Grids
In Composity, every module is based on a feature-rich grid that provides a clear and organized view of your data. Grids allow you to filter, sort, and access records efficiently, without the need to open individual profiles or print documents. Each row displays relevant information, enabling you to take quick actions directly from the grid.
Key Elements of Grids
Bulk Actions
- Perform bulk actions like transferring data, changing forms, or deleting multiple entries at once.
To use bulk actions, select the rows you want to apply the action to and choose the desired option from the dropdown menu above the grid.
Filtering and Sorting
- Filtering: Filter data by status (e.g., "Active" by default) located on the upper bar next to the grid name.
- Apply advanced filters by selecting criteria such as "Contains" from the column menu for more specific searches.
- Sorting: Sort data by clicking on column headers:
- Click once for ascending order.
- Click twice for descending order.
- Click a third time to remove the sorting.
Search Capabilities
- Use the search field above the grid to quickly find specific records.
- The grid will automatically filter results as you type, helping you locate data efficiently.
Column Customization
- Choose Columns: Select which columns to display based on the information you need.
- Adjust Column Order: Rearrange columns by dragging and dropping them to your preferred order.
Resize Columns: Adjust the width of columns for better visibility, ensuring that the grid fits your specific needs.
Data Export
- You can export grid data to CSV or Excel formats for further analysis or sharing.
- Export options are available in the grid settings or menu located above the grid.
Data Refresh
- To ensure the grid is up-to-date, click the refresh icon or button to reload the grid with the latest data.
Module Settings
- Access and modify settings for each module to adjust form types, stages, or workflows as per your requirements.
- Navigate to module settings through grid options or from the main settings menu.