Manage Cards

To Add a Card:

1. Click the menu Manage Cards;
2. Click the button Add;
3. Fill out the fields in the following sequence:

a) Card Type: In the combo, select desired card type.

b) Status: Enter whether the Card is disabled or enabled for viewing.

c) Title: Enter a title for the Card.

d) Display Filters:  Enter whether the Card's user filter button is enabled or disabled.

e) First Information until Fourth Information: Select the items you want to display, such as: Order, Product or Quantity.

f) Filters: You can filter the Card's data, such as a single Order or a specific Product. In this document, the item Card Filters explains in details how you can create a Filter.

g) Card Help: You can use this feature to enter a help description for the Card, to be displayed when you click the Card Title.

h) Click Save to finish the operation:

To Edit a Card:

1. Click the menu Manage Cards.
2. Select the Card you want to edit.
3. Edit any data you want.
4. Click Save to finish the operation:

Note: In this document, the item Card Filters explains in details how you can create a Filter.

You can set up filters while Adding or Editing a Card.

Set up a Filter for the Card:

1. In Manage Cards, click Add or Edit a Card.
2. Click Filter.
3. In the first field, select the field you want to filter. In the second field, select its operator and, in the last field, enter the value to be found for that field. In the example below, the filter created will filter records with the 'Number' equal to 'FAT001'.
   Note: You can add more than one filter.
4. Click Save.

To delete a Card:

1. Click the menu Manage Cards.
2. Select the Card you want to delete.
3. Click the trash icon  () to delete the Card.
4. Click Confirm to finish the operation:

To disable or enable a Card (preventing it from being displayed even if configured in a View):

1. Click the menu Manage Cards.
2. Select the Card you want to enable or disable.
3. Click the icon in column View:

Captions:

Green Icon  : Enabled

Red Icon : Disabled

To conduct a Card search:

1. Click the menu Manage Cards.
2. Enter the title of the Card you want to filter.
3. Example of search by Card title:

To search Cards:

1. Click the menu Manage Cards.
2. Click Advanced Search.
3. Enter the Card you want to filter.
4. Example of advanced search by Card code:

Note: To remove the filter, just delete the item from the filter.

In Cards maintenance you can manage the columns not displayed on the grid.

To manage columns, just click the Cog icon to select which columns to display, as shown below:

To add a Card to the View:

1. Click the menu Manage Views.
2. Find the view you want and click Edit  ();
3. In field Cards, select the Card you want.
4. Click Save to finish the operation: