Overview screens
Each component has an overview screen with a table of all configured items. The overview screens have a consistent layout.
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Info: This article describes the common layout of all overview screens. An explanation of the fields for each component can be found in the separate articles: Set up criterion groups, Set up approval groups, Set up reader groups and readers and Build an advanced route.
Available buttons
The following buttons appear at the top of each overview screen:
- Export to Excel - exports the current table view to Excel.
- Audit - displays the audit history of all changes within this component.
- Template - downloads an Excel template for importing items.
- Importing - imports items using a completed Excel file.
- Actions - bulk actions for selected items: Activate selected elements or Deactivate selected elements. First select one or more items using the checkboxes on the left.
- + Add (right) - opens a new item.
Column options
The tables use an advanced table component that allows the view to be adjusted according to your preferences. Click the three dots next to a column heading for the following options:
- Sort ascending / descending - sorts the table by this column.
- Pin column - pins the column to the left or right, so that it remains visible when scrolling horizontally.
- Auto-size this column / Auto-size all columns - automatically adjusts the column width to the content.
- Choose Columns - choose which columns are visible in the table.
- Reset Columns - resets the column layout to the default view.
At the bottom of each overview, the page size can be set using Page size, and you can navigate between pages.
More information
This article is part of the Advanced Routes 2.0 guide.