Customizing Views & Bulk Actions

This functionality focuses on how to organize your data and perform actions at scale. Learn how to tailor your tables to your specific needs and manage multiple items simultaneously to save time

Customizing Your Overview Tables

Using the Processing Activities Register as an example, you can move beyond the "Main View" to create a views that fits your workflow.

• Modify Your View: Click "Customize View" (top right) to open the editor. Drag fields from the left (available fields) to the right (active display) to add them to your table. You can also reorder fields by dragging them up or down.

• Manage Multiple Views: Create a new view by clicking "Add View". This duplicates your current setup, allowing you to create "Simplified" or "Advanced" versions without affecting the original.

• Sharing Views: Click the three dots next to a view name and toggle "View available for everyone?" to share your layout with your colleagues.

• Sticky Filters: For filters you use daily, use the "Edit visible filters" dropdown within the customization menu. These filters will remain pinned to the top of your register for instant access.

Efficiency with Bulk Actions

Manage your data faster by selecting one or more items using the checkboxes on the left side of your table.

• Single Item Actions: When one item is selected, you can Archive, Duplicate, Export, or Create a Task.

• Multi-Item Actions: Selecting two or more items unlocks the Merge feature.

• Status Management: Update multiple items at once using the status bar:

  • Freeze: Move "Drafts" to a saved version and add notes.

  • Approve/Reject: Select eligible items from the pop-up window to update their status across the board

Advanced Filtering

While "Sticky Filters" stay pinned to your view, you can use the "Add Filter" button for ad-hoc searching.

• Layered Filters: You can apply multiple filters simultaneously to drill down into specific data sets (e.g., filtering by both "Department" and "Risk Level").