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On this page
  • Table list view
  • Overview
  • Side Menu
  • Open table list view
  • Add record
  • Search records
  • Filter records
  • Save as default
  • Sort records
  • Edit mode
  • Batch operations
  • Upload
  • Import
  • Export
  1. User Guide
  2. Record List View

Table List View

Display a list of records for a table.

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Last updated 4 months ago

Table list view

Overview

The Table List view of Labii and displays a list of records for a table.

You might not be able to see all records depending on your permission settings. All records are visible to administrators regardless of the permission settings at the project level.

The list view is independent for each table and has the following tabs:

  • Dashboard - Display dashboard data. Only available when common_check_count=true.

  • [Table] records - Display a list of records for the table.

  • - Table settings. Changes can only be made by administrators. Available to Administrator only.

  • - Display a list of filters for the table. Available to Administrator only.

  • - Display a list of columns for the table. Available to Administrator only.

  • - Display a list of default sections for the table. Available to Administrator only.

Side Menu

The side menu of the Table List View provides a well-structured interface for streamlined navigation and enhanced functionality. It is divided into four distinct panels:

  1. Navigation Panel - This panel is designed for quick navigation and table-specific actions. It includes:

    • Breadcrumbs: Allow users to easily track and navigate the hierarchical structure.

    • Table Name and Description: Clearly displayed to provide context for the current table.

    • Add Dropdown: A dynamic menu offering multiple methods to add records, such as manual entry, bulk import, or integration-based input.

    • Action Buttons: Enable additional table-specific actions, such as exporting data or managing table settings.

  2. Filters and Dashboard Panel - This panel focuses on customizing the view and managing filters. It includes:

    • Default and Custom Filters: Predefined filters and user-created filters for narrowing down the displayed records.

    • Dashboard: Offers an overview of table-related metrics or visualizations for quick insights.

    • Save as Default View: Allows users to save their current filter and layout configuration as the default view.

  3. Related Tables Panel - This panel facilitates access to other tables within the same application. It includes:

    • List of Related Tables: A navigable list of tables within the same application, making it easy to switch between tables and access records seamlessly.

  4. Projects Panel - This panel helps users manage and limit the scope of records by project. It includes:

    • Project List: A list of available projects for the application.

Together, these panels make the Table List View a powerful and efficient interface for managing and interacting with records across various contexts.

Open table list view

Table list view can be opened by clicking the Application from the side menu and then click the table name. For example, to open a list of experiments, click the ELN from the side menu and then click the experiments.

Click + [table name] from nav bar to add a new record. Depending on your needs, you can:

Search records

Filter records

Filters can be applied to the table list view to specify a subset of the results. When a filter is selected, the button name changes to the filter name and the text color changes to teal.

Predefined filters

6 predefined filters are provided for quick access:

  1. All records.

  2. Active records (default).

  3. Archived records.

  4. My records.

  5. My unsigned records. All records requiring your signature, whether you are the author or witness.

  6. Record templates. A list of records that have been set as templates.

Custom filters

In addition to the predefined filters, you can also create custom filters for later use.

  • Apply a custom filter. To apply the filter, click the filter dropdown and select one of the custom filters.

  • Save current query as new filter. Select Save as new filter from the filter dropdown to create a new filter with the current query. This function will not be available when all records are displayed.

  • Delete current filter. To delete the current filter, select Delete filter [filter name] from the filter dropdown. This option is only available when a custom filter is applied.

  • Manage filters. Click Manage filters from filter dropdown to update the existing filters.

Default filter

If you want to save a query and have it open automatically when the list view loads, use Save as my default filter function. A default filter is specific to each table and each user, so each user can save their own filters without interrupting the view of others.

  • Save as my default filter to save the current filter as your default filter.

  • Clear my default filter to delete any saved default filter.

Filter by project

The records can be filtered by projects. Click All my projects and select a project from the dropdown. Depending on your permissions, only the projects you have at least read permission will be displayed.

Save as default

If you would like a different view to be loaded when clicking on the table, you can use the Save as default feature.

  • Save as my default

  • Save as table default

  • Save as organization default

In the event that multiple default data are saved for a person, the personnel default data will be used first. Click Clear all default to clear all defaults.

Sort records

Click the title to sort the records.

Edit mode

Labii allows you to edit records in bulk. In order to do that, click "Edit mode".

All fields are displayed once you are in edit mode. By clicking the edit icon, you can edit a field.

A batch operation is a function or a method that processes multiple experiments in a single operation. Labii supports the batch operations for Editing, Printing, and Downloading. Select one or more experiments to get started.

Upload

You can use this method to upload files and create a record at the same time. The uploaded files will be inserted directly into the record's sections/notes.

Import

Using the import function, you can create multiple experiments at once. The import function can also be used to update multiple existing records.

Labii allows exporting data in the list view to a *.tsv file. Two exporting options are supported:

  • Export current page. Export data that is same as the current list view.

  • Export with customization. Customize the number of records, the columns to be exported

To reduce repetitive work, a template can be used to create a similar record. The created record will contain the same data (columns, sections, notes, signers) as the template.

The template can be used to create records with similar content.

Learn more about

. Create a new filter by selecting Create new filter from the filter dropdown. Learn more from Settings -> Table -> Filters.

electronic lab notebook (ELN)
laboratory information management system (LIMS)
Properties
Filters
Columns
Default sections
Add record
Add a blank record.
Add a record from a template.
Add a record template.
Search at list view.
Batch operations
Export
Create new filter