Working with Data Tables

Overview

BlueClerk uses data tables throughout the app to display lists of tickets, jobs, invoices, customers, and more. These tables let you quickly browse records, search for specific items, sort by different columns, filter by status or other criteria, and select multiple items at once for bulk actions.

Table Features

Searching

Most tables include a search box at the top:

1. Type your search term in the search field
2. Results filter automatically as you type
3. Search covers multiple fields - names, addresses, job numbers, emails, etc.
4. Clear the search to see all records again

View Filters

Many tables include preset view filters to quickly show common subsets of data:

Ticket Views:

• Needs Scheduling - Unscheduled tickets requiring attention
• Scheduled - Tickets with scheduled jobs
• Completed - Finished tickets
• All Tickets - Everything regardless of status

These views are shortcuts that automatically apply the right filters for common workflows. Select a view using the dropdown or tabs at the top of the table.

Sorting

Click any column header to sort by that field:

1. Click once - Sort ascending
2. Click again - Sort descending
3. Click a third time - Remove sorting

Pagination

Navigate large datasets with pagination controls:

• Page size selector - Choose how many rows per page (10, 25, 50, 100)
• Page numbers - Jump to a specific page
• Previous/Next - Navigate one page at a time
• Total count - See how many records match your filters

Selecting Rows

Select individual or multiple rows for bulk actions:

1. Click a row checkbox to select that item
2. Click the header checkbox to select all items on the current page
3. Selected count appears at the top showing how many items are selected
4. Bulk action buttons appear when items are selected

Bulk Actions

Perform actions on multiple items at once:

Available bulk actions:

• Delete - Remove multiple records at once
• Assign - Assign multiple tickets/jobs to a team member
• Create Jobs - Schedule multiple tickets at once
• Change Status - Update status for multiple items

To use bulk actions:

1. Select the items you want to act on
2. Click the bulk action button (e.g., "Assign to Team Member")
3. Complete the action in the dialog that appears
4. Changes apply to all selected items

URL Sync

Table filters, search terms, and pagination sync to the URL:

• Bookmarkable - Share links to specific filtered views
• Back button works - Navigate back through filter changes
• Page refreshes preserve state - Your filters remain after reload

Tips

• Use views first - Start with preset views (Needs Scheduling, Completed, etc.) before applying custom filters
• Combine search and filters - Search within filtered results for precise targeting
• Bulk actions save time - Select multiple items instead of updating one-by-one
• Adjust page size - Show more rows per page to reduce clicking through pages