Quick Capture user interface

When you log in to Tungsten TotalAgility Quick Capture, the following default web page appears.

TotalAgility Apps: Quick Capture Home page

The initial view of Quick Capture includes a header, a navigation menu, and the main page that displays what is selected in the menu.

Tungsten Automation logo

The Tungsten Automation logo. Click the logo to return to the TotalAgility Apps Home page from other pages in the application.

Tungsten TotalAgility Quick Capture

The application name.

Help button

Click to open the Tungsten TotalAgility Quick Capture Help.

Logged-on user's name

Click to display the following options:

  • Profile: Update your profile settings.

  • Logout: Logs you out of Tungsten TotalAgility Quick Capture.

Refresh

Refresh the window and display the newly added or modified items.

New

This setting is available only when there is at least one solution is configured already.

Create a new solution.

Import

A File Explorer window is displayed so that you can navigate to and select an existing Quick Capture solution.

Open Workspace

The TotalAgility Workspace is displayed in a new tab for the logged in user.

Category

Displays the list of categories that the logged-on user has access to. The user's working category is selected by default.

Search

Lets you locate an item by name.

Enter the item name and click . Items that meet the search criteria are displayed. If no items related to search criteria exist, then an empty list is displayed. On clearing the search criteria, all the items from the working category are displayed.

Create new solution

Create a new solution.

This setting is available only when no other solutions exist. Once one or more solutions are added, use New instead.

When you already have existing capture solutions, the following information is provided for each solution:

Name

Lists the solution name. Click the name link to open a solution.

Locked by

If applicable, lists the username of the person who has the solution locked.

Last modified by

Lists who last modified a solution.

Last modified date

Lists the date when the solution was last modified.

Version

Lists the version number of the solution.

context menu

This menu has the following options to manage the selected solution:

Edit

Opens the solution for editing. This is the same as clicking on the Name of the solution.

Delete

Deletes the selected solution. You are prompted to confirm the deletion to ensure that you do not delete a solution in error.

Unlock

When a solution is released, it is locked by default so that other users cannot make changes. This setting enables you to unlock a solution for editing.

Associations

Opens the Associations window that displays the list of associations for the selected solution. Associations help you assess the impact of changes.

This window is empty if there are no associations for the selected solution.

How to: