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 tutorial and blog guides
B – Table actions: actions and additional settings applicable to the entire table
C – Search field: search within the listed data
D – Table records: editable table records, which can be modified directly within cells unless marked as ‘locked’
E – Record actions: edit, dublicate and delete options applicable to individual records
F – Selection indicator – Indicates the number of displayed entries and selected rows.
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 and a blog with details on the main features and functionality of the page.
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.
Dublicate icon – Duplicate the entire record. If the record was initially added through a pop-up window, selecting the duplicate icon will open the same window with the record’s details prefilled.
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.
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
Loan settings – opens a settings window that applies changes to all new and already existing records.
Edit variable rate – redirects to the ‘Reference Rates’ page for managing interest rates.
Settings – opens the Regional Settings – see more here
Let’s take a look at the Companies table, which includes the additional feather Upload.
Upload – enables data upload from a file. The tooltip next to the Upload button lists the permitted file formats, and you can download a sample Excel file.
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.
Table records
Record edit – in most tables, records can be edited directly within the table by clicking on the desired cell.
Note: cells marked with a lock icon cannot be edited.
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.
