Using Pages

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Overview

Pages are available within your Practifi organization to display specific types of records in a record table format for ease of viewing, editing and selection. Users can change these pages to apply already generated filters by adjusting the page view, adding additional filters to the page, or adjusting the columns displayed within the page. These views also support editing and completing actions to the records displayed within the page. This article outlines how to access pages within your Practifi organization and use the functionality available in these areas.

Accessing pages

Pages are available from the Navigation menu within Practifi. To access these pages, do the following:

  1. Click the caret on the Navigation menu. 
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  2. The Navigation menu will display a drop-down menu of page options. Select the page you would like to view from these options, for example, the Clients page.
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  3. Selecting an option from the drop-down menu will open the corresponding page. This page will display the records related to the name of the page. For example, selecting Clients will default to a record table titled "My Active Clients," which shows all clients owned by the current user (except those with a stage of Lost Client). 
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Changing the page view

Users have the functionality available to change the page view, which will apply prebuilt filters to the record table. These options are selected from the Page View Selector in the side panel, and the options available will vary based on the current page and the assigned Practifi app. 

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To change a page view, do the following:

  1. After selecting the page from the Navigation menu, locate the side panel. The side panel will display the page view in the Page View Selector above the filtering options in the side panel.
  2. Click the caret on the Page View Selector. A drop-down menu opens, displaying available page views. The current page view is highlighted with a checkmark beside its name.
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  3. Select a different page view from the menu. 
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Adjusting record table columns

Once the page view is selected, a record table displaying the related records will display on the right-hand side of the screen. Users can adjust the columns in a record table to display specific field information. These changes are applied on a user-by-user basis rather than firm-wide. Each user can customize which columns show when viewing a record table and select different columns than their team members. These changes are persistent; they'll be retained across browser sessions and devices for each user.

Adding a record table column 

To add a column to a record table, do the following:

  1. From the Navigation menu, select the page with the record table you want to modify. 
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want to modify.
  3. On the page view's record table, select the settings cog located on the right-hand side. The Select Fields to Display window opens.
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  4. Scroll through the Available Fields section on the left-hand side of the window and select the field name that you would like to add to the table. When selected, the field name is highlighted in blue.
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  5. With the field name highlighted, click the right arrow in the middle of the window. The field name moves from the Available Fields list to the Visible Fields list.
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  6. Use the up and down arrows to the right of the Visible Field field list to move the added field up or down the list to change field placement within the record table.
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  7. Repeat as necessary to add any additional fields. Select Save to finalize these column changes. 

Please note: To undo your changes and return the columns displayed to the default view, click Reset before clicking Save.

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Removing a record table column

To remove a column from a record table, do the following:

  1. From the Navigation menu, select the page with the record table you want to modify. 
  2. If the desired page view is not displayed by default, click the Page View Selector and choose the page view you want to modify.
  3. On the page view's record table, select the settings cog located on the right-hand side. The Select Fields to Display window opens.
    Screen_Shot_2021-08-30_at_1.12.03_PM.png
  4. Scroll through the Visible Fields section on the right-hand side of the window and select the field name you want to remove from the table. The field name is highlighted in blue.
    Screen_Shot_2021-08-30_at_1.22.09_PM.png
  5. With the field name highlighted, click the down arrow in the middle of the window. The field name moves from the Visible Fields list to the Available Fields list.
    Screen_Shot_2021-08-30_at_1.22.09_PM.png
  6. Repeat as necessary to remove any additional fields. Click Save to finalize these column changes.

Please note: To undo your changes and return the columns displayed to the default view, click Reset before clicking Save.

 

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Adjusting column width

To adjust the width of a column in a record table, do the following:

  1. After selecting the page view, hover the cursor over the column you would like to adjust.  
  2. Within the column headers, click the line to the right of the field name.
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  3. Click and drag this line to the right to make the column larger, or drag the bar to the left to make the column smaller. 
    Screen_Shot_2021-08-30_at_1.27.17_PM.png

Filtering

When selecting a page from the Navigation menu, a series of filters populate in the side panel. These filters are multi-select, meaning they support having multiple chosen values at once. By default, page views display all values, date ranges and topics. For more information about filtering, please consult our Using Filters article.

To change these filters, do the following:

  1. From the Navigation menu, choose the page you want.
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want to filter.
  3. From the side panel, select the name of the filter to expand it.

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  4. Select or deselect checkboxes beside the filter values within the expanded section to show or hide these results in the record table. For date filters, specify a date range for records you would like the record table to display. 

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When a checkbox is selected or deselected or a date range applied, a filter icon will display to the right of the filter header to indicate a filter is applied. The record table automatically updates when selections are made in the side panel.

Record table actions

Record table actions can be executed via two methods:

  • Mass action buttons above the record table or
  • Row actions within each row on the record table. 

Mass actions

Mass actions are buttons at the top of the record table when one or more records are selected within the table. These actions vary by page but can include Complete Tasks, Change Owner, Edit or Open in New Tabs. 

To use mass actions, do the following:

  1. From the Navigation menu, select the desired page.
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want.
  3. Check the box in the furthest left column beside the record or records you wish to modify. 

    Please note: To select every record displayed, check the box in the header row rather than the checkbox located beside each record.

    Screen_Shot_2021-08-30_at_1.40.28_PM.png
  4. Once one or more records are selected, the mass actions buttons change from gray to dark blue, indicating they are available for selection. Select the button applicable to the change you would like to make from the options displayed and follow the onscreen instructions.

Row actions

To take action on a specific record, do the following:

  1. From the Navigation menu, select the desired page.
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want.
  3. In the record table, locate the record row and scroll to the furthest right-hand column. 
  4. Click the caret. A drop-down menu opens.

    Please note: The options displayed in this menu impact only this record, for example, "Complete Task." 
    Screen_Shot_2021-08-30_at_1.43.22_PM.png
  5. From the drop-down menu, select the option for the change you would like to make to the record.

    Please note: The availability of row actions varies by page.
    Screen_Shot_2021-08-30_at_1.43.43_PM.png

Refreshing record tables

Record tables can need an occasional refresh to pull in new information when creating or editing records elsewhere in your organization. This ensures the information pulled into the record table is current and updated with any changes made. 

To refresh a record table, do the following:

  1. From the Navigation menu, select the desired page
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want.
  3. Above the record table, select the refresh icon on the right-hand side. A loading visual momentarily displays within the record table.

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Upon successful refresh, updated record information is displayed in the record table.

Exporting record table data

Record table information can be exported to your computer's Downloads folder as an Excel CSV file for use outside of Practifi.

To export from a record table, do the following: 

  1. From the Navigation menu, select the desired page
  2. If the desired page view is not displayed by default, click the Page View Selector and select the page view you want. 
  3. Apply any filters or adjust the columns displayed, if necessary. Exporting will include any applicable filters and will export any columns currently displayed. 
  4. Above the record table, click Export as CSV. The record table data is exported to your computer's Downloads folder. Screen_Shot_2021-08-30_at_1.34.38_PM.png
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