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.
This document will focus on the following:
Filtering Columns
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
If the filter icon is blue, that indicates that a filter is in place for that column and you may need to remove it or change it to see additional information.
Using a Sub-Filter
When in a master list, if a bar appears beneath the column header with multiple spy glass icons, the user has the ability to add a sub-filter to the search.
Click on the spyglass under the column header to be filtered and select the option to sort the data equal to or not equal to the value you will place in this field.
Then enter the value to be used and the list will automatically re-sort. You can click the spyglass again to change the setting or reset it.
For example, a user on the asset file may want to find vehicles of a certain year. In the Year column, the user would click the spyglass and choose the option “Equal” and enter the value for the field to be the year desired such as 2022. The list will resort and show only the assets in RTA with a year of 2022 and leave out all the rest.
Sorting Columns
Click the column header to sort ascending or descending
When clicking the column header, an arrow will appear and will denote how the information is being sorted.
The arrow pointing down means the items are in descending order
The arrow pointing up means the items are in ascending order
Each column sort acts independently of the others.
For example, sorting by year gives you the chronological year order for an asset and if you then apply the sort for the “make” column, the sort switches and the year will no longer be chronological and instead the list will now display in alphabetical order by make field
Adding Columns
Click the Column Chooser icon in the upper right corner
Scroll through or type in a column header 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
Click the Column Chooser icon in the upper right corner
Scroll through or type in a column header to find it in the list
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
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
Click the three dots to expand the list menu in the upper right corner
Click Presets
On the banner that opens at the top, click Save As
In the Save Preset As box, add the following:
Give the preset view a title (This will display as a preset option in the future to choose from when viewing the list)
If wanting the created preset to be the default view when accessing the list, check the “Set as Default” box
If the created preset needs to be available to all users company wide who have permission to view that specific area, check the “Set as Company Wide” box
Click Save
To access various presets that have been saved for a particular list, visit the presets banner on the master list by clicking the list menus using the three button icon in the upper right and selecting presets. From there, users can use the drop down in the preset banner to select the preset option desired for viewing.
Deleting a Preset
It may become necessary to delete a preset that has been created and saved.
Access the master list where the preset is housed
Click the list menu icon (three dots) in the upper right corner
Click Presets
Using the dropdown of the preset banner, select the preset to be deleted
Click Delete
Click Delete in the confirmation window
The delete function cannot be undone. Once a preset is deleted, it cannot be recovered and will need to be rebuilt and saved.