This page explains the screen structure and features of the New List View.
① List titles/No. of records
The Menu name is displayed to the left of 「List」. The number of records is displayed inside the brackets ().
② Search Condition Sidebar
The current search condition and the saved search condition e.t.c are displayed in③～⑧.
If you do not wish to display them, use the ◀ icon to hide them.
③ Current List Order・ Search Condition
The current list order and search condition are displayed here.
④ Confirm or Review Search Condition
This option opens the search page with the current search criteria. If you wish to add new search criteria or edit existing one, use this option.
⑤ Save Search Condition
The search condition currently in operation can be set. Please check how to add new search condition for more details.
⑥ Share Search Condition
The shared search conditions are displayed here. Refer to sharing search conditions for more information
⑦ My Search Conditions
The search conditions created by you and not shared with other users are displayed here.
Refer to my search conditions for more information.
⑧ Phase Check Box
Check the boxes as necessary to narrow down the contents to be displayed.
The number of records is displayed in the brackets ().
⑨ Set the No. of Records to be displayed
This feature enables the user to set the number of records to be displayed on the screen. A maximum of 500 records can be displayed.
※ More than 501 records cannot be displayed. If you wish display other records, consider narrowing down the search by date of registration e.t.c to make the search results fall within 500 records.
This feature makes it possible to reload the page while the sort and filter have been implemented. Even if new data is included, the display is shown in the order set in the sort and filter.
⑪ + Add New
This feature opens the screen to add new data. It is same as the 「Add New」 feature on the global menu.
This feature makes it possible to share by URL a list with set sort and filter order.
By clicking the [Share] button, you can share the information by link or email to members within the company. The information is sent as a list.
※ Only the records appearing on the screen are sent. For example if the search results give 100 records but only 50 of them are displayed on the screen, only 50 records are sent. Therefore it is necessary to expand the display settings beforehand or click 'Show more' to display all the records before clicking the 「Share」 button.
⑬ Print Preview
Use this feature to print the list view. Please check your browser for detailed print settings.
⑭ Bulk Action
This feature opens the bulk actions such as Export, Bulk update, Bulk delete for the data displayed on the list view screen.
This option deletes the current sort and filter settings.
⑯ Check box for selecting data
This check boxes are used when selecting records for bulk action.
The upper most check box is used to select and unselect all the records displayed on the screen.
⑰ Display All/Fold Display
The information that cannot be displayed in full appears with 「・・・」but all the information can be displayed by clicking the downward facing arrow icon . When done, use the same icon to fold the display.
If you wish to review some data later, click the pin icon to turn it on and you can search for the pinned data.
This feature applies to the user only and the pinned data cannot be shared with other users.
Pin can be used on Client, Job, Candidate, Process and Activity pages.
⑲ Action Menu
This feature is for performing some action on a record.
The menu name and order of appearance can be set in the customization screen.
⑳ ! (Duplicate) Button
This feature appears only on the Candidate contact and Candidate Resume pages.
Please refer to how to handle duplicate data for more information.
㉑ Sort/Filter/Color Setting
The Sort/Filter/Color Setting screen opens.
㉒ Quick Field Edit
Fields can be edited right on the list view screen. Please see more information on how to edit fields here.
㉓ Phase Groups
This feature shows the stages at which recruitment processes have advanced to and the number of processes at each stage.
Please refer here for more information about phase group.
㉔ Enlarge Image
Images displayed on the list view can be enlarged by clicking on them.
This opens the dashboard. The phases of JOBs, Candidates and Recruitment process together with the number of records in each phase are displayed on the dashboard. A graph is also displayed here. The dashboard feature can be used to track the general KPI of the company.
The user's mail box opens from here. The user can confirm the emails sent from and received in PORTERS.
Calendar is opened from here. The phases of ongoing recruitment processes and activities can be displayed on the calendar feature.
㉘ See More
By clicking the 「See More」 button, the continuation of the data in the current display is shown.
A maximum of 1000 records can be shown. If there are more than 1000 records and you try to display them, an error will appear.