Let’s talk about Tresio tables. Most pages display information in a table format for easy navigation and organization.
A – information icon: expands an information panel with video tutorial and blog guides
B – table navigation: allows you to select the number of records displayed per page and navigate through pages.
C – record actions: edit and delete options applicable to individual records
D – table actions: actions and additional settings applicable to the entire table
E – table records: editable table records, which can be modified directly within cells unless marked as ‘locked’
Information icon
At the top of each table, you’ll find the table name with a question mark icon.
Click this icon to open an information panel, where you’ll find links to a guide video and a blog with details on the main features and functionality of the page.
Table navigation
Record actions
Each record in the table includes action icons specific to that entry.
Pencil icon – edit the entire record. If the record was initially added through a pop-up window, selecting the pencil icon will reopen the same window for editing.
Delete icon – the trash bin icon permanently removes a record from the table and the system.
In some tables, clicking the Delete icon offers two options:
- Disable – the record will remain in the table but will be deactivated in the system
- Remove – the record will be permanently removed from the table and from the system
For example, if a category is disabled, it remains visible in the table but is inactive. In this case, the edit (pencil) icon is replaced with a ‘Reverse arrows‘ icon, allowing users to restore the disabled record. The standard delete icon is also replaced by a ‘Bin box‘ icon, which permanently deletes the record from the table and the system if clicked.
Block icon – the block icon appears in place of the delete option when deletion is not permitted, such as for system categories.
Table actions
Each table includes various actions that can be applied to specific records or the entire table, depending on the selection. The available actions may vary based on the type of data in each table. Here’s an example using the Loans table:
New – adds a new entry directly to the table or through a ‘New entry’ pop-up, depending on the table format.
Edit – allows editing of selected record details in a pop-up window. You can also edit multiple records at once. When multiple records are selected, the “Edit Entry” pop-up displays fields marked as “Multiple values.” These fields contain unique data for each record but can be edited, and any change will apply to all selected records.
Fields labeled ‘Multiple values – This input can be edited individually, but not as part of a group’ indicate that these fields are unique to each record and cannot be altered when multiple records are selected.
Duplicate – creates a copy of the selected record. To avoid confusion, it’s recommended to save the duplicate with a unique name. Only one entry can be duplicated at a time; if multiple records are selected, the Duplicate button will be disabled.
Delete – removes the selected records from the table and the system
Loan settings – opens a settings window that applies changes to all new and already existing records.
Export – provides multiple options for exporting data:
- Export to an Excel file – exports data into an Excel file
- Export to a CSV file -exports data into an CSV file
- Export to a PDF document – exports data into an PDF file
- Copy data to clipboard – copies data for pasting into another file or application
- Print the data – prints selected records or the entire table to a PDF file
Edit variable rate – redirects to the ‘Reference Rates’ page for managing interest rates.
Let’s take a look at the Companies table, which includes some additional actions.
Upload – enables data upload from a file. The tooltip next to the Upload button will list the permitted file formats.
Filters – the filter icon opens a settings window where you can choose columns to hide or display in the table, as well as set up specific data filters for each column.
Once you configure column filters, you can save your custom filter view by entering a unique name in the ‘View name’ field. This saved filter will appear in the dropdown list, along with the System filters.
For more details on filter types and the workspace setup, please refer to our blog: workspace filters.
Search – allows you to search through the entire table for specific values, including names and numbers.
Table records
Record edit – table records can be edited directly within the table by clicking on the desired cell.
Note: cells marked with a lock icon cannot be edited.
In some tables, you may see rows with a pencil icon next to certain cells. This indicates that only those specific cells are editable, while the remaining cells are locked and cannot be modified.
Records sorting – all columns feature sorting icons that allow you to sort data in ascending or descending order.
Before sorting, the column will display two arrows pointing up and down.
Once sorting is applied:
- the arrow pointing up indicates Ascending order (A-Z or smallest to largest).
- the arrow pointing down indicates Descending order (Z-A or largest to smallest).
Check box – checkboxes can be applied to table records in the same way as record editing. Simply click the checkbox to apply or remove the tick.
