Cloud Software Group, Inc. EBX®
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New user interface preview

Overview

The EBX® UI is undergoing major revision. The objective is to provide a modern interface that provides an intuitive and efficient navigation experience. Beginning with this release, a preview of the new UI is included. The new navigation model can coexist with the current UI.

Note

Use of the new UI is optional. It can be evaluated alongside the existing UI, which remains the recommended interface for production use.

Current limitations

The available content and functional scope of the UI preview are intentionally limited. Additional capabilities will be introduced in future updates.

Attention

As this is a preview, all functionality, UI components, and labels are subject to change in future releases.

Submitting feedback

Feedback on any aspect of EBX® is always welcome. This is especially true for the UI preview. Use the special UI > UI Preview category in the EBX® Ideas Portal to submit any feedback.

Enabling the new UI

The preview of the new UI must be enabled by an administrator. When you enable the new UI:

To enable the new UI preview:

Accessing the new UI

After deploying and enabling the new UI, you can access it:

See the instructions for end users for more detailed information on interacting with the new interface.

General navigation principles

The new UI is composed of three primary components: the Dock, Workspace, and Cards. These components define how users access functionality and navigate data. From an administration perspective, user-facing functionality is exposed through services, which appear as cards in the workspace.

The Dock is the persistent vertical area on the left side of the screen. Its main purpose is to enable navigation between a user's Home, available perspectives, in-progress data operations, and open tables and records.

The Workspace is the primary area displayed to the right of the Dock. When accessing the new UI, the Workspace defaults to the user's Home. When you navigate using the Dock, the Workspace focus automatically updates to the selected view or component.

Services display for users as Cards and are organized into multiple columns. Each column represents a navigation level, such as a dataspace, dataset, table, or record and provides context for what you are viewing or working on. As you navigate deeper, new columns open to the right, while previous columns remain visible to preserve context.

The content of some cards that display on a user's Home is configurable. After navigating away from Home, the content shown in cards is determined by the perspective configuration.

Glossary

This section provides definitions for terms used in this document.

Dock

The persistent vertical bar on the left side of the screen that provides navigation to EBX® Home, configured perspectives, current data operations, open tables and records.

Workspace

The primary area displayed to the right of the dock. This is where users view, interact with, and manage data to complete their tasks.

Service

A service represents functionality that can be configured and made available to users. Services define which data and actions are accessible to users. When a service is enabled in a Perspective, it is presented to end users through one or more cards in the workspace.

Card

A card is a structured container in the workspace that presents information, actions, or tools. Cards provide a consistent way to view and interact with data across the product. Depending on permissions, cards may be editable, configurable, or read-only.

Home

The personalized landing area in the new UI. Home displays user-configurable cards such as shortcuts, drafts, and recent activity, and serves as the starting point for navigation.

Preview UI

A pre-general availability version of the EBX® user interface provided for evaluation and early adoption. Preview features may change between releases.

Perspective

A configured view of EBX® that defines which services, data, and actions are available to users based on role and context.

Documentation > Administration Guide