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Table of Contents

Overview

This page reviews the different functionality and options while in "list view". This view is available when in an objects screen, and appears as a grid.

List View refers to the grid of rows that are viewable after clicking a menu object such as line items or campaigns. 


List View Features

Columns will vary depending on the object screen. For instance, the advertiser list view will display different columns than the campaigns list view.



ItemDescription
1Quick FiltersFilter the list view by specific terms found in this column.
2Row ActionClicking the ellipses displays options to duplicate, view activity log, or delete. These options are also available while multiple line items are selected. Actions able to be completed when clicking on the ellipses are as follows:
  • Duplicate - Choose to duplicate and specify the number of copies desired when duplicating.
  • Activity log - View the current activity of the object(s) selected.
  • Delete - Delete the object(s) selected.
3Inline EditToggle Edit Mode on to activate inline edit. This makes general settings editable straight from the list view for all lines. 
4Manage ColumnsClicking the ellipses enables managing columns or exporting columns in the list view to CSV, XLSX, JSON, or XML. If choosing to manage columns, a window will appear with options to check or uncheck a variety of columns to save on the list view. Columns can be re-ordered from this view as well.
5Header Menu
  • Quick Create: Click the plus in order to view all objects that are able to be created in the UI. Click on the name of an object to quickly be brought to the creation screen. 

  • Resource Center  : View the resource center to view important product updates including releases and new documentation.

  • Support: Click the question mark to view resources for client support and the Beeswax User Guide.

  • Alerts: Click the bell to view any alerts available for the account. Clicking Settings in this view will bring up the Alert Settings page to configure how alerts are received. 
6Lock Filters

After applying the desired filters and sorting options to a list view, the lock filters feature can be toggled to save those settings as the default view for that object.

7Bulk Edit, Export, and Deactivate

After clicking the check box of one or many rows on the list view, an option will appear at the bottom of the screen to bulk edit, export, or delete the selected rows.

  • Bulk Edit: This feature creates the ability to edit the same settings across all selected rows. For example, the end date for multiple line items can easily be changed to the same date by selecting multiple line items, then clicking bulk edit > General. Bulk edit can also be used to modify targeting settings for multiple line items. See Bulk Edit Targeting for more information.

  • Export: Choose to export single or multiple row settings into a CSV, XLSX, JSON, or XML. The list view can be exported or all line item settings can be exported. To learn more about exporting all line item settings, see Line Item Export.

  • Deactivate: This feature allows deactivating the single or multiple objects selected in the list view.
8FavoriteSave certain objects as favorites by clicking the star to the left of the object name. Favorites are able to be filtered to help with organization of information. 
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