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Navigate Tables

R
Written by Ruby Lin
Updated over 2 months ago

Tables appear throughout the Interu platform wherever data is listed for a specific record type — such as Deliveries, Items, Products, Organisations and more. These tables are interactive and consistent, giving you flexible control over how records are displayed and managed.

This page explains all available table features, with individual sections for each action.


Navigate Table Pages

When a table contains a large amount of data, the platform divides the list into multiple pages. This ensures your data loads quickly and remains easy to scan.

You can control how you view and interact with this data using the pagination bar located at the bottom of every table, as well as the quick-action tools within the list itself.

This section covers how to:

Managing Page Views

The pagination bar at the bottom of the screen gives you full control over how much data is displayed at one time.

  • By default, tables display a set number of rows (e.g., 10). To view more data at once, click the Records per page dropdown in the bottom left and select a higher number (e.g., 20 or 50).

  • The centre of the footer displays your current position (e.g., 1 to 10 of 36). This helps you track exactly where you are within the larger dataset.

Balancing View and Speed: While increasing the Records per page allows you to see more data at once, setting this number very high (e.g., 50 or 100 rows) may slightly increase the time it takes for the table to load. For the fastest performance, keep the default setting (10 rows) and use the "Next" arrow to browse.

Moving Between Pages

To navigate through your list of records, use the arrow controls located on the bottom right of the footer:

  • Next / Previous (< >): Click the single arrow icons to move one page backward or forward.

  • First / Last (|< >|): Click the arrow-bar icons to jump immediately to the very first or very last page of the list.

Why are the arrows grey? If a navigation arrow appears faded or greyed out, that action is currently unavailable. For example, on the very first page of results, the Previous and First Page arrows are disabled because there are no previous records to view.

Interacting with Records

Beyond moving between pages, there are specific ways to navigate to the details of a record directly from the table view:

Any text displayed in blue (usually the ID or Name column) is a clickable link. Clicking this will navigate you away from the table and open the full details page for that specific record.

Switching Table Views

Some tables contain multiple related lists. For example, under the Dashboard > Deliveries section, you may see tabs for Deliveries and Products at the top left of the table.

Click the tabs at the top left of the table to toggle between the different data views within the same screen.


Search Records

Locating a specific record within a large dataset can be done instantly using the search bar. Instead of browsing through multiple pages, you can filter the entire list to find exactly what you need by keyword. This section covers how to:

Using the Search Bar

The search bar is located at the top left of every table view, just above the column headers.

  1. Click into the field labeled "Search...".

  2. Start typing your keyword (e.g., "Forest" or "Sawmill").

  3. The table will update automatically as you type, filtering out any rows that do not match your text. You do not need to press "Enter."

Reviewing Search Results

When a search is active:

  • Filtered View: Only records containing your keyword will remain visible.

  • Result Count: The pagination bar at the bottom will update to show the total number of records that match your search (e.g., 1 to 4 of 4).

Clearing a Search

To return to the full list of records:

  • Click the "X" (Clear) icon that appears on the right side of the search bar.

  • The search text will be removed, and the table will instantly reload to show all available records.


Filter Archived/Active Records

By default, tables in the platform may display a specific subset of data. You can easily filter the view to show only Active records, retrieve Archived data, or see everything at once.

Changing Status Filter

The status filter is a dropdown menu located at the top left of the table, immediately to the right of the search bar. It displays the current filter setting (e.g., "All" or "Active").

To change which records are displayed:

  1. Click the dropdown menu next to the search bar.

  2. Select one of the available options from the list:

    • All: Displays every record in the system, combining both active and archived items into a single list.

    • Active: Displays only currently active records. This is useful for focusing on ongoing work and hiding historical data.

    • Archived: Displays only records that have been archived. Use this to review historical data that is no longer in active use.

Reviewing Results

Once you select an option, the table will immediately refresh to show only the records matching that status. The dropdown label will update to reflect your current selection, so you always know which view is active.


Bulk Archive/Delete Records

Managing large datasets often requires updating multiple records at once. Instead of opening each item individually, you can archive or delete groups of records directly from the table view using the bulk action tools.

Selecting Records

To begin a bulk action, you must first select the records you wish to modify using the checkboxes on the far left of the table:

  • Individual Selection: Click the checkbox next to specific records to select them one by one.

  • Select All (Page): To select every record currently visible on the page, click the master checkbox located in the top header row.

Using the Action Bar

As soon as you select one or more records, a floating Action Bar appears at the bottom centre of the screen. This bar confirms the number of items you have selected (e.g., 3 selected) and presents the available actions.

  • Archive: Click the Archive icon (a box with a downward arrow) to move the selected records to the archived status. This removes them from the active view but preserves the data.

  • Unarchive: Click the Unarchive icon (a box with an check) to restore previously archived records back to the active list.

  • Delete: Click the Delete icon (a trash can) to permanently remove the selected records from the system.

Clearing Your Selection

If you change your mind or want to start over:

  • Click the Clear text link located within the floating Action Bar.

  • This will immediately deselect all records and hide the Action Bar.


Choose Columns

Tables often contain more data fields than you need to see at a single glance. You can customize your table view by hiding irrelevant columns and keeping only the information that matters most to your workflow.

Accessing the Column Menu

To open the column configuration settings:

  1. Hover your mouse cursor over any column header (e.g., Name).

  2. Click the menu icon (three horizontal lines) that appears to the right of the column name.

  3. From the dropdown list, select Choose Columns.

Toggling Column Visibility

A pop-up window labeled "Choose Columns" will appear, displaying a list of all available data fields.

  • Hide a Column: Click the checkbox/toggle switch next to a column name to uncheck it. This will remove the column from your view.

  • Show a Column: Click the toggle switch to check it. This adds the column back to the table.

  • Search: If the list of columns is long, use the Search... bar at the top of the window to quickly find specific fields.

Applying Changes

Changes are applied immediately as you toggle the switches. To finish, simply click the "X" icon in the top right corner of the window to close it and return to your updated table view.


Re-arrange Columns

To create a table view that suits your specific workflow, you can change the order in which columns appear. This allows you to move the most important information to the left side of the screen for easier reading.

Drag and Drop

Re-ordering columns is done directly within the table header:

  1. Click and hold the header of the column you wish to move (e.g., Country).

  2. Drag the header horizontally across the top of the table. A visual preview will follow your cursor to show where the column will be placed.

  3. Release the mouse button when the column is in the desired spot. The column will snap into its new position, and the surrounding columns will shift automatically.


Filter Column Values

In addition to the global search bar, you can apply specific filters to individual columns. This allows you to drill down into your data by selecting exactly which categories, names, or types you want to display.

Accessing the Filter Menu

To start filtering a specific column:

  1. Hover your mouse over the column header you wish to filter (e.g., Organisation).

  2. Click the Filter icon (a funnel shape) that appears inside the header cell.

  3. A dropdown menu will appear listing all unique values found in that column.

Selecting Values

The filter menu uses checkboxes to control which records are visible:

  • Select/Deselect All: By default, Select All is checked. Uncheck this box to instantly hide all records and clear the current selection.

  • Specific Selection: Check the boxes next to the specific items you want to view (e.g., Supplier). The table will update immediately to show only rows that match your selection.

  • Multiple Values: You can select multiple checkboxes to view records that match any of the selected values.

Searching Within Filters

If a column has many unique values, scrolling through the list can be difficult. Use the Search... bar at the top of the filter dropdown to quickly find specific values within the list.

Clearing a Filter

To restore the full list for that column:

  1. Open the filter menu again.

  2. Check the Select All box.

  3. All records will reappear in the table.


Sort Column Values

Sorting allows you to organize your data logically—alphabetically by name, chronologically by date, or numerically. You can quickly reorder the entire table based on the values in any specific column.

Method 1: Quick Sort (Header Click)

The fastest way to sort is by interacting directly with the column header:

  1. Click the column name (e.g., Name).

  2. The table will immediately sort in Ascending order (A-Z or 0-9). An upward arrow will appear next to the header text to indicate the current sort direction.

  3. Click the header again to reverse the order to Descending (Z-A). The arrow will flip to point downward.

Method 2: Column Menu

For more explicit control, you can use the column settings menu:

  1. Hover over the column header and click the menu icon (three vertical lines).

  2. Select Sort Ascending or Sort Descending from the dropdown list.

Clearing a Sort

If you want to remove a sort order and return the table to its default state:

  1. Open the column menu (three vertical lines) on the currently sorted column.

  2. Select Clear Sort.

  3. The sort arrow will disappear, and the rows will return to their original order.


Pin Column

When working with tables that contain many columns, horizontal scrolling can hide important identifiers like names or IDs. You can "Pin" specific columns to lock them in place, ensuring they remain visible while you scroll through the rest of your data.

How to Pin a Column

To freeze a column's position:

  1. Hover over the header of the column you wish to lock (e.g., Organisation).

  2. Click the menu icon (three vertical lines) located in the header cell.

  3. Hover over Pin Column in the dropdown menu to reveal the position options.

Pin Options

You can choose where the column stays locked:

  • Pin Left: Moves the column to the far left edge of the table. It will stay fixed there while you scroll the rest of the table to the right.

  • Pin Right: Moves the column to the far right edge of the table. This is useful for keeping status or action columns always visible on the screen.

Unpinning a Column

To return a column to its normal scrolling behaviour:

  1. Open the column menu on the pinned column.

  2. Hover over Pin Column.

  3. Select No Pin. The column will return to its standard position within the table.


Autosize Columns

Sometimes data in a table might be cut off if the column is too narrow, or take up too much space if the column is too wide. Instead of manually resizing headers, you can use the Autosize feature to automatically adjust column widths to fit their content perfectly.

Autosize a Single Column

If a specific column looks cramped or has truncated text:

  1. Hover over the header of the column you want to fix (e.g., Organisation).

  2. Click the menu icon (three vertical lines) in the header cell.

  3. Select Autosize This Column from the menu.

  4. The column width will instantly expand or shrink to fit the longest piece of text in that column.

Autosize All Columns

To tidy up the entire table view at once:

  1. Open the menu on any column header.

  2. Select Autosize All Columns.

  3. Every column in the table will simultaneously resize to the optimal width for its data.


Group Records

To better analyze your data, you can group records together based on shared values. This transforms a flat list into a structured view, allowing you to see categories (like Type or Country) at a high level before drilling down into specific items.

Creating a Group

To group your table by a specific data point:

  1. Hover over the header of the column you want to group by (e.g., Type(s)).

  2. Click the menu icon (three vertical lines) in the header cell.

  3. Select Group by [Column Name] from the dropdown menu.

Viewing Grouped Data

Once applied, the table layout changes significantly:

  • Group Headers: The list is replaced by bold header rows representing each unique category (e.g., Importer, Manufacturer, Sawmill), along with a count of how many records fall into that group.

  • Expand/Collapse: Click the arrow icon > next to a group name to expand it and reveal the individual records inside. Click the arrow again to collapse the group.

Ungrouping Records

To return to the standard list view:

  1. Open the column menu on the grouped column (now labeled Group).

  2. Select Un-Group All.

  3. The table will revert to displaying all records individually.


Reset Columns

After extensively customising a table — by hiding columns, resizing widths, or changing the sort order — you may want to return to the original default view. Instead of undoing each change manually, you can reset the entire table in one click.

How to Reset the Table

To discard all current customisations and restore the default layout:

  1. Hover over any column header (e.g., Type(s) or Name).

  2. Click the menu icon (three vertical lines) located in the header cell.

  3. Select Reset Columns from the bottom of the dropdown list.

What Gets Reset?

Clicking this option will immediately reload the table structure. This action typically reverts:

  • Column Order: Moves columns back to their original sequence.

  • Visibility: Unhides any hidden columns and hides any optional ones that are off by default.

  • Widths: Resets all column widths to their standard size.

  • Sorting: Clears specific sort orders.

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