List View Manager Functionality

Efficiently organize and customize list views with the List View Manager. Tailor columns, groupings, and sequence to match specific preferences, optimizing data presentation.

1. Accessing List View Manager:

   • The List View Manager is typically accessible from the list view of a module. Users can find it in the upper-right corner, often represented by an icon that resembles a funnel or filter.
     
     
     

2. Customizing Columns:

   • Users can easily customize the columns displayed in the list view by opening the List View Manager. This customization enables users to prioritize and display only the fields that are most relevant to their workflow.
     
     
     

3. Drag-and-Drop Reordering:

   • The List View Manager supports drag-and-drop functionality, allowing users to reorder columns effortlessly. This feature ensures that users can arrange columns in a sequence that aligns with their preferences and priorities.
     
     
     

4. Showing or Hiding Fields:

   • Users can choose to show or hide specific fields within the list view. This flexibility enables a more streamlined and focused view, particularly when dealing with modules that contain a wide range of data fields.
     
     
     

5. Column Width Adjustment:

   • The List View Manager often provides the ability to adjust the width of columns. Users can resize columns to accommodate varying amounts of data, ensuring optimal visibility and readability.
     
     
     
6. Default Views:
7. • The List View Manager often supports setting a default view, ensuring that users consistently start with their preferred column configurations. This default setting enhances user efficiency and reduces the need for repetitive customization.
     
     
     

8. Quick Filters:

   • Users can apply quick filters directly from the List View Manager. These filters allow users to narrow down the displayed records based on specific criteria, providing a dynamic and responsive user interface.
     
     
     

9. Search Integration:

   • The List View Manager is seamlessly integrated with the search functionality. Users can combine customized column configurations with powerful search capabilities to locate specific records swiftly.
     
     
     

10. Visibility Control:

    • In addition to showing or hiding fields, the List View Manager often allows users to control the visibility of columns based on their relevance. This feature contributes to a cleaner and more focused list view.
      
      
      

11. Multi-Module Customization:

    • The List View Manager's customization settings are often module-specific, ensuring that users can tailor the list view experience based on the unique requirements of each module.
      Trips View
      
      
      Loads View
      
      
      

12. Exporting Custom Views:

    • Users can export their custom views, allowing them to share preferred configurations with team members or across different instances of Helix. This export functionality facilitates consistent user experiences across teams.
      
      
      

13. Responsive Design:

    • The List View Manager is designed with a responsive interface, providing users with a seamless experience across various screen sizes and devices. This responsiveness enhances usability, particularly for users who access Helix on mobile devices.
      
      
      

14. Read / Edit mode:

    • Users can often undo or redo their actions within the List View Manager, chagne some data, add info, etc.
      
      
      

15. Saved Filters:

    • Users can save complex filter configurations along with their custom views. This feature ensures that users can quickly apply intricate filters in conjunction with their preferred column layouts.
      
      
      

16. Dynamic Updates:

    • Changes made through the List View Manager dynamically update the list view in real-time. This responsiveness allows users to see the impact of their customizations instantly.