- 3 Minutes to read
Index Page Functionality
- 3 Minutes to read
Many sections of MainEvent include an Index Page. These pages each highlight specific data but includes many of the same features. This document will outline these shared features, using the Location Index as an example. Features include: Quick Search, Adding Filters, Managing and Sharing Filters, Add & Remove Columns, Reorder Columns, and Export to Excel.
Quick Search allows users to filter down the results showing on the index page without having to add filters. To complete a Quick Search, enter an identifier in the search bar (ie. ID number, Name, Date, Address, Territory, etc.).
Entering a search term will narrow the results displaying on the index page considerably.
To clear the search term, click the x at the end of the search bar.
Filters can be created using more complicated or specific search criteria. Filters can be applied for a single use, saved for repeated use, and shared across management users on the project.
To create a new filter, click the chevron button next to the search bar. Click Create New.
This will open the Filters section. First, select the column that the filter should apply to from the Select Column dropdown menu.
Next, apply a qualifier to the column. A qualifier can be: Is Exactly, Contains, Starts With, Ends With, Is Blank, Is Not Blank.
Finally, enter the filter information. Either the name, number, etc that the column filter and qualifier will be comparing against.
At this point, the filter can be applied to the index results. If this filter is going to be used only once, click Apply.
If the filter is going to be used multiple times, there is the option to save it. Enter a Name for the filter in the field at the bottom lefthand side of the filter section. Then click, Save & Apply.
Once the filter is applied, it will be listed above the Index Page results. From there, it can be edited or cleared.
Saved Filters can be used by clicking on the chevron button and selecting the filter name from the dropdown menu.
Saved Filters can be found by clicking Filters.
This will open the Filter Manager window. There are two tabs in the Filter Manager: My Filters and Available Filters. The My Filters tab will list all of the individually saved filters that were created by the user. It will list the Filter Name, the private setting (yes or no), and a delete icon.
Changing the Private setting on a Filter will allow it to be shared to all management users with permission to view the project. Filters created by other users across the project that have been set to share will be available to download.
Click Get It to migrate the available filter to the My Filters tab.
Index Pages on MainEvent are customizable by user. Each user can select and deselect which columns are shown when the page is opened. Click Columns on the right side of the screen.
This will open a menu of all columns that can be used in the Index Page. Those with a blue checkbox are already in use, those with a blank box are not. To select or deselect a column, click on the checkbox. Click Columns again to close the menu.
Newly added columns will be visible on the Index Page. Deselected columns will no longer be present on the Index Page.
All columns can be reordered as needed on a per user basis. The order selected will be the default for the page until the user makes additional changes.
To rearrange the columns, click Columns.
This will open the Columns menu. The order that the columns are listed on this menu is the order that they will appear on the Index Page.
To rearrange this order, click on the arrows beside the Column Name and drag it to the preferred location in the list. This will automatically update the order of the columns on the Index Page.
All Index Pages can be exported in Excel format. Once all filters have been applied, the appropriate columns selected/deselected and ordered as desired, click Export.
This will begin the export.
The exported file will be saved to the default Downloads location. It can be opened using the device's default spreadsheet software. The file will contain the same content in the same order as the Index Page.