Manage Cancellation Reason

Cancellation Reason list page allows you to manage configured Cancellation Reasons efficiently and view them 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 as follows:

• Modify List Fields

• Filter

• Search

• Import

• Export

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:

1. Navigate to List page.
   

2. Clickicon on the List page.
   

   
   Figure: Cancellation Reason List
   

3. A list of Columns is 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

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.

The following table represents the fields within the Simple Filter.

The following table provides insights into using Advance Filters over a Simple Filter. The additional features that it provides to achieve efficient Filtered result.

Data Type and Operators for Filters

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

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 result section.

Import

To Import, click on the import icon on the list page. This action provides following options:

• Upload File

• View History

Upload File

To Upload a File, perform the following steps:

1. Click Upload File option on the List page.
   Figure: Upload File
   

2. Select Tenant from the dropdown and Download Template as Excel or CSV from the dropdown.

   

   Figure: Import Records
   

3. Click Download to save the file to your local system.
   

4. Click Next to navigate to the next stepper or Cancel from the current screen.
   

5. In the Upload Data stepper upload the file in Excel or .csv file type.
   
   Figure: Upload Data
   

6. Click Upload File, this will insert the data to the List page. Click Submit and Ok.
   Confirmation is displayed with the next next step action.
   
   

   Upload File Example

   From the General stepper, download the template and add the data to the columns.

   

   Figure: Template
   

   Submit the file and go to List page and refresh. The configuration from the list is reflected on the List page.
   
   Figure: Imported List Item

   Note

   Active and Default options will be disabled. You have to configure it manually.

View History

View History will provide insights and status of the Upload File Action. To view the History, click Import on the List page and then View History.

Figure: View History

View History screen is displayed.Figure: View History

For more information on screen details, refer to the following column description:

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, clickthe 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.