Difference between revisions of "Navigation within Modules"
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=== '''Overview''' === | |||
* Most modules will consist of some sort of data grid | * Most modules will consist of some sort of data grid | ||
* Each horizontal line represents an item of that type, and the vertical columns are attributes of that item | * Each horizontal line represents an item of that type, and the vertical columns are attributes of that item | ||
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* Most grids have add/edit/delete buttons (depending on [[Security Tokens]]) for the type of item displayed, as well as Export/Import/Custom buttons depending on the module[[File:Add edit delete.png|none|thumb|421x421px]] | * Most grids have add/edit/delete buttons (depending on [[Security Tokens]]) for the type of item displayed, as well as Export/Import/Custom buttons depending on the module[[File:Add edit delete.png|none|thumb|421x421px]] | ||
'''Adjusting Columns''' | ==== '''Adjusting Columns''' ==== | ||
* The visibility of different attributes can be customised for each user by changing which columns are visible | * The visibility of different attributes can be customised for each user by changing which columns are visible | ||
* Right click on the topmost line of the data grid (the headers) → Select Columns | * Right click on the topmost line of the data grid (the headers) → Select Columns | ||
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[[File:Change columns.png|none|thumb|808x808px]] | [[File:Change columns.png|none|thumb|808x808px]] | ||
===== '''Filtering and Searching''' ===== | |||
* Most data grids will allow filtering and searching using one or more criteria in the columns | |||
* Enter the search criteria in the row just below the column headers, in the column you are searching with (see below example searching using the Product Name) | * Enter the search criteria in the row just below the column headers, in the column you are searching with (see below example searching using the Product Name) | ||
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[[File:Filter product.png|frameless]] | [[File:Filter product.png|frameless]] | ||
====== '''Custom Filter Builder''' ====== | |||
'''Custom Filter Builder''' | |||
* Select the Filter icon at the bottom of the data grid [[File:Filter.png|frameless]] → select "Manage Filters" | * Select the Filter icon at the bottom of the data grid [[File:Filter.png|frameless]] → select "Manage Filters" | ||
* Add a filter, name it and select the filter criteria. Example below of showing only Products with "DOOR" in the Name | * Add a filter, name it and select the filter criteria. Example below of showing only Products with "DOOR" in the Name | ||
[[File:Filter builder.png|frameless|792x792px]] | [[File:Filter builder.png|frameless|792x792px]] | ||
Revision as of 09:02, 2 February 2023
Overview
- Most modules will consist of some sort of data grid
- Each horizontal line represents an item of that type, and the vertical columns are attributes of that item
- Some columns have an action that can be clicked on, or a tooltip which displays when hovered over
- Most grids have add/edit/delete buttons (depending on Security Tokens) for the type of item displayed, as well as Export/Import/Custom buttons depending on the module
Adjusting Columns
- The visibility of different attributes can be customised for each user by changing which columns are visible
- Right click on the topmost line of the data grid (the headers) → Select Columns
- This opens up the Columns Editor, which shows the attribute names, width, caption and order of the columns visible in the data grid
- Press on the green "add" button to add more columns for viewing → select the desired attribute from the list → change the caption and width if desired
Filtering and Searching
- Most data grids will allow filtering and searching using one or more criteria in the columns
- Enter the search criteria in the row just below the column headers, in the column you are searching with (see below example searching using the Product Name)
- Filtering can also be done by selecting the "Funnel" / Filter icon next to a header name that allows filtering
- Check the tickboxes of criteria to use, see below for an example
Custom Filter Builder
- Select the Filter icon at the bottom of the data grid → select "Manage Filters"
- Add a filter, name it and select the filter criteria. Example below of showing only Products with "DOOR" in the Name
