The table view is the most common view in WorkSpan. It can be used to display thousands of rows of data. Each row of the table view represents each record of the data source. This article will give you a basic understanding of creating a view in a “Table View” for WorkSpan objects and explore different options available for a personalized view.
Here are some of the typical operations that you can perform on table views.
- Searching data
- Creating and Managing Views
- Managing Columns
- Applying filters
- Sorting data
Common Features of Table View
1. Create a View
Follow the below steps to create a new table view.
Step 1: Click on the hamburger menu and choose Sales Plan.
Step 2: Choose the respective Sales Plan and navigate to “Opportunities”, and click “Create View”.
Step 3: Enter a name to your table view and click “Save”.
A toast message appears after creating the view successfully.
Once a view is created, you get the following options to play around with your data.
One of the most common features in WorkSpan is a search bar. The enhanced search now works on three columns, i.e., WS-ID, object name (E.g., Activity names), and CRM-ID in the table view. In the event that your input is incorrect, click on “X”. If you want to opt out of the search function, click “Cancel”.
Here is additional information on how to search using “Name”.
1.2. Bulk Actions
Bulk actions allow you to perform certain operations on multiple items simultaneously. For example, it enables you to add input value (description, etc.) in multiple objects at a time and save it in bulk. To know more, click here.
1.3. Active Opportunities
You can keep the table view organized and manageable by listing the active Opportunities and archiving the unwanted or deleted opportunities. To do so, click on the “Active Opportunities” option present in the navigation bar.
1.4. Column Controls at Table View Level
Want to refine your data? The filter option eliminates the irrelevant entries temporarily from the view. You can filter the data according to the criteria to help analyze the critical data points.
Step 1: Click on “Filter” present in the navigation bar.
Step 2: Click “Add Filter” to start adding your filters.
Step 3: The operators in the filter include - “IN”, “NOT IN”, “EQUALS”, “NOT EQUALS”, “CONTAINS”, “NOT CONTAINS”, and “IS BLANK”. Click “Save” after adding all the required fields. The table view will now show filtered data.
Sorting can be used to rearrange your data systematically on the table view.
Step 1: Click on “Sort” present in the navigation bar.
Step 2: Click on the “+ Add Sort” button to add new sorting rules.
Step 3: The columns in the table view, for instance - select “Created By” in descending order to display data created by the person as per the alphabets (Z-A).
- Remove the sorting rule by clicking on the “X” icon.
- Click on the “Six-dotted” icon to arrange sorting rules as you want to apply.
- Click “Save” to save your sorted data in this view.
This option allows you to select/unselect the columns you want to show on the table view.
Tip: Users (ex, Owners) with edit access to the table view can “Save” the view with the changes. Also, they can use “Save as a New View”.Users with only view access can see the “Save as a New View” button.
Below are the steps for using the “Save” button.
Step 1: You can check/uncheck the boxes and click on the “Save” button to view your changes.
Step 2: The above-selected columns will get updated to your existing table view. There is no new view created.
Below are the steps for using the “Save as a New View” button.
Step 1: You can check/uncheck the boxes and click on “Save as a new view” to create a new view. Your selections will be saved, and the data will be displayed accordingly.
Step 2: Now follow Step 2 in Create a View.
Step 3: The view will be refreshed with the new columns, and a success message will notify you that the new table view has been saved.
2. Editing multiple rows and columns simultaneously
Inline editing is a feature that allows you to edit content (e.g., multiple opportunities data in the table view) directly rather than having to navigate to a specific opportunity page see more.
3. Column Controls at Column-Level
This feature lets you divide your page into more sub-columns and create more layout options. Here are some of the actions that you can perform.
- By clicking once or twice on a column header, you can sort the rows by that field, ascending or descending.
- By clicking the menu icon on any column header, you can find additional settings for each column. As each column has its own filter option. For instance, The column "Description" offers a filter “contains” that lets you access descriptions with specific terms.
3. You can also “Pin” the column left/right, "Autosize" the column/columns to System Default, and Resize the column.
Managing Table View in the Sales Plan
For creating a table view In the Sales Plan, follow Create a View. When viewing the tasks on a Sales Plan, your tasks will be displayed on Table View, each on a separate row. Each related property will be displayed on individual columns.
1. Add a task
Step 1: On your Sales Plan page, navigate to the Tasks tab and click “Add Task” in the right corner.
Step 2: Add the required task information and click “Create”.
Step 3: You can view the created task on the table view by clicking “View Task”.
All task assignees will receive a notification. Also, the task is shared with assignees automatically.
2. View tasks
2.1. Assign and track tasks
It is possible to keep track of tasks assigned to you or tasks you've created for others. To do this, you can use the tabs such as “Assigned to Me”, “Assigned by Me”, and “Watched by Me” present on the Tasks page of the Sales Plan.
2.2. Switch between status
To view the tasks based on the current flow, you can choose the tabs such as “In Planning”, “In Execution”, and “Closed” present on the Tasks page of the Sales Plan. By default, “All” the tasks will be displayed in the table view.
2.3. Edit tasks
You can edit the tasks created by clicking on the respective task in the table view, and on the Task modal window, click “Edit”.
Apart from editing, users can perform the below actions on the modal window,
- Manually opting to change the task status by clicking the “Change Status” button. For instance, a task in “To Do” status can be updated to “In progress” or “Done” and vice versa.
- To clone a task, click “More” and select “Clone”. It creates a copy of the existing task.
- In case of task deletion, you can choose the button “More” and select Archive.