*This page was machine-translated from Japanese and may contain inaccuracies.
Overview
In the List View, you can use Sort, Filter, and Color Settings.
By using these features, you can prioritize records and manage progress more smoothly.
Please note the following:
- Sort and Filter apply only to the records currently displayed in the List View.
Even if records match the search criteria, records that are not displayed at that time are not included.
(For example, if there are 150 Job records that match the search criteria, and only 50 records are displayed in the List View, Sort and Filter will apply only to those 50 records. The remaining 100 records are not included.)
- Color Settings can be changed by any user who has access to the List View, and the changes are applied to all users.
Sort
Click the sort toggle button (▽△) in each field in the List View to apply or remove sorting as shown below.
As mentioned above, Sort applies only to the records currently displayed in the List View.
- Initial state (no sort applied)
- Ascending order applied
- Descending order applied
Filter
Click a field name to open the Filter settings popup.
After setting filter conditions and clicking run, a list of records that match the filter criteria is displayed.
Please note the following:
- Filter applies only to the records currently displayed in the List View.
- How filter conditions are specified depends on the field type (for example, checkboxes for Option-type fields, keyword input for text fields).
- Keyword input performs partial matching.
- Differences in full-width/half-width characters or uppercase/lowercase characters are treated as non-matching and will not be displayed.
Color Settings
Color Settings allow you to visually distinguish records by data type.
You can use this as an alert to avoid missing important information during your work.
Color Settings can be applied to fields of the following types: Date-type, Option-type, Number-type, Currency-type, Age-type.
Color Settings can be changed by any user who has access to the List View, and the changes are applied to all users.
Notes When Using "See More"
Sort and Filter apply only to the records currently displayed in the List View.
If you click "See More" while Sort or Filter is applied, records that are not filtered or sorted will appear below the filtered records.
For example, there are 151 records in "All Jobs", but only 50 records are displayed in the List View.
Apply a Filter. Out of the 50 records that were displayed, 17 records that match the filter conditions are shown.
When you click "See More", additional records that were not previously displayed are added in batches of 50. However, Filter is not applied to the newly added records.
On the New List View, it is possible to rearrange data, narrow down and do color keying.
The settings can be done from the ▼ icon next to each title field.
From this page a user can assign different priorities to data and manage progress as well.
The color settings acts like an alert for data that needs attention.
- Sort
- Filter
- Color Setting
Sort
Data can be arranged in ascending (A → Z) or descending order (Z → A) using the sort feature.
【How to Sort】
① Click the ▼ icon on the field title
② Select ascending (A → Z) /descending(Z → A)
Filter
Data refinement or narrowing down can be done using the filter feature.
【How to Filter】
① Click the ▼ icon on the field title
② Data filter
※For text filter type, 「partial filter」 is applied.
※If there is differentiation of uppercase/lowercase, the data is
determined
as 「Not a match」 and is not displayed on the screen.
③ Execute
Color Settings
A user can use the color settings to assign color to different sets of data.
This color settings act as an alert not to miss out any data that needs to be acted upon while carrying out the day to day activities.
The fields that color settings can be applied to are date fields, option fields, number fields, currency fields, Age fields.
【How to perform color settings】
① Click the ▼ icon on the field title
② Click the [Color Settings] button
③ Color Settings is done
④ Save