Table View

Overview

The table view, a configurable feature of the Thentia workbench, is a primary method for displaying lists of records associated with an entity. The example below shows a table view for license/registration entity records. 

View Options and Columns

Each entity supports one or multiple table views. Each view can be configured by system administrators to apply default filters to narrow down the lists. For example, a table view can be configured to show a list of licenses where the license status is “Active”. It can also be configured to show records that have been assigned to the logged-in system users. Click on the eye icon on the top navigation bar to see a list of available views that have been configured for the entity. 

The columns for each view are configurable and apply to all users. You can add some columns to the view by clicking on the Add Column to View icon and selecting the attribute/data point that you want to see on the view, and then clicking Add to insert the attribute to the table view. 

Note: This change is not persistent and needs to be done for each user session. If you need a permanent change, please contact your system administrator.

Columns can be moved around by clicking and holding down the mouse button on the column heading, dragging it between the desired columns, and releasing the button to “drop” it.

Search and Filter

There are several ways to find a specific record within the table view:

1. The search bar can be found in the top right corner of the page. The list will narrow down to show any records that contain the search parameter.
2. The column headers support filtering capabilities. Click on the funnel icon on a column header to enter filter criteria. You can combine several filters from multiple column headers to narrow down the result further. 
   

Record Management

The following actions can be performed from the table view:

1. To open a record detail page:
   1. Double-click on a specific row.
      Or
   2. Select a row by clicking on it; the selected row will be highlighted. Then click on the pencil icon from the top navigation bar.
2. To delete a record:
   1. Select a record.
   2. Click on the trash bin icon at the top left of the navigation menu.
3. To manage deleted records:
   1. Click on the eye icon and select the Trash Bin view.
      
   2. A deleted record can be recovered by selecting a row and clicking on the Restore the selected record button from the top navigation bar.
      
   3. Users with system admin privileges can empty the trash bin by clicking on the broom icon. 
      Note: This action will permanently delete all records within the trash bin and there is no way to recover them after this action is performed. System administrators can also define a trash bin retention period, where the system will automatically delete records permanently after the retention period passed.
4. To create a new record, click on the plus icon on the top navigation bar.