Custom List Views, Filters, and Columns

Summary

Lists are powerful, functional tools throughout RepairQ. In fact, the "Q" comes from managing your "queue" of repairs. In 1.17, we’ve redesigned how Lists look and respond, as well as added new functionality! Most Lists within RepairQ will utilize improvements such as, refactoring filters, updated search functions, and saving your favorite List Views for later use.

Here are a few of the major highlights for List Views:

  • Refined user interface for picking and adding filters
  • Lists have new Quick Actions
  • List filters and keywords are keyboard friendly
  • New filter functionality, including new filter options
  • Show/hide columns, including new column options
  • Refined search behavior including support for multiple keywords and/or key phrases
  • Save filters and columns as a List View to be recalled at any time
  • Share List Views between users, locations, or an entire organization
  • Reset can now remove pending filters

There are many Lists in RepairQ. Here are the different Lists that have been upgraded with 1.17:

  • Ticket Queue
  • Purchase Orders
  • Inventory Summary
  • Inventory Detail
  • Inventory Counts
  • RMA Tracking
  • Customers
  • Billing Agents
  • Devices
  • Contacts
  • Quotes
  • Catalog
  • Inventory Transfers (version 1.17.14)
  • Invoices (version 1.17.14)

These lists have not been upgraded, but will be coming soon:

  • Inventory Orders
  • Appointments
  • System Log
  • Notifications
  • Attendance
  • Staff

List Views

Let's run through how List Views work in RepairQ. When you open up a page that has the upgraded List Views, you'll see all of the filters and view options that make up your current view. 

Screen_Shot_2019-09-23_at_3.28.12_PM.png

In this example, we will take a look at the Ticket Queue, since it has the most options for filtering and viewing. You'll notice a few items in the filter section:

  • Hide/Show filters: click this button to show or hide the filters and give yourself more usable screen real estate.
    Screen_Shot_2019-09-23_at_3.30.49_PM.png

  • Current list in view: click this drop-down box to select which saved view you'd like to use. To learn more about custom views, click here.
    Screen_Shot_2019-09-23_at_3.33.14_PM.png

  • Viewing quantity: shows how many records are returned with your filter setup, and select how many records you'd like to view at one time
    Screen_Shot_2019-09-23_at_3.34.18_PM.png

  • Permanent filters: things like Location and Date Range in the Ticket Queue will always be available. Each list will have different filters that are always in place, but can be modified.
    Screen_Shot_2019-09-23_at_3.47.02_PM.png

  • Add filter: click this to add new filters to your search. Locate the filter, select your option(s), add more filters, add more options, etc.
    filters.gif
    You can also type out the filter and hit RETURN to drill down into the category and select a category. Begin typing again to search for another category, or hit RETURN to add the filter.
  • Keyword/Keyphrase search: search for a SKU, serial number, name, tag, search key, phone number, etc. Adding multiple words to the same search will perform a search on each word, showing results that contain more of the words first. Use quotes ("") around your phrase to search for an exact match. Type what you want to search for, hit Enter/Return on the keyboard, then Apply.
    keyword.gif

    • We have substantially upgraded search functionality with RepairQ 1.17, to include:
      • You can search for multiple words or phrases by adding multiple keywords. In a search box (including global searches), you can also add multiple keywords by wrapping each one (or some) in double quotes. For example, you can search for "iPhone 8""LCD" (or "iPhone 8"LCD or even iPhone 8"LCD") to find all items that match either or both.
      • Words with less than 3 characters, will be automatically appended to the previous word and they will be treated as a single keyword. For example, rather than splitting the search for iPhone X into two keywords iPhone and X, we will simply search for iPhone X.
      • You can now use wildcards to split phrases into multiple search terms. For example, iPhone 8*LCD will search for everything that contains both iPhone 8 and LCD (where iPhone 8 comes before LCD, with any number of words in between)
      • Pressing TAB will add the keyword(s) and allow you start adding a new keyword, and pressing RETURN will add and apply the keyword(s) and load the results
  • Reset: once you have added any new filters, modified your search results, or changed anything, you can click "Reset" to bring all of the filters back to the default view.
    reset.gif
    • The Reset button is also available when adding new pending filters. Clicking it will remove all pending filters and refresh your list.
  • Click on Item: in the List View, if you click on a line item/row, RepairQ will open up that particular item. If it's a ticket that is editable, clicking on it will open up the ticket in edit mode. If the ticket is closed and cannot be edited, clicking on it will open up the ticket in view mode. 
    ticket.gif
  • Actions Menus: click the actions buttons on the right side of the list, or the item, to pull up different options. List actions and line item actions will vary by which list you are accessing, and the options available for each individual item. Alternatively, clicking on a row in a list view will open it up in a different view, including ticket edit view if the ticket is editable.
    Screen_Shot_2019-09-24_at_3.28.56_PM.png          Screen_Shot_2019-09-24_at_3.29.03_PM.png 
  • Quick Actions: You can edit Quick Actions to select actions that will show in your list’s ‘Actions’ column. Like editing columns, quick action are a way to personalize your lists and can be saved with a view.

Edit_Quick_Actions.jpg

 

Quick_Action_Select.jpg

Quick_Actions_Applied.jpg

Saving/Setting Views - Company

There are many different combinations of filters, columns, order of columns, etc. that can now be stored as defaults in several different ways. With RepairQ 1.17, you now have the ability to set company defaults, location defaults, and user defaults, for any list view that has been upgraded! We will focus on Inventory Summary for this example, but the same principles apply to all upgraded List Views. Hover over Inventory and click Inventory Summary.

One of the main reasons for navigating to your Inventory Summary might be to see what parts you have instock at your logged in location at any given time. Let's create a view and scope it to instock parts only and save it as the company default if you are an admin. If not, save as a location or user view, based on your permissions.

Create View

  • Click +Filter, select Inventory Focus > Instock
  • Click +Filter, select Item Type > select all parts Item Types
  • Click Apply to see your results
    filters.gif

Edit Columns

  • Click the List Actions button > Edit Columns
  • Click the "+" button to add more columns to your view. Let's add "Catalog Price" and "Friendly Name", and get rid of "Manufacturer", "Note", and "Bin". Click the check button to save.
  • Click the List Actions button > Edit Columns. Now drag the columns around to whatever order you want. When finished, click the blue and white check button to confirm
    columns.gif

Save the View

  • Click the List Actions button > Save Current View
  • Give the view a name, like "Instock Inventory", select "Save as Company view", and save.
    Screen_Shot_2019-09-24_at_3.50.31_PM.png

Set Default View

  • If you or your staff like this view and want it to be the default Inventory Summary view, they/you can go into Inventory Summary, click the List Actions button, click "Edit Views", and select the heart icon next to that view to mark it as their default.
    Screen_Shot_2019-09-24_at_3.53.24_PM.png
  • You will be prompted to confirm your selection. Click "Set Default" to confirm. Any time you access that list after that point, the view you just selected will be in view.
    Screen_Shot_2019-09-24_at_3.53.31_PM.png

 

Edit a View

  • When you are browsing any list, changing filters and modifying your search will result in a modified view. If you would like to update the saved view to reflect the new changes you made, click the List Actions button, then "Save Current View". This will allow you to replace the view you modified with the latest changes, or save it as a new view.

Screen_Shot_2019-09-24_at_4.44.37_PM.png

The same principles above can be applied for location scoped and user scoped views. Location admins can save views for their location, and any staff member can save user views.

Add Views to Your List

You have the ability to share views across the location and company, but not all views will automatically populate for every user as options.

  • In order to add new views to your list, click the list actions button > Edit Views
  • Click the drop-down box labeled "Select a list view", and all available views will display. Select each one you would like to add to your list, and you're all set.
  • To access the new views, use the "Viewing" drop-down box on the top left of each view to select the new view.
    Screen_Shot_2019-09-24_at_4.52.20_PM.png
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