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Screen Layout and How to View

2026-09-182026-09-18

We will explain the layout and display of the Pleasanter screen.

Home page¶

Grid page¶

Edit page¶

No	Name	Description
1	Tenant name	Click to go to the top page. You can change the image and title text as desired using the "Tenant Management Function".
2	Breadcrumb list	Displays the position of the currently displayed page.
3	Navigation menu	The navigation menu can be customized using Parameters and Extensions. 19: Hamburger button Click to open or close the navigation menu. You can also open it by clicking buttons No. 20 to 24. If the navigation menu is open, you can close it by clicking anywhere outside it. 20: New Displayed if you have site management permissions or table creation permissions. Click to move to the new site creation screen or new record creation screen. 21: View Displayed on the table grid screen. Displays a submenu of display formats such as lists and calendars. 22: Manage Displayed if you have site management permissions or tenant management permissions. Displays submenus for managing sites and tables, and for managing users, groups, departments, and tenants. 23: Help menu Displays submenus for links to our website, such as user manuals and annual support services, and for displaying the version of Pleasanter you are using. 24: User Displays submenus for logging out and editing users profile.
4	Command button area	This area displays buttons for each function on each screen, such as "Back" and "Update." Buttons are displayed according to various settings, such as access permissions, view settings, and adding process functions.
5	Site list	Displays a list of folders and sites on the top and site menu screens. On the site menu screen, folders are displayed "Up".
6	View selection	Displays a drop-down list if a view is created in Manage table. Search conditions and grid display content change depending on the settings of the selected view.
7	Filter	This area displays the condition of columns for record search. You can collapse it by clicking the "x" button. Filters can be set in Manage table.
8	Aggregation	This area displays aggregate values such as the number of columns, total, and average for each column. Click the "x" button to collapse it. You can set the aggregation in the Manage table.
9	Search Results List	Displays a list of records searched for using the conditions entered in the filter.
10	Title	Record title. When creating a new record, "Create New" is displayed.
11	Creator/Updater Information	Displays the record creator, creation date and time, updater, and update date and time.
12	Record Movement Buttons	Displays buttons to move to the previous record and next record. (1)Previous Button Move to the previous record. (2)Next Button Move to the next record. (3)Number of Records, Current Position Number of Records: Displays the number of records to be displayed on the grid screen. Current Position: Displays the number of records from the top of the grid screen.
13	Reload Button	Reloads the screen.
14	Display Area	This is the area where you lay out the input columns. (1)Tab area "General" and "List of change history" are displayed as default tabs. The name of the "General" tab can be modified in Manage table. You can also add any tab they like. The "Record Access Control" tab is only displayed to you who have permission to change.
15	Link table area	Displays a list of parent and child tables set with the "Link" function, as well as a button to create new tables for child tables.
16	Email sending history area	Displays the history of emails sent with the "Email" function.
17	Login user name	Displays the login user name.
18	Cross-search text box	Performs a search on all data registered in Pleasanter.