Skip to content

# Data tables

Data tables are used to view, report, or open AyaNova business objects.

Date, time and currency columns are displayed according to the web browser's default however they can be overriden in the User settings form.

## Common menu options

Most data tables in AyaNova share the same common menu options. Some of these options might not be available for all forms depending upon the Roles assigned to the current User or the type of AyaNova business object being listed.

#### Help

The help menu item will open a specific help page from this manual related to the form being viewed.

#### About AyaNova

About menu option will open the `About` form which displays the version information and other information and links helpful for technical support and diagnostic / troubleshooting purposes.

## Table header

The data table header area above the table itself from left to right contains the refresh button which fetches a fresh copy of the data table from the server and a column selector control to choose which columns are displayed and in which order.

#### Column selector

Use the column selector button to open the colum selector interface:

Here you can select which columns will be included for display in the data table and the order they are displayed by moving them to the desired location and saving the form.

There is a `reset to default` menu option to reset the selections back to their default locations and visibility.

Some columns do not have an `include` checkbox option because they are the primary identifier for a record and need to be visible to be able to identify and open the record.

Column settings are independent of filters.

##### Filtered hidden columns indicator

If one or more of the columns being filtered are not selected to display the data table will indicate this by highlighting the column selector icon:

In this example the column selector is highlighted because there is a filter applied to the `Head Office` column which is not set to display.

It is not necessary to display a hidden column, this highlighting is to indicate to the user that one or more hidden columns are being filtered.

## Column headers

Column headers not only display the name of that column but also provide controls to filter and sort the columns.

Column header names are designed to wrap around in cases where they would not all fit horizontally to ensure as much data as possible can be displayed on all screen sizes.

#### Sorting columns

Columns are sorted by clicking on their names to toggle their sort mode betwen ascending, descending or unsorted. The column headers will display an arrow indicating the sort direction and a number indicating the order they were selected which affects the data returned:

In this example it can be seen that the data has been sorted by the Customer Name column first in ascending order indicated by the number 1 beside a downward pointing arrow sort indicator and then sorted by the work order column secondarily in descending order indicated by the number 2 beside an upward pointing arrow sort indicator.

This results in a list ordered by customer name first from a to z then by work order number from highest to lowest.

To remove a sort click on the column header name until the sort arrow indicator disappears.

The column position does not affect the sort order.

##### Sorting on Type fields

Type fields can not be sorted in alphabetical order as they do not have a Name stored in the database, only a number. They sort by the underlying internal numerical value that indicates that particular type. This means you will see the column is sorted with identical types grouped together, however the displayed translated text representing these types is not sorted alphabetically.

Type fields have square brackets around their translated display names, for example `[ Project ]`, in the column to indicate they are a type rather than a text field.

#### Filtering columns

Columns are filtered by clicking on their filter icon .

This will open the filter dialog where a filter can be set or edited:

In the example above a new filter is being applied to the `Customer` column indicated in the name at the top. This filter will cause the data table to show only customers who have a Name that start with "J", "K" or "L".

As seen in the example more than one filter can be applied in a single filter to include or exclude records and you can choose an `AND` type filter that returns only data that matches all filters entered or an `OR` type filter that will return data that matches any of the items in the filter list.

Filters are created by first selecting a type of filter from the "Filter" selection list. The types of filters offered vary depending upon the type of data in that particular column.

Some filters require a Value to be entered and others do not. If the filter requires a value one or more controls will appear below the filter selection and a value must be entered for that type of filter.

For example a date based column filter has pre-selected date ranges available such as "Last year" and those do not require a value, however you can also select a Before filter which does require a date to be entered.

Once your filter selection is made click on the `+` add button to make it official. If you click on `save` before clicking on `+` add the filter will not include your selection.

To remove a filter from a column or edit it click on the column filter icon again and either remove or adjust the items in the filter or select delete to remove them entirely.

##### Filtering dates and time zones

When viewing data in AyaNova that is filtered with one of the relative date filters (for example a filter of "TODAY"), the User's local time zone setting is taken into account in order to ensure that the user sees data appropriate to their time zone.

This means that two people with browsers in different time zones using a filter of TODAY for a date field may see different lists of results from each other.