Working with lists
Search, sort and choose columns, tick several rows to change them in one go or download them, and edit a value right in the list.
Show the steps for
Find what you need
Every list in Voltix (products, partners, quotations, tickets and so on) works the same way:
- Type in the search box above the list to narrow it down.
- Click a column heading to sort by it. Click it again to reverse the order.
- Click Columns (on the right) to show or hide columns. On a smaller window some minor columns start hidden so the list fits; tick one in Columns and it shows at any window size (the list then scrolls sideways inside its own box). Untick it to hide it again.
- Click a row to open the record.
The chips and the date range beside the search box filter the list further, for example Open, Overdue or Last 30 days.
Select several rows
Each row has a tick box on the left.
- 1Tick the rows you want. On a phone, the tick box sits at the left of each card.
- 2To pick every row on the page, tick the box in the heading.
- 3When more rows match your search than the page shows, the bar offers Select all … matching. Click it to pick every matching row, not just this page.
A bar appears above the list with the number of rows you picked. Clear takes the ticks away. The ticks stay while you page through the list, so you can pick rows from several pages.
Change many records at once
The bar shows the actions this list offers. Each record is changed with the same checks as when you change it on its own, so you can only change what you are allowed to change.
| List | Actions |
|---|---|
| Inventory → Products | Activate, Deactivate, Set category |
| Business partners | Activate, Deactivate, Set group |
| Sales → Drafts | Discard (the drafts are cancelled) |
| CRM → Pipeline (list view) | Change stage, Change salesperson |
| Helpdesk → Tickets | Assign, Change stage (tickets of one team), Priority, Close as solved |
| Projects → a project's List | Move to (a column), Assign |
Products and business partners are changed in the list only on companies that run Voltix without SAP. Changing products needs the Inventory: edit items permission, the same as the product form.
On a company connected to SAP, products and business partners are managed in SAP: the list offers Export only. Change a partner through its form, which saves it in SAP first.
Products and business partners can be changed in the list with the same permissions as their forms.
When some records cannot be changed (for example a ticket whose team has no solved stage), the others are still changed and a message lists the ones that were not, with the reason.
Download the rows you picked
Click Export in the bar and choose Excel (.xlsx) or CSV. The file has the columns you see on screen, for the rows you ticked.
Edit a value in the list
Some values can be changed right in the list. Point at the value: a small pencil shows that you can edit it.
- 1Click the value (or move to it with Tab and press Enter).
- 2Type the new value, or pick it from the list or the calendar.
- 3Press Enter to save. Press Esc to cancel. Clicking somewhere else also saves.
The new value shows straight away. If it cannot be saved (for example a barcode another product already uses), the old value comes back and a message says why.
| List | Values you can edit |
|---|---|
| Inventory → Products | Name, Barcode, Reorder level (on wide screens) |
| Business partners | Phone, E-mail, Group (on wide screens) |
| CRM → Pipeline (list view) | Expected revenue, Expected close |
| Helpdesk → Tickets | Priority (on wide screens) |
| Projects → a project's List | Due |
The same rules apply as in the record's own form: a value you may not change there is shown, not editable, in the list.