{"id":19266,"date":"2018-01-31T12:58:30","date_gmt":"2018-01-31T04:58:30","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=19266"},"modified":"2024-08-23T15:14:44","modified_gmt":"2024-08-23T07:14:44","slug":"faq-using-explorer","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-resources\/faq-using-explorer\/","title":{"rendered":"FAQ &#8211; Using Explorer"},"content":{"rendered":"\n<h2 class=\"page-subheading\">Can comments be edited?<\/h2>\n<p class=\"intro-text\">Yes. You can edit\u00a0comments that you have made by clicking the Edit link next to the comment.\u00a0<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/comments\/\">Using\u00a0Comments\u00a0for Collaboration<\/a><\/p>\n<p class=\"page-subheading\">\u00a0<\/p>\n<h2 class=\"page-subheading\">How do I change the way dates appear?<\/h2>\n<p class=\"intro-text\">The date format in P2 Explorer depends on the browser's language setting. You can change the way this is displayed from within the browser.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-troubleshooting\/dates-in-wrong-format\/\">Dates in Wrong Format<\/a><\/p>\n<p class=\"page-subheading\">\u00a0<\/p>\n<h2 class=\"page-subheading\">Who can see the pages in my private workspace?<\/h2>\n<p class=\"intro-text\">Private workspaces are private to the logged in user, and no-one else can see the pages and trends saved there unless these have been shared via a URL. If you submit your private page or trend for publishing, then administrators can see them.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-create-your-first-page\/publishing-a-page\/\">Publishing a Page<\/a><\/p>\n<p class=\"page-subheading\">\u00a0<\/p>\n<h2 class=\"page-subheading\">Can I save a copy of a page while in Display mode?<\/h2>\n<p class=\"intro-text\">Yes. You do not need editor permissions to save a page. Click the <strong>Save As<\/strong> button on the <strong>Page<\/strong> ribbon tab, or save it from the page's Detail box (available in the Workspaces panel).<\/p>\n<p class=\"note\">Note: This feature is available in versions 4.5.4 and later.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/moving-renaming-deleting\/#Save_a_Copy_of_a_Page\">Save a Copy of a Page<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">What does the page Snapshot button do?<\/h2>\n<p class=\"intro-text\">The Snapshot function creates a copy of the state of the page in the database. If you select, for example, a time and an entity and then snapshot the page, you create a private copy which you can then load later. You can access snapshots\u00a0from the workspaces view by clicking the blue Page Details icon.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/snapshots\/\">Snapshots<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Does the search function support wildcard characters?<\/h2>\n<p class=\"intro-text\">Yes: for tags and entities.<\/p>\n<p class=\"intro-text\">The search function performs a 'like' comparison (the equivalent of %searchTerm%) with supplied search terms.\u00a0<br \/>\nFor tags (names and descriptions) and entities, you have the alternative option of searching using wildcard characters (* and ?). <em>The wildcard searching capability was introduced in version 4.5.4.<\/em><\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/search-page\/#Searching_with_Wildcard_Filtering\">Searching with Wildcard Filtering<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">How do I print a page?<\/h2>\n<p class=\"intro-text\">Click <strong>Print<\/strong> on the Page ribbon tab. Use your browser's print settings if required. For example, include background graphics in the settings.<\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">How do I find data errors on my page?<\/h2>\n<p class=\"intro-text\">Explorer helps you to identify the data errors and where they are originating within a page, by displaying a list of error items. By hovering over an item in the data errors list, you can see the corresponding component on the page, highlighted in blue.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-troubleshooting\/error-handling\/\">Error Handling<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">How do I create a workspace?<\/h2>\n<p class=\"intro-text\">In P2 Explorer, a new workspace can be created by clicking the \u201cCreate New Workspace\u201d link when you are saving a page.\u00a0The link will only appear for users with Edit permissions for Explorer Workspaces.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/create-ws.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45219\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/create-ws.png\" alt=\"\" width=\"552\" height=\"263\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/create-ws.png 552w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/create-ws-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/create-ws-48x23.png 48w\" sizes=\"auto, (max-width: 552px) 100vw, 552px\" \/><\/a><\/p>\n<p class=\"intro-text\">When you click the link, a text box will appear, where you can type the name of the new workspace:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/new-ws-name.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45220\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/new-ws-name.png\" alt=\"\" width=\"578\" height=\"278\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/new-ws-name.png 578w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/new-ws-name-150x72.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/01\/new-ws-name-48x23.png 48w\" sizes=\"auto, (max-width: 578px) 100vw, 578px\" \/><\/a><\/p>\n<p class=\"intro-text\">Note that workspaces only appear in a flat list, you cannot create a workspace inside another workspace.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/moving-renaming-deleting\/\">Moving, Copying, Renaming &amp; Deleting in Explorer<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">How do I disable automatic login?<\/h2>\n<p class=\"intro-text\">Explorer has a configuration option called <strong>SecurityAutoLoginIdentityProvider<\/strong>\u00a0which can be set to Windows or None. The default is\u00a0<em>Windows<\/em>.<\/p>\n<p class=\"intro-text\">Set <strong>SecurityAutoLoginIdentityProvider<\/strong> to <em>None<\/em> to disable the automatic login function. When <em>None<\/em> is selected both Windows and Forms authentication are available to the user when logging in.<\/p>\n<h2 class=\"page-subheading\">Can I use touch scrolling on a tablet?<\/h2>\n<p class=\"intro-text\">Yes. Touch scrolling works with both the vertical and horizontal scrollbars on a tablet.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This page answers frequently asked questions about how to use P2 Explorer.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-resources\/faq-using-explorer\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":19276,"parent":447,"menu_order":11,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[485],"class_list":["post-19266","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-faq","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/19266","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=19266"}],"version-history":[{"count":6,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/19266\/revisions"}],"predecessor-version":[{"id":68724,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/19266\/revisions\/68724"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/447"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/19276"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=19266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=19266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=19266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}