Filter, sort and arrange lists

Most lists in Transportial, such as transport orders, trips, vehicles and invoices, share the same table controls. Learn them once and you can use them everywhere. Not every list offers every control.

Search and filter a list

1. Type in the search box above the list. The list updates after a short pause.
2. Use the filters shown in the filter bar, such as a status, a date range or a switch.
3. Click More to open the filter panel with all other filters. Use Search filters at the top to find one quickly.
4. Check the chips below the bar: each active filter shows as a chip.
5. Click the cross on a chip to remove that filter, or Clear all to remove them all.

A number on Filters or More shows how many filters are active. On a phone, tap Filters to show or hide the filter bar.

Sort and filter by column

• Click a column header to sort by it. Click again to reverse the direction. Sortable columns show a faint up/down arrow.
• Click the funnel in a column header (Filter this column) to set just that column's filter.
• Click the Sort icon above the list to choose from the predefined sort options.

Choose and resize columns

1. Click the Columns icon above the list.
2. Tick the columns you want to see and untick the ones you do not.
3. Drag columns in the menu to change their order.
4. Drag the right edge of a column header to make it wider or narrower.
5. Double-click that edge to reset the column to its normal width.

Your columns and widths are remembered for that list in this browser.

Save a view

A saved view stores the current columns, column widths, filters and sort order under a name, so you can switch between set-ups in one click.

1. Set up the list the way you want it.
2. Click the Saved views icon above the list.
3. Type a name in View name.
4. Click Save view. Saving with an existing name replaces that view.
5. Later, open Saved views and click a name to apply it, or the bin icon to delete it.

Remember filters

Filters you set stay in place when you come back to a list. Under Settings > User interface > Remember filters you choose how: Per view (every screen keeps its own), Per entity (shared across views) (for example, all trip lists share one set of filters) or Platform default. The current filters are also part of the page address, so a copied link opens the same filtered list.

Select rows and export

• Lists with bulk actions have a checkbox per row. When you tick rows, the toolbar shows how many are selected (for example 3 selected) and the actions you can apply.
• Click Select all … to select every row that matches your filters, not just the loaded ones. Click Clear selection to start over.
• Click the Download icon to export the visible columns of the list to an Excel file. External users do not have this option.

Load more rows

Long lists load in pages: scroll to the bottom to load the next rows. Some lists show a counter such as 40 / 250, or All 250 loaded when everything is in. Plan boards and planners can offer a Load all button when your administrator has enabled it for your role.

Display options

Under Settings > User interface you can also set Table Types (Table or Dynamic, used by the planning boards) and Sidebar type (Card or List, for the resource search panel in the planners). See Change your personal settings.