Tables and List
Table Controls
Sorting
Resizing Columns
Column Order
Grouping Columns
Filtering
Table Controls
Tables and List do not show any controls by default. To view Table controls move your mouse over a Table or List. The image above shows the controls as they would appear if your mouse was over the Table or List.
1. The table title.
2. A column header. You can click column headers to sort data in the table.
3. A Table row representing one record.
4. The config (gear) icon. Click to configure or customize the Table or List.
5. Delete icon. Deletes all rows selected.
6. Add and Edit icons. Click the plus icon to add a new record. Click the green edit icon (on left of plus icon) to edit the selected record.
7. Print icon. Clicking this icon will create a PDF of what you are viewing in the Table or List.
8. Record counter. This displays the number of records in the Table or List. This number does not include other records that may not have been included in the Table either due to a filter being applied or the max number of rows being reached per request. (Max rows is usually 50 with some exceptions).
9. Previous and Next icons. Click these icons to iterate over the records in the list.
Sorting
To sort a column click the column header. The default is to sort ascending. Click a column header again to sort descending.
Resizing Columns
To resize a column, simply click between the columns and drag your mouse either left or right. Let go of the mouse button when you are satisfied with the result.
Your settings are saved between sessions.
Column Order
1. Click the gear icon to toggle the table config draw.
2. The first tab displays all the columns that are available for the data-set in the table or list.
3. To select columns you must hold down the [command/control] key while clicking the column names.
4. Select the columns in the order you would like them to appear in the Table and click [apply]. You can un-select all columns by simple clicking [clear].
Your settings are saved between sessions. Please note, you may also drag a column header to reposition it. This is only temporary since the column positions will not be saved in this way in version 1.5
Grouping Columns
To set a group click the gear icon.
1. Click the [group] tab.
2. Select one or more columns to group by. To select multiple columns hold down the [command/control] key as you make your selections. It is important to note that the grouping will be based on the order the columns are selected. In the above example only one column is selected as a grouping column.
3. Click [apply].
You will notice a expand icon appear (red arrow). Click this icon to toggle between collapsed and expanded views. This icon only appears if you have a group assigned to a Table or LIst.
Your settings are saved between sessions.
Filtering
To set a group click the gear icon.
1. Select either the [Classification] tab or [Status] tab. In the above image Status is selected.
2. Select one or more columns to filter by. To select multiple columns hold down the [command/control] key as you make your selections.
3. Click [apply].
The image below shows the result.
Removing a Filter
As you can see from the image above the table now only shows records with a status of complete as indicated by the filter bar displayed over the Table or List.
To remove the filter simply click the [x] next to the filter (red arrow). When you remove a filter the list will revert back to its default query. Removing a Filter does not remove column groupings, column widths or the column order you may have specified previously.
Please note that the Table controls are not displayed in the above image because our mouse was not over the Table when we took the image. This is typically how most Tables and List will look. We hide the Table controls to make the screen look less cluttered.