This enables the user to customize the display of the contracts individually
This can be done either by clicking on the widgets or using option.
Using Filters option
- Click
an open list drop-down appears with different options to select
- Enable the desired filter, then use that filter to choose your criteria
- Contracts will be displayed according to the selected criteria
Making Customized Saved Filters:
In the dashboard, you can now choose filter options manually. After picking a filter, you can save it for later use. This saved filter can include different values like Amount, Expiry date, Issuing bank, Applicant, Unit, and more in the drop-down list.
You can save a combination of filters or just a single filter, like a specific amount range. If a saved filter becomes invalid (for instance, if it includes deleted information), no results will show, similar to what happens now with missing information in filters.
Remember, the saved filters are unique to each user and are not visible to other users in the organization.
- When users initiate a filtering process, a "Save Filter As" action link will be added next to the filters area.
- When saving the filter, the system prompts them with a popup to input a name for the filter.
- The saved filter name should appear as an option in the filter's dropdown with radio buttons, listed under the headline "Saved Filters".
- Users should be able to search for saved filters using the regular search.
Amount Filter:
For instance, if the Amount filter is selected in the Open List, the user is allowed to search for a specific amount of Guarantee deal(s). Using the from & To range fields in the amount filter, the user can set the Minimum and Maximum values to do a specific search of the Deal contracts based on the amounts. The user is also allowed to search these results by the Slider Search function.
Using the Widgets option
- Click on the desired widget (e.g. Payments, Custom or Warranty)
- The contracts below will be populated accordingly
If you click clear all option, the selected value in the top widget will cleared automatically
Pagination view:
Pagination is a sequence of pages that are connected and have similar content.
In the Landing Page, with the help of the Pagination option, the user can view more Guarantee deals cards on one page.
Click on the Pagination icon to view more/less items on a single page.
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