Manage the Table

In some parts of Filevine, users have a table of information that they can move, resize, hide and pin the columns in the table to customize the view. Users can also filter and reorder the fields in the table to better find and view the information they’re looking for. 

Reorder and Filter

Click a column header to sort the entries by that column. An arrow appears next to the column header to indicate the sort order. For example, clicking the Expenses header in the Unbilled tab sorts the projects from lowest total expenses to highest. Click the column header again to reverse the sort order. The arrow will change to indicate the new sort order. 

To add or remove filters for the entries, hold the pointer over a column header and then click the “Column Controls” icon, which looks like three parallel lines. The Column Controls menu will open, with options for filtering under the inverted triangle “filter” icon.

The filter options available depend on the type of data in the column. Choose the filters you would like to add or remove and hit Apply, or hit Reset to remove all filters for the column. When filters are applied, the filter icon appears in that column’s header to indicate that the column is filtered. Refreshing the page will return the filters to the default view.

Move, Resize, and Change View

To move a column, drag the column header to the desired position. To resize, hold the pointer over the edge of a column and drag it to the desired column width. 

By default, the table shows 100 items listed alphabetically. Along the bottom of the entries table, you can change pagination options to view 10, 25, 50, 100, or 1000 items per page, or click the arrows to navigate through pages.

To hide a column, hold the pointer over the column header and click the “Column Controls” icon, which looks like three parallel lines. In the menu, click the box-shaped icon in the middle. All columns currently selected will show. Deselect the columns to remove them from view.

You can autosize a column, which automatically sets the width of the column to fit the data. To autosize, hold the pointer over the column header and click the “Column Controls” icon to the right. Then, click the three lines icon on the right. Select Autosize This Column. 

Columns can be pinned to either the left or the right of the page. A pinned column will remain in place while the rest of the table is scrolled horizontally. To pin a column, hold the pointer over the column header and click the “Column Controls” icon. Then, click the three lines icon on the right. Select Pin Column and choose the left or right side of the table. Unpin an item by selecting No Pin from this menu.

All column customizations can be reset at any time by selecting the lines icon and clicking Reset Columns in the lines icon menu, or by refreshing the page. Columns will be reset back to the default view.