[IN REVIEW] Understanding New UX with Analogies, FAQs and Best Practices
There are a lot of questions being asked on New UX and its usage. Although there are fantastic recordings available on community & enough material on anapedia I thought it would be great if this can be answered & documented in the form of FAQs & Analogies as Anaplanners who are used to Classic Dashboarding and new to NUX will ramp up faster.
Before I deep dive into the topic I just want to draw an Analogy here in order to help you understand better
Pages in NUX = Dashboard in Classic
We don’t say Dashboard in NUX instead we call it as a Page but that is just a terminology you can call it Dashboard as well
Cards in NUX = Dashboard Grids/Views in Classic
There are multiple types of cards in NUX. Let’s understand these
KPI – Use this card if you want to emphasize the importance of any data point/field/KPI
Grid – Use this card if you want to publish the entire/customized grid from the model
Chart – Use this card if you want to publish charts
Text – Use this card if you want to write anything on Pages
Image –Use this card if you want to add image on Pages
Field – Use this card if you want end users to input data on pages
Action – Use this card if you want to publish actions on Pages
App in NUX = No specific term in Classic
App is a collection of pages in NUX. Every Page will have one specific underlying model meaning all the Cards on One Page will come from Single model only. In this way you can have 10 Pages having 10 different underlying models, giving NUX a unique feature of connectedness.
Publish in NUX = Save & Exit in Classic
You can use “Publish” as soon as you make changes on Pages in order to save these changes.
Categories in NUX = Functional Areas in Classic
This one doesn’t have to be literal but the meaning remains same
Link to the Page in NUX = Go to New Dashboard from Current Dashboard in Classic
This link will allow you to go to the new page when clicking on it. It is equivalent to the Open Dashboard feature on another dashboard in classic
Before we go into FAQ Section here is small background about pages
There are two types of Pages – Board Page and Worksheet Page. There is an architectural difference between these two pages meaning the way Boards look are different the way Worksheets look. There is an excellent article by Frankie Wolf which lists out the situations/scenarios under which these two types can be used. Go and Check it out on Community titled “Board Page vs Worksheet Page?” Here is the summary of it
Let’s start our FAQ Section on New UX
Q: How do I create an app and a page within an app?
First of all you need to be a page builder to create a page or an app in New UX. Only having Workspace admin rights doesn’t grant you page builder access. Please ask your tenant administrator to grant you page builder access. Once you have an access to it you can go to Apps on your Home Screen and Click on the button “Create an app”. Please give your app a name and you can also write a brief description about your app
Creating an app is just like creating a model. It is hollow from within until you start creating pages within it like the way you create modules within a model.
Once you are done creating an app you will have to start creating pages within it. Click on “Create a page”
As soon you create a page, below window will pop up where it will ask for few details.
Should it be a Board Page or a Worksheet Page – Please refer to Initial Section of this article
Name of the Page – As per the requirement
Underlying Workspace of this Page – Source Workspace
Underlying Model of this page – Source Model in the above workspace
Category – Functional area within the New UX. Categories have to be created before we start organizing the Pages
Let’s go ahead and create a Board Page. This is the first look of your page
There are 7 options of cards given to you as highlighted earlier – for explanation purpose let’s take Grid card and try to fill this page with a grid but the exercise of designing the page remains same for all 7 cards
You can double click on the Grid Card or else you can drag Grid card towards left on to the main panel of the screen. This is how your Board Page will look like.
Click on the “Configure grid” Button to go to the source module. You can take the source data two ways
Custom Views – These are Modules from the source model which can be customized within NUX. For example you can pivot your dimensions, Hide & Show your Line items, Select Levels of dimensions, do conditional formatting and sorting
Module Views – These are the modules and saved views from the source model itself. If you choose Module views it will take the view as is and will not allow you to customize it in NUX
Click on any view and this should be the look of your page.
You can change the Title of this page from Card Designer section.
You can allow or restrict users to input/edit the data on the page. Please remember that this is an Additional Security on New UX and it also respects all the security considerations that have been made within the model like Model Roles, Selective Access and Dynamic Cell Access.
Congratulations you have set up your first page within the app
Q: How do I navigate from one page to another?
There are two ways
Way 1 - You can do that by clicking on the dropdown of your second tab and look for your page
Way 2 - If you want to navigate from one page to any other specific page without taking Way 1 Approach.
Let’s say you want to move from Page 1 to Page 2. All you have to do is Link your Page 1 with Page 2 in designer section. In our case choose Page 2 from the dropdown and Update your Page 1.
On your Page 1 Screen you will see the blue inked link get created. You can click on it and it will take you to Page 2 directly.
Q: How do I publish a pick list on the page?
This can be achieved by using FIELD card. Use your FIELD Card and pick a module where your List formatted Line item is staged. You can use as many Line items as you want to publish from the specific module. Here is an example when I selected Role line item
Note: You will have to refresh the page in order to see the changes just the way you were doing in classic dashboard.
Q:What is the function of Card Template Library?
You can save your cards in a card template library and can reuse these cards in any of the pages.
Q:How to change the source Model of an App?
Since there is no ALM available in NUX yet and you want to connect your app to Production environment instead of Dev environment, there are two ways you can do it.
Go to your App -> Manage this app -> Manage Models ->Change Workspace & Change Model
There are three other options as well under “Manage this app”
Edit Properties – If you want to rename your app and change/add/delete the description
Show Models – How many models are being used to make this app?
Delete app – You can delete the app
Go to Your App ->Click on Ellipsis (three dots) against each page -> Change model
Q: Can I retrieve my app if it has been deleted accidentally?
Yes, you can do that. Click on the Home Page of Apps. Go to “Manage apps” on Top Right Corner of your screen and Click on “Restore deleted apps”
Note: You can restore the apps within 90 days of the date of deletion
Q: Can I work on a page without giving access to other page builders until I finish working on it?
Yes, you can do that. All you have to do is make your page a personal page and then convert that personal page to app page once you are done. Your personal page will be deleted once you convert it into app page.
Once you publish personal page, navigate to the ellipsis on top right corner and click on “convert to app page”
Q: Is it possible to move pages across apps?
Yes, you can move pages from one app to another but this movement is based on push mechanism and not the pull. So you will have to initiate the movement from source app.
Go to Your App ->Click on Ellipsis (three dots) against each page -> Move Page -> Select the target App
Note: Page will be deleted from the Source app and will be moved to Target app
Q: Can I create a personal copy of the page?
Yes, you can do that. Go to your page, navigate to the ellipsis and click on save personal copy.
Q: Can I open source module from the page?
No. You can open the source model but there is no way to open the source module from the page directly, as of today. You can get to know the name of the source module though.
Click on Ellipsis on top right side of the card and you should be able to see the Source Module
Q: How can I refresh my page?
There is a little icon on top left side of your screen, just next to the name of your page