Figure: Example of a page with an overview
The data of all banking functions are displayed on pages with an overview. These pages are called up from the main menu. Each page has a heading at the top left for orientation. If you click on this, a bar is expanded containing a short description of the page.
Below the heading there is a row with buttons, which allow to carry out certain actions. Then, either a new page is loaded, a dialog box is displayed or the action is executed immediately. The result of the action is usually displayed as a message in a colored bar below the heading. The colors have the following meaning: green — success, blue — information, yellow — warning, red — error.
Some buttons are deactivated and can only be clicked, when one or more rows have been selected by setting the checkbox in the left column. Other buttons have a small arrow at the right edge, which means that a menu with further actions can be expanded. Certain buttons are displayed in color, e.g. in red for Delete or in green for Sign.
Above the overview, the number of entries displayed on the page and the total number of existing entries are shown. By clicking on it you can set the number of entries per page. If more entries exist than are displayed on the page, a so-called pager will appear on the right side, which allows to browse through the pages.
The button left to of the number of entries displayed can be clicked to open a dialog box for Column configuration.
In the leftmost column there are checkboxes, which allow you to mark individual rows. This activates buttons above the overview, with which you can perform certain actions. With the checkbox in the header line you can mark all rows and also unmark them again.
By clicking on a column heading, the overview is sorted by this column. The sort direction is indicated by an arrow to the right of the heading. With another click, the sorting direction is reversed. The settings for sorting are saved individually for each user and are retained even after logging off. In some overviews, there is a button at the top right, which can be used to set back to the default sorting.
On some pages it is possible to move entries of the overview to folders or groups. This gives you a better overview of the data when there are a large number of entries. In the bar below the headline there would be a button for this, which shows the currently used folder. By clicking on the button, a menu is expanded, which allows you to perform actions related to the folder. In addition, there is an action for moving an entry into a folder. This is located in the menu More actions and is only activated if one or more rows are marked.
If BL Banking Web is set up with several tenants, you can select one of them in many overviews to limit the data to this tenant. There is a button above the overview for this purpose. The restriction also applies to the banks that are each assigned to a tenant in the Bank settings. The tenant selection of an overview is saved and reloaded the next time the overview is opened. The option All tenants displays the data of all available tenants. Tenant selection is only possible for users who are assigned to several tenants. Users who are only assigned to one tenant do not see the tenant button.
For certain pages, a row with a navigation path (breadcrumbs) appears below the heading. This consists of links, some of which have an arrow. These can be expanded to display, for example, the transactions of one account instead of all accounts.
By clicking on a line in the overview, a new page with a details view is loaded in the most cases, or a dialog box is displayed. For more information on this, see the following sections Detail pages and Dialog boxes.
Figure: Example of a page with an overview