Smart Tables

Smart Tables increase the ease of sorting, filtering, finding, and viewing data on a table. This topic describes the different ways you can use Smart Tables.

Sort columns

Click the up or down arrows in a column header to sort data by that column alphanumerically. The arrow you select is highlighted for your reference.

You can sort multiple columns in a table, and numbers appear in sorted columns indicating the order in which you sorted them. In this example, the Site List is sorted first by Client Name in descending order, and then by Site Name in ascending order.

Move columns

You can move columns that have the grid button in their header. Drag and drop columns to move them around the table.

Search within the table

You can enter or select a search value in the fields below the column headers. Then, click the Search button to execute the search. The table refreshes showing search results.

Add or remove columns

Click the Options button and, in the menu that appears, select or clear column names to add or remove them from the table.

Narrow data shown with Filters

Click the Filters button and click Add Filter. You can then select a column, a comparison, and enter a value. Then click Apply Filter to see results in the table. You can apply multiple filters at once, and all applied filters are shown for your reference in the upper left of the table.

There are three sets of comparison options available, based on the field type:

• Text fields: starts with, contains, does not contain, equals, not equal to, defined, or undefined

• Number fields: less than, greater than, between, starts with, contains, does not contain, equals, not equal to, defined, or undefined

• Date fields: after, before, between, equals, not equal to, defined, undefined, Today, Yesterday, Last 2 Days, Last 7 Days, Last 14 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last # of Days, This Month, Last Month, or This Year

You can also click a column header to open the Filters tool. Doing so populates the column name with the column you clicked.

Save filters for future use

When you set up a filter you want to use in the future, you can save it and access it again later on.

1. Configure the filter using the instructions above.

2. Click Apply Filter.

3. Click the Filters button.

   The Filters dialog appears.

4. Click the Save button.

   The Save Filter dialog opens.

5. Name the filter.

6. Configure the Default setting.

   • Select Yes to apply the saved filter by default when you access the smart table in the future.

   • Select No to not apply the saved filter by default.

7. Click Save.

Apply a saved filter not set as default:

1. Click the Filters button.

   The Filters dialog appears.

2. Select the saved filter from the menu in the upper right of the dialog.

   The saved filter is applied to the table.

More features

• Column header and search rows remain at the top of the table as you scroll down.

• Hovering your cursor over a row highlights the row.

• Display options include 15, 25, 50, 100, and 2000 items per page. If there are less than 2,000 items on the page, this option becomes All Items.

• At the bottom right of the table, you can select an export option (Excel, Tab, or CSV) and click the Export button to export table data to the selected format.

• Click the Clear button to clear all filters and sorts.