) and Expand All.

Collapse All

After you log in to the decision-making system, only the first-level directory folders and all template nodes in the root directory are displayed by default.

If you open other directory nodes or switch between Directory and System Management, the previously opened directory nodes will remain expanded.

Expand All

After you log in to the decision-making system, all levels of directories and templates are expanded in the directory tree when Directory Default Status is set to Expand All.

If you switch to other directory nodes or switch between Directory and System Management, the previously opened/closed directory nodes remain in their original states.

Note:

If you set Platform Theme to Modern, only the expanded directory nodes and the templates in the root directory will be displayed in the directory tree, and the templates in the selected directory node will be shown in the right display area.

Projects of version 11.0.3 and later versions support the Siderbar Default Status setting (set to Fixed by default).

Note:

This setting only takes effect for the initial status of the sidebar on the Directory tab page and does not apply to the initial status of the sidebar on the System Management tab page. The sidebar in System Management remains fixed.

Fixed

After you log in to the FineBI system, the directory sidebar is displayed by default on the Directory tab page.

You can click the Unfix icon in the upper right corner of the sidebar to collapse the sidebar.

Note:

If you have clicked the Unpinned icon when accessing the platform in the browser, the manual setting will take effect preferentially during the next login. If no manual setting has been made, the Sidebar Default Status setting in the decision-making system will take effect.

Unfixed

After you log in to the decision-making system, the directory sidebar is collapsed on the Directory tab page when Sidebar Default Status is set to Unfixed.

When you hover your mouse over the Expand icon, the sidebar is displayed. You can click the Fix icon in the upper right corner of the sidebar to keep the sidebar displayed.

Note:

If you have clicked the Fix icon when accessing the platform on the browser, the manual setting will take effect preferentially during the next login. If no manual setting has been made, the Sidebar Default Status setting in the decision-making system will take effect.

Two methods, namely Pre-defined and Custom, are available for you to set the icons before the directories.

Pre-defined Directory Icon

Log in to the decision-making system as the admin, choose System Management > Appearance Configuration > Directory Style > Directory Icon, and select the template/directory that needs to be configured.

The system provides 22 pre-defined icons. You can select the needed style in Pre-defined to set the directory icon, as shown in the following figure.

After setting the directory style successfully, you can click Directory on the decision-making platform to view the directory icon set, as shown in the following figure.

Custom Directory Icon

Custom Directory Icon Uploading

Log in to the decision-making system as the admin, choose System Management > Appearance Configuration > Directory Style > Directory Icon, and select Custom.

Click the icon, select the image, and click Open to upload the image. In this case, you can set the uploaded image as a custom icon to configure the directory style on the platform.

You are advised to upload a 24*24 image in JPG or PNG format.

Custom Directory Icon Setting

Log in to the decision-making system as the admin and choose System Management > Appearance Configuration > Directory Style > Directory Icon.

Select Custom, select the template/directory that needs to be configured, and then select a custom icon to configure the directory style on the platform, as shown in the following figure.

After setting the directory style successfully, you can click Directory on the decision-making platform to view the directory icon set, as shown in the following figure.

Custom Directory Icon Deleting

Log in to the decision-making system as the admin, choose System Management > Appearance Configuration > Directory Style > Directory Icon, and select Custom.

Click the Edit button, select the icon that needs to be deleted, click OK, and click Complete.

If you are an admin, you can set the cover of the template mounted to the directory in two ways, namely, Pre-defined and Custom.

Pre-defined Directory Cover

Log in to the decision-making system as the admin, choose System Management > Appearance Configuration > Directory Style > Directory Cover, and select the template that needs to be configured.

The system provides 25 pre-defined icons. You can select the needed style in Pre-defined to set the directory cover, as shown in the following figure.

Note:

You can only set directory covers for templates. (Directory nodes are not supported.)

After you set Platform Theme to Modern, the following figure shows the display effect of the directory cover.

Note:

Switching the theme does not affect the configured directory cover.

Custom Directory Cover

Custom Directory Cover Uploading

Log in to the decision-making system as the admin and choose System Management > Appearance Configuration > Directory Style > Directory Cover.

Select a directory and select Custom. Selecting a directory node will not take effect.

Click the icon, select the image, and click Open to upload the image. In this case, you can set the uploaded image as a custom cover to configure the directory cover on the platform.

You are advised to upload a 24*24 image in JPG or PNG format.

Custom Directory Cover Setting

Log in to the decision-making system as the admin and choose System Management > Appearance Configuration > Directory Style > Directory Cover.

Select Custom, select the template/directory that needs to be configured, and then select a custom cover to configure the directory style on the platform, as shown in the following figure.

Note:

You can only set directory covers for templates (Directory nodes are not supported).

After setting the directory style successfully and setting Platform Theme to Modern, you can click Directory on the decision-making platform to view the directory cover set, as shown in the following figure.

Note:

Switching the theme does not affect the configured directory cover.

Custom Directory Cover Deleting

Log in to the decision-making system as the admin, choose System Management > Appearance Configuration > Directory Style > Directory Cover, and select Custom.

Click the Edit button, select the icon that needs to be deleted, click OK, and click Complete.