Navigation: Using M5 Unify Portal > Viewing > Components >

List View

Send comments on this topic.

  

 

View / Components / List View


 

 

After selecting a component to view the component will be displayed in a web page.  The options detail below are specific to the List View only.

 

Workspaces

Existing workspaces will be listed here.  Click a workspace to make that your current view.

 

A workspace is a customized view (filter, grouping, column arrangement, etc..) of the underlying query data.

The same query can have multiple workspaces such as "Health Care Only", "Negative Stock Items", etc..

 

Connections

A feature of M5 Unify is that you can define a query and execute it against multiple databases (assuming the databases have the same structure).
Select the connection you want to use and the page will refresh and execute the query against that connection.

Create New Workspace

As you customize your page (for the current query/list view) you can save the customizations as a workspace.
Input the new workspace name and additional options will appear:

 

If you want to save the workspace just for you, choose "User".  To save the workspace and make it available to other users (that have access to the same query) choose "Global"

 

Column Filters

Column filters can be used to limit what you are viewing.  In this example clicking on the filter icon in the Category column will present a distinct list of categories in the dataset.

Select the value to filter on and the list will then be limited base on your selection.

 

Right clicking on a column will give you advanced/additional options:

 

See below for Customization Dialog help.

Search/Filter

A quick search/filter will be displayed.  When you type into this field all columns and rows will be searched and filtered for this value.

Row Pager

For larger datasets, the pager defaults to 20 rows.  Use the dropdown to select your desired page size.
"All" will display all rows in the web page at once.

 

 

 

Customization Dialog


 

Use the customization dialog to make multiple changes at once.  Righ-click any column header and choose "Show Customization Dialog"

 

Sorting options:

 

 

Grouping options:

 

 

Filtering (including multiple conditions)

 

 

Column chooser and order:

 

 

 


Copyright © 2020-2021 M5 Integration Services, LLC