Using List Screens

Most list screens in the console (orders, products, stocks, logs, mappings, and similar) use the same layout: a filter card at the top, a toolbar below it, then a table and pagination. This document explains how this common layout works; once you learn it, you can use all list screens the same way. Screen-specific filters, columns, and actions are covered in that screen's own help document.

Screen Sections

From top to bottom, a list screen contains:

Page title: The screen name, a short description if any, and screen-specific buttons on the right (e.g., add new record, export).
Filter card: The top row has a search box and filter fields; the bottom row has Clear, Detailed filters, and Filter buttons. Some screens have a view selector on the left of the bottom row.
Toolbar: Per page selection, total record count if available, screen-specific tool buttons, sorting selection, refresh button, and Columns menu.
Bulk action bar: Appears just above the table when rows are selected.
Table: The records. The table header stays fixed at the top when scrolling.
Pagination: Below the table, showing record range and page buttons. Some screens have a short screen-specific note below pagination.

Filtering and Searching

Filters are applied in two steps

Values you type or select in filter fields are not applied immediately. You can change values as much as you want; the list refreshes only when you press the Filter button or press Enter in a text field. This prevents running a long query on every keystroke.

When there are unapplied changes, the Filter button appears highlighted (colored). The highlight reminds you that the current filters differ from the displayed results.
Pressing Filter always resets the list to the first page. Pressing it without changing filters reloads the list with current data.
Clear empties all filter fields and the search box and immediately reloads the list without filters, starting from the first page. The view selector and sorting selection remain unchanged.

Filter field types

Field type	How to use	Tip
Search box	Free text search. In most screens, the placeholder text inside the box indicates which fields are searched.	Only appears on screens that support search.
Text field	Type the value.	Some text fields have a three-dot (Enter multiple values) button on the right; see below.
Dropdown list	Select a single value. Leaving it empty means not using that filter.	—
Multi-select	Select multiple values from the list. There is a Search box at the top of the list. When one value is selected, its name appears in the box; when multiple are selected, … selected is shown.	The cross (Clear) on the right clears the entire selection.
Yes / No field	Options are All, Yes, or No (names may vary by screen).	All disables the filter.
Date range	Two date fields: start and end. Select from calendar or type the date.	Displayed side-by-side on wide screens, stacked on narrow screens.

Entering multiple values

You can search with many values at once in fields like order number, SKU, or barcode.

Copy your list of values (from an Excel column, text file, etc.).
Click the three-dot button (Enter multiple values) to the right of the field.
The Multiple values window opens with the field name in the title. If the field already has values, they appear each on a separate line. Paste or edit your values so that each line contains one value. The count of entered values (… values) is shown at the bottom.
Click Apply. The window content replaces the field value, joined by commas. Cancel closes the window without changes.
Press Filter to refresh the list.

Shortcut: If you paste a multi-line list directly into these fields, lines are automatically joined with commas; you don’t need to open the window. This paste replaces the existing field value, not appends to it. Leading/trailing spaces and empty lines are trimmed; spaces inside values are preserved.

Detailed filters

The most frequently used filters are always visible on every screen. Others are in the Detailed filters menu:

Click the Detailed filters button. The menu title says Pick the filters you want to use.
Check the boxes next to the filters you want. The menu stays open until you close it, allowing multiple selections.
Selected filters are added to the filter card. The number next to the button shows how many extra filters are active.

Unchecking a filter removes it from the card and clears its value; if a value was previously applied, the Filter button becomes highlighted, requiring you to apply the change. The selected extra filters are remembered in this browser; returning to the screen shows the same filters open. Some screens have some extra filters checked by default on first open.

View selector

Some screens have a tab-like selector on the filter card’s bottom row (e.g., to switch between different record types or statuses). The view acts like a filter: changing it hides old rows, shows a View changed message and a note saying Press the Filter button to get results for the new view., and hides pagination. Pressing Filter loads records for the new view.

Filters are stored in the address

Applied filters, sorting, and page number are written to the browser’s address bar. This allows:

Sharing the address with a colleague opens the list filtered the same way. Filters with values appear on the card regardless of the other person’s Detailed filters selection.
Navigating to a record’s detail and returning with the browser’s back button restores the list with the filters and page you left.

List

Sorting

Columns with a double-arrow icon in the header are sortable. Clicking the header immediately sorts the list by that column; the arrow shows the direction. Clicking again reverses the direction.
Some screens also have a Sort by dropdown and Sort direction button in the toolbar. These work like filters: after selecting, you must press Filter.
Changing sorting resets the list to the first page.

Showing and hiding columns

Click the Columns button in the toolbar.
Check the columns you want to see, uncheck those you don’t.

Some columns are hidden by default on first screen load; you can show them here. Your column selection is remembered per screen in this browser. Some screens allow adjusting column width by dragging the handle on the right edge of the header; double-click resets to default width.

Clicking rows and row actions

On screens with detail pages, clicking a row opens the record detail. Clickable rows show a pointer cursor.
Row actions (edit, delete, quick view, etc.) are in the rightmost column. This column stays fixed and visible even when horizontally scrolling.
Some screens show additional info below a row (e.g., sub-records).

Pagination and record count

The Per page selection sets how many records show per page. Options vary by screen; usually 25, 50, and 100. Changes apply immediately and reset to the first page.
Below the table, the record range is shown as start–end / total, along with Page … / … info. Navigate with Previous page and Next page buttons.
Some screens also show total record count in the toolbar.
Page number and page size apply immediately without waiting for Filter.

Refresh

The circular arrow button (Retry) in the toolbar reloads the list with current filters without changing them. If there are unapplied filter changes, this button does not apply them; it reloads with the last applied filters. The icon spins while loading. Previous rows remain faintly visible until new results arrive.

Actions

Performing bulk actions

Screens supporting bulk actions have checkboxes on the left of rows.

Check the boxes for rows you want to act on. The header checkbox (Select rows on this page) selects all rows on the current page.
A bar appears above the table showing … records selected and bulk action buttons.
Click the desired action. Some actions open a confirmation or additional info window first.
When done, a green notification appears, selection clears, and the list refreshes. On error, a Something went wrong notification appears alongside, and your selection remains. For actions opening windows, selection stays until you complete the action.

The Clear selection button clears all checkboxes.

Selection only covers rows on the current page. Changing filters, sorting, or page resets the selection. To act on records across multiple pages, increase the Per page value or perform actions page by page.

Common situations

"I changed the filter but the list didn’t update." Filters apply only when you press Filter or Enter. If Filter is highlighted, you have unapplied changes.
"No records found." No records match your filters (some screens show their own message). Check if you forgot a value in extra filters via Detailed filters, or start over with Clear. Some screens default to recent records only; expand the date range.
"Something went wrong." An error occurred loading the list or you lack permission to view the data. Press Retry. If the problem persists, report it to your system administrator with the text from the Technical detail section.
"View changed" message and empty table. You changed the view selector but haven’t applied it yet. Press Filter.
"A column disappeared." It may be hidden in the Columns menu; re-enable it. Column selections are saved per browser, so it may look different on another computer.
"The shared link shows different results." Links carry filters but not data; records may have changed since sharing. Also ensure the other user is not in a different workspace.