User guide
Quick Start Guide
Dashboard
Overviews
Case detail (Caseoverview)
Case - event
Tasks
Case notes
Documents
User settings
Favorites
Table component
Administrator Guide
Administration
Authentication and Synchronization
Mobile App Setup for Your Environment
Scheme
Dynamic tables
Scripts
Service console
Scheduled Tasks
HR Agenda
Sequences
CSP Headers
Logs
Crons
Access Token Settings & Session Expiration
Template
Roles
Integrations
TAS Forms
TAS Forms
Activating the module on the environment
TAS Forms - secret creation guide for Docker Swarm
Advanced Features & Tips
Filtering in a dynamic sheet using a URL parameter (static)
Search in a dynamic table by column value
Filtering in a dynamic sheet using dynamic conditions
Optimizing Overviews with a Large Number of Cases
DOCX document creation
Planning
Users
Organizational structure
Events
Partners
Product
Business Changelog
Technical Changelog
Version Upgrade Guide
Upgrading to 5.9
Upgrading to 5.3
Dynamic conditions migration
PDF printing adjustment
Editing Task Description vs Task Instructions
Transpiling forEach to a for loop
Rendering HTML on Caseoverview
Upgrading to 5.7
Best Practices for Upgrading from TAS 4 to TAS 5
Technical details
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- Administrator Guide
- Administration /
- Scheme
Scheme
The Scheme section is available under Administration > Scheme.
Customize the plarform's color scheme, adjust specific UI elements, and configure the left-side menu for users.
Scheme
The Schema form enables users to define the application's color scheme. On the left side of the form, users can find controls for selecting colors for various GUI elements. The right side displays a live preview of the selected changes, helping users visualize the modifications before applying them. Changes made in this section apply to the entire application instance and affect all user environments.
Logos
Administrators can upload a logo that will be displayed on the login page for all users. The logo may vary based on the application's dark mode settings.
This section allows customization of the color scheme for automatically generated email notifications sent by the application.
Menu
Users can modify the icon, name, and general appearance of the left-side menu. These changes can be applied globally to all users or restricted to a specific role.
Administrator Access
An application administrator (with the $Administrator role) has the authority to log in to the application even during maintenance periods.
Updated
by Anna Gernát