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Matrix42 Self-Service Help Center

New Look Overview

Overview

New Look is a new design of ESM that emphasizes simplicity, ease of use, and intuitive navigation. Its essential feature is minimalism as the New Look is designed to be simple and clean, with redesigned buttons, menus, and fewer visual distractions. At the same time, the functionality and a set of standard features and modules remain the same with the only difference being that for some of them, a slight change in the location of the items took place.

To activate the new design of the system see Phased rollout for New Look page.

The key changes for the New Look are described below.

Navigation

Auto collapsing behaviour is now default behaviour for Navigation (Navigation Menu automatically collapses, when picking an item): 

new_look_default_navigation_collapsed1.png

Menu with second level navigation item is shown when focusing on the element:

focused navigation.png

Click on the main menu icon clipboard_edcf6c4ec8d5fe59a79b8f60614733657.png next  to the logotype to expand the view:

new_look_navigation_expanded1.png

Search by Navigation items is no longer available. Use the Global Search instead.

Navigation includes 2 levels, main and nested, while the other sub-levels are located on the selected page as follows:

navigation_level3_1.png

Expand the Navigation of the tab with the clipboard_e683385b81a746e888a0b12c8d41ff61a.pngicon to see other nested levels:

navigation_level4_1.png

Structures have also only 2 levels in the Navigation, while other sub-levels can be browsed on the selected page. See also Structures page.

For more details, see also Navigation Items page.   

Navigation Options   

Users can personalize Navigation behavior according their taste:

  • Pin Navigation, and obtain full control on it (click Unpin navigation button  to switch back to automatically collapses of Navigation Menu mode): 
    pin-unpin.png
     
  • Auto expand full navigation on focus. in "auto-collapsing mode":
    autoCollapse.png

All settings are personalized to User Profile and can be different for every user.  

Structures

By Default, Structures are shown in the Filter Panel. First, User sees Search Filters created by Administrator or by him/her own. Secondly, User sees dynamic & hierarchical filters (structures).  It is possible to apply both for the same grid. When Navigation has structure defined - Filter Panel will show up automatically.

Structures.png

Structures in Header 
In the Self Service Portal,  structures are shown in the Header by Default. 

HeaderStr.png

It is possible to configure the way structure is shown in the Administration area by editing corresponding Navigation Item settings.

settings.png

For more details, see also Structures page.  

Preview & Wizard 

We tried to achieve situation that  max 2 panels can be opened at the same time: one on the left and one on the right to keep UI cleaner. Filters/Grouping panel and Preview/Action panel are resizable. All user changes to size panel are personalized. Opening Grid settings will close Preview panel and vice versa.

 preview.png  

For more details, see also  Preview page.  

Dialogs 

Tabs are shown at the top of the dialog. Scrolling dialog vertically will have no impact to Tabs and they are fixed. Save&Close / Save button is now a Multi status button. Action Panel is shown together with other actions in the same line. 

Dialogs.png

For more details, see also  Dialogs page.  

Search Filters

Search filters, that were previously shown as a part of the Navigation, are now located as follows and can not be a part of the Navigation anymore:

navigation_filters1.png

Additionally, you can apply more than one filter at the same, for example:

filters_apply several.png

Managing filters panel has also more simplified navigation and configuration.  Filter panel is now on the left and now it is possible to search for filters. Filter Panel will open when user clicks on "Show all" button.

allFilters.png

Search filters marked with an asterisk are displayed in the Grid Toolbar and any changes made by user are personalized. Activated "favorite" filters will be also activated next time when user opens the grid. User can activate filter from the panel without adding them to "favorites".

filters.png

 

Query Builder for creating new and editing existing filters has also a more laconic and simplified design. User can click "Create New Filter" action and Create Dialog will open. Create Filter Panel is on the left and all the functionality for the configuration is same as in Classic Look.

createFilter.png
User can still use Advanced Search for complex queries. Panel will open on the left side. User can save filter after creation or just apply it without saving.

Advanced.png

For more details, see also Search Filters page.

Breadcrumbs

Breadcrumb or breadcrumb trail that reveals the user's location in the application has a new styling and is no longer highlighting the current page, but the items remain clickable and you can navigate to any upper level as before:

breadcrumbs1.png
 

Recents & Favorites

The panel with Recents and Favorites is located in the right upper corner of the page and can be opened by clicking on therecents_favorites_icon.png icon.

If the icon is not shown, there are no recently browsed items or nothing in the Favorites.

To activate, browse the application or add items to Favorites with the clipboard_e662dfdd6944d4da28a388a59b32de3f5.png icon: 

add_remove_favorites.png

The panel contains Recents and Favorites combined each having its tab:

new_look_recents1.png

Click on the necessary item to open the page or use search for navigation in the items.

For more information about Recents, see also Applications page.

Favorites tab differentiates between the Navigation Items and Objects, for instance:

new_look_favorites_collapsed1.png

Additionally, you may expand the Favorite Navigation Items by clicking on the corresponding iconclipboard_e438d730606b3f409b9aabda12459adae.png as follows:

new_look_favorites_expanded1.png

For more information about Favorites, see also Applications page.

Actions 

Actions Panel

Dataset Views show only the first Action available for this page. This Action is now placed next to the search field, search filters, and other options of the Dataset View:

datasetview_actions_collapsed1.png

We introduced  Action Group  that combine actions of same kind. Up to 3 actions/action groups can be shown in the Grid toolbar. In case more than 3 actions/action groups are available - "more" button will be shown, click on the  moreclipboard_ec6d6c4028323e249f4c66d0b78c960d8.pngicon action to see the complete list:  

MoreActions.png

In standard product, we introduced action groups for "Add Item", "Search..." and "Import". Action Groups can be extended in administration area, in the Pickup DD.

SearchButtons.png   
Actions for multi-context dialogs are now shown in the grid header. They are filtered by the context of selected elements. It is possible to select entires of multiple pages. User can click on "Selected" link and preview all selected items in dedicated view.

selected.png  

Context Actions 

Most Frequently used actions are show in the top of Action Panel. "Open in New Window", "Print", "Configure", "Localize" etc. are moved to "Show More" action header.

actions.png

Column Search  

The Column Search in Dataset Views and Grids can be activated through the grid header's row. In the column, click the clipboard_ed24773cbf0485d8ff01baec3e58bbcc9.png icon and choose Filter by column...  option to enable the column search:  

column search enable1.png

Column search is displayed for all columns of the grid:

column search enabled1.png

For more details, see also Search in UUX: Column Search page.

Grouping

Grouping can be run through the grid header's row. In the column, click the clipboard_ed24773cbf0485d8ff01baec3e58bbcc9.png icon and choose Group by column...  option to enable the grouping:

grouping enable.png

The Grouping Panel is shown on the left side and now it is visually more attached to the grid, but functionality remain as is. The grouping panel shows the applied criteria as follows:

grouping.png

In the same way, you can also  add several columns for grouping, for instance

grouping2.png
To quickly switch to all results without grouping, click All in the Group by panel:

GroupingAll.png

If there are multiple results, use the keyword filter for a better search result:

GridSearch.png

For more details, see also Search in UUX: Grouping page.

Themes

There are 4 new themes that are adapted for the New Look:

  • Light (default)
  • Dark
  • MX42 Light
  • MX42 Dark

They are located in the Administration application → User Interface → Themes. Additionally, the currently used theme in the New Look is marked as follows:

themes_optimized_for_new_look.png

Currently active themes for the Classic user interface and the New Look can differ. Both themes run independently and are applied to each user interface separately. 

For more details, see also Themes page.

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