This article will show users how to view order items in a list view in the PDX UI.
The primary way to access the Order Items Dashboard is to select Order Items in the lefthand menu.
- Another method to view Order Items in the UI is via the Work Dashboard (WIP) - More information on the Work Dashboard can be found here.
Once on the Order Items Dashboard, please note that the default filter will always be set to the last selected filter in the Filter Preset dropdown at the top right.
- I.e if the last applied filter was 'Filter 1', when reopening the order items dashboard PDX will remember and apply the same filter the next time the dashboard is opened.
Adjusting Filters
If no filters are selected, the default filter will always be set to display all Outstanding orders. Within this dashboard users are able to apply filters in two ways.
The first method is Advanced filters, the second is via the Header filters.
Advanced Filters allow users to save preset filters and are how a user will set up new default filters. More information on how to do so can be found here.
Header filters allow users to filter based on visible columns. By default these header filters are hidden. To reveal them click on the grey filter icon.
Action Menu
The order item dashboard allows users to do actions (add notes, deliverables, cancel, etc) in bulk. Please see here for more details on what's possible on the Order item Dashboard.
Split Screen
Users can also utilize the split screen feature to simultaneously navigate the Order Items Dashboard while observing the Order Item's details. To learn more about this feature, click here.
For more information on what order items are, click here.
For more information on actions users can take with order items, click here.
For more information on customizing the order items dashboard, click here.