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.
UI Features
Columns will vary depending on the object screen. For instance, the advertiser list view will display different columns than the campaigns list view.
| 1 | Quick Filters | Filter the list view by specific terms found in this column. |
| 2 | Row Action | Clicking 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:
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| 3 | Inline Edit | Toggle Edit Mode on to activate inline edit. This makes general settings editable straight from the list view for all lines. |
| 4 | Manage Columns | Clicking 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. See below more information. |
| 5 | Header Menu |
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| 6 | Lock 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. |
| 7 | Bulk 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.
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| 8 | Favorite | Save 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. |
Filters
UI filters allow for easy organization and management of data by enabling users to create and save custom filters for objects. This helps streamline the user experience, particularly when dealing with large volumes of data.
Static Value Filters: For columns with fixed values (e.g., "Active" vs. "Inactive"), filters can be applied by selecting a radio button.
Text or Numeric Value Filters: For columns containing text or numeric data (e.g., object names or IDs), users can filter by entering a value in the text box.
Numeric Comparison Operators: For numeric columns, filters can be refined using comparison operators such as
>,<,<=, or>=.
Common Use Cases
- Active Line Items: Filter for active line items in a campaign without affecting inactive ones.
- Inactive Segments: Filter out inactive segments, since segments cannot be deleted, only marked as inactive.
- Campaign Budget: Filter campaigns with a remaining budget greater than zero.
Creating and Saving Filters
To create a filter, click the caret icon next to a column title. Once a filter is applied, it can be saved for future use by selecting the Save Filters button in the upper-right corner. If the filter is no longer needed, users can click Clear Filters to remove it.
Filter Persistence
Filters are saved at the user level, meaning that they will persist across login sessions. If shared credentials are used, any saved filters will apply to all users accessing the account.
Manage Columns
The list view in the UI features a "Manage Columns" widget that allows for customization of which columns appear and how they're arranged in the list view grid. This customization feature is screen-specific, meaning any changes made will only affect the particular screen being worked on. For instance, if columns are modified in the "Advertisers" screen, these changes won't impact the column arrangement in other screens. Each column in the list view represents a UI component, with different categories of columns available depending on the specific screen in use.
To access this customization feature, navigate to any list view screen, click the ellipsis icon located in the upper right corner, and select "Manage Columns" from the dropdown menu. This opens a widget where columns that aren't currently displayed can be added, unnecessary columns can be removed, and columns can be reordered to arrange information according to preference. The available columns are organized by categories relevant to each screen's functionality,
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