List view property
When opening the property module, the list view is displayed. This provides an overview of your properties.
You can use filters and worklists to reduce the real estate data records displayed to the defined selection. Properties from regularly used work lists or filters can be conveniently displayed in a separate list tab.
For better differentiation, active properties are displayed in “black” and inactive or archived
properties are displayed in “grayed out/grey”. Only property data records to which the registered user has read access are displayed.
The detailed view of a property data record can be accessed by clicking on the pencil symbol .
For new properties for brokerage you can also use the Acquisition Cockpit , you can open it by clicking on the icon in the list view.
These additional elements are arranged around the content area, which displays the property data records:
- Toolbar: Is always visible, but gets the additional selections for property filters and worklistsin the property module.
- Navigation bar: The left part of the navigation bar displays the view parameters, e.g. filter name, worklist name, status, units etc., for the selected tab.
In the right area you see the number of data records displayed in this tab. You will also find out how many pages there are and which of them you are currently on. Use the arrows to scroll through the pages.
- Action bar: Here are the possible actions. The action is performed for the selected data records – i.e. those with the checkbox set. How many are selected is shown in the navigation bar. The content of the action bar changes depending on whether you are in a list view or in a property record.
The table view displays most of the information about a property. The displayed columns can be configured in general in the administration and then customized per user and per list tab.
In addition, the currently displayed list can also be configured via the icon . The icon is located in the upper right corner of a list.
The table view partly contains graphical symbols, if you “stand still” with the mouse for a moment over the symbol – the tooltip or mouse-over appears. In the column header, it generally contains which property is displayed, in the column which value the symbol represents.
This works with all columns where the content is not fully displayed. The complete text is displayed as tooltip.
You can select individual property data records using the checkbox on the right. If you want to select all records on this page, you can select or deselect them with the checkbox in the column header. Alternatively, you can do this via the action bar).
All actions that you perform from the action bar are only performed for selected data records.
For the table view, open the “drop-down menu” via the menu triangle on the right side of the current tab and select “Edit list tabs”. At “View” you select “Table” and can enter the number of rows.
Please remember that with many lines more data must be transferred. For a faster and more fluid view, select a smaller number of lines.
You can change the sort order directly in the table by clicking on a column header. The view is then sorted according to this and a small black triangle is displayed next to the column header. The direction of the triangle indicates the sorting direction, with another click on the same column header you reverse the sorting direction.
Column titles in gray font do not contain sortable information.
The basic structure of the table is specified in the administration . You can adjust the columns, their order and the width of the columns to your own needs.
You can access the configuration of the columns by clicking on the table symbol to the far right of the column headings.
A list opens, in which you can transfer the desired fields into the column of applied fields by clicking on “add”. You can change the sequence of the columns by changing the number in the item field before the field name. Simply enter the new desired position and accept it with the Enter key on the keyboard.
The configuration of the column width is displayed via the option “Show column widths”.
The column width can be specified as a fixed number of pixels or as a percentage of the available space. The percentage columns are displayed in a different width when the window size is changed. Depending on the configuration and window size, the columns may become very small.
Fixed columns have a minimum width of 20 pixels, smaller values cannot be saved. You can find a more detailed description of the configuration of the column width in the administration under Lists.
There are special columns such as the traffic light status or the published column. With traffic light status, the traffic light color changes the longer a data record has not been edited. You can find more details in the basic settings.
The magnifying glass and pencil are displayed when you move the mouse over a selected data record. A click on the magnifying glass of a property record displays a magnifying glass preview. It displays the most important data of the property. These are external object numbers, some master data and information on prices and areas.
Click on the pencil symbol to open the respective data record. Checkboxes belong to the table and cannot be removed.
You can open a property record from the list for editing or detailed reading. To do this, you can click on the general edit icon or double-click on the line of the property record. The property data record is opened with the tab “Basic data”.
From the property record you can return to the table view by using the back arrow in the toolbar. The property data record that was opened is highlighted in color.