How to filter your list view | ParagonERP

Using the list view

Introduction

When you open any module in Paragon, you land on the list view. The list view neatly arranges your records item-by-item in a vertical list. Many of the records in each list view may not always be relevant, so we've created this document to explain how to filter your list view so that only the most important information will appear.

Open a module

From the home screen, select the module related to the task you want to work on. When you open any module, you are presented with the list view.

By default, you should be in list view. If you are in the detail view of an individual listing, click the list-detail toggle button located at the top-left of the screen. You can toggle between list view and detail view by clicking on this button.


Sorting by column

The quickest way to filter in list view is to use the columns. Most columns will re-sort by ascending or descending order when you click the header. For example, transactions will display the most recent entries first but can be sorted to start from the earliest records.


You can also quickly sort quantities in the same way.

Filtering inactive or void records

There is an option button on the right side of the top bar in every module that allows you to toggle the inclusion of active and inactive records. These are displayed differently between reference and transaction modules.

On reference modules, you have the option to toggle show inactive. This will hide all inactive records from your list view.

As an example of a reference, the material module is shown below:



On transaction modules, you have the option to toggle show voided. This will hide all voided transactions from your list view.
As an example of a transaction, the order module is shown below:



Advanced filtering

You also have the option of using the advanced filtering system using the button in the top left.


This allows you to break down your list view much more specifically than just using a search or filtering by individual columns. Using this modal, you can filter every column shown in the corresponding module for transactions and references.

When filtering transaction modules, you can use the top search bar to search as normal as well as filling out value and text attributes to filter quantities and sources.



Most attributes need to be filtered by typing your requirements but some (such as the status attribute) will give you a drop-down menu to choose from. When you're happy with your selections you can either apply your filters, clear them, or cancel the search.



After applying your filters, you will see that the module has updated and now says filters applied

The modal will still be available after applying your filter but can be closed using the x button. 



When you are filtering in the reference modules, rather than focusing on quantities and status, you can filter by attributes and also product types from the drop-down menus, to separate any items that cross over into the tool or material modules.



You can click and drag the modal to move it around and hovering your cursor near the edges will allow you to resize it as necessary.

Bulk edit 

The other button available in list view is labelled bulk edit. This allows you to broadly edit multiple records without having to go into each one separately. 
To get started, navigate to your chosen module and click bulk edit.



After clicking bulk edit you have the option to select multiple records to edit. Simply check the boxes for the entries you want to edit and click the updated button that now says bulk actions.



Bulk actions will open a mini modal that allows you to apply an action across your selected entries.


For this example, we will print multiple orders. 
First, click Print, it will open a modal where you have three options: allas filtered and manually selected



all: prints all transaction regardless of the selection you made
as filtered: prints all the transactions currently displayed in list view with the advanced filtering regardless of the selection you made
manually selected:  prints the transaction you previously selected with the checkbox column




Once you have made your choice, simply click the accept button and you will receive a summary when it's finished.

The summary will show if all of your bulk actions were completed successfully. Any issues will be displayed in the log underneath.


What's next?

Now that you're familiar with the list view, why not read more of our articles on setting up and customizing the list view to suit your needs:
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