Tips & Tricks

Work With Interface

The Work With Interface is divided into 5 key areas:

    • Header

    • Work With Selector

    • Filters

    • Results

    • Item Page

Header

Modules

    • Crossfire Admin – The Crossfire admin is where Partners, Events, Messsage Standards, Processes are configured

    • Messaging Admin – The Messaging admin contains anything concerned with the delivery of files. It contains Queued Message, Archived Messages, Transports, Servers, Schedules

    • Security Admin – The Security Admin is where Users and User Groups are configured. This is where different users can be given different permissions with the system.

    • Additional modules may be displayed if you have other Sandfield products (e.g. Content Management System)

Goto Menu

The Goto menu provides links to other parts of the system which do not use the Work With interface.

    • Dashboard –Tracks the current resources throughput and notifications within the Crossfire system and is designed to be left on the screen and monitored

    • System Test – Interface for testing mappings

    • Scheduler – Interface for stopping and starting the Crossfire windows service

    • Change Password – Interface to change the password for the current user

    • Link Google Account – Interface where you can link the Google account to your Crossfire account. Once linked, users can login by clicking on the ‘Sign in with Google’ link on the Logon page.

Work With Selector

Tabs

Lists the objects within the current module. Crossfire divides the system into three sections:

    • General – Messages and interchanges. Usually used by all users.

    • Config – Partners, Message Standards, and Processes. Usually used by EDI mappers.

    • Advanced – Configuration within Crossfire. Used by Sandfield.

List

Double clicking an item refreshes the results area using the current filters.

When single clicking an item, the filters are reset to the defaults.

Right clicking an item prompts for an ID which can be used to open a particular item if you know the ID.

Buttons

    • New – Is enabled when a new item can be created.

    • Open – Opens the currently selected item from the results area. The item will open in a new window.

    • Refresh – Updates the results area. Does the same as double clicking on an item.

    • Reset – All filters, selected items are cleared and set to the same as when the page first loads.

    • Close Win – Closes all open windows except the current one.

    • Export – Download a csv file which contains the results of the results area, applies the currently active filters.

Filters

Different filters are enabled depending on the item selected from the Work With Selector area.

Filters affect the results shown in the results area.

The date filters will automatically default to today.

Typical usage is to filter on the Partner and Date (e.g. see the Messages from a Partner for a day)

Searching without filters or with broad filters (such as ‘anytime’) can take time and is not recommended

Drop Downs

Clicking on the drop down shows the first 50 results.

Typing in part of the result and pressing tab will show the first 50 results that match.

This is the most common usage.

The bottom of the drop down shows the number of results and provides paging options.

Specific Filter Functions

Name/Ref - Filters for an Interchanges or Messages with specified reference. Filters by part of the name for other items. Performs a partial match, so ‘a’ matches ‘man’.

Code – Filters code lists.

Direction – Inbound or Outbound. Used for Messages and Interchanges.

Status – Introduction document covers different statuses within Crossfire. Used for Messages and Interchanges.

Process – Used for Messages and Interchanges.

Partner – Filters by specified Partner

Event – Filters by specified Event

Standard – Used for custom implementations.

Limit to – Limits the number of results shown in the results area.

Date Filters

Apply to Interchanges and Messages. The date filter defaults to ‘Today’, but a broader range can be specified.

When combined with the Partner filter, this is the most common way to search for Messages and Interchanges.

Results

Double-clicking an item or clicking the refresh button applies the relevant filters and displays the results in the results area.

Users can create new tabs to store results. Click on the ‘New’ icon at the end of the tabs to create a new tab. Refreshing results will be listed in the currently active tab.

Filters are saved between tabs. When changing tabs, filters will be changed.

Clicking on the headers will sort by the column. Clicking again reverses the sort order.

Double clicking an item opens the item in a new window.

Item Page

Required fields are indicated by an *.

Expandable areas with the + can be clicked on to reveal additional uncommon tasks.

Next/Previous

Works the same way as Outlook, steps through the items in the results page. Keeps the same tab open.

OK/Cancel/Apply

OK/Apply perform the same action, however OK closes the window. Cancel discards changes, if items have been added to a list or tree, the changes will be maintained.

Edited

This is available for every item. It displays when the item was created and last modified and the users who performed these actions.