Console navigation
The Console follows a consistent navigation model
Table → Detail (read-only) → Edit
This model applies across modules.
Table pages
Table pages display collections of objects (for example Lists, Transactions, Orders, or Contracts). Clicking a row opens the corresponding object or record in the detail view.
They allow users to browse, analyze, and operate on large datasets directly from the Console.
Table pages typically provide:
- a search field
- sorting controls
- pagination
- column configuration
- an “Add a column” control
- context menus for cells and columns
Search
Tables include a search field that filters visible rows.
Search typically applies to:
- object names
- identifiers
- visible columns
Shortcut:
/
Focuses the search field.
Sorting
Most tables allow sorting by column.
Sorting can be applied by:
- clicking a column header
- using the column context menu
Sorting may be available:
- ascending (A → Z)
- descending (Z → A)
Column configuration
Columns can be customized to adapt the table to the user's workflow.
Column configuration can be performed in two ways:
- directly in the table (for quick actions such as sorting, moving, or formatting)
- using the “Add a column” modal (for managing column visibility and structure)
Showing or hiding columns
Tables can be customized using the “Add a column” feature. This allows users to control which data is displayed and how it is organized.
The “Add a column” action is available from the table toolbar (shortcut: ⇧ + L)
Users can:
- search for available columns by name
- add columns using the “+” control (changes apply on save)
- remove columns using the “–” control (changes apply on save)
- reorder columns using drag and drop (changes apply on save)
Removed columns are not deleted and can be re-added later. Changes are staged locally and are not applied immediately. The updated table configuration is only applied after clicking Save.
Column order
Columns can be repositioned using:
- drag and drop in column header
- Add a column modal
Column header menu
Clicking on a column header opens the column menu.
This menu provides actions that apply to the entire column:
- Rename column (Shortcut: N)
- Sort by (S)
- Ascending (s)
- Descending (s)
- Column calculations (for numeric columns) (X)
- Move to right (R)
- Move to left (L)
- Pin in first column (P)
Renaming columns
When permissions allow it, column labels can be renamed.
This helps teams adapt the interface to their terminology.
Table calculations
Some tables allow calculations for a selected column, such as:
- Sum
- Average
- Median
- Minimum
- Maximum
Use calculations for fast analysis without exporting data
Sorting
Column calculations
For numeric columns, the Console can calculate summary values such as:
- Sum
- Average
- Median
- Minimum
- Maximum
These calculations help quickly analyze datasets without exporting them.
Column formatting
When applicable, users can change how values are displayed.
Examples:
- numeric formats
- currency formats
- percentage formats
Formatting affects display only and does not change underlying data.
Column positioning
Columns can also be repositioned through the column menu.
Cell context menu
Right-clicking a cell opens a context menu.
The context menu provides actions related to the selected value.
Common actions include:
- Copy value
- Add to search
- Exclude from search
- Open in… (navigate to another table using this value as a filter)
Some cells provide type-specific actions.
Examples:
- Add to list (for compatible identifiers)
- Open related object
- Open external reference
Available actions depend on:
- the value type
- the table
- user permissions
Pagination
Tables support pagination for large datasets. Pagination controls allow users to navigate large datasets and configure the number of rows displayed per page.
Typical options include:
10
25
50
Detail pages (read-only)
A detail page is the inspection view of a single object.
Typical elements:
- breadcrumbs showing the current location
- structured metadata cards (for example Basic details, Creation information, or Last change)
- related content (for example: entries inside a list)
Detail pages are safe to explore: no changes are applied from the detail view.
To change an object, you must enter edit mode.
Layout
The Layout feature allows users to customize how information is structured and displayed on detail pages. The Layout action is available from the detail page header (tooltip: Edit page layout (⇧ + L))
The layout configuration is managed through a modal.
Users can:
- reorder sections using move controls
- hide or show sections
- expand or collapse sections
- reorder cards within a section using drag and drop
- remove cards from a section using the “–” control
- add cards using the “+” control (when available)
General settings:
- Display empty fields (N/A): Show fields even if no data is available
- Display personal data (GDPR): Show sensitive data (requires permission)
Sections: Sections group related information displayed on the page.
Each section provides controls to:
- move up/move down
- hide/show
Cards: Cards define the content displayed within a section.
In the layout modal:
- Active cards: Drag to reorder or remove with “–”. Changes apply on save.
- Available cards: Add cards with “+”. Changes apply on save.
Notes:
- When only one card is present, the label may switch from “Active cards” to “Active card”
- Changes are applied only after clicking Save
- Closing the modal without saving discards all changes
Edit mode
Edit mode is explicit.
In edit mode, you can:
- update object settings
- add/remove entries
- import data (when supported)
Edit pages provide controls designed to prevent accidental changes:
- Save applies pending modifications.
- Reset discards unsaved modifications and restores the last saved state.
Leaving a page with unsaved changes
If you attempt to navigate away with pending modifications, the Console shows a confirmation modal:
- **No, go back ** Returns to the page so you can Save or Reset.
- **Yes, I'm sure ** Leaves the page and discards pending changes.
This warning appears whenever the page contains unsaved updates.
Updated 3 days ago
