Quick Start Module 02: The Elements.cloud Home Page

Learning Objectives

Course Summary: 

This course will enable you to understand the navigational components of the Elements.cloud Home Page. You will understand the purpose of each navigational component and their behaviour, as well as their capabilities. Be the end of this course, you will be able to find the information and tools you need to get your work done quickly!

Lesson

The Elements home page is feature-rich and has many components.  This module will get you familiar with the components, navigational behaviour, and some basic terms used throughout the application. There are different applications within Elements. Each opens in its own tab in the browser, and they each work independently:

  • Elements Home Page: This is where you manage the major “Objects”
  • Space Chooser (Space Manager): where you control the users and user groups in a Space, integrations, billing, resources, data tables and more.
  • Processes (Business Process Maps: this is where you capture processes, collaborate and communicate your process knowledge, either as an editor or viewer.
  • Architecture (Diagram Editor): This is where you can created ERD diagrams and other types of diagrams.
  • Changes (Requirements Editor): This is where you manage requirements and user stories.
  • Salesforce Orgs: This is where you can connect to and view Salesforce org metadata insights, dependencies, permission explorer, and dashboards.
  • Ref Models:
  • URL Library: This is where you can save your URLs that are referenced throughout the space.
  • Releases: (Release Manager) Edit and publish releases.

Below is a quick reference table for the top home page components. A full list is at the end of the lesson in the Q&A section.


THE MAIN APP PANEL:


CENTER WORK AREA:

The center work area of the Elements app is a dynamic work space where you can select specific items to work on and expose properties and details of the item. It is in the center of the page, and the content changes depending on which tool you are using and the space you selected.

For example, the default view when you login to Elements is the Home page, and the center work area provides a list of your work items within the selected space.

When selecting the Processes tool, the center of the page lists the Process Maps that you have access to.  

If you select (by clicking the name of the process map) the process map details open in a new tab. The center space becomes your work area, displaying the details of the process map you chose, and the relevant toolbars for the Process mapping tool.

NAVIGATION TIP:  In Elements, when you open or  create a new work item, like a process map, the map opens in a NEW TAB.  This may seem less intuitive, but the benefit is that your starting point (like the Home Page) remains open in a different tab. So if you navigate back to the Home tab without losing your place or most recent changes on the Process Map. 

 Refer to specific support articles or the Academy Getting Started course to find out more about each tool.

RIGHT PROPERTIES PANEL

The properties panel is typically visible on every page within the Elements platform. The properties panel is dynamic and contextual, meaning that the panel’s content will change depending on what space, tool and work item you selected.

For example, on the main Processes page, where you have a list of process maps, you will see a properties panel on the right.  If you select the map, you will also see the properties panel on the right when viewing a detailed process map. 

The content of the right Properties panel also changes based on the mode (View or Edit) and your permissions.  You must have permission to EDIT a process map to see the details of a map properties panel and to see the details of a component’s properties, you must be in Edit mode.  

We will get into more detail about Process Map navigation and tools in another quick start module.  For now, we’ll just focus on the basic navigation. 

For example, when using the Processes tool, the properties panel components change based on what you selected in the work area: An activity box, or a flow line. Review the right panel below:

The App Tool Panel (Left Side)

While working in a tool, like Processes, a vertical APP TOOL PANEL  appears when you are in EDIT mode. The APP TOOL PANEL does not appear if you are in VIEW mode. The tools that appear on the left app panel will change based on the app or tool you are working with. For instance, when working in Processes tool, the App Tool panel will have a slightly different set of tools than the Architecture tool panel, but most of the tools are the same. More on that in later modules.

Frequently Asked Questions:

  • Q: Why are new tabs created when I click into the details of a work item like a process map?
    • A: Each application opens in its own tab. There are huge benefits to this approach. You can have multiple tabs open – the Elements Home Page, multiple different diagrams each in a Diagram Editor tab and Reporting – and flip between them. Your productivity will soar. So, the perfect excuse to go and get a huge screen, or a second one for your desk. See this article for more details. 
  • Q: Where is the Save button?
    • A: We are continuously saving the incremental changes back to our central database and then send the changes to everyone who is viewing the content, so it refreshes automatically.
  • Q: How do I add things to the “What I Follow” list?
    • A: To start following an item, simply click the star next to its name in the Properties panel and the star turns BLUE.  Click again, and it turns GOLD and is added to your favorites. 
  • Q: Is there a list of all the icons on the home screen? 
    • A: Yes, its right here under Related Materials section below!

Related Materials:

ComponentLocationDescription
Top Tool Bar
Horizontal bar across the top of browser page.  See descriptions of components below. 

Space Name
Top Left Home ScreenThe name of the space you are current working in. A space is the fundamental component of the Elements.cloud platform.  See more details about a Space in this article:

Space Chooser 


Top Tool Bar: Center Right
Space Chooser” where you can select to view a different space. You can choose from a list of recently viewed or expand it to see all the spaces you have access to. When you choose a space, the contents of your home page will change, but the navigation components should remain the same.
Gear Icon (Settings)
Top Tool Bar: Center RightThe GEAR Icon will open the SETTINGS page in a NEW TAB: Depending on your permissions, you may have two types of settings available:

Reports Icon
Top Tool Bar: Center Right
The REPORTING ANALYTICS icon will open a list of SAVED REPORTS in a NEW TAB. All reports launch into a new tab with the ability to sort, filter, and export.
Notifications (Alarm Bell)

Top Tool Bar: Center Right
The Alarm icon will open a list of Notifications, and the Briefcase Icon presents a list of TASKS.
Tasks (Briefcase)
Top Tool Bar: Center Right
The Briefcase Icon presents a list of TASKS.
Your Profile Picture or Person Icon

Top Tool Bar: Center Right
If you click your profile picture (if you uploaded a Picture already otherwise its a default person icon) you can choose to view details of your profile, or select Log Out.
The Support Icon(Question Mark)

Top Tool Bar: Center Right
Question mark icon which opens a new browser tab to the Support.Elements.cloud page.
The App Tool Bar  The tool bar is dynamic, and changes depending on what tool you are using. However, the HOME PAGE is designed to provide quick navigation to your most recent work and resources. The app Toolbar is organized into three sections, described below:   

Top Center LeftThe home page shows you the last 50 items you recently viewed in Elements. These items are space specific, so each space will have its own collection of your last 50 viewed items. You can find out more details in this article
Top Center Left  You can follow diagrams, requirements, stories, reference model nodes and URL library links so you can quickly access them from the home page, see the items that have most recently changed and needs your attention. You can also mark any of the followed items as favorites. See more details about FOLLOWING items in Elements in this article.
Top Center LeftThis tab lists any items shared with you by others. You may or may not have permissions to edit a diagram, map, or other resource, but you will be able to view it when selected from this list. Read about the sharing ability and setting permissions in this article.

Search Box
 
The Search box only appears on the RECENTLY VIEWED listview tab within the HOME page, and allows you to filter work items by type, as displayed above. 
Support Resource Links The Resource Links will direct you to the various support resources within the Elements.cloud platform.
 Top Right App Tool Bar Need Support: Links to our Support portal, where you can find answers to questions. Our articles are updated frequently, and you can rate the helpfulness of an article. Articles are organized into Collections that will help you find the related and relevant articles



Top Right App Tool BarElements Academy: Links to our Academy, which is the source for all training and enablement. The Academy also provides testing and certification programs for our customers and partners. Email our Enablement team at enablement@elements.cloud if you need more information or have questions.
Top Right App ToolbarRelease Notes: Directs you to the list of Release Note articles which contain details about every Elements release. We deploy releases regularly and the articles contain information about what features and functionality are affected, as well as any new feature.
Support IconAlways located in the bottom right corner of every Elements page, this icon opens a new modal window where you can access our different support channels without leaving the Elements platform.  
Support Options Modal


You can ask a question or search for an article at the time you need it, so you don’t lose your place or your work.
Support ModalIf you have asked a question in this channel, one of our CSMs or Support reps may have responded here. You can also submit a question here though our an AI-powered bot that automatically answers questions based on our support library content. You also have the option to speak to your team if desired.

Support ModalA search modal window where you can submit a search query or browse through our support articles.
Support ModalYou can submit a question to our AI-powered bot, attach files and/or images or direct a question to our support team who can help you directly if available.
Support Modal Directs you to the Academy.Elements.Cloud home page in a new browser tab where you can browse through courses and modules to get detailed demonstrations of the features.