DataGrids: Organising and Viewing Information

DataGrids are tables that help you manage and view information in an organised way in Clarus WMS. They allow you to easily separate data into columns and rows, making it simpler to search, filter, and customise the view to suit your needs.

Step-by-Step Guide

1. Understand DataGrids

A DataGrid is a table that displays all relevant data in a specific section of Clarus WMS. The data is organised into columns, making it easier to view and manage large amounts of information. For example, in the stock screen, product details like ID, location, and quantity are separated into columns.

2. Filter Data

At the top of the DataGrid, there are empty boxes that allow you to filter the content. You can type into these boxes to search for specific information, such as filtering by product ID, location code, or any other column.

Example: If you type ""170"" into the ID field, the DataGrid will only display the row with that ID.

3. Customise Columns

You can customise the DataGrid using the Column Manager. Here's how:

Access the Column Manager: Click the button in the top right corner of the DataGrid to open the Column Manager.

Reorder Columns: Use the mini 3-lined button next to the column name to drag and reorder the columns.

Add or Remove Columns: Use the dropdown menu to add or remove columns from the DataGrid, depending on what information you'd like to display.

Example: You can add a new column, such as ""Height,"" and move it to the top of the list by dragging it within the Column Manager.

4. Sort Columns

You can sort data in any column by clicking on the column header. This will arrange the data in ascending or descending order. An arrow next to the column name will show whether it's sorted upwards or downwards.

Example: Clicking on the ""ID"" column will sort the data either from lowest to highest or highest to lowest.

5. Save Views

To save a customised DataGrid:

Click the Save Icon: After making changes, click the save icon in the top left corner.

Choose View Settings: In the save menu, you can choose:

• Whether to include filters.
• If the view should be available to everyone.
• Whether the view should be the default for you.

Name the View: Name your view and click the green save button.

6. Switch Between Views

You can quickly switch between saved views by using the dropdown menu in the top right corner of the DataGrid. Select the desired view, and it will load immediately.

7. Edit or Delete Views

To edit or delete a saved view:

Click the Pencil Icon: Next to the view name, click the pencil icon to open the edit menu.

Modify or Delete the View: You can change the view's name, make adjustments, or delete it entirely from this menu.

FAQs

What is a DataGrid?

A DataGrid is a table that organises data into columns, allowing you to view and manage information easily.

How can I filter data in a DataGrid?

Type into the empty boxes at the top of each column to filter the content based on specific criteria.

How do I add new columns to a DataGrid?

Use the Column Manager to add or remove columns from the DataGrid.

What does saving a view do?

Saving a view lets you keep your custom column arrangement and filters so you don't have to set them up every time.

Can I make a view available to other users?

Yes, when saving a view, you can choose to make it available for everyone or just for yourself.