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  2. Explorer (Home)

Navigate the Explorer Section

On AKTEK iO, the Explorer section allows you to view and navigate your reports, folders, and database content

Table of contents:

  1. iO Tabs

  2. Folders

  3. Create a New Shortcut

  4. Copy Direct Link

  5. Interacting with Tabs

  6. Recently Used

  7. Table Options

iO Tabs

Login to AKTEK iO > Explorer 

Opening any report will open its content in a new tab, just like a web browser. There are many things you can do on these tabs, and you'll learn them as you go through this article.

You'll find some options by right-clicking on the tab to get the following shortcuts:

  • Close;
  • Close others
  • Close tabs to the right
  • Close All
  • Create a New Shortcut
  • Copy Direct Link

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Folders

  1. To add folders, click Add Folder button. You can assign a custom icon or a custom color to your folder.
  2. Once created, you can right-click on the folder and rename it, move its location, or delete it.
  3. To search for a report or folder, use the search box on the right-hand corner. This will become handy when you have a lot of folders and reports in the system.
  4. You can change the view of your folders and reports by clicking on the map view next to the + button. 
  5. You can maximize one tab to fit it full screen by clicking on the maximize icon in the top right. 

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Create a New Shortcut

Creating a shortcut can be very useful for the most visited pages, to save time finding and opening a specific record in a table, a specific dashboard, etc.

It can also help you organize all reports, dashboards, business processes, or networks related to a certain category/country into folders...All in one place.

Once you choose this option, a pop-up will appear to configure your shortcut:

  • Name: by default, it will be the open tab's name. If you wish to change it, type any desired name;
  • Is public toggle: by default, the shortcut will be visible to you only. If you make it public, it will be visible to all other users in your company;
  • Custom icon or color: you can choose a custom shortcut icon or color. You can skip this step and use the default one;
  • After confirmation, you will be asked where you wish to save your shortcut. The home folder is the default one.

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Copy Direct Link

For better collaboration, iO allows you to copy a direct link to any open tab. Imagine you want your colleague to check an interesting record added to a table. All you need to do is:

  1. Open this record;
  2. Right-click the tab of the record, and click on the Copy Direct Link (it will be immediately copied to your clipboard);
  3. Share it with your colleague (by email or over any internal app you use for collaboration).

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✅ Your colleague needs to have an account on iO, and he will be asked to log in once he clicks on the provided link. If he is already logged in, the tab will immediately open.


Interacting with Tabs

Here is a useful tip in case you need to display your tabs side by side, to compare certain information:

  1. Click and hold a tab;
  2. Drag the tab to the middle of the screen: a preview will show you how the screen will be split;
  3. Keep holding and moving it around until you find the best position. You can split your screen vertically or horizontally;
  4. Release it for the tab to be moved, and the screen be split in two;
  5. Repeat these steps and split your screen as much as needed.

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Recently Used

This section will show the last 10 visited pages to help you quickly find the frequently used sections, records, dashboards, etc.

The shortcuts will be created automatically here for your convenience.

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✅ These shortcuts are visible only to you and not to the whole company. Please refer to the Create a New Shortcut section above if you want to create public shortcuts.

💡 You can expand and collapse this section as needed.


Table Options

In all table views of the app, you can find the display options on the top left of the table. (i.e., table of users, roles, reports, etc.). 

These options include the following:
  1. Allow Column Resize: move the mouse between the borders of the columns to resize manually;
  2. Disable Table auto-layout: this will allow you to resize a column beyond the minimum size;
  3. Hide Columns: then select the columns you wish to hide;
  4. Show quick actions: the full-row menu will be displayed in this case;
  5. Use a Simplified page navigator: this function will only display previous/next options for paging;
  6. Allow bulk selection: This option will only be available on the reports view.

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