Registers and the data table

Almost every tool in Teralo opens on a register: a table of rows with a toolbar above it. Inspections, permits, submittals, documents, the directory, contracts, bookings. They hold different things, but the screen is the same screen, with the same controls in the same places.

That is deliberate, and it is the single best thing to learn early. Work out how to filter, group and save a view once, and you have worked it out for twenty tools.

The toolbar

Left to right, above every register.

Search narrows the table to rows matching what you type, across the column the register searches by default. It is the quickest way to find one known thing.

Add Filter is for narrowing by a value rather than by text. Pick a column, then pick the values you want: three statuses, two organisations, a date range, a range of numbers. Selecting several values in one column widens the result to any of them; filtering on several columns narrows to rows matching all of them. Filters are also written into the page's address, so a filtered register can be copied out of the address bar and sent to somebody, and it will still be filtered when they open it.

Group By stacks the rows into collapsible groups under a heading with a count, which is what the figure above is showing. Grouping a register by organisation, by status or by type turns a long flat list into something you can read down. Once grouped, the two chevron buttons beside it expand or collapse every group at once.

Reset clears the lot: search, filters, grouping and sorting, back to how the register opened.

Saved views is the bookmark button, covered below.

Export downloads what you are currently looking at, as CSV or as PDF, and some registers add a format of their own. The important word is currently: an export honours the active filters, so filter first and export second rather than exporting everything and cutting it down in a spreadsheet.

Columns hides and shows columns. Registers ship with the columns most people want, and several carry more than they show.

The table itself

Click a column header to sort by it, and click again to reverse it. Under the headers is a row of small search boxes, one per column, for narrowing on that column alone without opening the filter menu.

Rows with detail behind them carry a chevron on the left that expands them in place, which saves opening a record just to check one field. Tick boxes down the left select rows, and selecting any turns on a bar of actions that apply to all of them at once. What those actions are depends on the tool.

Long registers paginate, with the controls at the top and bottom of the table and a rows-per-page setting beside them.

Saved views

A view is the whole arrangement of the screen: the filters, the grouping, the sorting and which columns are showing. Once you have a register set up the way you want it, the bookmark button saves that arrangement under a name, and reopening it later puts the screen back exactly as it was.

Saving asks who the view is for, and the choice matters more than it looks:

Only me is your own view, on your own account, invisible to everybody else. This is the right answer for most of them, and the one to reach for when you are not sure.

Project members shares it with everybody on the project. Use it when the view is the project's rather than yours: "open defects by trade", "this month's claims".

Organisation shares it across the organisation and is available to administrators. Use it for a view that should be the same on every job you run.

Views belong to the register they were saved on, so a view of the inspections register does not appear on the permits register. Anybody can save their own; a shared view is a small piece of project setup, and it is worth naming shared views for what they answer rather than for how they were built.

Where the same screen turns up differently

Two variations are worth recognising.

Some registers open with a strip of tabs above the toolbar, splitting one tool into more than one list. That is usually a mine-and-everyone split: what is waiting on you, and the project's full record. Inspections is the clearest example.

And My Items is not one register but a stack of them, one per tool, showing only what is assigned to you. Each of those blocks has the same toolbar and behaves the same way.