When you are working in Kahua, you will be using multiple apps to enter and review data. While each app has a different focus and features, many of them have some similarities in how they function and how you will interact with them.
TABLE OF CONTENTS
Action bar
The action bar appears below the header. Here is where you will find actions to perform on records selected in the log view. The available actions may change as you select records in the log view.
Common elements are as follows:
- Log View
- Select this icon to open the log view. - Report View
- Select this icon to open a list of available reports. - Share
- Select this icon to open a list of shares. - Action items - The various action items available appear here. Which actions will be available will depend on the app you are in and which, if any, records have been selected. Commonly available actions are New, Add, Delete, Move, Multi Edit, Export, Import, and others.
Grid header
When you are in the log view, the grid header appears below the action bar. The format may vary, depending on the app you have open.
Common elements are as follows:
- Search
- Select this icon to open the grid search. In most applications you can select a field to search in and enter a value to search for. - Log views - The name of the currently selected log view appears here. Most apps have a Default view that includes all the records in that app for the currently selected project or partition. Click on the log view name to select a different log view or to select Manage Views. Users with the appropriate permissions can select Manage Views to create or edit views that can be made private or available to everyone. For more information, refer to Log Views and Log Reporting.
- Refresh
- Select this icon to refresh the log view. In most applications, the log view will auto-refresh after a certain period of time, but selecting this icon forces the view to update. - Quick Filter
- Some apps have quick filters available. A quick filter allows you to select one or more values to filter the log view by. - Report
- Select this icon to generate a report from the current log view. The report will contain a list of records appear in the view at that moment, including any applied searches or sort order changes. For more information, refer to Log Views and Log Reporting. - Select all
- Select this check box in the header to select all the records in the current log view. You can then act on these records. If available, the Multi Edit action opens an editable grid containing the selected records, allowing you to make edits to multiple records at one time. - Column headers - Click on a column header to sort by that column.
- Column "locking"
- When you hover on a column header, the unlocked icon 
will appear. You can click the icon to "lock" that column in place. You can lock multiple columns. Locked columns remain in the leftmost position on the grid, allowing you to scroll to the right and the locked column remains visible. To unlock a column, hover on the column header and select the locked icon 
. The column will return to its original position as defined in the log view.
Log view/Split View/Detail View
In most applications and depending on the option you've selected in your user settings and preferences, the log view, split screen view, and full-page view selector appears at the bottom of the page:
- Log View
- Select this icon to see the log view. - Split Screen View
- Select this to see the log view on the left-side of the page and the detail view on the right side of the screen. If this option is not available to you, enable it by clicking on your profile icon in the header to open your preferences. Select Split Screen to enable the Split Screen view. In split screen view, hover over the dividing line between the log and detail view to adjust the width of each. - Full-page View
- Select this to open the detail pane to be the full-width of the page.
Detail Header
When you open a record, the detail view opens. Depending on your settings, it will either open in the split screen view or the full-page view.
Common elements are as follows:
- Action bar - Similar to the action bar for the log view, various action items appear here. Which actions will be available will depend on the app you are in, which record is selected, and your user permissions. Commonly available actions are Send, Edit, Process, View, Delete, Move, History, and others. Select the ellipses icon
to access action items that are hidden for space reasons. - URL Link
- Click this icon to copy a URL link to the record. Users with the appropriate permissions will be able to open Kahua directly to that record by using the link. - Record Name and Preview/Edit - Typically, the name of the open record and an indication of the mode it is in (Preview, Edit, etc.) appears directly below the action bar.
- Items
- As you open and work in records, the number of open items appears here. Click on the Items icon 
to see a list of currently open records. Note that selecting Edit on a record will open a new page and increase the number of open items by one, as the original record in Preview mode remains open.
- Maximize
and Minimize 
- Select Maximize 
to open the record to a full screen view. From the full screen view, select Minimize 
to return to the original view. - Close
- Select the close icon to close the currently open item. Note that the number of open items decreases by one.