Navigation within Modules

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