Search, Filter, Column Customization, and Table Views

Click the search icon and enter the value of any data in part or in full as your search key to search the corresponding entries.

Exto allows you to configure rule-based custom filters to view only the entries that are relevant to you.  For example, you may create a filter that shows only the RFQs that contains a specific department as electrical. 

 With the Filter option you can add the filtering rules of your choice to any of the columns.  

Follow the steps to add Filter Rules:

Step 1: Navigate to the relevant module within a project

Step 2: Click the Filter toggle indicator to enable the filter option across all the columns.

Note: Observe the Filter toggle Indicator disabled by default.

Step 3: Click the Filter button next to the column name

Step 4: Choose the condition ("Starts with", "Contains", "Not Contains", "Ends with", "Equals" and "Not equals") from the drop-down list 

Step 5: Click + Add Rule to include more conditions

Step 6: Click Apply

Result: The table now shows only the rows that satisfy the rules. 

Follow the steps to customize the columns in a table:

Pre-requisite: Make sure you have created a Table and mapped it to the form. See how to Map your Form to a Table.

Step 1: Design your form by dragging and dropping the fields into the Form designer and labelling them

Step 2: From the Form Builder Fields, Drag and Drop the Table into the designer

Step 3: Click the table on the designer and define the Properties:

• Title: Provide an appropriate title to the table

• Table: Choose the Tablename that you want to map to the form from the drop-down list

• Rows: Provide the number of rows needed in the table

• Form: Choose the form that you want to map to the table from the drop-down list

• Columns: The fields that you added on the form appears in the drop-down list. Choose the value from the drop-down list.

• Add column: Click the button if you wish to add extra columns to the table and enter a relevant column name

Step 4: Save your settings

Result: The columns you added display in the Module table.

Step 1: Select the column(field) from the form designer

Step 2: Modify the name 

Step 3: Save your setting

Step 4: Open the form again and click on the table 

Result: Observe the modified name appears in the table properties

Select the table and from the Properties pane move the column from one place to another.

Select the table and from the Properties pane click the x mark corresponding to a column.