Most modules open with a table view that displays the existing records (e.g. products, production orders, colors). This consistent layout makes it easy to browse, search, and manage data across different modules.


This article describes the common features and interactions available when working with tables, including:

  • Adding, editing, and deleting records.

  • How to sort, search and filter records.

  • Customizing columns.


Understanding the table view will help you navigate and manage module data efficiently and consistently throughout the system.


Buttons

Following buttons are available. In the new UI, the Edit, Duplicate and Delete buttons are available when a record is selected.


Old UINew UIFunctionDescription
Create

Create a new item.

Edit (*)

Edit the selected item. This is the same as clicking  in the table.

Duplicate (*)

Allow you to create a new item starting from all the properties of the selected item. You can change the properties before saving.

Delete (*)

Delete the selected items. If the item is in use, this button will be disabled.

Export

Export the table to a CSV file.

Settings

Here you can save certain parameters that are specific for the module.

-In useIndicates that the item is in use. Click the lock button to see where the item is use.


(*) In the new UI, the Edit, Duplicate and Delete buttons are also available via the cell at the right side:


For more information about the UI transformation, see User interface transformation.


Sorting

  • Single-column sort: Click a column header to sort the table by that column.

  • Click again to reverse the sort order (ascending ↔ descending).

  • Click once more to stop sorting. The records are shown by modify date (latest on top).

  • Multi-column sort: Hold CTRL and click additional column headers to sort by multiple columns.

  • Clear multi-column sort: Click a column header once without holding CTRL to return to single-column sorting.


Each column header has a menu ( ) that includes sorting options.



Sorting is visually indicated with arrow icons and numbers in the column headers.



Column options

Different options are available to tailor the table layout to fit your workflow.


Column width

You can adjust the width of columns manually by dragging the edge of a column header.



Column order

You can change the order of columns by dragging the column headers.



Pinned columns are unpinned when moved.


Column header menu

More options are available in the column header menu ( ):



  • Autosize column: Automatically adjusts the selected column to fit its content. You can also double-click the right column edge.

  • Pin column:

    • No pin: Unpins the column.

    • Pin left: Keeps the column visible on the left when scrolling horizontally.

    • Pin right: Pins the column to the right edge.

  • Autosize columns: Adjusts all columns to fit their content.

  • Choose columns: Lets you show or hide specific columns.

  • Reset columns: Restores the default layout and visibility of all columns.



Search and filter

Instant filter

The list is instantly filtered as you type text in the Search box of a field.



Hide Search row

You can hide the Search row via the column header menu ( ).


Filter box

Click the filter icon in the Search box or column header to create a filter. If you have entered a value in the Search box, it is shown in the filter box as a 'Contains' filter.


Example: Show all items that have 44 or 17 in their name.



Hide Search row

You can hide the Search row via the column header menu ( ).



The filter icon  moves to the column header row.