#getting-started #ui #tables Tables are a core component that appear throughout PAI's interface, providing consistent data viewing and manipulation capabilities across different modules. Understanding how to effectively work with tables will significantly enhance your productivity within the application. ![[table-header.png]] ## Table Interaction #### Filtering Data 1) Click the "Filter" Button to access filter settings 2) Add a filter & select or type from the available options in the drop down 3) You can stack multiple filters to further filter your results ![[filter-action.gif]] > [!tip] > Combining sorting and filtering is a powerful way to quickly find specific information. For example, first filter to show only active projects, then sort by date to see the most recent ones at the top. #### Grouping Data 1) Click on the Field Grouping Control 2) Reorder your current grouping 3) Remove a grouping filter by clicking the "X" right of its name 4) Add a grouping filter using the "Add Group" button 5) Use the "Collapse / Expand All" Buttons to expand or collapse all groups in the table ![[table-grouping-action.gif]] #### Column Visibility & Order (Fields) 1) Click on the "Fields Hidden" Control 2) Turn fields on & off to enable their visibility 3) Reorder fields (columns) by dragging them up/down the dropdown list ![[enable-fields-action.gif]] #### Column Resizing - Adjust column widths by dragging the divider between column headers - Column widths are remembered when saving a view #### Saving Custom Views #saved-views PAI tables offer an option to save a custom view of your own creation. This preserves the column visibility, order, sorting, filtering, and grouping settings. To use this feature: 1) Arrange the table in the way you want to preserve it for future use. You can set the following items: - Column Visibility & Order - Grouping & Grouping Order - Sorting & Sort Order 2) You can view the current preset that is selected left of the "Fields" selector. You can also click on this to open a drop down that shows a list of saved views. 3) The button to the right allows you to either Update the currently selected preset, Reset it to default, or Save your current view to a new Preset. ![[save-views-action.gif]] > [!warning] Views Don't Save Themselves > When you modify a view, You need to tell the system to save it. Customizing a view will only persist up until you either save it to your current preset, or save it to a new one. If you Navigate away from the page prior to doing so, the view will reset to it's saved state. ### Row Actions Tables provide several ways to interact with individual rows: #### Action Menu - Most tables include an action menu accessible via the three dots (⋮) at the end of each row - Actions vary depending on the table context - Common actions include: - **Edit**: Modify the record - **Duplicate**: Create a copy of the record - **Archive**: Remove from active view without deletion - **Delete**: Permanently remove the record - **Custom Actions**: Context-specific options #### Row Selection - Click anywhere on a row to select it (highlighted background) - Some tables support multi-selection: - Hold Shift and click to select a range of rows - Hold Cmd/Ctrl and click to select multiple individual rows - Selected rows can be acted upon simultaneously through bulk action buttons - Bulk actions might include status changes, assignments, or exports ### Data Entry Many tables in PAI support direct data entry and editing: #### Inline Editing - Click directly into cells to edit their values - Tab key navigates between editable cells - Enter key confirms edits and moves to the next row - Escape key cancels the current edit #### Form Fields Tables may include various field types: - **Text Fields**: Standard text input - **Dropdown Selectors**: Fields with predefined options - **Date Pickers**: Calendar interface for date selection - **Numeric Fields**: For amount and quantity input - **Autocomplete**: Type-ahead suggestion fields for references to other data ## Module-Specific Table Features While tables maintain consistency throughout PAI, certain areas have unique table functionalities: ### Budget Tables - **Batch Status Updates**: Select multiple rows to update expense statuses simultaneously - **Vendor Assignment**: Type directly in vendor cells to search and assign vendors - **Day Assignment**: Budget tables include a special column for assigning expenses to specific production days ### Pipeline Table - **Revenue Forecasting**: Displays expected revenue based on probability settings - **Stage Progression**: Visual indicators of opportunity stage ### Accounts Payable Tables - **Payment Status Tracking**: Visual indicators showing invoice processing stage - **Date Range Filtering**: Easily filter by invoice date, due date, or payment date ## Advanced Table Features For power users, PAI tables offer additional capabilities: ### Conditional Formatting Some tables display conditional formatting based on data values: - Negative value items may appear in red - Completed items may appear in green ### Data Visualization Options Many tables in PAI offer multiple ways to view the same data: - **List View**: Traditional row-based display (default for most tables) - **Calendar View**: Time-based visualization of data (available in Projects and Production modules) - **View Selector**: Toggle between available views using the view selector in the table header ## Table Interface Tips Enhance your efficiency with these table navigation tips: ### Keyboard Shortcuts - **Arrow Keys**: Navigate between cells - **Tab**: Move between editable fields - **Enter**: Confirm edits or select the highlighted item - **Escape**: Cancel current edit or close modal dialogs - **Space**: Select/deselect rows (in multi-select tables) ### Right-Click Context Menu Many tables support right-click menus with additional options: - Quick access to common actions - Context-specific functions based on the selected item - Copy functions for cell contents ### Hover Actions Some tables reveal additional controls when hovering over cells or rows: - Edit icons - Quick action buttons - Preview tooltips - Status indicators ## Related Topics - [[User Interface|User Interface Basics]] - [[Dashboard Overview|Dashboard Overview]] - [[Projects & Estimates|Projects and Estimates]] © 2025 PAI Tech, Inc. [paihq.com](https://www.paihq.com/)