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Getting started with Tips and Tricks
Who is this article for?
Users who are seeking to acquire a new skill or enhance an existing knowledge.
The Skills catalogue serves as an excellent starting point. This comprehensive resource is designed to cater to a wide range of learning needs, providing you with the tools necessary to achieve your goals.
In our ongoing commitment to improve system tools and training needs, we will be regularly updating the Skills catalogue's instructional videos that are previously recorded using the Classic UI and featured below.
The Skills catalogue aims to provide clearer, more effective guidance and support for users. Furthermore, we are in the process of embedding these videos into our documentation, ensuring that you have easy access to valuable learning materials right where you need them.
This integration will not only streamline your learning experience but also reinforce the practical application of the skills you are developing.
Dashboard
- Where to go for help
- Creating, customizing, and sharing tiles
- How to remove unwanted tiles
- Maximizing your browser real estate
- How to specify custom tile colors
- How to create and use tile groups
Managing data
- Understanding workflow
- Viewing workflow history
- Rolling back workflow
- Using spellcheck
- Setting up bookmarks
- Edit many items at once
- How to reassign work
Searching
- Using Search Operators (+, -, "", Today)
- Defining search filters
- Using default search filters
- How to use calendar mode
Creating Reports
- BI Calculated Field: Percent Of
- BI Calculated Field: Concatenate
- BI Calculated Fields: DayName
- BI Calculated Fields: Case
- BI Calculated Fields: Elapsed Days
- BI Calculated Fields: Rank