Lists

In Akuiteo, lists can be displayed as:

  • Simple tables: These tables display information that cannot be modified. They can be found in help lists, for example.
  • Tables with categories: These tables are similar to tree views. They are simple tables that can be exploited. Tables with categories are mainly used to display search results.

Text filter

1 From the action bar, click on or press CTRL+F to open a text search field at the top of the list.
2 In this field, type in the searched terms separating them with spaces:
  • Terms separated by spaces are taken into account as logical ANDs.
  • Terms between quotation marks, such as "searched terms", are considered as exact expressions.
  • Special characters are also taken into account.
  • Accents and case are not taken into account.
3 Press Enter or the Tab key to validate the search.

The list is automatically updated based on applied filters.

Click on to hide the search field and reinitialize the results list.

Right-click on a table with categories to access specific features. Features can be general or specific to a module.

Export

Data tables can be exported to Excel. The four options available enable you to indicate the lines and columns to be included in the export file.

Filter

Following a search, you can further filter the results to display columns based on:

  • the field's content (empty or not)
  • the character string contained in the column
  • the first letters of the column

Categorization

Some results lists can be categorized: you can group lines based on several criteria (group invoices per customer / month, etc.). The table becomes a tree structure with nodes that can be opened or closed. You can also perform operations on categories: sums, percentages, etc.

When categorizing a list, each header's line retrieves the same textual information for all the lines in the category. However, date or number fields are never retrieved in the header's line.

Example

You categorize project search results per customer. The table becomes a tree structure organized by customer where you can expand each customer to display the list of this customer's projects.

For each customer, the header's line retrieves the same textual information for all the projects linked to that customer: the name of the customer, the project's manager, the type of project, etc. However, dates and numbers are not retrieved in the header's line.

Adjustment of columns

This feature is used to adjust the column's width to make it fit the text's length.

Manage columns

This feature is used to select or unselect columns in a table in order to hide or show them.

Open the node

If the user has grouped lines in a table (Categorization feature), the Open the node feature opens all the lines of the table.

Close the node

If the user has grouped lines in a table (Categorization feature), the Close the node feature only displays the categories of the grouped lines. For example, if the lines are grouped by project, to Close the node will only display the project's names.