Windows Grid toolbar

The toolbar is an important tool in your daily work with Perfion. It gives you a lot of options to decide how you see data in the grid. Each option will be explained in this chapter.

Open

Expand/collapse

Open

The two buttons Expand and Collapse simply expands and collapses all virtual items in grid. Buttons only have effect if items in grid are organized in hierarchies.

Simple (view)

This button removes all columns in grid except the base value.

Views

If you click the Views drop-down you get three types of views to choose from:

• Standard Views

• Groups

• Customized Views

See screenshot below.

Standard Views

A standard view brings up a set of columns defined by your administrator. When Perfion starts, the Item view is displayed by default.

Standard views can only be altered by an administrator.

Groups

Top View Groups correspond to the tabs you see in the Item editor. If you select Main Information in the screenshot above, Perfion will load the same columns in grid as you see on the Main information tab in the item editor.

If you expand a Top View Group, you will see available View Groups. A View Group corresponds to the sub-groups you see on a tab in the Item editor. If you select Approval (under Main Information) in the screenshot above, Perfion will load the same columns in grid as you see in Approval under the Main information tab in the item editor.

Group views can only be altered by an administrator.

Customized Views

A customized view is a view that has been defined and saved by you or one of your fellow Perfion-users. If you select Dashboard in the screenshot above, Perfion will load the columns saved in the view.

Customized views can be altered by any user with rights to do so. It works like this.

1. Load a customized view in grid

2. Add or remove columns from grid

   1. This will add an Asterix (*) to the view name in the drop-down field

3. If you want to update the existing customized view with your current columns:

   1. Place cursor in drop-down field

   2. Remove Asterix

   3. Press Enter

4. If you want to save your current columns as a new customized view:

   1. Place cursor in drop-down field

   2. Remove old view name and Asterix

   3. Type in a name for your new customized view

   4. Press Enter

All (view)

This button loads all columns relevant for the item type in grid (Product in our example)

Filters

Filters allow you to remove specific items from grid.

Clear filter

The “Red X” button clears any filter you have applied. When you click this button, the grid shows all items related to left-side categorizer/search criteria.

Filter

The “Filter” button allows you to define a custom filter. Look at this example. You have loaded all items in the Coffee Maker category, but you only want to see “normal” items (not virtual parents). To achieve this, you can apply a filter.

Start by clicking the Filter button. This opens the Filter editor:

To build a filter, you now right-click in the white area and choose Add:

This adds a filter-line where you can define your first criteria. Filter lines have three columns:

• Column 1: Feature or property to filter on

  • This will most often just be a feature name (e.g. WeightKG).

  • You can also filter on more advanced properties. See The Perfion Query - WHERE | Features for details.

• Column 2: Operator to use

  • See The Perfion Query - WHERE | Operators for information about available operators.

• Column 3: Value to filter on.

In this example we want to remove virtual items. This is done by specifying brand = normal (“brand” is a built-in property on items. You can use normal (0), virtual (1) and catalog (2) as values):

When you click OK, you see the result in grid. All virtual items are removed (only normal items are shown):

Notice that the Filter button is now pressed. This indicates that a filter is active.

You can edit/extend the filter by clicking the Filter button again. Let’s say you still want to see only normal items, but you want to extend to filter to only show items with Color = Black. This is done by adding an extra line in the Filter editor specifying Color = Black:

The result is as expected in grid:

If you want to save your filter for future use:

• Notice the Asterix (*) in the Select Filter drop-down. This means that an ad-hoc filter is applied.

• Place the cursor in the drop-down field

• Type in a name for your filter

• Press Enter

The Filter editor allows you to build simple filters like the one above in your daily use of Perfion. It also allows you to build more complex filters with operators like IN, HAS, BETWEEN, etc. These options relate to the Perfion API query language and are explained in detail on the page Perfion API.

Select filter

The last filter option in the toolbar is Select filter. This drop down allows you to apply a pre-defined filter:

As you can see, the ad-hoc filter we created and saved in previous example is now available as a pre-defined filter.

Export

The Export button allows you to export data from grid. It works with the WYSIWYG principle; your export will contain the items and columns you currently have in grid.

Example: You have found the three items you want to export (using a categorizer and a filter). You have also loaded the columns you need in the grid (using a view and the column chooser). You now click the Export button:

The export gives you four choices in terms of Headers:

• Captions

  • Features will be identified by their user-friendly names in export file

  • File can’t be reimported

• For Re-Import

  • Features will be identified by their unique names in export file

  • File can be reimported

  • New items can be created when file is reimported

• For Re-Import (by Perfion ID)

  • Features will be identified by their Perfion ID in export file

  • File can be reimported

  • New items cannot be created when file is reimported

• XLIFF 2.0

  • This is a special format targeted at translation agencies

  • Please refer to page Import / Export Translations XLIFF for details.

The export also allows you to specify which languages to include in the export file. If you select more than one language, localized features (e.g. “Item Name (EN)” in the example below) will be exported with all selected language values.

In this example we choose For Re-Import and English/Danish:

When you click OK, you must choose where to store the export file, what name it should have and what file type you want:

The exported Excel file looks like this:

NOTES:

• First two columns identify the item. Even though we did not export virtual parent, these are still indicated in the second column

• Features are identified by their unique names (because we chose For Re-Import)

• ItemName is included in English and Danish

• ItemType and Color are only exported in English. That’s because they are selectable features.

• Image is prefixed with a hashtag (#). This means that this column will be ignored in import

For more details about export and import, please refer to Import And Export.

Show family

Show family allows you to “add family context” to a grid result. It is typically used after you perform a search and it only makes sense if your items are organized in hierarchies.

Example:  You search Perfion for all products starting with 11017 and get this result:

You would like to see how these two items belong to virtual items. To do this, you click the Show Family button. Perfion now adds parents and siblings to the grid:

Items from the original search result are indicated with black text. Items from Show Family are indicated with grey text.

Image options

The Image Options drop-down allows you to change the way images are shown in grid.

Languages

The Languages drop-down allows you to select the extra languages to edit in same grid as current user/session language.

The Languages drop-down also allows you to show selectable language variants by clicking Selectable Localizations.

Sorting

Sorting allows you manually move individual items up/down in the grid.

Example: In the Cooking chapter of the Main catalog, you want to move the two grey items first in the list. You do this by selecting the two items and clicking the Up button:

You can also move item using drag & drop or by holding down the ALT key and press Arrow Up/Down on your keyboard.

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