Overview

A Classic view in XTRF consists of an entity table with a set of filters. It allows you to browse and sort different items according to your preferences. Classic views can be found in the Configuration menu and some other parts of the system, such as client and vendor rates, project templates, or mailboxes.

Classic views consist of:

• Entity table with a set of columns and (optional) edit and delete icons.

• View drop-down menu, where you can edit the current view or select or add another one.

• Filters panel that can be expanded or hidden (may be unavailable in some views).

• Action buttons - Add, Export, and Refresh buttons (may be unavailable in some views).

You can use different views to quickly get the results you are repeatedly looking for. This way, you don’t have to click through the filters every time you want to display some particular entities.

View drop-down menu

To edit the current view, create a new one, or switch to another, click on the View drop-down menu in the right-hand corner on top of the entity table.

A list of views available for the specific entities will appear. Next to the views created by you and some default views, there will be and icons. Views shared with you by other users can be deleted or modified only by their owners or admin users (see the General Configuration - Views article).

To create a new view, click the +Add New View button. For details, see the Create a new Classic view guide.