Understanding and Using Practifi Tiles

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Overview

The Home page within your Practifi assigned app holds two different methods to show key information for your day-to-day work, Practifi Tiles and interactive charts. This article focuses on tiles and understanding and accessing their functionality within your organization. For additional information about the Home page as a whole, please consult our Understanding the Home Page and Using the Home Page articles.

What are Practifi Tiles?

On the Home page within your assigned Practifi app, there are blocks of information called tiles. These tiles aggregate information from within your organization to give snapshots of important key metrics. Each tile has a focus on specific information it is capturing. For example, any tasks currently assigned to you that are not closed are displayed within the "Open tasks" tile.

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Tiles look for a set of records matching certain criteria and summarize a single value across the records that meet the criteria. Tiles are displayed in a tile row designated by the header displayed above the tiles. Tile rows can be expanded or collapsed to bring the included tiles in and out of focus by selecting the tile row header name. 

Tile availability will vary based on the app. For example, every app includes a row at the top of the page called "My Tasks," which includes tiles that summarize open, due & overdue and delegated tasks for each user. While the Advisor and Client Service apps contain a tile row called "Key Dates" that the Management app does not include, as advisor and client service roles have a more intense focus on the day-to-day work rather than viewing information at a firm-wide level.

Clicking on a tile reveals a table containing the related records beneath the tile row, including filters to refine the table, row actions found in the overflow menu on the right side of each table row, adjustable table column displays and mass actions when selecting one or more records. If a tile doesn't return any records in its aggregation, it displays a zero and cannot be expanded. When looking at a list of task records found in a tile's record table, team members can choose the "Complete Task" action from a record's row menu or select multiple tasks and complete them at once using the "Complete Tasks" mass action.

Using Tiles

This section outlines how to use tiles within your organization by adjusting table columns, filtering, using table actions, refreshing the tile tables and exporting information to an Excel CSV file. 

Adjusting table columns

Users can adjust the columns displayed on the tile table for a selected tile on the Home page to display specific field information. These changes are made on a user-by-user basis rather than organization-wide. This means that each user has the ability to customize which columns display when selecting specific tiles and can have different columns displayed than their team members. Changes made this way are persistent; they'll be retained across browser sessions and devices for each user.

Adding a table column

  1. Select the tile on the Home page that you would like to adjust the related tile table to open the tile table. 
  2. On the tile table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
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  3. Scroll through the Available Fields section on the left-hand side of the pop-up and select the field name that you would like to add to the table. When selected, the field name will highlight blue.
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  4. Once the field is selected, click the top carrot button between the Available Fields and Visible Fields lists. The field name will move from the Available Fields list to the Visible Fields list when this is selected.
    Screen_Shot_2021-08-26_at_2.28.09_PM.png
  5. Use the carrots to the right of the Visible Field field list to move the added field up or down the list to change field placement within the table.
  6. Repeat as necessary to add any additional fields. Select Save to finalize these column changes. 
    • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
      Screen_Shot_2021-08-26_at_2.28.34_PM.png

Removing a table column

  1. Select the tile on the Home page that you would like to adjust the related tile table to open the tile table. 
  2. On the tile table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
    Screen_Shot_2021-08-26_at_2.27.31_PM.png
  3. Scroll through the Visible Fields section on the right-hand side of the pop-up and select the field name that you would like to remove from the table. When selected, the field name will highlight blue.
    Screen_Shot_2021-08-26_at_2.54.36_PM.png
  4. Once the field is selected, click the lower carrot button between the Available Fields and Visible Fields lists. The field name will move from the Visible Fields list to the Available Fields list when this is selected.
    Screen_Shot_2021-08-26_at_2.54.43_PM.png
  5. Repeat as necessary to remove any additional fields. Select Save to finalize these column changes.
    • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
      Screen_Shot_2021-08-26_at_2.55.09_PM.png

Adjusting table column width

  1. After selecting the tile to display the related table, locate the column where you would like to adjust the width.  
  2. Within the column headers, select the line to the right of the field name.
    Screen_Shot_2021-08-26_at_3.17.57_PM.png
  3. Click and drag this line to the right of your screen to make this column larger. Dragging the line to the left of your screen will make the column smaller. 
    Screen_Shot_2021-08-26_at_3.21.52_PM.png

Filtering

When selecting a tile on your Home page, a series of filters will display within the tile table. These filters are multi-select, meaning they support having multiple values selected at a singular time and display all values upon default.

To change these filters:

  1. Select the tile on the Home page that you would like to filter the related tile table. 
  2. Click on the values section under the filter name for the filter you would like to change. 
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  3. Select or deselect the checkboxes beside the filter values within the filter value pop-up to enable or disable these results on the table. For date filters, specify the date range for records that you would like the table to display. 
    Screen_Shot_2021-08-27_at_9.15.48_AM.png
  4. Once the values are specified, select Apply to finalize the filter changes. The table will reload with the adjusted results displayed with records meeting your specified filtering criteria.

Tile table actions

Tile table actions are available in two different methods: the mass action buttons or row actions located within each record's row on the tile table. 

Mass actions

Mass actions are buttons that display at the top of the tile table when one or multiple records are selected within the tile table. These actions vary by the tile table but can include Complete Tasks, Change Owner, Edit or Open in New Tabs. 

To use mass actions:

  1. Select the tile on the Home page to open the related tile table. 
  2. Select the checkbox in the furthest left column beside the record or records you would like to edit with mass actions on the tile table. 
    • Please note: To select all records displayed on the table, select the checkbox located in the table columns header rather than the checkboxes located beside each record.
      Screen_Shot_2021-08-27_at_10.25.19_AM.png
  3. Once selected, the filters section will change to display the mass action buttons. Select the button applicable to the change you would like to make from the options displayed and follow the onscreen instructions.
    Screen_Shot_2021-08-27_at_10.25.26_AM.png

Row actions

  1. Select the tile on the Home page to open the related tile table. 
  2. On the tile table, locate the record row and scroll to the furthest right-hand column. 
  3. Select the carrot icon located in this column.
    Screen_Shot_2021-08-30_at_9.44.16_AM.png
  4. This will display a drop-down menu with options that will impact only this record, for example, "Complete Task." Select the option from the drop-down menu for the change you would like to make to the record. Row action options availability varies by tile row.
    Screen_Shot_2021-08-30_at_9.44.42_AM.png

Refreshing tile tables

Tile tables can need an occasional refresh to pull in new information when creating new or editing records elsewhere in your organization. This ensures that the information pulled into the table is current and updated with any changes made. 

To refresh a tile table:

  1. Select the tile on the Home page that you would like to refresh the related tile table. 
  2. On the tile table, select the refresh icon on the right-hand side beside the settings cog icon.
    Screen_Shot_2021-08-26_at_3.31.10_PM.png
  3. Once selected, a loading visual will momentarily display within the tile table, and upon successful refresh, updated record information will be displayed within the tile table.

Exporting tile information

Tile information can be exported to your computer's downloads folder as an Excel CSV tile for use outside of Practifi.

To export a tile's results: 

  1. Select the tile on the Home page that you would like to export the information to your computer. 
  2. Apply any filters or adjust the columns displayed, if necessary. Exporting will include any applicable filters and will export any columns currently displayed. 
  3. Select the Export as CSV hyperlink above the column headers on the tile table.
    Screen_Shot_2021-08-26_at_3.39.33_PM.png

  4. Upon selection of this hyperlink, the table results will export to your computer's downloads folder.
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