Difference between revisions of "Files list"

From Protemos Wiki
Jump to: navigation, search
(Search jobs with filters)
(Search files with filters)
Line 19: Line 19:
 
You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|30px]] button in the upper right corner:  
 
You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|30px]] button in the upper right corner:  
  
[[File:Job filter isn't applied.jpg|border|1000px]]
+
[[File:Files filter isn't applied.jpg|border|1000px]]
 
   
 
   
 
So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
 
So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:

Revision as of 11:34, 6 November 2018

Files list page: http://cloud.protemos.com/file/index



On the "Files" page you can:

- View and download files

- Search files with filters

- Open related projects and jobs

- Export all the displayed table of files to Excel

Search files with filters

By default, you can see all the files and links in your database, 50 per page. If you want to hide or display some files or links from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner:

1000px

So you can enter the data into the appropriate fields and press the "Apply" button, see example:

1000px

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the 30px button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing the 30px button again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

Job filters description

  • Job code — displays only the jobs with the codes containing the entered symbols sequence.
  • Job name — displays only the jobs with the name containing the specified text.
  • Statuses — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
  • Service — displays only the jobs with the selected service.
  • Language pair — displays only the jobs with the selected language pair.
  • Start date — displays only the jobs which were started in the specified period of time.
  • Deadline date — displays only the jobs with deadlines in the specified period of time.
  • Primary manager — displays only the jobs issued by a specific primary manager.
  • Client — displays only the jobs for a specific client.
  • Vendor — displays only the jobs fulfilled by the selected vendor.
  • Overdue — displays only the overdue jobs.
  • Unassigned — displays only the jobs without assigned vendors.
  • Free of charge — displays only the jobs marked as free of charge.
  • Chargeable without payables — displays only the jobs with no payable entered for the vendor.

Jobs editing

To open a job for editing, click its name in the table:

440px

Job view page opens, where you will be able to edit the job.

Export

You can export all the displayed table of jobs to Excel by pressing “Export to Excel” button over the upper right corner of the table:

1000px

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.