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The Grid

A grid in calServer is used for the tabular display and management of data records, e.g., inventory objects, orders, or customer data. The grid is divided into four areas: header area, main section, lower detail area, and footer area.

Basic Structure

  1. Header Area
    • Table title (e.g., "Inventories")
    • Buttons:
      • Column view selection (e.g., "Default", "My View")
      • Filter options (side menu with filter and table settings)
      • Columns (show/hide, change order)
      • Actions (context-dependent commands, reports, exports)
  2. Main Section (tabular data)
    • Display of individual data records in rows
    • Column headers with sorting and filter functions
    • Row editing (role-dependent)
  3. Lower Detail Area (bulk actions)
    • Buttons that allow you to edit, delete, or link selected data records together
  4. Footer Area
    • Information about displayed elements, e.g., "Showing results 1-10 of 39"
    • Setting rows per page (e.g., 10, 25, 50)
    • Pagination for switching between multiple pages

Header Area in Detail

Column View Selection

  • Default View: The system-defined default configuration of the column display.
  • Custom Views: You can save and name your current column configuration (e.g., "Compact View") -- useful if you regularly switch between different column sets.
  • Save As: Creates a new named view in which the currently visible columns and their order are saved.
  • Red Star: Indicates unsaved changes in the current view.

Note

Using the column view selection, you can quickly switch between different views without having to manually adjust columns repeatedly.

Filter Options

By clicking on Filter Options, a side menu opens where you can make advanced settings for the grid. The specific options are context- and role-dependent. Common elements:

  1. Clear Filters -- Resets all currently active filters.
  2. Mark Column / Show Category Color (optional) -- Allows color highlighting of specific columns or categories.
  3. Hierarchical View (optional) -- Enables a tree view if the module supports hierarchical data.
  4. Sorting -- Shows which column is being sorted by (e.g., Inventory Number ASC) and allows changing the sort order.
  5. Show Own Only / Show All -- Limits data records to your own or shows all.
  6. Status Start Filter / Customer Start Filter (optional) -- Predefined quick filters for status or customer assignments.
  7. Show Hidden -- Displays inactive or deleted entries.

Custom Filters

  • Save Current Filter: Saves all currently active search criteria under a freely chosen name.
  • Filter Management: Saved filters can be renamed or deleted and are available again at any time with a click.

Advanced Filters (module-dependent)

Advanced filters enable complex queries and are not available in every grid.

  • Formula-Based Filters: A formula field allows conditions such as FeldXYZ >= [Date_1] AND FeldXYZ <= ([Date_2] + 30).
  • Variables: Placeholders like [Date_1] or [Date_2] can be set to dynamic values (e.g., "Today" / "Start of Month"). This way, filters are automatically updated without having to change the formula.
  • Save Statistics Value: Enables the option to display the filter result as a metric (widget) in the Start Center or dashboard (e.g., "Number of expiring devices in the next 30 days").
  • Dashboard Integration: Saved filters can be used in widgets so that relevant metrics (e.g., deadlines, open items) are always in view.

Columns

With the Columns menu item, you control the display and order of available table columns:

  1. Show/Hide Columns -- Columns can be selected or deselected via checkboxes.
  2. Column Order (Drag and Drop) -- Rearrange columns via drag and drop in the list.
  3. OK / Reset:
    • OK: Applies the new configuration.
    • Reset: Opens a selection menu with column templates created by the administration. This allows you to reset the grid to a predefined default configuration.

Actions

The Actions menu item bundles all context-dependent commands for the current grid:

  1. Create New Object -- e.g., "Create Inventory" to create a new data record directly from the table.
  2. Special Reports / Exports -- e.g., a custom report that exports data into a prefabricated Excel template.
  3. Data Export:
    • Export All to XLS/PDF: Exports all data records (optionally filtered) as an Excel or PDF file.
    • Export Selection to XLS/PDF: Only the previously selected rows are exported.
  4. Specific Module Functions -- e.g., "Update Hierarchy View" in the inventory grid.

Main Section (Tabular Data)

In the central table view, data records are displayed row by row. Below the column headers, there are filter or search fields that offer different input options depending on the field type (e.g., date picker, dropdown).

Column Headers and Filter Columns

  • Link Symbol: Indicates a linked column through which a data record may be associated with other information (e.g., customer data).
  • Question Mark (Tooltip): Provides a brief column description, often configured in the language settings.
  • Sorting: By clicking on the column header, you can switch the sorting from ascending (ASC) to descending (DESC) or deactivate it.
  • Equals Symbol (=): Stands for exact match filter. Other filter options (e.g., "contains", "greater than") depend on the respective field type.

Search Function in Table Fields

A search function is available in all table fields. You can enter any terms and make the search flexible with wildcards:

  • * stands for any number of characters
  • ? stands for exactly one character

Note

Use the wildcards * and ? to make your search more precise.

Row Functions

  • Direct Editing (role-dependent): With sufficient permissions, a column value can be clicked directly in the grid. A popup then allows the change.
  • Linked Data: Clicking on linked fields such as "Customer Assignment" may open a detail area or navigate to another module.
  • Status/Expiration Notices: Date fields such as "Expiration Date" may be color-highlighted when the deadline is about to be exceeded.
  • Row Marker: At the beginning of each row, there is a checkbox to select multiple data records and then edit, delete, or export them together.

Bulk Actions (Lower Detail Area)

Above the pagination, additional buttons may be displayed depending on the module, allowing you to edit selected data records together:

  • Change User -- Assigns the selected data records to another user.
  • Create Task -- Creates new tasks for all selected entries (e.g., for maintenance).
  • Download Documents -- Downloads the associated documents for all selected entries at once.
  • Delete -- Removes the selected entries (depending on permissions).
  • Additional Module Actions -- e.g., status change, label printing, trigger calibration.

Important

These buttons only become active when at least one row has been checked and the user role permits the execution of these actions.

The footer area of the grid provides navigation and display options:

  1. Result Info -- Shows how many data records are currently displayed, e.g., "Showing 1-10 of 39".
  2. Rows Per Page -- A dropdown selection (10, 25, 50, 100) determines how many data records are displayed per page.
  3. Pagination -- Buttons for switching to the next or last page.