Toolbar

Use the toolbar to perform the operations described in the tables.


Table 1. Actions

Icon

Function Description
save

Save

Saves changes on the current page.

Save all

Save all

Saves changes for all open documents.

Recent items

Recent items

Opens a drop-down list with recently opened items.

Refresh editor

Refreshes the editor.

Copy

Copies selected element.

Paste

Pastes copied element.

Undo

Cancels the previous action.

Redo

Returns the previous action.

Preview

Opens a pop-up window with the preview.

Open in Viewer

Launches the Viewer.

Change password

Opens a screen where you update the password for logging into Studio. Available only to users who are assigned rights to change passwords.

Table 2. Tools

Icon

Function Description

Studio settings

Opens the Studio settings.

Filter groups

Opens the Filter groups window. You can decide what information goes to the different groups.

Generate documentation

Creates a comprehensive set of documents that specifically define your projects and dashboards, thus creating a backup for you. You can use this file as a reference in the future to recreate your dashboards if needed.

Export

Opens the export window, where you select which documents to export from the current project.

Import

Opens the "Select file for import" window, where you select a file to import.

Import process

Starts the process import procedure.

Custom colors

Opens a window where you can add a new custom color from the color palette.

Resave all

Resaves all the documents that are open.

Validate document references

Checks the validity of references.

Publish

Updates the Data database according to the document configuration. For example, use this option when you create a new, empty database. When you click Publish, the database is populated with all the necessary tables.

Publish and rebuild

Forces the Data database to the initial state (without data). For example, use this option when you need to reload all your data. Click Publish and rebuild and then load the data again.

Generate localization tables

Generates tables to support localization in multiple languages. The tables are stored in the meta database of the project.

Edit Theme (available only for users with special permissions)

Launches a window with all styles where you can add a new style, clone, or edit an existing style. When you click Save changes, the currently open View is automatically refreshed and also when you switch to another opened View, the new View automatically refreshes as well.



Toggle test session

Appears only for users with special permissions when an R model is open. Starts or stops recording test cases.



Generate R Model

Appears only when any R Function is open on the Documents Tree. Launches calendar controls to define the time period for generating the R Model. When you click OK, the R Model is generated.

Table 3. View (available only for a View)

Icon

Function Description

<chart name>

Opens a selection screen with chart types.

<grid name>

Opens a selection screen with grid types.

<process component name>

Opens a selection screen with process component types.

Label

When you drag it to the View, adds the label component.

Image

When you drag it to the View, adds the image component.

UI line

When you drag it to the View, adds the line component.

Menu

When you drag it to the View, adds the menu component.

Button

When you drag it to the View, adds the button component.

Filter

Opens a selection screen with filters.

View holder

When you drag it to the View, adds the View holder component.

<component name>

Opens a selection screen with additional components.

Table 4. Design (available only for a View)

Icon

Function Description

Show all anchors

Shows all anchors.

Delete selected components

Deletes selected components.

Auto link anchors

Automatically create anchors to preserve the view layout in the Viewer.

Unlink all anchors

Removes all anchors from the View.

Snap to grid

Bounds the component to the grid when you resize or move it.

Black canvas

Revert the color of the dashboard to black. This option is recommended for designing dashboards for mobile devices, which typically use the black theme.

Send to back

Sends the component to the back.

Bring to front

Brings the component to the front.



Reorder selected components vertically

Reorders components vertically.



Reorder selected components horizontally

Reorders components horizontally.