Overview

A Classic view in XTRF consists of an entity table with a set of filters. It allows you to browse and sort different items according to your preferences. Classic views can be found in the Configuration menu and some other parts of the system, such as client and vendor rates, project templates, or mailboxes.

Classic views consist of:

• Entity table with a set of columns and (optional) edit and delete icons.

• View drop-down menu, where you can edit the current view or select or add another one.

• Filters panel that can be expanded or hidden (may be unavailable in some views).

• Action buttons - Add, Export, and Refresh buttons (may be unavailable in some views).

Open

You can use different views to quickly get the results you are repeatedly looking for. This way, you don’t have to click through the filters every time you want to display some particular entities.

View drop-down menu

To edit the current view, create a new one, or switch to another, click on the View drop-down menu in the right-hand corner on top of the entity table.

Open

A list of views available for the specific entities will appear. Next to the views created by you and some default views, there will be and icons. Views shared with you by other users can be deleted or modified only by their owners or admin users (see the General Configuration - Views article).

Add a new view

To create a tailored view, click the +Add New View button in the View drop-down menu.

The View Editor pop-up window appears.

1. In the Name field, provide a name for the new view.

2. In the Column tab, you can:

   1. In the Column Selection Tree section, select which columns you want in the new view. Click the Expand All button to see all possible options.

   2. In the Column Order section, arrange the columns in the view. The column at the top of the list will be the first one in the view table. To organize columns, select one and click the Move Up or Move Down buttons. Click the Remove button to exclude the selected column from the table.

   3. From the Sort by drop-down list, select the sorting principle for this view - Default, Name / Subject, or Type.

   4. Check the Ascending Sort box if you want the entities to be presented in ascending order. Descending order is the default one. You can also change the order in the view by clicking the buttons.

   5. Select the Number of Items displayed per page.

3. In the Filter tab, you can manage the filters displayed next to the view.
   Note: Some views don’t have filters, so the Filter tab may be missing.
   
   

    

   1. In the Group field, rename the group of filers.

   2. Uncheck the Filter Expanded box if you want the filters to be hidden. You will be able to expand them by clicking the icon on the left of the entity table.

   3. Uncheck the Reset Filter when Selecting This View if you want to save the results of the previous searches.

   4. Click the icon next to the filters to edit each filter separately.

   5. Click the icon to remove the filter.

   6. Select new filters from the Choose filter from list drop-down list.

   7. Click the Add Group button to add a new group of filters.

   8. Click the Expand All button to see all the settings of the filters above.

   9. Click the Collapse All button to hide the filters' settings.

4. In the Permission tab, you can grant permission to access this view to certain user groups. Double-click on a group in the Available Items list or select one and click the Add button. The selected groups will appear in the Selected Items list.
   
   

    

5. Click the Save button to confirm your choices or the Restore Defaults button to return to the standard settings for new views.