For the complete documentation index, see llms.txt. This page is also available as Markdown.

App navigation

Home icon

While on any page in the application, you can click the Home icon above the page to access the module pane to select a collection, saved view, or form for viewing. You can also use this pane to create a new module or form.


Left navigation pane

The navigation pane provides access to major areas of the application:

  • Account Switcher icon Account Switcher: Enables you to select the account and module to display in the application. When you select the module, the primary collection for that module is displayed.

  • Dashboard icon Dashboard: Displays a customized overview of asset data.

  • Tools icon Tools: Provides access to tools for use within the application.

  • Calendar icon Calendar: Provides an overview of activities by date.

  • Reports icon Reports: Provides access to data reports.

  • Settings icon Settings: Enables you to manage objects in the account, including collections, forms, automations, users, and integrations.

  • URSA icon URSA: Access the URSA AI-enabled process helper.


Search field

A search bar in the top-right enables quick access to specific accounts or settings.


Page-level toolbar

The toolbar on collection pages provides access to actions that can be performed on the page:

  • : Filter the displayed records based on a selected criteria.

  • Sort icon: Sort the displayed records based on selected criteria.

  • Group records icon: Group the displayed records based on the selected criteria.

  • Manage fields icon: Manage the fields displayed in the collection.

  • : Enable other collection actions, such as exporting the data or summarizing data rows.

  • Add button: Enables you to add records or create asset kits.

See View a collection.


Asset list icons

In asset lists, the following icons are displayed to indicate various scenarios:

  • : Indicates that the field is pulled from another collection.

  • Kit icon: The asset item is a kit.

  • : The item is an individual, serialized asset.

  • Consumable assets icon: The category contains consumable assets.

  • : Indicates a linked map location. Click the link to view the location in a map view.

Last updated