General rules for using the Platform

In this section, you can familiarize yourself with the general principles of working with platform elements and additional features that are present on most tables and spaces.

Login brute force protection

At our platform, we prioritize the security of your account and strive to provide you with a safe and protected environment. As part of our ongoing commitment to security, we have implemented a robust brute force protection feature for our login page.

What is brute force protection? When multiple unsuccessful login attempts occur within a specified timeframe, our system will temporarily lock your account as a security measure. This temporary lockout period is implemented to deter any unauthorized access attempts and provide an additional layer of protection for your account.

How does it work? When multiple unsuccessful login attempts are detected on your account within a specified time period, the brute force protection feature temporarily locks your account for a designated duration. This temporary lockout prevents further login attempts, giving the attacker limited chances to guess your password successfully.

When your account is locked, a message will be displayed on the login page notifying you of the temporary lockout. The message will state: "Too many unsuccessful login attempts. Your account has been temporarily locked for 5 minutes. Please try again later or contact our support team if you need assistance."

We understand that encountering a temporary lockout can be inconvenient, but it is crucial for maintaining the security of your account. After the lockout period expires, you can attempt to log in again using your correct credentials.

To ensure the timely response and investigation of potential security issues, our system is designed to send alerts in various forms.

For the user, a warning email will be sent to the email address associated with your User/Admin login. The email will have the subject line "TheViewPoint | Login Issue" and will be sent from noreply@theviewpoint.com.

Please note that during the lockout period, the option to restore your account will be disabled for security reasons. This prevents any potential unauthorized restoration attempts.

“Unsaved Changes” Warning

The Unsaved Changes Warning feature is designed to provide a safety net for your work, preventing the accidental loss of unsaved changes. When you modify an existing entity in Theviewpoint, such as editing fields or updating data, the system automatically detects any unsaved changes.

If you attempt to navigate away from the page without saving your modifications, a Modal window will appear in the center of your screen to inform you about the unsaved changes and the potential consequences of leaving the page without saving.

Below the message, you'll find two distinct buttons. The "Yes" button confirms your intent to leave the page, discarding the unsaved changes. This button allows you to proceed if you are certain that you no longer need the modifications.

On the other hand, the "No" button provides a way to cancel the action and return to the page with the unsaved changes intact. You can also close the Modal window by clicking on the "cross" icon or outside the window in any empty area.

The message aims to capture your attention and make you pause before proceeding.

Field validation

Filtering and sorting in tables

Filtering and sorting in tables
Action type	Description	Screenshot
Sorting	When you click on the sort icon, the data in the column will be sorted from highest to lowest and in reverse order.
Filtering	When you click on the filter icon, a block will open. You can filter information in a selected column in it. You can also select all list items that match the fragment of the entered value using "Select all matches". This works for columns where a built-in search field is provided. You can reset all filtering settings by clicking on the “Reset selection“ button.

Table View Presets

Table View Presets empower you to optimize your workflow, providing a range of customizable options to match your specific needs.

With Table View Presets, you can easily manage and customize your table views, catering to different types of work and boosting your efficiency.

Custom and Default Presets. Creating and Saving Presets

Default Preset: Your System Default View: The first preset in the list is the "Default" preset, which represents the system default view for each table. This preset is always located at the top of the list and cannot be modified or deleted.

To create a new table preset, follow these steps:

1. Adjust the necessary table and filter settings.

2. Next to the "Search" field, you will find the "Table preset" button/drop, whose name will change to "Unsaved" and a "Save As" button will appear next to it. Click on the "Save As" button.

3. After the previous step, a small modal window will open with a field for entering a name for the new preset. Enter a name and save with “Ok“ button.
   

   

4. After successful creation, the new preset will appear in the general list. Click on the button/drop to reveal the list of available presets.

The presets in the drop-down menu are sorted from oldest to newest. This allows you to locate and access your most recently created presets easily.

When naming your preset, keep in mind the following best practices:

• The preset name should be up to 50 characters long.

• Use Latin characters, numbers, and symbols for the name.

• If the preset name is too long, it will be automatically truncated with "..." to fit within the drop-down menu.

Additionally, the system ensures you cannot create presets with the same name for one table by one user.

To delete the preset, locate the delete button next to the preset name and click on it.

• Note: Deleting a preset will remove it from the drop-down menu, and the preset will no longer be available for selection.

By following these steps, you can successfully create a new table preset that suits your specific needs. This feature allows you to save time and effort by easily switching between different table views, streamlining your workflow

Calendar settings

Calendar
Case	Description	Screenshot
Back and Forward Buttons	Back and Forward buttons inside the calendar field, making it easier than ever to switch dates within your selected period. Just click the Back button to go back in time or the Forward button to move forward. The calendar will smoothly adjust to your chosen period. These buttons adapt to your needs, whether it's a specific date, a week, or any custom period. For instance, if you've chosen 3 days, clicking Forward will take you to the next 3 days.
First click	Selects the start date
Second click	Selects the end date. After a second click, the calendar is closed with the selected range.
Comparison of periods	Activate the comparison of values for different periods. To do this, turn on the switcher and select a period for comparison.
The maximum range you can select is 364 days Selected by default - yesterday Features with the selection of dates the calendar. When choosing a preset last 7/14 days, the last 7/14 full days will be unloaded excluding the current day - today. In all reports with division by day / hour, sort by date / hour in descending order.

Time Zone settings

Informers view

Informers
Case	Screenshot
An informer next to the setting/parameter in the form of an icon, visible only when it clicked.
An informer next to the setting/page in the form of an info block, always visible

Schedule
Case	Description	Screenshot
Account Dashboard	choosing a metric to display - click on the info block with metric values; update data (only when selecting - today); selection of data display - in the form of a chart / in the form of a table; compare - enable the display of comparison with the previous period on the chart/table
Entity Dashboard	choosing a metric to display - click on the info block with the metric value; compare - enable the display of comparison with the previous period on the chart/table.

Additionals

More actions
Case	Description	Screenshot
Go to report	Reports will open in a new window, in which this entity will already be selected/filtered
Go to Activity Log	Activity Log will open in a new window, in which this entity will already be selected/filtered
Copy	Copy the ID of this entity to the clipboard
Clone	Copy selected entity
Go to Troubleshooting	Troubleshooting will open in a new window, in which this entity will already be selected/filtered