Searching and filtering
Szybkie odnajdywanie rekordów na długiej liście: wyszukiwanie po treści i filtry po polach. Filtr zawęża, sortowanie porządkuje.
What narrowing a list is for
A list can have hundreds or thousands of records. Rarely are all of them needed at once. Usually you look for one matter or a slice, for example one client's tickets or contracts ending this month. Search and filters are for this.
The difference is simple: search finds by what you type, while a filter narrows the list by a specific field.
Searching by content
Search works like a magnifying glass: you type a fragment and the list shows the records that contain it, for example part of a client's name or a matter number. This is the fastest route when you roughly know what you are looking for.
- Type a fragment; you need not know the whole.
Kowalwill findKowalskiandKowalczyk. - Search looks into a record's text fields, not into attachments or history.
- If nothing shows up, check whether you happen to have a filter on that additionally narrows the list.
Filters by field
A filter narrows the list by a field value. Instead of searching by text, you say "show only those where the status is In progress" or "where the date received is from this week". Filters:
- combine, so you can narrow by status and by date at once, and the list will show records meeting all conditions,
- can be removed, so you return to the full list in one move,
- work on what you have access to, so a filter will not reveal records you would not have seen anyway.
Example. You want to see your open tickets. You set the filter Status = In progress and Owner = Me. The list drops from two hundred items to the six you actually need to handle.
Sorting
Sorting does not change what is on the list, only the order. You usually set it by clicking a column header: once ascending, again descending. Most often you sort by date to keep the newest on top, or by amount to see the largest matters.
Filtering and sorting work together: first you narrow the list with a filter, then you order it with sorting.
Limitations of the approach
If you set the same set of filters every day to reach the same slice of data, tell the administrator. Such a repeatable view can be prepared as a ready-made list you enter with one click, without setting filters each time.
List views: list, kanban, calendar
Te same dane można pokazać na trzy sposoby: jako tabelę, jako tablicę kart w kolumnach albo jako kalendarz. Czym się różnią, do czego nadaje się każdy z nich i co pozostaje wspólne niezależnie od widoku.
Custom lists
Lista własna to gotowe zestawienie danych zebrane na jednym ekranie. Czasem tylko do przeglądania, czasem z możliwością edycji w miejscu i z przyciskami czynności.