On pages where multiple elements are displayed information is often displayed in tables. Different ways of working with tables which are often similar across the different tables are described in this article.
In the example below the table on the members page is displayed as an example of what a table on Catenda can look like:
This article contains information about the following topics:
User defined configuration
By default each table has a set configuration.
When the following pages are loaded the default configuration is displayed:
Objects page
Libraries (Links, Classification, Property values)
When the following pages are loaded any changes that are made to the default configuration will be displayed:
Topics (Table view)
Models (Basic view, Published tab, Workspace tab)
Documents (Basic view, Published tab, Workspace tab)
Document access overview
Reports (Basic view, Published tab, Workspace tab)
Labels (Labels tab, Group tab)
Custom fields
Changes to the table configuration are only applied to the person making the change and not for all members in the project.
When a change is made to a table is made, the change affects the way that table looks in all projects.
The table below describes settings that can be configured for a table.
Preferences | What | Where |
Column preview | A set number of columns are enabled by default for each table. Tables with many columns can include columns that are off by default. Columns that are off by default have to be enabled with the column dropdown to be displayed Note: Custom columns like custom field columns are always hidden when the page is loaded. | Column dropdown |
Sorted column and sort direction | Tables can be sorted by one column at a time. Click on the header row of a sortable column to configure which column the table is sorted by and in which direction it is sorted. After having sorted by a column, the rows in the table will be re-ordered according to the typical sorting rules around Catenda. | Header row |
Column order | Columns have a set order by default. Reordering columns changes the configured column order | Column dropdown and header row |
Column width | Default column widths are adjusted to display vital parts of the column contents. By default columns might therefore not display the total content of a column | Header row |
Row height | Row height can be changed with the row height buttons towards the top left of a table. | Table visibility settings |
Right menu pop-over | After selecting a row and opening the right menu on a page the right menu will open up again next time a row is selected until closed. | Right menu button |
Single or multi-panel | Each table has two configurations. One when the table is in the only panel that is open and one when multiple panels are opened.
Single panel configuration If a table is in the content panel and the content panel is the only panel that is open the single panel configuration is displayed.
Multi-panel configuration If a table is in the content panel and the another panel like the 3D or information panel is opened at the same time, the multi-panel configuration is displayed. | Panel button |
Selection overview
Towards the top left of a table a checkbox is displayed.
To the right of the checkbox an overview of the current amount of selected rows and the total amount of rows on the current level of the table is displayed.
Select all
In some tables, when there are many rows, all rows can be selected at once.
In other tables only the rows that are currently loaded in can be selected.
Click the checkbox to select all rows in the table.
If the right menu was previously opened it will open up again when a row is selected.
Loading in more rows by scrolling
In some tables only the rows that are currently loaded in will be selected.
Typically 100 rows will be loaded in at a time.
Scrolling past 100 rows leads to more rows being loaded in and so more rows can be selected at once.
Selected item actions
After selecting or opening the content of a row in the table a selected item actions menu can appear in the selection overview.
This is what the selected item actions menu can look like in the documents table:
The selected item action menu can include different actions depending on the content of the row and the access of the selecting user.
The possible actions for each table can be found here:
Deselecting all
After having selected a row selection overview checkbox will be enabled with a minus in it. Here is an example of what that can look like in the documents table:
Click the minus to deselect all selected rows.
Table visibility settings
Towards the top right a table the table visibility settings can be found.
This is what the table visibility settings can look like:
Export
Tables can be exported by clicking the export button.
View
List view - Default
In the list view information about elements is arranged towards the top/bottom/left/right of a larger box.
Table view
In the table view information about elements is arranged in rows and columns.
Row height
The row height buttons change the height of each row in the table.
Default view
A row height that works well for most screens is displayed.
Compact view
White space above and below elements in a row is removed, reducing the row height.
For small screens or screens with a low resolutions only a small number of rows can be displayed with the default row height.
In this situation the compact view is the best option to choose.
Column dropdown
On the top right of a table the column dropdown can be seen.
This is what the column dropdown button can look like:
With the column dropdown the columns in a table can be rearranged, enabled and disabled.
This is what the column dropdown can look like:
Towards the top of the column dropdown options that affect all columns can be displayed.
Here is an example of what the all top of the column drop down can look like:
Toggle appearance
When the toggle is enabled, all columns are shown.
When the toggle is halfway, some columns are shown.
When the togle is disabled, no columns are shown.
When a toggle has a lighter shade it can only be enabled or disabled when everything or nothing is enabled or disabled.
Filter
Type in the fitler bar to filter for a specific column.
Reset settings
Click on the reset settings button to reset the columns to their default configuration.
Expand/retract column type
Expand or retract a column type with the arrow button to the left to view or hide all columns of that type.
Drag anchor
Columns that can be re-ordered can display a grid icon towards the right of the column name.
The cursor can turn into a hand when the drag anchor is hovered.
After grabbing the grid a drag anchor appears under the cursor and the held column can appear in a lighter shade.
When the drag anchor is dragged to another column the held column will appear after the column it is dragged to.
Release or click the drag anchor to lock the held column in place and re-order the column list.
Table settings
Click on the table settings button to enable or disable table settings
Rows
In a table elements are displayed in rows that can behave in different ways.
Rows - Header row
The header row is the first row in the table.
Header row interaction
Hovering over different parts of the header row can indicate how it can be interacted with.
Sorting
If a column can be sorted an up/down arrow can be seen to the right of the column name
Cursor change
The cursor will be a pointer.
Sorting arrows
Sorting arrows can indicate which column is currently sorted.
Sorting arrows can show which direction the rows are sorted in.
Click to sort
Click on the header cell of a sortable column to sort the table rows according to the column that that header cell is in.
After having sorted by a column, the rows in the table will be re-ordered according to the typical sorting rules around Catenda.
Clicking on the header cell of the sorted column again to sort it in the opposite direction.
Sorting a column updates the sorting preferences for the table.
Note: Tables can only be sorted by one column can be sorted at a time
Width adjustment
Width adjustment anchors look like a thick line about half the height of the header row.
Cursor change
Hovering the adjustment anchor turn the cursor into a left-right arrow known as a resize pointer.
Drag to adjust
Drag on the width adjustment anchor in the header row to change the width of the column.
Doubleclick to auto-adjust
Double click the adjustment anchor to auto adjust the column to the left of the anchor based on the content in that column.
When column content is so long that it gets cut off, but the information that is needed is at the end of the content resizing the column can be useful.
Column order adjustment
Drag on the header cell of a column to rearrange the column order.
Drag the header cell of a column outside of the table to hide that column.
To get the column back you will have to enable it again in the column dropdown.
Rows - Updated row information
When the information in a row is updated outside of the current browser tab, an information bar is displayed towards the bottom of the table.
Click on Fetch updates to update the rows in your table with the new information.
When Fetch updates is clicked new rows will slide in and deleted rows will slide out.
Cells of existing information that is changed shortly flash wiht a green background.
Rows - Bottom row
Columns with numeric values can be summed in the bottom row of the table.
Examples of columns that can be summed are custom field columns and object property columns.
Moving by dragging
To change the location of a column or a row release the drag anchor at the new location.
Change column configuration by dragging
Click and drag on the header cell of a column to start changing the column configuration.
After grabbing the column a drag anchor will appear below the cursor.
The drag anchor can contain the name of the column and an eye icon that indicates if the column will be enabled or disabled when the anchor is released.
Drag anchor to re-order a column
When the drag anchor is dragged across a column border or out of the table the column that is being dragged will be removed from its current location.
When the drag anchor is overed over a different location in the table, the column will be previewed there.
Release the drag anchor on the desired location to insert the held column at that location.
Drag anchor to remove a column
When the drag anchor is dragged outside of the table the visibility icon will turn into an eye that is struck through and the column will be disabled in the table.
Release or click to disable the held column.
Move rows by dragging
When the row cell in the title column (often called name) is hovered, a grid of dots can appear to the right of the title.
Mouse over the grid and see that the cursor changes to a hand indicating that the row can be grabbed.
After grabbing the grid a drag anchor appears under the cursor.
The drag anchor can contain the titles of the row(s) that were selected when the row was grabbed.
Drag anchor to move a row
While the row(s) are being dragged inside the table they will be highlighted and given a lighter shade indicating something can happen in the table.
Interactable rows are highlighted with a different background when the drag anchor is dragged over the interactable row.
Releasing the drag anchor
When the drag anchor is released on top of an interactable row the move dialogue can open up.
Even though the grid icon of one row was dragged it wil be as if the move action was used for the rows that were selected in the table.
When the drag anchor is dragged over a non-interactable row or outside of the table and released no change will happen in the table.
Interacting with rows by hovering
Hovering over different parts of the table can indicate how it can be interacted with.
Rows that are not hovered can have a white background.
Row hover
Hovering anywhere in a row can highlight that row with a different background.
Box hover
When a clickable box in a row is hovered the cursor can change to a pointer and the box can get a darker outline and a shadow around it.
Text hover
When clickable text in a row is hovered the cursor can change to a pointer.
The text can be underlined when hovered and some browsers can display the url of the page that will be opened towards the bottom left.
Interacting with rows by clicking
Different behaviors can occur when clicking on the content of a row.
Selecting a row
If the right menu was previously opened it will open up again when a row is selected.
Whitespace
Click once on any whitespace in the row to select it.
If the right menu was previously opened it will open up again when a row is selected.
Click twice in rapid succession to open the content of the row.
Click the row again after some time to deselect it.
Checkbox
Select the checkbox in the checkbox column to select the row.
With the checkbox the row can be selected without having to worry about accidentally opening the content of that row.
Row range selection
Hold shift
and click to select all rows between the current row and the closest selected row.
Row selection editing
Hold control
and click to edit single elements in the selection
Opening row content
Text in rows with content that can be previewed can be clicked to open up the the preview of the content of the row in a new page.
Opening row icons
Icons in rows with content that can be previewed can be clicked to either open up a the preview of the content of the row in a new page or in a popup dialogue.
Clicking icons in rows without content that can be previewed will selected the row instead.
Boxes in rows
There can be several types of boxes in a row.
Each box can have its own icon or color.
Label box
Label boxes have a lable icon in the color of that label.
When a label box is clicked it can be added to the current filter.
This is what a label box can look like:
Status or type box
Status and type boxes have a circle with thte color of the status or type.
When a status box is clicked it can be added to the current filter.
This is what a status or type box can look like:
Team box
Team boxes are colored green for member teams and orange for administrator teams
This is what a team box can look like:
View more box
If there are more boxes than can fit in the column width of a row cell, a box with three dots is displayed:
Click this box to see the remaining boxes in the row cell for this column.
Viewer box
The 2D, 3D and zoom to extent boxes can be displayed.
Click on the 2D box to load the content of the row in the 2D viewer.
Click on the 3D box to load the content of the row in the 3D viewer.
After loading the content of the row in the 3D viewer the zoom to extents button become available and can be clicked to position the camera in the 3D viewer so the whole content of the row is in view.
This is what viewer boxes can look like:
Object box
The amount of objects that are linked to the row are displayed.
This is what an object box can look like:
When an object box is clicked the following context menu can open up.
Select objects
The 3D panel will open up and the model(s) that the objects belong to will be loaded in the 3D viewer in addition to any models that were previously open.
After the models have loaded in the current selection will be cleared.
The objects that are linked to the row will then be selected.
Isolate objects
The 3D panel will open up and the model(s) that the objects belong to will be loaded in the 3D viewer in addition to any models that were previously open.
After the models have loaded in the current selection will be cleared.
The objects that are linked to the row will then be isolated.
Load as query
The 3D panel will open up. Any models that were previously loadedin 3D will be completely cleared (not hidden) from the 3D viewer.
Only the objects that are linked to the row (These can belong to multiple models) will then be loaded the 3D viewer.
Copy row content
Secondary row content can be copied to the clipboard
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Scroll bars
Vertical scroll bar
Drag on the vertical scroll bar to scroll the topic board vertically
Horizontal scroll bar
Drag on the horizontal scroll bar to scroll the topic board horizontally