Tables
Table pages consist of the filters, table actions, table headers, table rows and pagination.
Table columns
You can customize the way you see a table, by opening the "visible columns" section and selecting or deselecting, which columns should be visible.
After changing the visible columns selection, the table needs to be refreshed.
Some tables have a lot of columns, so searching was added to allow you to quickly find the column you need.
Table filters
Most table columns can be used in filters. When you click the "funnel" icon next to the column name, a filtering form is added to the filters section.
Filters include text filters, dropdowns, Yes/No filters, date filters,...
After every change in the filters section, the filters need to be re-applied.
When you have applied filters, their count will appear next to the "gear" icon.
Table search
Table search allows for quick and simple searching by word through the entire table.
If you have applied table filters and you use table search, the search will only find records that match both filters and search.
If a record is not shown in table during search, it has to be saved through the update form again.
Table actions
Every table has action buttons, that are used to add, delete, print, export or import records in table.
- Add new
- Link to the create form the a new record.
- Import from Excel/CSV file
- Upload a formatted excel or CSV file to import records.
- Export to Excel
- Export table to Excel. This action uses applied filters and search during export.
- If no filters are applied, this action will attempt to export the entire table.
- Export to
ZIP:ZIP- Export selected records to ZIP. Used to bulk export PDFs.
- Print selected items
- Generate default PDF prints for selected records.
- Delete selected
- Delete selected records from the table.
Actions, such as "Add new" and "Delete selected" are locked with permissions.
Table of entriesRecords
Table ofrecords entries (rows) isare the main part of this view, it's where all the data, filtered or not,data is displayed.
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The
Some columntables has(eg. acontacts) also have plus"details button,rows". thatThese can be clickedopened toby expandclicking athe details"+" sectionbefore forthe their row, which can contain a quick overview of an entry's information.checkbox.
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
Batch editing a row. Most tables in the ERP differ in this regard.
By checking a row, you arecan selectingselect it.one or more records. You can bulk edit allmultiple selected rows at once (by clicking the "edit" icon next to the columncolumn's name),name.
Batch most of the time, thisediting is not advisable, sinceas sometimesupdating informationmultiple isrecords writtenat inonce acould certainlead wayto forcomplications.
Each and changing ittable can causebe errors.
You can sort a tablesorted by mostany fields,of its columns, but only by a singleone fieldat ata atime. time.
To apply sorting, simply click on the column name and the arrow that appears next to or underneath it will indicateindicate, 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 table filter and sort' buttonbutton.
the right side of the screen.
Table pagination
The table pagination can be edited through the toolbar under the table. You can move by a single page at a time or jump to last/first page.
You can set count of records, shown per page (5, 10, 25, 50, 100). A count of all records in the databasetable (Showing 1 to 10 of 252 entries) is shown on the left.