Table view of master data and control values

Master data and control values are presented in a framework which allows a consistent usage.

After clicking on a master data module (e.g. customer) a data overview is displayed. The data sets are listed in this overview in descending order according to which ones have been modified most recently.

The overview is loaded more quickly and represented more clearly if a maximum of 250 data sets is presented. This value can be adjusted individually for each user in the user properties.

Organization of master data in table view

Organization of master data in table view
  1. By clicking on the favored module you open the table view
  2. A new data set can be created by clicking the "New"-button and is opened and ready for editing automatically afterwards.
  3. The Refresh-Button reloads the table and updates the data.
  4. With the Export-Button you can save the table to an excel sheet. Please note that all the data sets of the table are exported to excel, not only the ones that are visible in the current table view.

Customizing of the table view

Customizing of the table view

Each user can decide for himself which columns of the table he likes to have displayed. To customize the view you need to open the context menu with a right mouse click on the table and select the menu item "Configure Columns".

  1. The configuration window is divided in two parts: the "Active" column and the "Inactive" column. Beneath the two headines there are all the columns of the view displayed as labels one below the other.
  2. The order in which the labels are listed top down beneath the "Active"-headline is exactly the order in which the columns are displayed in the table.

The order of the columns can be changed via drag and drop:

  1. To remove columns from resp. show them in the table you need to click on the respective label and move it into the "Inactive" resp. "Active" column. If you´d like to change the order of the active columns you click on the label with the name of the column you´d like to have displayed on another position in the table. With the mouse button still pressed you move the label to the favored position in the "Active"-column.
  2. The label most recently clicked on is framed in light gray.
  3. Clicking the "Save" resp. "Cancel" button saves resp. undos all the changes you made. If you made changes to the table view you need to reload it after saving to have these changes displayed properly.

When dragging labels from one column to the other you have to make sure to position the labels as close to the top as possible. If you try to place them somewhere in the column´s blank space, the labels rebounce to their original positions.

If the label was moved to its new position it is framed in a differently coloured dashed line and has no content. Once you drop it by letting go the mouse button and the label hasn´t bounced back to its former position, it will be displayed with a light grey frame.

Sorting of the data sets by column values

Sorting of the data sets by column values

The displayed data sets can be sorted top down or bottom up by clicking on the little arrows next to the column headlines.

Search function in table view

Search function in table view

Next to each column header sits a magnifying glass that can be used to search the data records within the selected column.

After clicking on the magnifying glass the search bar is opened where you can insert the search term.

  1. If you are in search for names you have the possibility to enter only parts of the sought name. Conducting a search entering e.g. "we" in the search bar of one column delivers all data sets including the letter combination "we" in the the respective column.
  2. The "Cancel"-Button clears the search bar. Clicking "Apply" starts the search.

Of course it is also possible to put search filters on more than one column and to combine the filters to narrow the search down.

Once a search filter is put on a column the magnifying glass is displayed in a different colour.

If you want to undo a search and remove the search filters, you need to click on the magnifying glass again. The search bar is opened and the former search term is displayed. By pressing the "Cancel"-Button the search filter is removed and the table is reloaded. It is important to know that manually clearing the search bar and clicking "Apply" doesn´t remove the filter on the column. To correctly disable the filter you must click on the "Cancel"-Button.

How to open data sets

How to open data sets

There are several possibilities for opening a data set:

  1. a single click on the row number
  2. select "Open" in the data set´s context menu
  3. a double click the data set

The context menu

The context menu

In addition to opening data sets the context menu provides some other general functionalities:

  • Delete: the data record is deleted. Please note that some data sets cannot be deleted, e.g. if they are linked to other data sets.
  • New: a new empty data set is created and opened
  • Configure colums: the user can determine the order of the columns and decide whether they should be visible in the table view or not.
  • Show all: all of the data sets are presented in the table in addition to the ones that are currently displayed
  • Export: the whole table with all data sets is exported to excel