Most modules open with a table view that displays the existing items (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 items.

  • How to sort, search and filter items.

  • Customizing columns.

  • Managing views.


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


Buttons

The user interface of Connect is being transformed (see the User interface transformation articles). Until all table view are transformed, the next tables show the corresponding button in the old UI.


Available above the table:

ButtonFunctionDescriptionOld UI button
ViewOptions to create and use custom views.not available
Export

Export the table to a CSV file.

Settings

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

Create

Create a new item.


Following buttons are available when one or more items are selected:

ButtonFunctionDescriptionOld UI button
x SelectedDeselect itemsDeselect all selected items.not available
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.

Only show selectedWhen switched on, the table only shows the selected items.not available
In useIndicates that the item is in use. Click the lock button to see where the item is use.not available


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


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 items 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.


Managing views

The Views feature allows you to customize how data is displayed in tables and save those preferences for future use.


Every table starts by showing all items in a default layout. You can customize the table view to your needs by sorting columns, resizing column widths, reordering columns, etc. When finished, you can save the view. You can add as many views as needed and select them anytime.


Saving a view

As soon as you change the layout, the Save as new view button is shown. Example:



When you finished customizing your view, to save your view, do the following:

  1. Click the Save as new view button.
    Your view gets a temporary name, e.g. All orders (2).
  2. Rename your view by clicking the All button. Then hover over the temporary name, enter a name for your view and click Save view.


More options

As you can see in the previous picture, there are more options to manage views:


Add view

To create a view, you can also start by clicking the + Add view button:

  1. Give your new view a name.
  2. Change the layout.
  3. Click the Save view button.


Duplicate a view

To create a new view, you can start with a copy of the default view or one of your own views by clicking the Duplicate view button .


Deleting a view

Only custom views can be deleted (not the default view). Hover over a view and click the Delete view button .


Selecting a view

The view button on top shows the name of the selected view.

To select another view, click that button and then click the desired view. If you have many views, use the Search box.



The selected view is remembered when you reopen the module later.


NOTE: Views are stored per user.