*This page was machine-translated from Japanese and may contain inaccuracies.
This section explains the layout and features of the list view.
① List Title / Record Count
The list name is displayed. (Menu name + “List”)
“Search result” shows the number of records returned after narrowing down by
the search condition.
(If no narrowing conditions are specified, the total number of records for each
resource is displayed.)
② List-View-Side-Menu
Items ③ to ⑧ are displayed, such as the search condition currently being used
and saved search conditions.
If you do not need it, you can minimize it using the < button.
③ Current Sort Order / Search Condition
The current search condition and sort order are displayed.
④ Review the Search Condition
Opens the search condition edit screen with the currently applied narrowing conditions. You can reset/add/partially modify the conditions and run the search again.
⑤ Save Search Condition
You can save the currently configured search condition.
For details, see
here.
⑥ Shared Search Condition
Shared search conditions are displayed.
For details, see
here.
⑦ My Search Condition
Search conditions you created that are not shared are displayed.
For details, see
here.
⑧ Phase Checkboxes
By checking these boxes, you can narrow down and display records by phase.
The number in parentheses indicates the record count.
⑨ Display Count Setting
Switches the maximum number of records displayed on the screen.
The default display count is 50, and you can select from 50 / 100 / 200 / 500.
*By using ㉙ More, you can display
up to 1000 records.
*Records beyond 1000 cannot be displayed. Therefore, for example,
consider adding a narrowing condition such as the “Date Created” field and running
the search multiple times in separate batches.
*You cannot change the default display count.
⑩ Reload ↻
Reloads the list view while keeping the current sort/filter settings.
Newly added records will also be displayed in the sorted/filtered order.
⑪ +Add New
Opens the new record creation screen.
⑫ Print View
Please use this when you want to print the list view. For detailed print settings, check the settings for each browser.
⑬ Bulk Actions
Opens the menu to run bulk operations for the selected records, such as export,
bulk update, and bulk delete.
If no records are selected, it becomes inactive (grayed out) and does not work.
Select records to enable the button.
(You can select a range using the ▼ button at the top-left: “All data matching
the search condition” or “Data currently displayed”, or select by clicking the
checkbox on the left side of each record.)
⑭ Copy ID / Share
Select records by clicking the checkbox on the left side of each record, and
then click the “Copy ID” button to copy the selected record IDs to the clipboard.
Clicking the [Share] button allows you to copy the URL that shows the selected records, or share it by email.
⑮ Reset
Clears the currently applied sort and filter settings.
⑯ Record Selection Checkbox
These checkboxes are used to select records for bulk actions.
You can also select “All data matching the search condition” or “Data currently
displayed” from the ▼ button at the top-left.
⑰ Show All / Collapse
When “Collapsed view” is selected as the record display method,
text that does not fit within the field area is abbreviated and displayed as
“…”.
By switching to “Detailed view”, you can display the full abbreviated text in
the record.
⑱ Pin
Click the Pin icon on a record you want to check later to enable it.
Whether a record is pinned can be used as a narrowing condition when searching.
Pinned records are stored per user and cannot be shared with other users.
This can be used in the Client / Job / Resume / Process / Activity lists.
⑲ Action Menu
This menu is used to perform operations on a record.
The names and order of menu items, and whether each menu item is shown/hidden,
can be changed via customization.
(The customization screen can be accessed only by system administrator users.)
⑳ ! (Duplicated) Button
When you create a Resume or Personal-Data record and an existing record that
appears to be the same person already exists, the “!(Duplicated)” button is displayed.
For details on how duplicates are determined and how to handle duplicate data,
see
How to handle “Duplicate Detected” data.
Note: The “!(Duplicate Detected)” button is displayed only in the Personal-Data and Resume list views.
㉑ Sort / Filter / Color Settings
Opens the Sort / Filter / Color Settings screen.
㉒ Quick-Field-Edit
Edit fields directly on the list view. For details, see here.
㉓ Phase Group
Shows how many Process records (assignment progress) linked to the Job or Resume
have progressed to each phase, and their counts.
For details, see
here.
㉔ Enlarge Image
If you have added the “Photo” field to the list view, clicking the displayed
image will enlarge it.
㉕ Dashboard
Click the leftmost icon in the Global-Menu to access the Dashboard screen.
In PORTERS, the Dashboard is a feature/screen that, when configured appropriately, allows you to view the phase counts and trends for Job / Resume / Process and monitor your (or your company’s) KPIs (Key Performance Indicators).
(Currently, PORTERS has two types of dashboards: “(Legacy) Dashboard” and “New Dashboard”. Each user can access only one of them. *This is determined based on the PORTERS environment settings configured by the system administrator.)
Opens the operating user’s mailbox. You can check emails sent from PORTERS by the operating user and emails received.
㉗ Calendar
Opens the Calendar. In the Calendar, you can display Process records registered in PORTERS and display Activity records.
㉘ Import
Access the feature that allows you to add or update records in bulk using a CSV
file.
For details, see
here.
㉙ More
Clicking the “More” button loads records that cannot be viewed due to the display
count limit.
The maximum number of records that can be displayed is 1000. If you try to display
more than 1000 records, an error will appear.
*If the record count would exceed 1000, please add a narrowing condition such
as “Date Created” and run the search multiple times in separate batches.
The loading order depends on the sort order specified as the search condition.
Please note that the loaded record set is not affected by the sort or filter changes made immediately before clicking “More”, and those changes are not considered.
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.
The default number of records displayed is 50, and you can choose from 50, 100,
200, or 500.
※By using “㉘See More”
you can display up to 1,000 records.
※ More than 1000 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 1000 records.
※The default number of records displayed cannot be changed.
⑩ Reload
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.
⑫Print Preview
Use this feature to print the list view. Please check your browser for detailed
print settings.
⑬Bulk Action
This feature opens the bulk actions such as Export, Bulk update, Bulk delete
for the data displayed on the list view screen.
⑭ID Copy / Share
⑮ Reset
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.
⑱ Pin
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.
㉕ Dashboard
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.
㉗ Calendar
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.