1. Sorting. This setting is available if a column name becomes brighter when you mouse over its name. You can sort data in the ascending or descending order. To sort data in a table, click on a column name. Click on the name again to change the sorting type.
2. Configuring the table on the table settings panel (fig. 1). The panel includes the following buttons:
Select the number of rows displayed in the table per page.
The permissions are assigned in Administration – Users – Access Settings – Global Access Settings – Tasks – Export Tasks.
Set custom width of table columns.
Fit the columns in the browser window.
Configure the table (fig. 2): number and order of displayed columns, number of lines per page. You can also save these settings as the default settings.
Fig. 2. Table settings window
Filter columns by object type – filter the columns that can be added to the table of the object type.
Available fields – the list of fields that can be displayed in the table. Each field contains information about an object (task, document, contractor, etc.). All the fields are displayed alphabetically.
Selected fields - this list contains the fields that will be displayed in the table.
To move fields between Available Fields and Selected Fields, use the drag and drop technology or double click on fields. To delete a field from the Selected Fields, click the button.
Sort list by column – sort the rows in a column in the ascending or descending order.
Number of items displayed in the table – number of rows in the table per page. To save the number of the displayed items, you need to configure settings in the Table Display Settings window (Figure 2). If you set up the number of rows directly in the table (fig.1), this value will be reset at the next authentication in the system.
Save as default settings (column width will be saved too) – save the current settings as the default settings. Mostly used in the CRM module. This setting is available only if the user has the respective access permissions, which are assigned in Administration – Users – Access Settings – Global Access Settings – Configure default table display settings.
The data table stores its state (in the browser string) when certain actions are being performed, meaning that the table saves and restores data when:
working with the advanced or quick search, when the user opens one of the search results and returns to the search form, including when changing data on the page of an opened object;
opening one of the entries and returning to the page with the table, including when changing data on the page of an opened object;
changing display settings.
The following elements are saved:
data displayed in the table;
selected page (if there is more than 1 page of data);