Welcome to the section of the SIX ERP User Manual dedicated to enhancing your data editing skills using pop-overs and slide-ins, equipped with intelligent smart dialogs. This guide is designed to provide you with step-by-step instructions and tips to utilize these features effectively, ensuring a streamlined workflow and optimal productivity within the SIX ERP environment.
Pop-overs are small, dynamic dialog boxes that appear over your current work area, allowing you to edit data without navigating away from your task. To activate a pop-over:
Click on the designated actions functionality icon, typically represented by the 3 vertical dots symbol next to the record. Please see below illustration for where the icon is located.
The pop-over dialog will appear, overlaying your current content without obscuring it completely.
Stay Focused: Use pop-overs for quick edits to stay within the context of your current task.
Minimize Disruption: Pop-overs are designed to minimize workflow disruption, enabling you to maintain concentration on the task at hand.
Quick Edits: Pop-Overs are mainly used for single-field updates or when making minor adjustments to a record.
Slide-ins offer a broader space for more comprehensive data edits and are activated from the side of your screen. To use a slide-in:
As in Pop-Overs above, click the resepctive functionality menu on the side of lists, typically represented by the Action icon. Click on the edit menu entry.
The slide-in panel will emerge from the side, providing a detailed view for editing without losing sight of your main content.
Detailed Editing: Utilize slide-ins when dealing with complex edits involving multiple fields or steps.
Enhanced Interaction: Slide-ins are used for tasks that require interaction with various data points or when navigating through multi-step processes.
Visibility: Although they cover a portion of your main content, slide-ins are designed to keep the underlying information partially visible for reference.
Both pop-overs and slide-ins are powered by smart dialogs that dynamically adapt to your editing needs. These dialogs can:
Validate data in real-time.
Suggest actions based on the context.
Learn from user interactions to offer personalized recommendations.
Follow Prompts: Pay attention to the suggestions and validations provided by smart dialogs to enhance data accuracy.
Leverage Recommendations: Use the personalized recommendations to speed up your editing process.
Adapt and Learn: Engage with the smart dialogs, understanding that they evolve based on your interaction patterns, making future tasks more efficient.