Manage Work Order - List Page

28 Oct 2024
8 Minutes to read

Manage Work Order - List Page

Updated on 28 Oct 2024
8 Minutes to read

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The Work Order list page allows you to manage work orders efficiently and view quickly at a glance. This page consists of various functionalities that allow you to filter specific records which are displayed according to the content based on its fields.

A List page consists of various user-friendly interaction features within the List as follows:

Let us explore these various functionalities within the List page.

Modify List Fields

The Fields on the List page can be re-ordered and their visibility on the list page can be enabled or disabled according to the requirement.

To modify the list items, perform the following steps:

Log in to Apex application as an Analyst.
Navigate to Work Order > Manage Work Orders.
Figure: Manage Work Order Navigation
Click icon on the Work Order List page to reorder the list items within the list page.
Figure: Work Order List

A list of Columns are displayed that gets displayed based on the selection.

Figure: List Columns

The following table provides more information on the column controls.

Column Control	Description
	Search control will allow to search the required Field within Show Columns pop-up. Example: To search all fields that start with Create, enter the same on Search filed.
	Re-order the columns on the List page by moving double vertical ellipsis icon within the Show Columns Pop-up window.
	Select the Column to able its visibility on the List page.
	Click Save for the modified column list to take effect on the List page.
	Click Cancel to remove and exit Show Columns pop-up window.
	Click Clear All to erase the modified arrangement of the List items.

Filter

There are two types Filter option within a List page such as Simple and Advance, based on the requirement on data, either one can be selected to achieve the required Filtered result.

Simple Filter

Every column on the list page has a dedicated Filter option which is beneficial to obtain the required filtered data. This is achieved using Simple Filters, based on the data type of the column the filter options are displayed for every column. Simple Filter is represented using a funnel icon on the List page.

Figure: Simple Filters on List

The following table represents the fields within the Simple Filter.

Filter Condition Fields	Description
Match Conditions	The top field within Simple Filters is about Matching condition. If the Data Type is of String, Numeric, Date Field, or Dropdown then the following options are displayed in the dropdown: Match All: Selecting this will display all the Matched search criteria from the List page. Match Any: Selecting this will display any of the Matched criteria from the List page.
Conditional Operator	The second field will allow the user to build the condition in order to match the Filter criteria. The list depends on the data type of the column field. For more information, refer Data Types and Operators for Filters.
Text Area	Enter the required data value for which the Filter must imply.
	Click Apply for filter to take effect on the List page.
	Click Clear to erase the Filtered resulted.

Advance Filter

In the Advance Filter there is more flexibility and added benefits over Simple Filter. Lets dive into exploring the functionality of Advance Filter.

Advance Filter

The Advance Filter is available within the Filters, it provides detailed results that uses grouping and logical operators to produce required result.

To apply Advance Filter within Filter, perform the following steps:

Click funnel icon on the List page.
Figure: Filter on List
Advance Filter pop-up screen is displayed.
Figure: Advance Filter
Click +Add Filter Set to insert a Advance Filter.
Field, Operator Value fields are displayed.
Figure: Advance Filter Set

Enter Field, Operator and Value for the Filter Set.

The following table provide details about the Filter Set:

Field

Description

Field

Select Field value from the dropdown. These are the field items on the List page for which filter is applied.

Figure: Field List on Advance Filter

Operator

Select Operator for Filed value, based on the selected data type the Operators are displayed. For more information, refer to Data Type and Operators for Filters.

Value

Enter value or select value for the Field which matches the operator condition.

Click Add icon to insert additional Filter Set. Upon performing this action multiple Filter Sets can be selected and grouped using logical operators.

Figure: Advance Filter

The following table provides functionality of Group, Ungroup and Delete buttons:

Action Buttons	Description
	Click Group to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are AND and OR. They can be changed using the dropdown. Any combination between the filters can be flexibly applied.
	Click Delete to remove the added Filter Set.
	Click Ungroup to remove the operators between Filter Sets.

Click Delete icon to remove the added Filter Set.

Click Apply, to see the Filter effect on the List page.

Click Cancel to exit the Advance Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter.

Click Clear All Filters to erase the filtered data.

Data Type and Operators for Filters

For both the Simple and Advance Filter the Data Types and Operators apply the same.

Data Type and Operators for Filters

Data Type

Operator

String

If the Column Field is of String Type then the following conditional operators are displayed:

Starts With

Ends With

Contains

Not Contains

Equals

Not Equals

Date Field

If the column on the List page is of type Date Field, then the following operators are displayed:

Date Is

Date Is Not

Date is Before

Date is After

Numeric

When the column on the List page is of type Numeric, then the following operators are displayed:

Equals

Not Equals

Less than

Less than or Equal To

Greater than

Greater than or Equal To

Checkbox

If the column on the List page is of type Checkbox, then the following actions can be performed.

Select

Clear

Views

The View functionality within the List page allows you to save Filters using a View Name. When a filter is created to generate the required filter result the same is saved using a View Name. This adds efficiency while working on Lists, the user can navigate to Views and select the View to re-view the Filter result on the List page.

Add View

To save Filters as View, perform the following steps:

Select View and then select +Add New View.
Figure: View
Advance Filter pop-up window is displayed.

To Add Filters, refer to Advance Filter.
Click Save as New View.
Figure: New View

Enter View Name.

Figure: Save as New View

The following table provides details about the Save View Fields screen.

Save View Fields	Description
View Name	Enter View Name. Example: If a Filter is applied for In Progress Status, you can name the View as In Progress View.
Set as Default	Select Set as Default checkbox, to view the saved view on the List page every time.
	Click Save to add the view to the view list. Upon performing this action, New View is applied to the List page and added successfully to the View list.
	Click Cancel to return to List page.

Upon configuring Filter, it is displayed on the View List, the same is edited or deleted from the View.

Edit and Delete View

To edit a view refers to, edit the name given to an added filter. To change or modify the view name, perform the following:

Select View and hover on the view.
A list of Views are displayed.

Figure: View List

The following table provides action icon details.

Action Icon	Description
	Click pencil icon to edit the View Name and Save to update the name on View List or cancel the edit action.
	Click delete icon to remove the view from the View List. Upon performing this action a confirmation message is displayed.

Search

The Search feature allows you to look for configured records. Click search icon on the List page, enter the name of the record you are searching for, and the application will show the results in the dedicated result section for the specified record.

Figure: Search on List

Export

The Export button allows you to export the list page data into a downloadable file in the excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, click export icon on the List page and navigate to the following options to download the List data as an Excel file.

Export Current Page: Select Export Current Page to download the on screen displayed List data.
Export All: Select Export All to download the entire List data.

Figure: Export List

Bulk Update Records

To update any values for multiple records, select the record and click Bulk Update icon.

Figure: Bulk Update

Bulk Update display following options:

Figure: Bulk Update Options

Bulk Update

Upon selecting Bulk Update, update fields are displayed.
Figure: Bulk Update

Select the values from the dropdown. For field description refer to the following:

Field	Description
Tenant	Select Tenant for the records where the bulk values must be updated.
Field	Select Field from the dropdown, this list contains values from list page.
Value	Select Value, based on the selected Field values are displayed.
Override	Enable override option to override the existing values. By default, this value is enabled.
	Click Add icon to add more field values to update
	Click Delete icon to delete the field values.

Click Apply after selecting the fields and assigning values.
Figure: Bulk Update

Update message is displayed on the list screen.
Figure: Update Records

View History

Click View History, to view the history of Bulk Update.
Figure: View History

Bulk Update History is displayed with the details.
Figure: Bulk Update History

For the list information, refer to the following field description.

Field	Description
SNo.	Indicate serial number of the bulk update history.
Number of Records	Provide the count of records selected for bulk update on the list page.
Updated By	Mentions the user who initiated the Bulk Updated action.
Updated Date	Provide the Date and Time of the Bulk Update initiation.
Status	Indicate if the Bulk Update was successful or not.
Result	Display various shades of color that represent the following: Blue shade represent Total Records Identified. Green shade represent Valid Records. Red shade represent Invalid Records.

Color Codes

In the List page, the records are represented with various color coded flags:

Figure: List Page

These color-coded flags help for proactive management of Work Orders. This visual representation allows us to quickly assess the urgency and prioritize actions based on Work Order age. On hover over, the color-coded flags display a tooltip providing more details about the age of the Incident.

Refer the below table for the different color-coded flags used to indicate the age of Work Orders:

Color-coded Flag and VIP User	Age
	Denotes that the incident is less than 2 days old.
	Denotes that the incident is more than 2 days old but less than 5 days old.
	Denotes that the incident is more than 5 days old but less than 10 days old.
	Denotes that the incident is more than 10 days old.
	Star icon denotes that the requestor is a VIP (Very Important Person) user.

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What's Next

Approve Service Requests - List Page

Table of contents

Modify List Fields
Filter
Views
Search
Export
Bulk Update Records
Color Codes