Customizing Your Web Display / Adding Views

Article Contents

• Introduction

• Columns

  • Rearranging Columns

• Sort

  • Advanced Sorting

• Grouping

  • Additional Grouping

• Filters

• Views

  • Adding a View

Introduction

On most pages of the WISK Web Portal, there is an option to customize your display on the top-right corner of the table.

The following customization options are available:

• Columns

• Sort

• Grouping

• Filters

All of these options can be combined to display your data in a format that works best for you.

You can also create Views. When you create a view, it provides a blank slate for you to add all of your customization options. This view then appears as a pre-set that any user can select.

Next we'll go over the customization options and how they work, and then come back to how you can create your own views.

Columns

Under the "Columns" section, 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.

Rearranging Columns

To change the order of your visible columns, drag and drop the columns on the list.

Sort

The sort feature allows you to sort your data based on a selected attribute, either ascending or descending. It also supports multiple levels of sorting.

To sort your items:

1. Click "Sort"

2. Click the + button beside “Sort by”

   

   Note: Depending on the page, there may already be one level of sorting active (usually by Title). You can click the “x” button to remove it.

3. Scroll through the list and select the attribute/column 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.

Advanced Sorting

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 applied, but you can drag and drop to rearrange the sort order.

In the example below, the data has been sorted by distributor in ascending order, and then by title in ascending order.

Note: If you try to re-arrange the sorting on some of the pre-existing views, you may be blocked from moving the highest level of sorting. In that case, the drag and drop icon will be transparent.

Grouping

Grouping is used to visually separate and group data in the table.

To group your items:

1. Click "Grouping"

2. Click the + button beside "Group By"

   

3. Scroll through the list and select the attribute/column that you want to group by

   

4. Your items are then grouped by the selected attribute. You can expand grouped items by clicking the arrow beside them, or the "..." button that appears when you place your cursor over them

   

Additional Grouping

If you want to add another level of grouping, click the “+” button beside "Then by" and select another attribute.

This grouping nests under the existing grouping, and you can drag them to re-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. This opens up countless possibilities for grouping your items.

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.

You can learn more about custom fields here:

• Custom Fields

Filters

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 "Filters"

2. Click the + button beside "Add Filter"

   

3. Click “Field”, and then select the field/attribute you want to filter by from the dropdown

   

4. Click the dropdown menu on the right to define how it will filter by the selected attributes.

   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).

   

   Note: This step will vary depending on what you have selected.

5. The filter is applied, and you can add additional filters (and, or) if desired

   

In this example, we added 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.

Views

On most pages, it is automatically set to the "Default" view which you can customize and depending on the page, there may already be some preset views to help display your data.

However, if there is a specific format in which you want to see your data, we recommend creating your own views.

By creating a view, it gives you a blank slate to customize your display. Once you use the customization options to set it up, it is saved and you can easily toggle between all of your views.

Another benefit is if you log in to your account on another computer, you can select the view and it applies all of the customization options you set up, saving you time.

Adding a View

To add a view:

1. Click the "View" field

   

2. Click "Add view" from the drop-down menu

   

3. Enter a name that describes the view and click "OK". You can edit the name later if needed

   

4. The view now appears in the list of views and is the active view.

   

5. Click the gear icon and start customizing the display for your new view