Using Customizable Views

Result lists and records are Views.

• You can often switch views via a dropdown menu (e.g., "My ongoing actions", "All documents", "Archives").
• These views are pre-configured to display the relevant columns for your business.

Record Preview

Preview allows you to quickly view the content of a record without leaving the result list.

• How to activate it: Simply click on a table row (outside the direct link on the title) to open the preview panel on the right side of the screen.
• Preview content: You'll find essential information (metadata), process status (workflow), and attachments.
• Quick actions:
  • Navigation: Arrows allow you to move from one record to another while staying in the preview panel.
  • Full opening: A button allows you to open the complete form for detailed consultation or editing.

Categorizing and Grouping Data

To organize large lists and navigate your data more easily, Avanteam offers several categorization tools.

1. Column Grouping (Drag & Drop)

This feature allows you to visually structure your table by creating sub-groups.

• How to do it: Click on a column header (e.g., Status or Department) and drag it to the gray bar located just above the table (grouping zone).
• Result: The view instantly reorganizes into groups. You can then collapse or expand each group for better clarity.
• Combination: You can combine multiple groupings to create a hierarchy (e.g., Group by Year then by Document Type).

2. Side Categorization Panel

On certain views, a tree panel is available on the left side of the screen. It works like a file explorer.

• Navigation: Click on different folders or tree branches (e.g., Quality Department > Internal Audit).
• Automatic filtering: The central list immediately updates to display only records corresponding to the selected category.
• Benefit: This is the fastest way to navigate through a hierarchical document base without having to use complex filters.

3. Creating Private and Public Views (Customization)

If you regularly modify filters, sorting, or column order of a view, you can save your configuration to find it with one click.

• Private View: Only you can see it. It appears in your view selection menu. Ideal for your personal tracking.
• Public View: If you have administrator rights, you can share your configuration with all other users. Useful for harmonizing work methods within a team.

How to do it

1. Adjust the view (filters, sorting, columns, groupings) according to your needs.
2. Go to the Actions button > Create a private view (or public).

3. Give a name to your view.

Management

• Once created, you can at any time Save changes (if you further adjust the layout), Rename or Delete it from the same Actions menu.
• Reset: To return to the application's standard configuration, use the Reset view option.