Working with Tables

IFS Cloud Web facilitates the usage of tables to display details easily.

Using Tables

In IFS Cloud web, you will come across tables on pages that show an overview or details. These tables allow you to handle multiple records simultaneously. They are also present in master-detail pages, which have a header and rows, similar to the Customer Order page.

Note: You can customize the order, size, and visibility of columns in these tables. The columns can be read-only, editable, or locked for editing. Some pages let you edit existing records or create new ones, especially those dealing with basic data. For more complex data, you'll often use detail pages or master/detail pages.

Selection Of Data

• IFS Cloud tables offer flexibility in data selection by allowing you to combine mouse controls with keyboard shortcuts. This feature enables you to choose and access your preferred data more quickly and conveniently.

• To exclusively select a specific row, simply Click anywhere within the row or click the Check Box.

• To select multiple rows, Click on the Check Box next to each row or Shift + Click anywhere.

• To quickly choose all the rows in a range, follow these steps:
• Click anywhere in the first row.
• Hold down the Shift key and click on the last row in the range.
• This will select all the rows between the first and last rows you clicked on.

• To select multiple rows dispersed throughout the table, hold down the Ctrl button while Clicking on each desired row.

Note:

• After selecting a row, you'll be able to view and use all the allowed controls specific to that row. These controls will be accessible in the command bar.
• If you select multiple rows in the table, you'll only see the common controls that are shared among those selected rows in the command bar.

General Functionalities

Your access to specific actions in a table is determined by your privileges in the system. Here are some common tasks you can perform within a table in IFS Cloud Web.

Label	Name	Description
A	Filter Search	You can filter the records within a page by using the Filter Search option. Please follow the guidelines in Filter Search Pane to filter the records.
B	Add a Record	Some tables allow you to add new records manually. If the table permits creation of a new record, you will find the Add New Record button at the top of the tables To create a new record: Click Add New Record button or use Alt +N Keyboard Shortcut.  By doing this, a new record field will appear within the table, as demonstrated. You'll need to complete information for each new column based on the field type, as explained in Using Text Fields section.
C	Edit a Record	If the table permits you to edit an existing record. Click on the Edit a Record button to edit the selected record in the table. Once you click the edit button it will enable the edit mode for the record.  When editing the record: You will be able to modify information in each column based on the field type, as explained in Using Text Fields section.
D	Table Settings	Table settings enable you to control the appearance of the table. You can add conditional formatting for the data or modify the format of the table columns using this feature. Column Chooser Modify the arrangement of table columns and add/remove columns from the table using this feature . Default Mode (Recommended) - Only the default columns selected by the admin will be displayed in the table.  Configure columns manually - Use Column Chooser Interface to: Add new columns to the table. Remove unwanted columns from the table. Change the arrangement of the columns. Additional Fields - Add a new Favorites Column to the table. You can use this column to effortlessly mark your preferred records as favorites.   Column Chooser Interface Use Column Chooser Interface to modify the view of the table. To explore each option separately, click the expand button given below: Expand Label Name Description A Available Column This section displays all the available columns in the database, you can add any column to the table by selecting a column name from this section and moving it to Selected for Display(C) section. B Find Use this option to find a column from Available Columns(A) section or Selected for Display(C) section. C Selected for Display This section displays all the columns visible in the table, you can remove columns from the table by selecting any column name from this section and moving it to Available Columns(C) section. D Move to “Selected for display” section You can use this button to move any column name from Available Columns(A) section to Selected for Display(C) section. E Move to “Available” section You can use this button to move any column name from Selected for Display(C) section to Available Columns(A) section. If you want to manually rearrange any column within the table, click on this icon next to any column name in the provided two tables, drag it to your preferred position, and drop it there. F Position The Column as First Column of the Table. You can utilize this button to set any visible column of the table as the first column. G Move One Position to the left You can utilize this button to shift the selected column one position to the left from its current placement. H Move one column right You can utilize this button to shift the selected column one position to the right from its current placement. I Place the column on the right side of the table. You can utilize this button to set any visible column of the table as the last column. 2. Conditional Formatting You can establish conditions for the data in the table using Conditional Formatting. If any record within the table matches these conditions, it will be displayed according to the defined formatting rules. To explore each option separately, click the expand button given below: Expand Label Name Description A Attribute Section This section is where you choose the column that will show the conditional output. Select the desired column for displaying the conditional output from the Formatting Attribute drop down menu. B Condition Section You can set conditions based on the column values in the table using this section. When the data values meet any of the specified conditions, a conditional output will be showcased in the selected column designated as the Formatting Attribute. Select a column you wish to apply a condition from the Column list. Add any one of the following conditions you want to apply from the Condition list, and then input the conditional value after applying the chosen condition. Label Name = Equals != Not Equal >= Greater Than or Equal > Greater Than <= Less Than or Equal > Less Than Example:   Click the plus sign to add more conditions, and include another condition in the Condition Section. Follow the same steps to define the new condition.   C Style Section You can select a style to be shown when all the conditions you have applied are met by selecting a background color from the Select Background Color drop down menu. You can also use the Apply to entire row slider to apply the conditional color to the entire row. 3. Manage Formatting You can manage all the conditions you have created for the table by using the Manage Formatting.   Click on the Check Box(A) or 3 Dot Menu(A) to edit the conditional formatting configurations you have created. To delete a condition, click on Delete(B) button and confirm your action by selecting Delete in the Pop-up message. To  edit your existing condition click on Edit Conditional Format (C) button and follow the same steps in Conditional Formatting (2) section to edit your current condition.
E	Export or Copy & Paste a Record	Some tables within IFS Cloud Web allows you to export the data in the table. You can use this option to export the table data to an Excel workbook or copy the link to the OData server call and share it with your coworkers to demonstrate your current table view. To explore each option separately, click the expand button given below: Expand   Label Name Description 1 Export All Rows To export the data in the table to an Excel work book, click on Export All Rows(1) button and select one of the following options from the menu: Visible Columns Only(a) : You can export the columns which are in you current view to Excel work book. All Columns(b) : You can export all the columns in the table to Excel work book.  2 Copy Data Link Choose this option if you wish to copy the link to the table for sharing. a Visible Columns Only   b All Columns
F	Number of Records to be Shown in First View	You can make use of this feature, if the table you are working with contains an extensive number of records and prefer to initially visualize a predefined number of records. 1 : Number Of Records - Click on the Number of Records(A) drop down menu and select any value from it. Example: In the diagram provided, you have the flexibility to choose from values such as 60, 120, 240, 480, and 960. The table will then display the specified number of records initially based on your selection.
G	View Mode	IFS Cloud Web offers support for four types of view modes within tables. Depending on the configuration, the number of view modes allowed for the table might vary.       To explore each option separately, click the expand button given below: Expand Label Name Description 1 List View List view provides a holistic representation of multiple records in a table format without a horizontal scroll or grid lines. The displayed information seamlessly adjusts to the specific device in use or the view span of your browser window. If a user chooses to hide columns, additional columns will become visible to accommodate the available display space. It's important to note that the display prioritizes fields set by design (although these can be altered in the view settings). 2 Table View A specific view showcases multiple records with both horizontal and vertical scroll enabled. Additionally table view provides you with the following features: You have the option to freeze or fix a column, ensuring that specific information remains visible even when scrolling horizontally. You have the flexibility to manually adjust the column width to accommodate more columns within your viewing area. When you hover over any column, you will be able to view the 3 Dotted Menu Button. Click on the 3 Dot Menu Button to view the options. To explore each option separately, click the expand button given below: Expand   Label Name Description a Filter You can utilize the Filter option to filter column values. Once the filter is applied, you will only see rows containing data applicable to that specific filter. b Freeze Enable the freeze option to lock a column in place within the table. When you scroll horizontally left or right, any column to the left of the frozen column will remain fixed, while all columns to the right will move horizontally. c Hide You can use this option to remove a column from visibility in the table. Adjust Table Column Width In the table view, you have the flexibility to manually adjust the width of any column. Simply enable the table view, hover your cursor over the margin of the table, and when the cursor changes to a double-ended arrow, drag the table margin to your desired width. 3 Card View Card view provides a visual representation to data within a table by displaying it within information cards. Enabling Card View allows you to visually grasp most details about a record through a graphical representation. Note: While you can choose multiple records in table view and list view, card view does not support the selection of multiple records. Card view also does not support Duplicate Record(H), Delete Record(I) or Subscription / Notification(J) options in the controls. 4 Chart View
H	Duplicate a Record	If the table permits you to duplicate the existing records. Click on the record you wish to duplicate and click the Duplicate Record button to create a duplicate of the selected record in the table.
I	Delete	If the table permits you to delete records, Select the record you wish to delete and click on the Delete Record button to delete the selected record in the table.
J	Subscriptions / Notifications	You have the option to subscribe to a record field or create a task for a record in a table using the Subscriptions/Notifications feature. Refer to the Tasks section for task-related details and the Subscription section for subscription-related instructions.