Default Header

The Detail View Header displays essential information and actions related to a transaction. By default, it includes the Transaction Record ID, the Current Stage Indicator (with transition options), and the View Report and View Workflow icons.

Additional features such as the Share Link for anonymous access and the QR Code icon appear only if they are enabled in the application configuration. This header layout can be customized to meet the specific needs of the application.

The image below shows the Detail View Header with all available options configured and visible, except the Transition Bar, which will be shown on the next page.

Detail View Header
  • Section 1 : Transaction Record ID Displays the unique ID of the transaction.

  • Section 2 : Current Stage Shows the transaction's current stage (e.g., “New”). When hovered, it reveals a list of available transitions and selecting one opens the relevant transition form.

  • Section 3 : Share Icon Provides anonymous access. When clicked, it displays a shareable link and a QR code (if enabled).

  • Section 4 : QR Code Icon Shows a login-protected QR code for the transaction.

  • Section 5 : View Report Icon Opens a popup with the full transaction details and an option to download them.

  • Section 6 : Workflow Icon Opens a popup visualizing the complete workflow of the transaction.

Last updated