Article Contents

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

The following customization options are available:

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.

The gear button has been clicked, and it shows the various columns that can be toggled on.

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.

An animated gif showing a column being dragged to a new position, and the data being re-arranged in real time.

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”

    An arrow points to the plus button beside

    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

    A list of columns/attributes displays that you can sort by.

  4. Click the corresponding arrow if you want the data to be displayed descending (left) or ascending (right)

    The descending and ascending arrows are highlighted beside the added attribute. Click either to complete the sort.
  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.

An arrow points to the

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.

The data in the table has been sorted by Distributor, and then by Title.

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"

    An arrow points to the + button beside
  3. Scroll through the list and select the attribute/column that you want to group by

    A list of all item attributes that you can group by displays in a drop-down menu.

  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

    The items have been grouped by the selected attribute, which is

Additional Grouping

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

An arrow points to the

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:

The items appear grouped by Category, and then 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:

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"

    An arrow points to the + button beside
  3. Click “Field”, and then select the field/attribute you want to filter by from the dropdown

    The

  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).

    The example filter is set by distributor, and the rule is

    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

    One filter is currently in place, and the

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.

In the example, it's filtering to only display items from

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 drop-down arrow in the "View" field

    An arrow points to the drop-down arrow in the

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

    An arrow points to the

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

    The name of the view has been entered and an arrow points to the
  4. The view now appears in the list of views and is the active view.

    The new view has been added in the list of views and is the active view.

  5. Click the gear icon and start customizing your display.

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