Configure the listing of work reports allows you to customize the view of the most important data without having to open each document, optimizing the management and visualization of information. From the configuration, you can highlight key data, activate a time axis for models with time records, and limit mass actions to ensure detailed reviews. All of this is accessible only from a computer with an administrator user.
Access the configuration screen #
Requirements:
- Access with a user with administrator role.
- Access from a computer. (not from an app) android or apple)
Go to the model of work report in question. and click on the “gear” located in the right corner of the list.
After clicking on the gear, a modal opens with the configuration options. These settings are common to all users of the site and are specific to each model.
Highlights #
With this functionality you can extract two data from the work report to the list on the web and in the app. Being able to customize the visible information without having to access the work report .
If the highlighted data is a number or a calculation, the calculation of the total value can be configured.
This value is updated as the list filters are applied.
Show time axis #
In models that have at least one time data type, this axis can be activated, which places the recorded values on a horizontal axis. In addition, the start and end of the axis can be configured.
Hide all option in multiple actions #
This option is useful for companies that want their managers to have to access all documents one by one and not perform mass validations without accessing the shipments. With this option activated, the "check" all of the options disappears.
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