In this article, you will learn how the workspace in Interaxo Capture web works. You will get a simple overview of the toolbar (filter, search, columns, and view), the table view with registrations, and the quick view on the right, so you can quickly find, customize, and understand the registrations in your project.

You will get an introduction to the following:

1.0 Workspace functionality

1.1 Toolbar and filtering

1.2 Table view (the list of registrations)

1.3 Quick view (drawer menu on the right)

1.0 Workspace functionality

The workspace is list-based, and all registrations for the selected process are displayed as rows in a given table.

1.1 Toolbar and filtering

At the top of the workspace, you'll find a toolbar with functions that help you find and customize information:
 

• Filtering based on record information
  To enable a filter, click the column title that has an arrow icon behind it. This icon indicates which columns can be filtered. Filtering works differently in different columns.
   
  We support the following methods:
  • Search field (Type what you're looking for in the column.)
  • List view (Select one or more values from the list to filter.)
  • Date field (Last 24 hours, 1 day, 1/3/6 months, or custom period.)
  • Number field (Choose equal, greater than, or less than, and enter the desired value.)
  • Geographical area (Open the location map view and filter an area.)

Tip! Use the filter function to limit which registrations are shown. For example, you can filter by description, date, checkpoint, type, or other fields available in your project.

By clicking the filter button above the list view, you can see which filters are enabled. From here, you can remove one or more filters or remove all at once.

• Search
  The search field is a text-based search function that lets you find specific entries in the list view. This works on all text-based columns in the list.
   
  • Click on the search field with your mouse pointer.
  • Enter the desired search term.
  • The list view updates continuously and removes entries that do not
    contain the search term. 
     
• Columns (column selector)
  The column selector lets you control which information is shown in the table. Typical workflow:
  1. Click on Columns (or the column selection icon).
  2. Check the fields/columns you want to see (for example, status, responsible, deadline, model position).
  3. Uncheck columns you don't need to make the overview clearer.
  4. The changes take effect immediately and affect only your view.
      

Tip! The choices you make here are saved per user, per process, so you don't have to make changes every time you log in.

View mode 

• For individual processes, you can change how the workspace is displayed:
  • List view only – standard table with all registrations.
  • List + location view – split view where the list is shown together with the location view (3D model or map).
  • Full location view – focus on location, where registrations are displayed via placement in the model or map.
  • External location view - Standard list view with an external window that contains the location view to utilize more than one screen. 

Typical workflow:

1. Select the desired view mode in the toolbar.
2. In combination view (list + location), you can click a record in the list and see the corresponding placement/highlighting in the model or map.
3. In full location view, you navigate either the model or map and use markers to open registrations.

1.2 Table view (the list of registrations)

Below the toolbar you will find the table view itself:

• Each row represents a single record 
  (for example, an inspection, a deviation report, a documentation record, etc.).
• Each column shows key information, which may vary from project to project, but typically can be:
  • Title or name of the record
  • Status (for example, open, in progress, closed)
  • Responsible person or role
  • Dates (created, due date, inspection date)
  • Location/address or model reference
  • Other fields defined in the process form

At the bottom of the table, you can:

• Navigate between pages if there are many registrations.
• Adjust how many entries are shown per page (for example 25, 50, or 100).

1.3 Quick view (drawer menu on the right)

When you want to see more information about a single record without leaving the workspace, you can use the quick view:

1. Click on a row (record) in the table.
2. A drawer menu opens on the right side of the screen.
3. This shows a quick summary of the record's content, for example:
   • Title and status
   • Key fields (responsible, deadline, model location, etc.)
   • Any short descriptions or important metadata

From this view you can:

• Open the record in full detail view to read all content or if you need to work more in depth with a record. 

Read more about how to work more in depth with a record or inspection here. Click the link.

Note! Which fields, columns, filter options, and actions are available in the workspace will vary from project to project. This is controlled by the forms, processes, and permissions configured in your solution.