General

This is a general section regarding sorting and filtering in list views.

These instructions can be used all over the NTI CONNECT platform.

 

How to group by column

1.     Find the column to group by

2.    Drag the given column header and drop it at the upper field in the list.

 

Please note that it is possible to group by several column headings.

 

 

How to search in view

1.     Click the field for ‘Search across columns’

2.    Enter text. The search automatically starts.

 

 

How to save a new view setting

1.     Click View settings (gear wheel)

2.    Click Save as on the flyout button

3.    A dialog box appears. Enter name in the field for ‘View name’

4.    Select view type by choosing from the dropdown list.

5.    Select parent view for the new view in the field for ‘Parent view’

6.    Click Save.

 

Please note that it is possible to select one of the following view types: Global: All projects, Global: This project, Personal: All projects, Personal: This project.

 

 

How to save view settings

1.     Click View settings (gear wheel)

2.    Click Save on the flyout button

3.    A dialog box appears. Click Yes to overwrite the view.

 

 

How to rename view setting

1.     Click View settings (gear wheel)

2.    Click Rename on the flyout button

3.    A dialog box appears. Enter the new name in the field for ‘View name’

4.    Click Save.

 

 

How to delete view setting

1.     Click View settings (gear wheel)

2.    Click Delete on the flyout button

3.    A warning dialog appears. Click Yes to delete the view.

 

 

How to add column to the view

1.     Click Column options (columns)

2.    A side bar appears in the right side. This shows a list of the columns which are currently shown in the view

3.    Click the empty field at the bottom of the list and select the column to be added

4.    Click OK.

 

 

How to remove column from the view

1.     Click Column options (columns)

2.    A side bar appears in the right side. This shows a list of the columns which are currently shown in the view

3.    Find the column that should be removed

4.    Click Remove column from grid (cross)

5.    Click OK.

 

 

How to toggle checkmark filters

1.     Click Column options (columns)

2.    A side bar appears in the right side. This shows a list of the columns which are currently shown in the view

3.    Toggle the switches to enable checkmark filters

4.    Click OK.