Registers and the data table

A register is the table a tool opens on, with a row for each record and a toolbar above it. Permits, Inspections, Submittals, Documents, Directory, Contracts and most other tools use the same register, with the same controls.

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From left to right, the toolbar holds:

• Search: the magnifying glass, which opens a search box.
• Add Filter.
• Group By, with buttons to expand or collapse every group while the register is grouped.
• Reset, which appears once you've changed the register.
• Saved views: the bookmark button.

On the right are the row count, the export button, the row density button and the columns button.

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1. Select the magnifying glass.
2. Enter the text to find.

Search matches the register's main column. To search one column, use the search box under that column's header. The column search boxes don't show on a phone.

1. Select Add Filter.
2. Choose a column. To find one, type in Find column...
3. Choose an operator, such as is or contains, and enter or select the values.

With is, choosing several values in one column shows rows matching any of them. Filters on several columns show only rows matching all of them. To remove a filter, select the X on its chip.

The register's address includes its search, filters, sorting, grouping and visible columns, so you can copy the address to share the same view.

1. Select Group By.
2. Choose a column.

Each group has a heading with its row count, and the grouped column is hidden from the table. You can group by more than one column. To reverse the order of the groups, select the label on the grouping chip. To remove grouping, select the X on the chip.

Select a column header to sort ascending, again to sort descending, and a third time to clear the sort. To add a second sort, hold Shift and select another header.

1. Select the columns button on the right of the toolbar.
2. Tick the columns to show, and untick the ones to hide.

Each column header also has a menu with Hide column, Pin left, Pin right, Reset width, Sort ascending and Sort descending.

Tick the boxes at the start of the rows. A bar appears with the number selected and the actions you can take on all of them, which depend on the tool. To clear it, select Clear selection.

A register doesn't split into pages. It scrolls, and the row count shows how many rows match.

1. Select the export button on the right of the toolbar.
2. Choose CSV or PDF. Some registers offer other formats too.

An export includes only the rows that match your filters and only the columns that are showing.

Select Reset to clear your search, filters, grouping and sorting, and return the columns to the register's defaults.

A saved view stores the register's filters, grouping, sorting and columns under a name.

1. Set up the register the way you want it.
2. Select the bookmark button, then Save current view.
3. Enter a Name.
4. Under Visibility, choose who can use the view.
5. Select Save.

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The visibility options are:

• Only me: only you. The view is available on this register in every project.
• Project members: everyone on the project. Only project administrators and administrators of the host organisation can save one.
• Organisation (admin only): everyone in your organisation. Only administrators can save one.

A view belongs to the register it was saved on. To open a view, select the bookmark button and choose it. The view menu beside each one has Rename, Update to current, Set as default and Delete. To return to the unsaved register, select Clear view.

Some tools have tabs above the register, each opening its own page. Inspections, for example, has All Inspections, My Inspections and more.

My Items shows a register for each tool, with the same search, filter, group and export controls but no saved views.