How lists work: Views, sorts, filters, search

Learn how to manipulate lists and refine your search

Published on 09/30/2021Hind Andaloussi

Mastering how lists work ensures accurate search results and easy data analysis

The principle of views

A large majority of the application's lists have a drop-down menu as the page header and as the title.

The option displayed is the name of the current page, but this also allows:

  • To switch from one view to another, among different contexts of the same data, in order to obtain a relevant level of information.
    For example: the list of items, which in Item View reflects all the products created or imported, can also be seen through the prism of supplier references, sales prices or even previously entered stock units.
  • To select one of the sub-levels of a parent item.
    For example: in the multi-site page, the drop-down title provides access to the different functionalities that make up this section (organizations, groups, catalogs).

For each type of data, it is useful to obtain a level of information relating to the reading context. To answer this, the drop-down title at the page header allows you to choose the most relevant view as needed.

The sorting system

Each column of a list, if it has small up-down arrows in its title, it can constitute a sorting criterion.

Depending on the type of data, the list will be reordered by the last selected sorting criterion.

Sorting meets standard classification rules:

  • Texts or tags: alphabetical or reverse order
  • The numbers: ascending or descending order
  • Dates: chronological or antecchronological order

The search field present in each page, allows to obtain the results contained in the list and corresponding strictly to the current entry.

These search results relate to the content of the cells in the Description column. This can contain text (e.g. product name) and / or numbers (e.g. order number, sales number, etc.)

More exceptionally, it is possible to search according to the content of another column if this one allows the identification of a data. For example: search by lot number to find labels.

How to perform actions in lists

Main actions, secondary actions, multiple actions ... the ergonomics of the lists

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How to extract data from the list

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The filter system

How to combine filters to analyze and act on a dataset

Published on 09/30/2021Hind Andaloussi