In this article, you will learn how the grid in Interaxo Capture web works: the toolbar (filter, search, columns, and view), the table view with entries, and the quick view on the right.

The following topics are covered:

1. Grid functionality
   1. Toolbar and filtering
   2. View type (list and location)
   3. Table view (the list of entries)
   4. Go to a location from the list
   5. Quick view (drawer menu on the right)

1.0 Grid functionality

The page is (grid) list-based and entries for the selected process are displayed as rows in a table.

1.1 Toolbar and filtering

At the top of the grid, you will find a toolbar with features that help you find and customize the information.
 

Filtering based on entry information

To enable a filter, click the filter icon next to the column heading. This icon indicates which columns can be filtered. Filtering works differently depending on the column type:

• Search field – Enter what you are searching for in the column.
• List view – Select one or more values from the list.
• Date field – Last 24 hours, 1 day, 1/3/6 months, or custom period.
• Number field – Select equals, greater than, or less than, and enter the desired number value.
• Location – Filter by whether the entry has a location, and which type:
  • All – displays all entries.
  • With location – only entries that have a location.
  • 3D location – only entries placed in the model.
  • Map location – only entries placed on the map.
  • No location – only entries without a location.
• Area filtering – Filter by a geographic area on the map. (Filter by a geographic area on the map.)
   

Tip! Use the filters to narrow down which entries are displayed—for example, by description, date, category, or location.

Click Filters above the list to see which filters are enabled. From here, you can remove one filter or all filters at once.

Search

The search field is a text-based search function that allows you to find specific entries in the list. It works on all text-based columns.

1. Click in the search field.
2. Enter the desired search term.
3. The list updates continuously and displays only entries that contain the search term.
    

Columns (column selector)

The column selector allows you to control which information is displayed in the table.

1. Click Columns.
2. Select the columns you want to view, for example Placement, responsible person, due date, or step.
3. Clear the selection for columns you do not need.
4. Click OK. The changes affect only your view.

Tip! The selections are saved per user and per process, so you do not have to make the changes every time you log in.

1.2 View type (list or location view)

On the right side of the toolbar, you select how the grid should be displayed:

• List view – Standard table with all entries.
• Split view – The list is displayed on the left and the location view (model or map) on the right.
• External location view – The location view opens in a separate browser window, allowing you to have the list and the model/map on separate screens.

In split and external view, the list and the location view interact: when you go to an entry from the list, the location view zooms in on the location.

Note: Entries without a location are displayed only in the list.

1.3 Table view (the list of entries)

Below the toolbar, you will find the table itself:

• Each row represents one entry (for example, an inspection, an issue, or documentation).
• Each column displays key information. The available columns vary from project to project, but typically include:
  • Title
  • Location – an icon indicating whether the entry is located in the model or on the map. See 1.4.
  • Attachments and Comments – the number of attachments and comments on the entry.
  • Step/status, responsible person, and dates (created, modified, due date)
  • Other fields defined for the process
• Entries that are locked for editing are displayed with a padlock in front of the title.

At the bottom of the table, you can navigate between pages and adjust how many entries are displayed per page.

1.4 Go to a location from the list

If an entry has a location, a location icon is displayed in the location column.

1. Click the location icon in the row.
2. The view automatically switches to split view.
3. The location view zooms in on the entry’s location—in the model if it is placed in 3D, or on the map if it has a map location. In the model, the object linked to the entry is highlighted.

Note: Entries without a location do not have an icon in this column.

1.5 Quick view (drawer menu on the right)

If you want to view more information about an entry without leaving the list, use the quick view:

1. Click a row in the table.
2. A drawer menu opens on the right with the tabs Properties, Attachments, and Comments.

Under Properties, you can see:

• Location – an image of the location with information about where it is located:
  • For 3D location: floor and model name, and the Open in 3D button.
  • For map location: address, and the Open in map button.
• Step – the step the entry is currently in.
• Key fields – for example, title, description, responsible person, and due date.
• System fields – created, created by, modified, and modified by.

From the quick view, you can:

• Click Open in 3D or Open in map to open split view and zoom in on the location.
• Click Edit to change the entry.
• Click Open entry to open the entry in full detail view.

Note: Which fields, columns, filters, and actions are available varies from project to project. This is controlled by the processes and permissions configured in your solution.

See also: (opens in a new tab)

• W3: How to work with documentation
• W4: How to work with and follow up on Inspections
• W5: How to work with and follow up on issues
• W6: How to work with and follow up on tasks