Sort, filter and add columns in tables

The tables in the BOM, Investigation requests, Change requests, Change notices, and Documents interfaces are customizable. You may sort the data by the values in a column, and reorder, show or hide any columns. You may also save your customized table layout as the new default across all projects in your tenant so your information will be displayed exactly as you need it every time.

Sort the data

Click the column name to sort the data according to that column in ascending order.

Click the column name again to sort the data in descending order.

Show or hide columns

  1. Navigate to the desired page in the project.

  2. Click the arrow that is shown when you hover your cursor over a column header.

    The table properties drop-down is shown.

  3. Hover your cursor over Columns, and click the columns you want to add or hide.

Reorder columns

Click a column header and drag it to your desired location.

Save table preferences

Save your table preferences so that it loads in the same way when you open the table in this and all other projects. You must save your table preferences before refreshing or leaving the page, otherwise you will lose your changes. Your saved table layout applies only to the type of table for which it was saved. In other words, a layout saved in the Documents section of a project applies only to the Documents section in all other projects.

  1. Click the arrow that is shown when you hover your cursor over a column header.
  2. From the table properties drop-down, select Save table preferences.

Your table preferences are now saved and the table will load with this configuration for all projects in the tenant.

Note: Click Reset table preferences in table properties drop-down to reset your table preferences to the default settings.

Save a view

Within the BOM table, if you have several table configurations that you want to use, save them into a view. This enables you to quickly switch between different table configurations to view different information. To do this:

  1. Configure your table as desired.
  2. At the bottom of the table, click the New View button.
  3. Type in a name for your view.
  4. Press Enter.

Your view is now saved and appears at the bottom of the page.

Propagate a view to all users

Note: Only Tenant Administrators may configure and propagate a view for all users in the tenant.

Tenant Administrators may create a custom view for the BOM table, Change Request table, and the Change Notice table and propagate this view to all users in the tenant. This is a quick way to create a user-friendly view that contains the most relevant information most users would need. In the BOM table, this custom view appears in a view entitled BOM at the bottom of the page. It does not overwrite any views that you have configured.

To propagate a view:

  1. Configure the table as desired.
  2. In the table properties drop-down, select Propagate table preferences.
  3. Wait until the success message appears.

The view has now been propagated to all users in your tenant.

Parent page: Projects