On most pages of the WISK Web Portal, there are a number of options to customize your display.
All of these options can be combined to sort, filter, and arrange your data in a way that works best for you. You can also create “Views” to save your current display and switch between presets you’ve created.
The following options appear on the right-hand side of the screen:
To customize your columns, click the “Columns” button. You’ll see a list of every column that is available on that page. Just click the checkbox beside a column to toggle it on or off.
For a description of the column, hover your cursor over the information icon beside it.
Note: If you are using Custom Fields, they will appear in the list of columns.
To change the order of your visible columns, drag and drop the columns on the list.
The sort feature allows you to sort your data based on an attribute, either ascending or descending. It also supports multiple levels of sorting.
To use the sort feature:
1. Click the “Sort” button
Note: Depending on the page, there may already be 1 level of sorting active (usually by Title). You can click the “x” button to remove it if necessary.
2. Click the arrow button beside “Sort by”
3. Scroll through the list and select the attribute that you want to sort by
4. Click the corresponding arrow if you want the data to be displayed descending (left) or ascending (right).
5. The data is then sorted based on the selected attribute.
If you wish to add another level of sorting, click the arrow beside “Then by” and follow the steps above.
The hierarchy of the sorting is based on the order they were added, but you can drag and drop to rearrange the sort order.
In the example below, the data has been sorted by category in ascending order, and then by title in ascending order.
Filters are used to only display data that match the criteria that have been outlined.
Note: Depending on the page of the Web Portal, there may already be some pre-defined filters that you can apply.
To apply a filter:
1. Click the “Filters” button, and then “Add Filter”
2. Click “Field”, and then select the field/attribute you want to filter by from the dropdown
3. Click the dropdown menu on the right to define how it will filter by the selected attributes
Note: This step will vary depending on what you have selected.
In this example, we are setting it to filter based on the distributor. We then add distributors from the dropdown list (you can select more than one).
4. The filter is applied, and you can add additional filters (and, or) if desired
In this example, we add an “And” filter of a measurement size of 750ml. As a result, it will only display items where the distributor is set to “Liquor Distributor A”, and the measurement size is 750ml.
Grouping is like sorting but can be used to visually separate and group data in the table.
To group your items:
1. Click “Grouping”
2. In the “Available Columns” section, click the “+” button beside the attribute you want to group by or drag it down to the “Group Columns” area.
3. The attribute then appears under “Grouped columns” and is applied. You can expand grouped items by clicking the arrow beside them.
If you want to add another level of grouping, click the “+” button beside another attribute under “Available columns”. This grouping nests under the existing grouping, and you can drag them to order if necessary.
In this example, we have grouped the items by category, and then by measurement size:
Overall, there is a lot of flexibility with the grouping feature, particularly if you’re using custom fields. You can group items the way you want them to be.
To give a simple example, if you create a custom field called "Color", and add red, yellow, and blue as options, you can then group your items based on the color indicated.
After taking the time to set your display up exactly how you want it, it’s a good idea to create a “View” of it.
By creating a view, it takes your current display settings and saves them as a preset for that page. If you were to log in on another computer, you could click the view you created, and it would apply all of the display customization options. This also allows you to quickly switch between different displays you have created.
Note: If you want to export the current display to an .XLS file, click the Excel icon beside the customization options.
Adding a View
To add a view:
1. Click “Add View”
2. Enter a name that describes the view and click “OK”
3. It now appears in the list of views that you can switch between them.
Note: You can create a view first, and then customize the display after.
After you have created at least one view, you’ll see a gear icon appear beside your views. Click this to manage your existing views.
On this screen, you can rename, reorder, or delete views.
To delete a view, click the “x” button beside it.
Note: The default views provided by WISK cannot be deleted.
You can drag and drop to reorder your views.
When you’ve finished making changes, click the “X” button to close the window. Your changes are then reflected: