Tables
This is one of the main page types of the ERP.
Most tables look somewhat different from the one pictured below, but the core functions such as filtering and searching are identical.
The table view consists of the toolbar at the top, the actual table of entries underneath it, and another toolbar at the bottom of the page.
The top toolbar
The top toolbar allows users to search through entries in a given table and filter them by any of the available fields.
Next to the table name, lies a set of buttons. Clicking on the cog icon opens the toolbar and displays a wide array of available filters, while the three dots button next to the cog shows a list of related tables for quicker navigating. Aside from those two, there are more buttons, specific to certain tables.
TIP: The circled number, displayed next to the cog icon denotes how many filters are active. If there are none, the number is not show.
On the other side lies the search widget, that allows for searching in table by keyword. Usually, only searching ba keyword is available, but occasionally there are other search types present.
Next to the search, a set of orange action buttons is displayed. For some of this buttons users will need special permisisions.
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One such is the create button, which redirects you to the creation form, where you can create new entries for the table, where you pressed the plus button. |
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The import button allows importing of data from external sources into the EPR. |
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The Export button can be used to export the data (as per your configuration) to an excel file, saved to your computer. |
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The print button appears when you have selected one or more rows in the table. It allows you to bulk print all of the selected entries at once. |
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The delete button appears when you have selected one or more rows in the table. It allows you to bulk delete all of the selected entries at once. However, entries cannot be deleted if the have existing connections to other items in the ERP, as those could depend on this one to properly function. |
Available fields
This section's primary function is the customization of the actual table.
The checked fields are displayed as table columns, while the unchecked fields are hidden. Users can personalise the way they see the table by checking and unchecking fields and refreshing the page afterwards.
The available fields can also be searched through, as there are quite many of them on some tables.
Table of entries
Table of entries (rows) is the main part of this view, it's where all the data, filtered or not, is displayed.
The table consists of columns that you have selected in the top toolbar, along with permanent additional columns '+' at the start and 'Actions' at the end.
The '+' column has a plus button, that can be clicked to expand a details section for their row, which can contain a quick overview of an entry's information.
The actions column can contain several button with varying functions, depending on the button, but most commonly at least the edit button ( ) is present.
Most columns are filled with plain text information, but some contain buttons, text fields or other widgets, used for quickly editing a row. Most tables in the ERP differ in this regard.
By checking a row, you are selecting it. You can bulk edit all selected rows at once (by clicking the icon next to the column name), but most of the time, this is not advisable, since sometimes information is written in a certain way for a reason and changing it can cause errors.
You can sort a table by most fields, but only by a single field at a time. To apply sorting, simply click on the column name and the arrow that appears next to or underneath it will indicate if you are sorting in an ascending or a descending order. To switch between these two, just click on the column name again.
To reset any sorting, open the top toolbar and press the 'Reset sort' button on the right side of the screen.
The bottom toolbar
The bottom toolbar is used to control how many items to show and to control pagination. It spans accross the bottom of the screen.
- On the left side of the the toolbar lies an informational textbox, that tells you, which entries you are viewing on the current page and how many there are of all entries.
- Next to the textbox is a select, that lets you choose, how many items per page you are viewing.
- And on the right side of the screen lies the pagination widget for switching backwards or forwards through pages.