Manage Walkthroughs
Manage Walkthroughs screen
*NOTE: This screen is only available to people that are using default views and/or system level administrators. If you do not see this screen and think that you should, please contact us at mxsupport@harriscomputer.com
The Manage Walkthrough screen offers a quick and convenient way to view all walkthrough data across all template types. Though the screen has a new style all major functionality has been retained.
Click the + New button to create a new walkthrough form.
Click the name of any existing walkthrough row to view the details of that form.
Click the + New button to create a new walkthrough form.
Click the name of any existing walkthrough row to view the details of that form.
Column Header Settings & Filters
The options available on each column have been expanded. When you click the Filter icon to the right of any column label you will have the following options:
· Sort Ascending or Descending – change the order of rows displayed
· Columns – hide or show additional columns in the grid
· Filter – narrow down the rows of data to find specific records
To filter the grid data:
1) Click the Expanding icon in the column you wish to filter by.
2) Click the dropdown to change to the appropriate operator (‘contains’, ‘begins with’, ‘equal to’, etc.).
3) Enter your text into the search field and click “Apply Filter”.
4) The grid data will reload and only display the rows that match your search criteria.
To check for and/or remove filters:
1) The “Reset All Filters” button will show a small number in a red circle if any filters are currently active. If any filters are active, then there may be walkthrough records that exist but are currently not displaying in the grid below.
2) To quickly remove all filters, click the “Reset All Filters” button.
3) If you only wanted to remove a certain filter (not all) you could click the icon on a specific column header that has a filter in effect and click the “Filter” option and then click “Clear Filter”.
Example shows the filter on the “Site” is only show records for Cable Beach High School
To show or hide specific grid columns:
1) Click the Expanding icon in any column.
2) Click “Columns” from the dropdown menu and the options of available columns will display.
3) Select the checkbox for any columns that you want to display. Deselect the checkboxes for any columns that you would like to hide.
Please Note: If there are other columns you would like added to the grid beyond those you see in the “Columns” dropdown, you must edit the View definition by going to Build > Views from the menu.
To sort by a column:
1) Click on a column header label until you see the Up or Down arrow icon display.
2) You could also click the Expanding icon in a column and select either Sort Ascending or Sort Descending.
To Reorder Columns:
1) Click a column header and drag it to a new location in the column headers row.
2) When the icon to the left of the column name becomes a + you may release the column.
To Export the Walkthrough Grid:
1) Click the “Export” button at the top-right.
2) A file will download to your browser.
To delete walkthroughs:
1) Click the checkbox to the left of any walkthroughs you would like to delete.
2) The “Delete Selected” button will show a number in a red circle to reflect the number of items you have selected for deletion.
3) Click “Delete Selected” and then click “Ok” to verify your intent to delete the items.
