Comidor User Interface Explained

In the Comidor user interface, there are standard graphical elements and areas that remain on the screen regardless of the current or active module(s). These elements are the below:

• Menu Icon
• Menu
• General Search Mechanism
• Help Icon
• Create-an-app Icon
• Add-translation Icon
• Add-tooltips Icon
• Fullscreen Icon
• Notifications Bar
• User Settings

There are also three types of pop-up windows for messages and notifications in the Comidor environment regardless of the current or active module(s):

• Notification Pop-up
• Desktop Notification
• System Information Message

Menu

The Menu icon provides access to the Comidor modules and through them to the specific Comidor units.

Comidor units are also accessed by hovering on the corresponding module or category to which the unit belongs.

Each user, based on their role(s) or RACI chart, should only have access to units that are relevant to their responsibilities. This is set up and managed by the system administrator who provides customized access to each user.

When the menu is expanded, users are able to search inside the menu for an application, as it is shown below:

Opened Apps

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. Switch to another record by clicking on it.

Favourite Apps

You can mark the most-frequently-used units as Favourites, by clicking on the star button next to every Unit, so that you can easily access them through the Favourite Apps section. If you no longer use an App/Unit, you can simply click on the “-” icon to remove it from the Favourite Apps list.

Quick Add

In the “Quick Add” function, you can have:

a) Pre-defined “Quick-Adds” (Message, Email, Task, File, Account, Contact, Process, etc.),

b) Custom “Quick-Add” forms from your own business apps

to quickly perform an action, such as sending a message or creating a task.

As per the pre-defined:

• Task: by clicking on Task, a pop-up window opens where the user can quickly complete the necessary information and add a new task. If the user is currently viewing in the background for example an email, a link will be created between the new task and that email. The task can be edited at a later stage where details can be given
  • Select whether to keep the link between the two Comidor entities through the “Link with” checkbox
  • Fill in the task title 
  • The user can assign this task to themselves (by default), to another user, group leader, or to the whole group (title and assigned to fields are the only required fields)
  • Fill in the supervised by field by selecting the organizational chart group that will hold the task
  • Select the account or contact that the task refers to and add the location, if necessary.
  • Select the task type: Work, Appointment, Meeting, Event, Phone, Reminder, Travel, Private Task
  • Fill in the scheduled start and end date and time. By default, the scheduled start date and time are set as the current clock time
  • Timezone is selected based on the user’s profile settings
  • Complete the scheduled duration in hours. A suggested calculation of the scheduled duration will appear
  • Add the relations this task might have with any process (General, Project, Opportunity, Ticket, Campaign, Vacation, Survey, Topic, Event or Issue), account (Customer, Vendor, Partner, Competitor), or contact (Contact, Lead, Personnel, Candidate)
  • Choose the process, if any, that will include the task
  • Add a description and click on Save
  • You can complete the task at this point, by selecting completed in the next section, and adding all the necessary information like date, time, duration, as well as quantity and amount. By default, when you create a task, the state is set as scheduled.
• Message: By selecting a message, you can send direct messages to your colleagues who are users of the same account. Select a recipient from the dropdown list, or a group of members to distribute content easier and faster. Add a subject and type your message. Finally, click on ‘send’.
• Email: clicking on Email, the email interface opens. Select an Email already connected to the system, type the sender name, start typing and select the recipients, fill in the subject and the body, and click send.
• Contact: by clicking on Contact, you are able to create a new contact. If an email, for example, is open in the background, you can decide if you want to link the new contact with the email, or not, by selecting the checkbox. You can add more information, and links later, by editing the new contact.
  • Add the first, last name, and email address of the contact (this information is necessary in order to create a contact). The email address can be picked up from the open email in the background and populated in the contact to avoid typing.
  • If you wish, you can add a job title, work, and cell phone.
  • Select the country of origin of the contact from the dropdown list
  • Add a city and an address
  • Select the account to which the contact belongs. If the account is not created, yet, you can add it later on.
• Account: by clicking on Account the user is able to add a new account. If an email is open in the background, it can be linked with the newly added account. The user can add more information at a later stage by editing the new account.
  • Add the name of the account
  • Select the category from the list
  • Check whether this will be a Customer/Vendor/Partner/Competitor. You can update information on this Account by editing it.
  • Add a work phone or/and cell phone number for the account
  • An email address can be picked up from the open email in the background and be populated in the Account, so no typing is needed at this step
  • Select the country from the dropdown list
  • Add an address
  • Add a city
• File: clicking on File the quick upload pop-up window opens to choose a file or drag-n-drop the file(s) to upload. The user should define the folder where this file will be placed. Again you can choose whether to keep the link of the file with the open record in the background to be created through the “Link with” checkbox
• Process: Click on Process to add a process and link it with the Comidor unit currently being viewed on the Comidor screen as background, e.g. an open contact
  • Choose whether to keep the link of that contact with the process to be created through the “Link with” checkbox
  • Add the title (obligatory)
  • Select the process type from the list
  • Fill in the Scheduled start date and time (obligatory)
  • Fill in the Scheduled end date and time
  • Timezone is pre-selected based on the user’s settings
  • Select the user(s) that this process will be assigned to. This means that these users will be able to perform work in this process
  • Search and find the responsible group who are accountable for the process
  • Select importance and priority
  • Select any related account to that process
  • Select any related workflow to that process
  • Select the account that the process refers to
  • Add a description of the process
  • Click on the Attachments icon to upload file(s) directly related to this process
  • Click on Save

The users that have the right to view a process are individual users and group users who are selected in the following Process fields: Assigned to, Responsible group, Additional access, Administrator, Administrator 2, and Supervisor.

Apart from the above, the quick add section enables users to perform more quick actions like creating a note, topic, event, or absence request. All these, along with process templates belong to the “Other” group under Quick Add. Select a template of a process that will inherit custom fields and forms to the process being created, so as to save time while creating the process.  

Workplace

include User Desktop and Enterprise Collaboration features.

Processes

In Processes, users can access all the units that are related to processes. These units are the All Processes, Email Automation Configuration, Issues, Process Templates, and Scheduling.

My activities

Through my activities, users can create an Absence and Employee Request and also a generic task.

App Factory

Through this module, you can access the features for Workflow Automation, Application Designer, Integration capabilities, as well as RPA and AI.

Packages

Packages include:

• Process Intelligence
• HR Automation
• Sales Automation
• Project Automation
• Accounting Automation
• Document Automation
• Survey Automation

The custom apps include all applications that were built by users through App Designer. Access to the applications is granted according to the user’s access rights.

• Custom Menu Headers and Categories

When creating an app through App designer, you can choose one menu header and category from the existing options, or make new. According to the menu header and category you choose, the app is also displayed on the respective sub-menu or under packages. In the case a category is not set to a custom app, this app is found under packages.

Company Setup

This Comidor module includes Business Architecture, Business Performance, Data Management, and System Administration features. These features are visible to system administrators and users which the Admin package from the application rights is activated for.

General Search Mechanism

The Search Icon opens the main search bar.

1. Type the term related to the search
2. A pop-up Search window opens. From this point, you have two options to search for the information you are looking for:
   • The Application tab to find an item saved in Comidor applications such as a Comidor Object/Entity (e.g. Project, Process, Task, etc.). Then:
     • Select on the Memos and/or Files checkboxes to search also there
     • Type the text in the search field if it is empty or edit the text to change it
     • Press Enter
     • Choose a specific unit/application from the table column that is fetched to see the respective records of the Comidor Objects/Entities
     • Select a specific record of a Comidor Object/Entity from the description column
   • The Help Center tab, if you desire to learn more about how to use Comidor features to efficiently complete your work. Then:
     • Type the keyword you want to find information for
     • Press Enter
     • A new browser tab opens redirecting you to the Help Center of Comidor website and displaying the respective results

Create an App Icon

Comidor gives the ability to users to create an app following 4 steps and using Natural Language Processing (NLP). In order to start an App Creation in 4 steps with NLP, click on the “+” at the top bar of your screen. A pop-up window will appear with the 4 steps to follow. Find out how to create an app in 4 steps with NLP.

Add Translation Icon

By clicking on the “Aa” you can translate words into a specific unit that is open at the time you are viewing. The translation is saved in the Translations unit, so the next time your team members enter the platform, they will see the translated words. Only users who have access to the unit Translations can show this icon on the top bar of the screen and can translate units’ words.

Add Tooltips Icon

Tooltips provide essential information for users and act as guides while using Comidor platform. 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.

Notifications Bar

The Notifications Bar keeps users up-to-date with what is happening in the organization and is related to their work:

Users can receive:

• (System) Notifications: These notifications inform the user when a new task/process is added when it’s time to start a new task/process, when a task/process has been completed or when someone has shared a folder with the user. Notifications created by notifications scenarios and reminders will appear here, as well. These notifications are also displayed in the notification pop-up message, notifications unit, and the workbench activity stream
• Messages: Once a new internal or external email is received, it lands in the mailbox
• Calendar Notifications: The Calendar gives you a view of your tasks, meetings, etc. You can choose to view only today’s tasks, overdue tasks, or upcoming tasks and then filter these tasks further. Click on the “√” icon to set a task as completed
• Absences: By clicking on the Absence icon, you see the colleagues that are on leave. You can choose to view the employees that are in absence today or any upcoming absences to delegate efficiently the tasks.

When the box number changes color from blue to orange means that there is at least one new notification of the specific notification type. For example:

means that you have 659 pending notifications and that at least one of these has just been added.

Notifications Handling

Clicking on each of the notifications icons will open up the notification group.

• (System) Notifications, including details on:
  • notifications about organization work units
  • when the specific notification has been sent
  • who is responsible for it

and the user can

• • Click on the description link to view the respective task or process
  • Dismiss a notification by clicking on the “√” icon
  • Dismiss all of them by clicking on “dismiss all” at the bottom right corner of the notifications window

• Messages, including details on:
  • internal and/or external emails received in the inbox
  • when each message was received
  • who sent it

and the user can:

• • Click on the description link to view the respective internal or external email
  • Set a message as read & complete with the respective icon
  • Mark all as read & complete which is an action text at the bottom right corner of the messages notifications window

• Calendar that notifies about the tasks in detail:
  • The tasks are grouped by tasks due today, overdue and upcoming
  • All tasks are clickable
  • Details about the assigner and the assigned user are included
  • When the task was assigned is also visible

If the user does not have any pending notifications of a specific kind, the message “Congratulations! You are up to date with everything” will be displayed when clicking on any of the above five notification buttons.

User Settings

Each user has access to their settings via their profile icon. Click on your profile icon:

• Go to your Profile
• View your account information and upgrade your plan (My Account)
• Quickly access the Settings
• View the system version number (About)
• Logout

Profile

Clicking on the profile, there is a section with vertical tabs on the left side with options for several actions. The available actions are:

• General: view or edit the profile’s general information. There is access to the following:
  1. Click on the Pencil Icon to edit information and/or upload a picture for the profile
  2. Provide Contact information such as home phone and email
  3. Add Address information like address, city, postcode, and country
  4. Fill in any social network accounts (LinkedIn-Facebook-Twitter-Skype-Youtube), or personal interests
  5. Click to Save the updated data
     

• Change password: change the password provided by the System Administrator

Passwords are case-sensitive and must be at least 8 characters long and must contain at least one lower case letter, one upper case letter, one number, and one special character.

• Manage emails: Connect an email account or delete an email account in Comidor Emails settings.
• View the Absences
  1. Select the current year to see all absences or filter the results based on specific date range
  2. Zoom in on a specific Absence Type
  3. Select the Status (pending, approved) if needed
  4. Click on Fetch to proceed. Printing and exporting options are also available
  5. View Roles that the System administrators have provided to the user
• View the Skills or add new skills. Most of the skills have been added automatically and are associated with the job title
  • To edit/review skills click on a skill and then press the Pencil Icon
    1. Adjust its information, such as skill, grade, certification, certification date, and certification authority.
    2. Upload a certification document and write a short description
    3. Click on save
  • Add extra Skills
    1. Click on the + icon to add a new skill
    2. Select a skill from the list, fill in the grade, add certification details (if any) and a short description
    3. Select the desired Save option (refer to Quick Reference guide)

The user is not allowed to multi-check and delete skill(s) unless they are a system administrator. A warning message will be displayed

• View the Schedule that is based on the region the user is a member of.
• Change the UI Parameters of the system, for example, the home screen background. Click to upload a new image. Select the corresponding checkboxes if you want the background image to be repeated or scaled
• Set the users that will be the Substitutes of the user during predefined absences. You can also add new substitutes at this point.

My Account

By clicking on My Account, you can see an overview of your current pricing plan, and upgrade to your preferred plan.

My Account includes details about:

• the number of users and paid users included in your plan
• the number of user apps that you use
• the number of flow apps that you use
• overview of available options to upgrade instantly your plan

Settings

Settings include the below categories:

• Summary: when opening the summary tab, you can:
  • Select the number of rows per table in the list view
  • Choose the application language
  • Choose the default access mode. The options are public, private, everyone, or the group that the user belongs to
  • Choose the default group setting as all, everyone, or the specific group that the user belongs to. This defines which tasks and processes the user can see and to which users or groups the user can assign a task or a process
  • Choose which notifications to receive:
    • All notifications
    • Only message notifications
    • Only entities notifications
  • Choose whether to include the inbox in the notifications bar. This means that the user will receive a message notification each time an email arrives for every email address that the user has connected in Comidor
  • Check whether to set the Emails as complete when read (Autocomplete on reading)
  • Check to hear a notification sound
  • Choose the first day of the week
• Signature: You can automatically include digital signatures in PDF documents. You can either draw or upload your personal signature.

• System administrators can also set up the Restricted, Confidential, or Secret Templates of Disclaimers for the mailbox

Messages & Notifications

Notification Pop-up

A Notification Pop-up is displayed on the top of the screen when a user logs into the Comidor account. Notifications will provide:

• Summary Information for objects such as Completed Process, Added Task, Event Invitation. The user is informed about how many more reminders they have and through the next icon they can navigate and see them one by one
• Quick Access to the specific work unit, Task or Process and access to its description
• The option to delete the current notification by clicking on the trash icon
• The option to close the notification using the close button

Desktop Notification

Desktop Notification ensures that the user is informed about a new notification, of any type, even if they are working on a different tab of the browser or they are working on a different program having minimized the browser.

System Information Message

When a system action takes place, e.g. a Comidor entity being connected with another entity, a System Information message will be displayed.

The post Comidor User Interface (UI) appeared first on Comidor Low-code Automation Platform.

Comidor Notifications and Reminders (N&R) form the backbone of Comidor Communication. While Comidor offers many standard communication tools (Emails, internal messaging, instant messaging, video calling), the Comidor N&R system puts these all into effect by delivering instant notifications.

Notifications Bar

The Notifications Bar is where you will be notified of any update regarding:

• A specific task
• New messages
• New Emails
• Colleagues that are on absence

When an icon is orange you have a new notification.

	System Notifications (Notifications). These Notifications inform you when someone adds a new task/process, when a task/process is due to start when someone has shared a folder with you, or when an existing task/process has been completed. Reminders will also be displayed here. These Notifications are also displayed in the Workbench Activity Stream.
	Emails Notifications (Messages). When you receive a new Email, a Mailbox notification will appear here. Configure the type of Email Notifications you wish to receive in User Settings.
	Calendar. View your Tasks for the current day. There is a drop-down menu to filter tasks shown i.e. assigned by the user, assigned to the user, team tasks, all tasks.
	Absences. On this tab you can be informed about the employees that are on leave.

1. Click on the Notifications icon to view System Notifications. Choose a Notification and it will redirect you to the Comidor object’s page. Press ‘x’ to close the menu.
   You can also Dismiss all System Notifications by clicking the button at the bottom of the pop-up menu.

You can restore or see deleted Notifications from the Notifications unit: Workplace > Notifications

2. In Messages, you can see unread Emails and Messages

• • Click on Today to see Emails and messages which you have received today. Past shows Emails and messages received on previous days. Outbox is Emails which have been scheduled to be sent in the future
  • Click on an Email to read it and on the completion icon to set it as read and completed. This will remove the email notification from the infobox. It will still be available for you to read in your Mailbox. You also can Mark all as read and completed. You can undo this and mark them as unread or incomplete at a later date if you wish

By default, you only see notifications for the Messages and Emails that you have received in the Priority Inbox of your Mailbox. If you wish to receive notifications from the Inbox of your Mailbox as well you can configure this in User Settings.

3. Click on the Calendar icon to view your Calendar.

• • The Calendar gives a day by day, week by week or for the whole month view of your tasks, meetings, etc or . You can click on any task to see more information.
  • You can choose to view today’s tasks, overdue tasks or upcoming tasks. Click on the ‘√’ icon to set a task as complete.

4. Click on the Absences icon to see the colleagues that are on leave. You can choose to view the employees that are on absence today or any upcoming absences to delegate efficiently the tasks.

Sending & Receiving Notifications

1. You can create a Notification by selecting the menu option “Notify”. This option is available in almost all of the Comidor objects’ Actions Icon (Tasks, Opportunities, Projects, Processes, etc)
   

2. A pop-up window will appear
   • Add the Notification Message
   • Select the Users to notify from your Organizational Chart. You can also send the notification to a group of users
   • You can send the notification as an Email to people not using Comidor from any Email address you have connected to Comidor. Simply type in the recipient’s Email address
   • You also have the possibility to notify people by email. The system automatically sends an email to the email address that was registered in the system for the specific person.
   • 
     

1. Click on send to send the notification

2. Recipients will receive the notification in their Notifications Bar. 

Setting a Reminder

1. A Comidor Reminder can be created for Tasks and any type of Process.
   • For Tasks – while viewing a Task record, click on the Action Icon and select
     Schedule Notification. You can set the reminder when creating a new task
   • For all types of Processes, click on the Action Icon and select Notify
     

2. For Tasks, a pop-up window will appear. You can schedule the reminder to appear:
   • on Task Completion
   • On the scheduled task completion date
   • When a Task is a number of days/hours/minutes delayed
   • Any amount of Days/Hours/Minutes prior

You can select yourself and other users to be the recipient of the notification and choose between SMS or Email for how the notification will be sent.

For Processes, a pop-up window will appear. Choose for the reminder to appear either on the scheduled completion date or the number of days before/after the scheduled completion date. You can choose the recipient of the reminder and whether or not you want an Email to be sent also.

3. The recipients will receive the reminder notification in their Notifications Bar under System Notifications (Notifications). Email reminders can be sent provided that you have connected your Email account to your Comidor account.

Previous Notifications

1. From the User Apps Icon, go to Workplace > Notifications
2. All system and notes Notifications that have been received can be viewed here and are ordered chronologically
3. From the list view shown below, multiple notifications can be selected and have actions performed on them (such as delete or reactivate)
   

• Click on Link with to connect selected Notifications with another Comidor object. You can link a Process, Task, or File, etc
• You can also click on reactivate if you want to see Notifications again in your Notifications Bar
• You can search for or filter notifications

The post Notifications appeared first on Comidor Low-code Automation Platform.

Create a customised experience that matches your daily tasks and processes. Build and modify your dashboards with a simple-to-use no-code builder. 

• Add a Label tile to your Home dashboard, to display text information in your dashboard.
• In the pop-up window specify:
  • The title of your tile.
  • The description of your tile.
  • The URL to direct you to the site you wish.
  • Background and font colors (choose from color palette).
  • The Font Size and Text alignment.
  • Click on Save Changes.

• Add a Text tile to your Home dashboard, to display a specific message to the dashboard.

• Resize and arrange the elements easily with drag-and-drop.

• You can also delete, edit or copy an element, in edit mode, by clicking on the respective button. 

• Create multiple tabs to organize your tiles in the way you wish, combine different data sources, and get deeper insights.
• Click on the “+” icon on the tab to create a new one.
• Click on the pencil button to rename the tab.
• Drag and drop the elements you wish inside each tab.
• You can also delete a tab by clicking on the “x” button.

• Switch to view my dashboard to see the home dashboard you designed.

Navigate Home Dashboard

After designing your Home Dashboard, you can see all the “graph” elements with real-time data, and can click on the “application” and “quick add” elements. You can also switch from one tile to another to view the respective elements.

Additionally, the Menu Icon, AI Copilot Application Buider, Translation, Tooltip and Fullscreen icons, the search option as well as the notifications, messages, calendar and absences icons can be found on top of the screen. While using Comidor, these features will always remain at the top of the screen.

If you click on Help, a sub-menu appears where you can get useful information about the platform.  You can get redirected to the Comidor website for:

• Comidor news
• How-tos
• Useful videos

The search feature allows for searching the entire Comidor application for any entity or object and also allows the search results to be filtered. By clicking on the Application tab the search can be expanded to include Memos and Files. After the search results are shown, the results can be filtered on the left-hand side and relevant results will show on the right.

Click on the Help Center tab, and type a keyword (e.g. Tasks). By clicking the enter key on your keyboard you will be redirected to Help Center at www.comidor.com.

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