Listing Pages: Buttons and Action Menus

A Listing page is a table that contains the summary of created documents or records in the form of table entries.
 
Listing page is the first page you are taken to when you access any section of Codejig ERP. From it, you go to a page for defining new documents, reports or other records.
 
On the listing page, you can manage both separate table entries or a table as a whole.   
 
In either case, you do that with the help of Action menus.
 
Managing separate table entries
 
To manage separate table entries, you
 
1. Select a table entry you want to manage by selecting a checkbox next to the table entry.
Note: You can manage multiple table entries at the same time.
2. Click the Selected button.
 
3. On the Actions menu, click the required command.

The Actions menu contains the following commands:
 

Menu Command

Activity

Document post

Posts a document/documents represented by a selected table entry/table entries in system journals and journals associated with a specific document type.

  • The functionality is available only for documents.

Document unpost

Removes postings triggered by a document/documents from journals/journals affected.

  • You can unpost only those documents that have been previously posted.
  • The button is available only for posted documents instead of the Post button.
  • The functionality is available only for documents.

Export to CSV

Exports a selected table entry/table entries to a *.csv file format.

Export to Excel

Exports a selected table entry/table entries to Excel in *.xlsx file format.

Full export

Exports all fields in documents/records represented by a selected table entry/ entries to Excel in *.xlsx file format.

Delete

Deletes a document or a record represented by a selected table entry.

  • Deleted documents or records are no longer displayed as table entries on the listing page. However, they are never hard-deleted from the database. You can still display, view and duplicate them. 

For information how to manage deleted documents and records, see Deleting Data.

 
To select all table entries:
  • Select the checkbox in the header area of a table.
As a result, all displayed table entries are selected.
Note: The command applies only to loaded table entries. Rows that are not currently displayed in the table cannot be selected.
For more details about the way entries are presented in the table, see Managing listing pages: Load More/Load All.
 
You can deselect table entries you do not wish to manage. To do that
  • Clear a check box next to a table entry you do not want to manage.   
 
To ensure the usability, separate table entries can be also managed with the help of buttons/icons that are arranged in the left-most columns of the table.
 

Button/icon

Activity

Post button

Posts a document/documents represented by a selected table entry/table entries in journals and journals associated with a specific document type.  

  • The functionality is available only for documents.

Registers icon

Allows you to preview journal entries a document made after being posted.

  • The icon appears only for posted documents.
  • If a document has impacted several journals, you can preview all resulting entries at one time sorted by journals.

Create icon (+)

Opens Create menu.

The Create menu contains commands that enable you to copy a given document/record and create a new document/record of the same type based on it or to create new documents/records of other types with reference to the specific document/record. 

For more details about copying data in Codejig ERP, see Copying Data in Codejig ERP.

  • Create icon is available only for those documents and directories that support creating functionality.
 
Managing Tables as a Whole
 
If you manage a table as a whole, you deal with all table entries. You do not have to select any entries prior to managing them.
 
To manage the whole listing page
 
1. Click the drop-down arrow beside a name of a document, directory or report.
 
2. On the Table actions menu, click the required command.
 
The Table actions menu contains the following commands:
 

Menu Command

Activity

Show deleted

Displays deleted documents or records.

Table entries representing deleted documents/records are marked red.

You can open, view, duplicate deleted entities. However, you cannot update them or create other documents/records from them.

Hide deleted

Hides deleted documents/records.

The command becomes available only after clicking Show deleted command.

Export

Exports the entire table into the *.xlsx Excel file format.

Import

Imports data in the *.xlsx Excel file format.
 
 
More information