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Standard Options in Listing Areas
Standard Options in Listing Areas
Updated over a week ago

Across the Asite platform, you have a number of things that work in similar ways, especially in listing areas. Given below is a description of such standard options available in listing areas.

Move columns directly via drag and drop

From a listing area, you can drag the column title which you need to move in a listing area, then drop wherever you want to position it in the same listing area.

Use your mouse to resize columns

From a listing area, go to the column header for which you want to resize columns. Rest the cursor on right side of the boundary of column header you want to move until it becomes a resize cursor and then drag the boundary until the column is the width you want.

Customize the columns to what you prefer to see

From a listing area, select the 'Customize' option available at an edge to the right. A popup will appear containing the list of all the available and selected fields for the listing area being displayed. Select the required fields to add to or remove from your listing using the arrow icons.

  • On click of icon, the highlighted columns are moved from available fields to selected fields.

  • To set the display order of the columns under selected fields, click on and icons. This will accordingly move the highlighted column positions up or down.

  • To remove any highlighted columns from selected fields, click on icon.

  • Use 'Ctrl' key to select multiple columns at a time if required.
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Click 'Update' to save the changes and close the 'Customise' popup. Else, click 'Close' to hide the popup without saving the changes. The updated selection of fields will get applied to the listing area you are in.

Set Number of Records to Display per Page

From a listing area, you can choose number of records you prefer to see at a time. You have an option to select 10, 25, 50, 100 or 250 records per page.

Apply Search Filters, Save and Share with others

Along-with a simple keyword search, you can also filter search results based on different criteria as applicable to the listing area you are in.

To create a filter, click on 'Filters' dropdown, go to the first tab 'Create Filter'. From here, you can start searching for the filter criteria you need to add in the search filter you are looking forward to create. Once you have found the required filter criteria, enter required information to continue applying the search filter as needed.

You can continue adding more filter criteria's by following the same steps to search and apply the filter criteria from available options.

Once you have applied the search filter as needed, it appears as an 'Unsaved Filter'.

A icon starts appearing against the 'Filters' dropdown once a filter criteria is applied. Click on it to see available options on the filter you have applied.

Below is a description of the options available once you have applied a search filter in the listing area:

  • Clear - To clear the applied filter criteria and show all results in the listing area you are in, without any search filter.

  • Save - To save the applied filter criteria. It allows you to name the applied filter and save it for future reference. Also, it gives you an option to share the filter being created with specific contacts in your organization, all users within a project or distribution group as required. Key in and select the relevant names from the dropdown list. Once selected, right click on the name of selected user / project / distribution group and assign 'Admin' or 'View' permissions on the new search filter.

  • Save as - In case you are changing the search and/or filter criteria when an existing filter is already applied and you want to save the changes as a new filter, click on 'Save as' option. Next enter a name for the new filter. Also, it gives you an option to share the filter being created with specific contacts in your organization, all users within a project or distribution group as required. Key in and select the relevant names from the dropdown list. Once selected, right click on the name of selected user / project / distribution group and assign 'Admin' or 'View' permissions on the new search filter.

  • Edit - To edit the details of an existing filter. This includes editing the filter name and users to whom it is shared.

  • Delete - To delete a saved filter if it is not required any longer.

Once you have saved a filter, it will then appear under 'Saved Filters' section.

To go back and edit an already saved filter, click on its name from the 'Saved Filters' section to update the listing accordingly. Then, click on the corresponding icon to see available options on the applied search filter and use the required options as explained above to edit and/or save the changes.

Apply Sorting based on Column Title

From a listing area, go to the column header based on which you want to apply sorting for the listing area you are in. Click on the column title and if sorting is supported on that particular column, it will then show a sort icon. A icon will appear if the sorting is applied in ascending order. Accordingly, a icon will appear if the sorting is applied in descending order. If a sort icon already shows for one of the column titles in the listing area you are in, it means the list is already sorted based on that particular column. You can mouseover on the sort icon to see the order in which the relevant column is sorted.

Search from Column Header

From a listing area, go to the column header based on which you want to apply search on the listing area you are in.

Mouse over on the column title and if searching is supported on that particular column, a icon will appear on the right side of column title. Click on it to open the search box wherein you can enter your search keyword to filter the listing accordingly.

Switch to Thumb View from List View or other way round

From a listing area, click on icon to switch to thumb view as and when required. Accordingly, if you are in a thumb view, click on icon to switch to list view whenever required.

Export Options

From a listing area, go to 'Export' menu and select from available export options as applicable.

Once the export to excel is complete, you will see a new MS excel file open up. (Click 'Yes' if prompted to open the MS excel file).



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