Tables Feature
Objective:
Video HERE
Key Steps:
1. Accessing Table Features:
- Navigate to sections in your instance where a list is displayed.
- Locate the table with features such as a Search field, Filters, and Table column settings.
2. Customizing Table Columns:
- In the table column settings, edit the order of columns.
- Choose which columns to display or hide on the table.
- Adjust the width of each column for a preferred view.
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3. Filtering the List:
- Click on the filter button to reveal options like status, agent, and tags.
- Filter out multiple values as needed.
- Use the "clear all" button to remove all filters (note: this does not affect the table column settings).
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4. Sorting the List:
- Sort the list by clicking on the arrow next to a column name.
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Cautionary Notes:
- Ensure that any changes made to table column settings are necessary and do not disrupt the overall functionality of the table.
Tips for Efficiency:
- Familiarize yourself with the different features available in the table to optimize data management.
- Regularly review and adjust column settings and filters to meet specific data viewing needs.
- Utilize sorting options to quickly organize and locate information within the table.
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