Views

The default page view is List view, which displays all information in a spreadsheet-like format. Card view is where you can view the same items as blocks. You have the option to switch between views on desktop platforms. Click either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

Card view

Card view is where information is shown in blocks that look like cards. Each card typically represents a single record or work order. Cards are static and cannot be moved around, and they show information identified as the most commonly used.

The Actions menu is located on the upper right of each card.

List view

List view displays data in a column and row format for several sections including All open work orders. Your organization can customize the columns depending on their internal workflow process.

Further customize the list by resizing and repositioning columns, changing the order of records within the columns, and applying filters to any column to focus on priorities.

Resize and change column positions

The list has multiple column headers, each representing a category related to the work orders. Default or custom fields in the Classic TMS Work Order module act as column headers in the data source and appear as table headers. Adjust the layout of these columns in the following ways:

Resize a column: Place your mouse cursor on the vertical line between the column headers until a double arrow appears. Then, click and drag left or right to resize the column.
Move a column: Click, hold, and drag the column header to a different position. Release the mouse button to drop the column into its new position. The column moves to the new position.

Sort

Sort the columns in ascending or descending order. Click the heading cell of the column you want to sort. An arrow appears to indicate the sort order.

Up arrow for ascending order.
Down arrow for descending order.

Filters

Narrow the results shown in the list using filters. They help you sort through large amounts of information to find specific records that meet the filter criteria you set. For instance, you might set a filter on a work order list to display only those with a specific priority or type.

When you apply a filter to a column, the filter icon appears next to the column heading text, indicating that a filter is active on that column.

Apply filters to different columns in the list, such as Work Order Number, Work Order Description, and Status Description, to refine your search results.

Enter a term into the filter box located at the top of that column.

The list data updates based on your filter text.

To see all the records in the list, remove the filter text from the search box.

Conditional filters

Use conditional filters to further refine the results. For example, choose to only filter items if the cell starts or ends with specific letters.

Click the filter icon located at the top of the column you want to filter.
Select a condition from the options provided, such as Contains, Equals, and others.
In Filter, enter the text or value that corresponds to the first condition you've selected.
To narrow down the results even more, choose either And or Or to add a secondary condition.
Select another condition for the secondary filter.
Enter the text or value associated with the second condition.
Click outside the Condition window.

The column data filters according to the conditions and criteria you set.
To remove the conditional filter, click the filter icon and remove the condition text or value.
Click outside the Condition window.

Actions menu

The Actions menu, represented by an ellipse icon, is located on the left side of each row and also in the upper right of some pages such as Query. The specific commands available in the Actions menu depend on the context of the menu and the feature you're using.

If you're in card view, the Actions menu is located on the upper right of a card. Here's a few examples of Action menu options.

Update: Make changes to the selected item details.
Remove: Removes a record from the work order.
Add to favorites: For convenience, add saved queries to your Favorites list.
Saved queries: If you frequently perform a search, you can define and save the query for future use.
Run query: In the Saved queries list, select and run a query from the list.
Remove query: In the Saved queries list, select and remove a query from the list.

Start timer

Click Start timer at the lower right of the pages to manually track the time you spend on a task, which provides a convenient way to monitor time.