HOW TO USE ZILCODE

1 Open Zilcode

1.1 Login Zilcode

- Open website https://demo.zilcode.com/index.html

English	Tiếng Việt

- Fill in the Username.SiteCode, Password and click button Login to log in. Note that the company code (site code) will be provided by the software when you purchase or register to use ZilcodeCloud.

- Check Remember to save your username and password for next time logins

- Select Language to change the language displayed in the interface. Currently, the software only supports two languages: English and Vietnamese

- Select Theme to change the theme (color, style) of the interface. In addition to the default theme, the software supports the following 4 themes:

Spect	Spect-dark	Mirage	Mirage-dark

1.2 Choosing a role

- If a user has more than one role the software will ask the user to select a role before using the software.

- Select a Role then click button Ok to select the role when using the software

1.3 Software home page

The desktop page list a series of tiles that correspond to the applications that the user has access right in Zilcode. (This document guides you through using these Zilcode-created applications)

- Click on a tile to open the corresponding application

1.4 Application Interface

The interface of a typical application consists of the following parts

- Typical application

- Application with map

- (A): Application header

- (B): Main menu

- (C): Information window

- (D): Map (if available)

Click an item on the main menu to open the corresponding window.

2 Application header

The application header provides to user the basic information. On the left is the name and description of the currently open application, on the right are commonly used functions

- 🏠 Home: Go to the home page (desktop) of the application

- 🔔Notification: Notifications sent to users (only used with workflow - Ref 6.1)

- 🤵 Information: User information includes

o Profile: Basic personal information of the user

o ChangePassword: Change current password

Enter the old password, new password and confirm the new password then click button Ok to change the password

o Logout: Log out of the software

- ⋮ Open application: Quickly open applications

3 Working with windows

3.1 Information window

The information window is where the user works with data. A window can have one or more tabs, each tab corresponding to a data table that needs to be displayed and manipulated.

- (1): Title

- (2): Tabs (can be on multiple rows)

- (3): Toolbar (on each tab)

- (A): Display grid

- (B): Display form

Click on the tab to view data information. Data in tabs has a parent-child relationship, meaning that when selecting data on the parent tab, its child tabs will only display data related to the selected parent data. In each tab, data has two display types: grid and form

3.2 Application toolbar

The application toolbar is where users perform their main operations with data.

- ↔️ Switch: Switch grid/form display [F10]

- 🔄 Refresh: Refresh data [F5]

- 🌳 Tree: Display grid according to hierarchical tree (only applicable to data tables with column tree configuration)

- 🔎 Find: Search for data [F3]

- 📝 AddNew: Add new [F2]

- 💾 Save: Save changes [F6]

- ❌ Delete: Delete data [F8]

- 🗂️ Attach: Attach file [F7] (only applicable to data tables that allow attachment)

- 🔗 Link: Link data [F9] (only applicable to data with many-to-many relationships)

- 🔐 Lock: Lock/unlock data [F4] (only applicable to users with lock rights to the data table)

- 🗄️ Archive: View data editing history (only applicable to configuration data tables that allow saving history)

- ⬅️ Previous: Go to the previous record [F11]

- ➡️ Next: Go to the next record [F12]

- 📥 Import: Import data

- 📤 Export: Export data

- » Expand: Expand/collapse tab

In addition to the standard tools listed above, the toolbar may contain extension tools (plugins) or data filtering controls.

3.3 Search for data

Click button 🔎 on the toolbar to start searching for data

- Enter the values to search for in the input box then click button Find to execute. Note that with text data, the % character is used for approximate searching

- Click button Advance if you want to search with more complex search conditions, which is a combination of multiple conditional sentences. The example below searches for products with product codes starting with the letter A and from partner HABECO

- Select All (and) or Any (or) to change the combination of conditional statements

- Click button Search to perform a search with a combined search condition

- Click button Reset to search all (ignore the search condition)

Data that satisfies the search condition will be displayed in the window in the grid.

3.4 Add new data

Click button 📝 on the toolbar to start adding new data

Enter the data you want to add in the new window, click the button AddNew to add the data. Note that the input fields marked with * are required fields.

3.5 Link data

For data that has many-to-many relationship with data in parent tab, if you want to link existing data with parent data, click the button 🔗 on the toolbar.

Check/uncheck next to the data to link/unlink with the data in the parent tab.

3.6 Modify data

Data can be modified directly on the grid or form depending on the display mode of the window (click the button ↔️ to switch grid/form display).

Grid view	Form view

After editing the data, click the button 💾 on the toolbar to save the edits.

3.7 Delete data

Select one or more data rows you want to delete and click the button ❌ on the toolbar

Click the button Yes if you really want to delete the data.

3.8 Attach file

With data tables configured as HasAttachment, users can attach files to data. Select a data and click the 🗂️ button to attach a file to the selected data.

A data can attach one or more files, these files can be organized in folders

- Click button 📁 to add a new folder

- Click button 📤 to upload a file

- Click button Preview to view the file content in a new tab of the browser

For files containing text data, the file content will be displayed in the right panel. You can edit the text file content directly and then click Save to save the edited content

For files that are not text data, click button Download to download the file

- Click button ➖ next to the file you want to delete to delete the file

Click button Yes if you really want to delete the attachment

3.9 Lock data

The software provides a function that allows lock/unlock data depending on the value of the lock column. When the value on the lock column is true, the data cannot be modified or deleted (for example, approved orders, closed accounting data, etc.). To lock/unlock data, click the 🔐 button on the toolbar (note that only users with Lock permission on the data table have the right to lock/unlock).

Click Yes to lock/unlock data.

3.10 History data

With data tables configured to archive, all edits to data will be saved. There are two mechanisms for saving edit history

- Auto: Automatically save history when users make edits to data

- Manual: When in this mode, the edit/delete tools will have two options: normal edit/delete and edit/delete with saved history. Users will choose to decide whether to save history or not.