Quick Reference – Glossary & Icons

Appears on the top left of your screen and by clicking on it, the main menu opens. Users can navigate to sub-menus from the modules.

Find all open records, grouped by Unit.
e.g. when Mailbox is open, all open emails appear underneath.
Click on the “x” button to close every open item.

You can mark the most-frequently-used Units as Favourites, by clicking on the star button next to every Unit. You can easily access them through the Favourite Apps section.

A shortcut to the quick add menu, which allows users to add objects e.g. contacts, accounts, tasks, or perform actions e.g. create an email, run a process, or initiate an application.

User Apps such as notifications, contacts, events, mailbox, notes, wikis etc.

In Processes, you can access the units All Processes, Email Automation Configuration, Issues, Process Templates and Scheduling.

My Activities include the Absence and Employee Request and generic Task units.

In the App Factory, you can access the features for App Designer, Workflow Automation, Integrations, and RPA& AI/ML features.

Packages include the modules Accounting Automation, Custom Apps, Document Automation, HR Automation, Process Intelligence, Project Automation, Sales Automation and Survey Automation. Custom Apps include all custom applications that were built with App Designer. Access in the applications is granted according to the user’s access rights.

My Company App includes System Administration, Data Management and Business Architecture and Business Performance features.

These features are visible to system administrators and users which the Admin package from the application rights is activated for.

By clicking on this button, every user has access to Comidor News, instructions on how to perform several actions, such as create an app, design a workflow etc., as well as some useful videos.

Every user can now create an application quickly and easily in four simple steps.

Every user that has access to the unit Translations will be able to translate a word in a specific unit the time he is viewing it, simply by clicking on the “Aa” tab. That is because one word may have different meanings in different parts.

Create tooltips for any form label, while completing a form. Simply, click on the responsive icon on the top left of your screen, click on the term you want to add a tooltip for, and, write the tooltip text.

View the summary information (in a process, etc.) in full view mode to display detailed information.

Search for a specific entity in Comidor. Type in a keyword and the system will provide you with all available entities. On the popup window, users can also search directly for topics and get redirected to the help center section of the Comidor website.

Add items and objects e.g. Skills, Processes, Tasks, etc.

Add comments in objects e.g. Accounts, Topics, Personnel, etc.

• Save – save the current input and return to the previous screen
• Save and New – save the current input and open the form again to create a new item
• Cancel – discard the current input and return to the previous screen

Select and perform different functions e.g. link, notify, email, delete, print, etc.

Display and edit the current view.

It is found in the file attachments area and allows a URL upload to an object.

Display options and allow users to select those options e.g. data to display for reports, change folder categorization in tables.