User Manual

User Interface Elements

Updated on

In this article, you will learn

  • how user interface elements are named,
  • which functions and use cases are covered, and
  • which configuration options are available.

1. Introduction

Within the application $PRODUCT_NAME_WORKFLOW, standardized terminology is used to refer to lists, sections, dialogs, and menus. This terminology is applied consistently throughout the entire user manual.

As the following articles frequently reference these terms, this article explains the terminology used and its meaning, providing a foundation for understanding the user manual.

2. Overview

A good understanding of the user interface and the available display options is essential for working smoothly and efficiently. The user interface is divided into the following elements and areas:

  • Menu bar [2] (yellow) – the central navigation area where individual menu items can be accessed. Depending on the installed product, the number of menu items and available functions may vary significantly.
  • Header bar [1] (purple) – this area displays information about activities, system status, the application, and the current user.
  • Breadcrumb [3] (green) – shows the navigation "path" to the current page. This line can be hidden within the application.
  • Filter bar [4] (orange) – allows users to set, save, and delete filters, as well as perform targeted searches for Articles or Print Items.
  • Action bar [5] (red) – enables uploading new print data, applying actions to selected Articles or Print Items in the list, and adjusting the list view.
  • Central area  [6] (cyan) – the primary working area of the application, where content is displayed as lists, overview pages, or selection views.

In addition to an overview of the user interface, this Article provides a detailed description of the menu bar and the header bar. Descriptions of the other user interface components can be found the the subsequent Articles.

Figure 1: The user interface using the menu item Production Jobs as an example

Benutzeroberfläche

The menu bar is located on the left side of the user interface and contains central navigation entries such as Dashboard, Articles, Orders, Production Jobs, Automation, Color and Administration. Depending on the license in use and the role assigned to the user, not all menu items are always displayed in the menu bar.

The following main menu items are available in the menu bar:

  • Dashboard [7] – currently contains only the Approval Project dashboard. It provides a quick overview of which Print Items are ready for output and which are still pending approval.
  • Articles [8] – displays a list of all available Articles and provides access to the menu item Collections.
  • Orders [9] – shows a list of all available Orders as well as all Print Items assigned to each Order.
  • Production Jobs [10] – contains a list of all Production Jobs generated from various sources.
  • Automation [11] – includes areas relevant to the automated processing of print data.
  • Color [12] – covers all color-related areas such as Profiling Projects, Grid Charts, Color Books, and access to a Color Database.
  • Administration [13] – includes all topics related to the application administration as well as the provision and management of master data.

Hovering the cursor over a menu displays the corresponding sub-items.

Figure 2: The menu bar showing the Automation menu items

2.2. Header Bar

The header bar is located at the top of the user interface. It provides access to activities, system status, application information, notifications, the user manual, inline help, and the user account, which also includes the language selection. The following information and options are available in the header bar:

  • Activities [14] – provides an overview of all processes currently being executed by the application. Yellow and red indicators alert the user to issues or warnings during execution.
  • System Status [15] – displays all system errors and warnings, such as missing configurations, inaccessible file directories, non-functional interfaces to external systems, and license-related issues.
  • Information [16] – contains details about the hardware in use and its utilization, active interfaces, installed application components, license status and content, as well as a list of active users.
  • Notifications [17] – shows all notifications for the currently logged-in user.
  • User Manual [18] – provides access to the user manual, which is available in German and English.
  • Inline Help [19] – if a corresponding article exists for the current area of the user interface, it can be displayed directly in a window. If no article is available, the button is disabled.
  • User Account [20] – allows users to log out, change the language, customize the appearance of the user interface, and adjust additional settings.

Figure 3: The header bar of the user interface

Kopfleiste

Additional Information

The additional information available in the header bar for managing your system is described in more detail in the Article Functions of the Header Bar.

The breadcrumb navigation is located below the header bar. It displays the path to the currently selected element within the application and informs the user about the functional area or hierarchical level they are currently in.

The breadcrumb navigation can also be used to navigate to higher-level hierarchy levels. To do this, click any label in the path to switch to the corresponding level.

The example below illustrates that the print data of a Print Item within the Production Job "Sample Production Job" is currently being displayed. By clicking "Sample Production Job", you can return to the Production Job; by clicking "Production Jobs", you can navigate to the overview of all Production Jobs.

Figure 4: The breadcrumb bar below the header bar

Breadcrumb

2.4. Filter Bar

The filter bar enables users to filter the entries in the central area and to search for specific criteria. This section also allows users to define the sorting of entries in the list. The filter and function bar consists of the following four sections:

  • Filter – this section includes Set Filter [21], Filter Menu [22], selected Filter Options [23], and the icon Remove Filter [24].
  • Additional Functions [25] – depending on the context, further commands are available here.
  • Sort – this section consists of the Sort Criterion [26] and the option to define the Sort Order [27].
  • Search – this section includes the Search Field [28] and the option to select the fields to be searched [29].  

Figure 5: The minimum configuration of the Filter Bar

Filterleiste

2.5. Function Bar

The function bar is located directly below the filter bar in the user interface. It allows selected functions to be applied to the highlighted Print Items or Articles in the list. Depending on the selected menu item, the available functions in the function bar may vary slightly.

Using the menu item Articles as an example, the following functions are available:

  • Add [30] – create a new entry in the currently open settings area.
  • Edit [31] – edit the currently selected entry in the settings area.
  • Delete selected Articles [32] – delete the selected entry or entries in the settings area.
  • Duplicate [33] – duplicate the currently selected entry in the settings area.
  • Reports [34] – generate the desired report for selected Articles/Print Items – such as an Ink Cost Report, Spot Color Report or Approval Project including Approval Reports.
  • Fixups [35] – apply a Fixup or Fixup Chain to the selected Articles/Print Items.
  • Refresh Display [36] – refresh the list in the settings area. The displayed number indicates how many new entries have been added since the last refresh.
  • Additional Functions [37] – this button provides access to further functions – e. g. creating an Order or Production Job – that can be applied to the selected Articles/Print Items.

On the right side of the function bar, users can also define the number of entries displayed per page and navigate to the previous or next list view.

Figure 6: The function bar of the user interface

Further Information

The options available in the filter and function bar are described in more detail in the Article Functions of the Filter and Function Bar.

2.6. Central Area

All interaction with data (print, order, customer data, etc.) takes place in the central area. Depending on the requirements of the task at hand, different display formats are used:

  • Lists – Article, Order, and Production Job lists, etc.
  • Dialogs – Quick Print, Batch Processing, Print Dialog, Input Dialog, etc.
  • Step-by-Step guides – Color Setup, creating Approval Reports, Imposition Reports, Mounting Instructions and Ink Cost Reports.
  • Settings areas – Setting up printers, substrates, measurement devices, Fixup Chains, etc.
  • Overview pages – Print Item detail view, before-and-after comparison, processing log, etc.

A detailed description of the various display formats can be found in the following Articles.

Article Update: $PRODUCT_NAME_WORKFLOW 2.0.0 – 04/2026