There are many Link pages, where you will find a data grid containing a list of items.
These grids have some general features that are good to know about - they will be explained in this chapter.
Sorting
To sort the data, simply click on the column you wish to sort by. The first sorting done when clicked will be in ascending order. Click the column again to sort in descending order.
Search
When data grids become too large, you may need to search for a specific document. The search box will perform its search on the entire data grid and will exclude the rows that do not match the search dynamically. Note that it is not possible to search for specific dates and time intervals. Press the 'x' next to the search term to reset the search.
Export
This button will enable you to download an xslx (Excel) file containing all or all selected rows.
The file will automatically be downloaded through your browser.
Column Chooser
This option makes it possible to customize which columns should be displayed in the data grid.
Some columns are selected by default. When selecting it, you will be presented with a small window that contains all the columns that are not currently in use.
You can scroll while hovering your mouse over window box to see additional columns. To insert a new column you must drag it from the window to to the data grid. A blue line will appear when dragging, which means the column will be placed between the two columns. You can drag any column back to the window in the same manner. See the animation below for further reference.
Reset
Clicking this will reset the state of the grid to the default state. This means that all current sorting, grouping, filtering etc. will be reset. If you have placed or removed any columns via the column chooser, these will be reset as well. Any currently selected rows will be deselected.
Refresh
This will refresh the data grid, which may allow new documents to show up or remove ones that no longer meet the search criteria.
Filtering
In order to exclude certain rows from the data grid you can make use of filtering. The filtering option is located to the right of the column name. By clicking it a window will appear, which show you the different values for the selected column. Click the checkbox next to the value to filter by it. 'Select All' will filter by all the values. See the animation below for further reference.
Note: In order to filter documents from a date span, press the filter icon next to the relevant date-column and tick the checkbox for the years, months and dates you want to filter by.
Right-click actions
When selecting one or more items in a grid, there may be a set of right-click actions available. Note that some of these actions are only available when selecting a single document. To see this menu, left-click an item and then right click. The example below comes from Tracking.
Grouping data
Organizing data in groups can help you get a quick overview of your data set. To group your data, drag the desired column into the small space above the data grid, where this text is displayed: "Drag a column header here to group by that column". See the animation below for further reference.
When you have grouped data, it is possible to quickly expand or collapse all the group rows by clicking the “Collapse/Expand” symbol.
Pagination
When you are dealing with a large amount of documents, the data may need to be split up into several pages. At the bottom left of the data grid you have the option to choose the number of documents that should be displayed on a single page. You can display from 15 up to 1000 documents on a single page.
You can navigate between pages in the bottom right of the data grid.
User specific settings
Note that for some data grids, there might be user specific settings available.
These are described in the My Profile section.