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Users have the power to customize columns in many areas of RTA Web. Customization provides the ability to minimize or maximize the type of data that is visible in the master list as well as sort and filter where available.

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Filtering Columns

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Columns that are able to have a filter applied will be identifiable by the filter icon in their header. When the filter icon is visible, simply click the icon and make your filter selections from the available fields and click OK The displayed list will refresh with the requested filter in place Filters can be removed using the same process above

Using the Filter String

A filter string appears at the top left of the search lists to allow users to easily identify filters that are in place on the list as well as further customize the filters.

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1. Click the filter string to edit filters

2. Use the + to add new filter conditions

   

3. Use the X to delete set filter conditions

   

Adding Filter Conditions

Add new filter conditions for your list by following the below steps:

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4. Click the Fac and select the data column to apply the filter conditions to

   

5. Click the condition setting (Contains) to change the filter condition. Use either Contains, Ends With, Equals, Does Not Equal, Is Blank, Is Not Blank, or Is any of

   

6. Click the Enter a Value option and enter the value relevant to the line condition

   1. For example, perhaps the line is (Fac - Equals - 1)

   2. This means that the list filtering is set to show only line items where the facility is equal to facility 1

      

7. Multiple filter options can be applied

   1. For example, in addition to the filter to only pull items in Facility 1, the user can use the add button again and also add a secondary filter for a specific department and so on

Removing Filter Conditions

Use the Clear button while in the search list to remove all filters in place or open the filter string by clicking on it and clicking the red x next to a condition line or filter needing to be removed.

Sorting Columns 

Adding Columns 

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Click the Master List triple dot icon in the upper right corner Select the Customize Columns Scroll through the Column Chooser or type in a column header in the search to find it in the list (multiple items can be selected in the same action) Click the empty box next to a column title to add it to the list to be displayed automatically The list will refresh, and the new column will be displayed along with the data from corresponding asset files

Removing Columns 

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Click the Master List triple dot icon in the upper right corner Select the Customize Columns Click the check box next to a column title so that it displays as empty (multiple items can be de-selected in the same action) The list will refresh and the column(s) de-selected will no longer be displayed

Creating Preset Views

Users may want to have different variations of the master list that display certain items in certain orders for the purpose of viewing or exporting. This can be done by using presets. Presets allow for multiple variations of a master list to exist and the user can toggle between them depending on the view that is needed.

Creating a Preset

1. Using any of the methods or combination of customizations such as filters, sub-filters, sorting, adding/removing columns, or rearranging columns, customize the list to display as needed

2. Click the three dots to expand the list menu in the upper right corner

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Deleting a Preset

It may become necessary to delete a preset that has been created and saved.

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