UI Layout: Detail View & Sublist – Help Center

*This page was machine-translated from Japanese and may contain inaccuracies.

※In PORTERS, a wide range of elements can be customized, allowing users to modify names and layouts as needed. Please note that the names of menus and buttons, field labels, options, layouts, and other interface elements may vary depending on your specific PORTERS environment (based on your Company ID at login).
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.

In the list screen, click a record title to display the Detail screen on the right side of the screen.
　On the Detail screen, you can review the data in the record and any related linked records.

①Resource Name
②Title & ID
③Pin feature
④[Next][Previous]
⑤Duplicate Found
⑥ Mailbox

⑦Share data
⑧Print View
⑨Action menu
⑩Quick navigation tabs
⑪Detail screen
⑫Sublist

①Resource Name

Displays the resource name of the selected record.

②Title & ID

Displays the title and ID of the record in the format “Title (ID)”.

Note: Depending on the resource, the field treated as the title differs.

Note: If the resource is Resume, the title is displayed as “Personal-Data Name (ID)”.

③Pin

Click the Pin icon to pin the record.

The Pin feature is available in the Client, Job, Resume, Process, and Activity resources,

and can be used as a filter condition when searching.

Pins are saved per user and cannot be shared with other users.

(Pinned records are stored in your browser cache.)

④[Next][Previous] < >

On the Detail screen, you can open the next record / previous record.

⑤Duplicate

This button is shown only on the Personal-Data and Resume screens.

For how to handle duplicate data, see “Duplicate Check and Data Merge”.

⑥Mailbox

Open the mailbox for the Resume, Contact, or Recruiter you are viewing to check the email send/receive history.

For details about the Mailbox screen, see Confirm Sent / Received mail.

Note: Only shared mail can be viewed.

⑦Share data

Click the [Share] icon to copy a share link or share it by email.

⑧Print View

Use this when you want to print the Detail screen.

For detailed print settings, check your browser settings.

⑨Action menu

The Action menu is a general term for the menu (button) used to run actions

on a record from the list screen or the Detail screen.

Use this when you want to edit the record you are viewing, etc.

⑩Quick navigation tabs

Without scrolling the record screen, click each tab to jump to that section.
The number in parentheses ( ) next to each tab name shows the number of records.

⑪Detail screen

Displays details of the selected record.

⑫Sublist

Shows information related to the selected record as sublists.

The number in parentheses ( ) next to each name is the record count.

Note: Up to 1,000 records are shown for each sublist.

Note: Even if there are 1,001 or more records (or more), only 1,000 records are retrieved and displayed.

Records in each sublist are ordered as follows.

If the date/time is the same, records are sorted by ID in descending order (newer above, older below).

Sublist \| Resource Name	Criteria
Sublist \| Recruiter Sublist \| Job Sublist \| Resume Sublist \| Contract Sublist \| Attachments	Descending by “Data Update Date (Alias: XXX.P_UpdateDate)”
Sublist \| Activity	Descending by “Date/Time (from) (Alias: Activity.P_FromDate)”
Sublist \| Sales (Sublist \| Revenue)	Descending by “Enter Date (Alias: Sales.P_EnterDate)”
Sublist \| Phase History	Descending by “Phase Date (Alias: XXX.P_PhaseDate)” If the phase date is the same, phases are sorted in descending order
Sublist \| Process History	Descending by “Process Date (Alias: Process.P_PhaseDate)” If the process date is the same, process phases are sorted in descending order
Sublist \| Process	Data with the End flag checked is shown at the bottom of the list Among data without the End flag, the most advanced process is shown at the top If the process is the same, it is shown in descending order of process date (newer above, older below) If both the process and process date are the same, it is shown in descending order of Process ID Hidden phases are shown above data with the End flag Note: Applied in order from the top.

Hover between fields in a sublist title row to adjust the column width.

The adjusted width is saved per browser and applied the next time you open the same screen.

Settings are saved per browser, so for example, adjusting the width in Google Chrome will not be reflected in Microsoft Edge Chromium.