Work with popups

Tables, transformations and the other Warehouse objects open in popup windows. This page covers the window itself: its controls, moving and resizing it, the popup bar, and a window's audit details. To see where each editor opens from, read Open object editors; for the screen around the windows, see the Warehouse workspace tour.

The controls on a window

Every window carries the same controls in its header:

• While a window refreshes, a spinner replaces its content until the reload finishes.
• Double-clicking the header fills the screen as well, and brings the window to the front.
• Step wizards carry Previous and Next in their footer, with Finish on the last step.

Move, resize and fill the screen

• To move a window, drag it by its header. A window stays inside the working area, and it shifts sideways when you show or hide the tree panel, so it stays in view.
• To resize it, drag its right edge or its bottom-right corner; the pointer changes over a resize handle. A window cannot shrink below its minimum size. Where a scrollbar sits under the pointer at the right edge, the scrollbar keeps working; resize from the bottom-right corner instead.
• To fill the screen, double-click the header or click Maximize; double-click again, or click Restore, to return the window to its size. A full-screen window comes to the front.

Windows open at the size set for their editor:

Each window has its own minimum size; the Lake table editor, for example, stops at 924 by 700 pixels. A window without a set size opens at 600 by 400 pixels and cannot shrink below 500 by 300 pixels.

Minimise windows to the popup bar

Click Minimize, or press Alt+W to minimise every open window at once. Minimised windows gather on the popup bar along the bottom of the screen:

• Each minimised window appears as a chip with its icon and title, and stays open as you left it, so you can come back and continue.
• To bring one back, click its chip, or focus it and press Enter or Space. To bring all of them back, press Alt+E, or click Expand all on the bar.
• Collapse all on the bar minimises every open window, the same as Alt+W.
• Drag a chip left or right to reorder the bar. A click straight after a drag is ignored, so you do not open a window by accident.
• The filter button (Filter popups by type) narrows the chips to one kind: All popups, Lake, Warehouse, Write back or BI. Its count shows the chips on screen over the total, such as 3/12, and the plain total on All popups.
• When chips no longer fit, a +N button lists the rest; its tooltip reads Show hidden popups.
• Right-click a chip for Close, Close others, Close to the right, Expand all, Collapse all and Close all. The actions follow the chips your filter shows, and choices that do not apply are greyed out.
• The X on a chip removes the window from the list; its tooltip reads Remove from list.

The bar appears while you have windows open, and it hides while a window fills the screen. Minimised windows still count towards the Warehouse limit of 20 windows; Warehouse explains what happens at the limit.

Close or refresh a window with unsaved changes

• Closing a window that has unsaved changes asks first. Close Popup reads You have unsaved changes. Do you want to close the popup? Click Close to close without saving, or Cancel to stay; click Apply on the current step first if you want to keep the changes.
• Refresh reloads the window from the server and discards unsaved changes, so it asks first too. Refresh Popup reads You have unsaved changes. Refreshing will discard them and reload this popup from the server. Continue? Click Refresh to reload anyway, or Cancel to keep your changes. A refresh also clears drafts the window kept, so only saved data returns.

Read a window's audit details

When a record has audit information, its window header shows an Audit details button. It opens the Activity popover, with a Created entry and, after someone edits the record, an Updated entry. Each entry names the user and the time.

• A chip on the popover names the timezone the times are shown in.
• A missing user reads Unknown user, and a missing time reads not recorded.
• When a record has no audit information, the button does not appear.

A transformation window also shows Created and Edited chips in its footer. Created carries the date, the time and the user of creation; Edited appears once the transformation has been changed, and carries the date, the time and the user of that change. See Build, test and finalize a transformation.

Questions, answered

How do I move or resize a window?

Drag the window by its header to move it, or drag its right edge or bottom-right corner to resize it. A window cannot shrink below its minimum size, and it stays inside the working area. If a scrollbar sits at the right edge under your pointer, it keeps working as a scrollbar; resize from the bottom-right corner instead.

How do I make a window fill the screen?

Double-click its header, or click Maximize. Double-click again, or click Restore, to return the window to its size. A full-screen window comes to the front, and the popup bar hides while it is open.

Where does a minimised window go?

To the popup bar along the bottom of the screen, as a chip with the window's icon and title. The window stays open as you left it; bring it back to continue. To minimise every open window at once, press Alt+W.

How do I bring a minimised window back?

Click its chip on the popup bar, or focus the chip and press Enter or Space. To bring all of them back at once, press Alt+E or click Expand all on the bar.

What do the numbers on the popup bar filter mean?

They show the chips on screen over the total, such as 3/12 for three chips out of twelve. On All popups the button shows the total alone. The choices are All popups, Lake, Warehouse, Write back and BI.

Can I close several minimised windows at once?

Yes. Right-click a chip and choose Close others, Close to the right or Close all. The close actions follow the chips your filter currently shows, and choices that do not apply are greyed out.

What happens to unsaved changes when I close a window?

The window asks first (Close Popup): click Close to close without saving, or Cancel to stay and Apply your changes first.

Why did refreshing a window discard my changes?

A refresh reloads the window from the server, so it discards unsaved changes; it asks first, with Refresh Popup. Click Refresh to reload anyway, or Cancel. A refresh also clears drafts the window kept, so only saved data returns.

Does Escape close a window?

No. Escape minimises the window on top instead, so your work stays open. While a dialog or menu is open above the window, or while your cursor is in a text field, Escape goes to that dialog, menu or field instead, and the window is not minimised.

How do I see who created or changed a record?

Click Audit details in the window header (it appears when the record has audit information) and read the Activity popover: a Created entry, and an Updated entry after a change, each with the user and the time. A missing user reads Unknown user, and a missing time reads not recorded.

What are the Created and Edited chips in a transformation window?

They are the transformation's audit trail, shown at the bottom of its window. Created carries the date, time and user of creation; Edited appears once the transformation has been changed. See Build, test and finalize a transformation.

Why did a window show an error and close itself?

If the window's content fails to load, it shows Something went wrong with The content could not be displayed and This popup will close automatically..., and it closes on its own after about 15 seconds. Open the editor again from the tree or the Dashboard; if it keeps failing, report it to your administrator.