Introducing Table View Feature
The Table View feature enables users to efficiently manage and view hierarchical data within tables. This feature addresses challenges in displaying hierarchical data such as payments and goods received notes. It offers enhanced visibility and organization by allowing a grouped view of related documents and transactions in a list format. The Table View is available on various lists such as Purchase Orders and Sales Orders, making it easier to filter, sort, and manage data.
Step 1
Welcome. In today’s demonstration, we will introduce a valuable new feature called Table View. This feature is accessible on every table, located on the right-hand side next to our Call to Action Buttons for the list.
Step 2
Before delving into the specifics, let’s clarify what Table View entails. One of the issues encountered within our application is managing soft tables or data, such as in Purchase Orders and Goods Received Notes, where related items are displayed. This hierarchical display often makes it challenging to directly showcase which goods received notes are present.
Step 3
A pertinent example is Payments. We frequently register multiple payments and cannot display them directly in the list due to associated soft documents. Thus, we introduced the Table View option. On existing lists like Purchase Orders, Sales Orders, or relevant ones, users can view these soft documents directly within the list.
Step 4
We’ll demonstrate this by switching to the Payments list in Table View mode. Here, documents are grouped based on related soft transactions. In a Purchase Order scenario, there might be multiple payments, each with differences. This list clearly displays payments, credit notes, and other related items.
Step 5
Additionally, users have the option to filter, sort, and perform other actions, similar to other lists. This Table View provides active filters and summaries where applicable. Users can also access document details or related items directly.
Step 6
An interesting aspect is that the list can be extensive, especially with large databases, potentially impacting performance. Our ERP allows collapsing tables to view summaries efficiently. These summaries are displayed in the table or group headers for easier viewing.
Step 7
The Table View feature supports multiple levels. For instance, at the item level, users can view basic item details. For Goods Received Notes, the feature shows related goods received dates within a document.
Step 8
There’s also a third level. The first level covers Purchase Orders, the second covers Goods Received Notes, and the third, called subgroups, displays items.
Step 9
At this stage, the list displays items from the Goods Received Note, including serial numbers. This allows users to easily find specific serial numbers using quick filtering.
Step 10
This feature eliminates the need for direct report navigation. Users can group, search, and utilize active links to access Goods Received Notes or Purchase Orders. If exported to a spreadsheet, such as Excel, the list retains its group and subgroup structure.
Step 11
The grouped structure appears similarly in Excel reports, reflecting their groups and subgroups, adaptable to user preferences. This feature supports LibreOffice, Open Office, Google Sheets, and Microsoft Excel.
Step 12
Please note that due to performance considerations, these lists can be substantial, especially when encompassing annual transactions, potentially affecting performance. Nonetheless, these features provide a straightforward means of viewing Goods Received data.
Step 13
Users can also save the Current View. For instance, filtering invoiced Purchase Orders allows users to save this view or access details in Sales Orders. The Table View displays payment details, including the latest deposits related to specific documents.
Step 14
These are the primary functions of this new feature.
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