> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chemcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Customise Tables
> Control what every table shows — columns, filters, sorting, row height — and save it as a view
Customise tables in ChemCloud - which columns, in what order, filtered how, sorted how, at what row height - and save that setup as a **view** so you (or your whole team) can come back to it in one click.
**Saved Views:** The tabs above the table settings. These tabs are able to be saved and arranged by the user.
**Table Settings:** The controls sit in a row above the table: **Search** · **Filters** · **Sort** · **Columns** · **Size** · **Export** · **Reset**
**Applies to:** Orders, Shipments, Sourcing Requests, Products, Product Watchlist, Document Register, Approved Materials, NCRs.
## Saved Views
A saved view captures the whole state of the table: **filters, sorting, which columns show and in what order, column widths, row size, and how many columns are frozen**.
Views are per-table — your Orders views are separate from your Shipments views.
### The tab strip
Your views appear as tabs across the top of the table. Each tab shows a **count** with the number of rows in that view.
* **+** — creates a new view
* **All Views** — opens the full list of views on the right
### Fixed views vs your own views
Every table ships with **fixed views** — on Orders these are *In Progress Deliveries*, *Delivered* and *Open Blanket Orders*. Their filters are preset and can't be removed, but you can still save your own **layout** on them (columns, widths, order, row size, frozen columns). If you change the layout and want to save it, click the **Create New View** button.
Filters that come from a fixed view or a view's baseline show as a chip so you can see them, but they have no **×** — they aren't removable.
### Personal vs shared views
When you create or edit a view there's a **Share with team** toggle.
| Toggle | Who sees it |
| ------- | -------------------------------------------------------------------------------------------------- |
| **Off** | Just you. A personal view. |
| **On** | *"All members of your company will see this tab"* — the view appears for everyone on your account. |
In the **All Views** panel, shared views carry a small **people icon** next to the name. Views without the icon are personal to you. Only Admins can create a shared view.
A teammate's shared view can't be reordered by you — it stays pinned to the bottom of your list.
### Creating a view
Set the table up how you want it — filters, sort, columns, row size and 'Save as New\...'
Or simply 'Create new view' from the + button in the tabs.
In the **Create New View** button, give it a **View name** (e.g. *Overdue Sydney Orders*).
Turn **Share with team** on if the whole team should see it.
Click **Create**. A new tab for this saved view now appears.
### Changing a view
Views **do not autosave**. When you change something, a prompt appears above the table allowing you to Save the view, or Save as New.
To rename a view or change its sharing, click the **pencil** icon on the view's row in the **All Views** panel. This opens **Edit Current View**.
### Reordering and removing views
Drag the **grip handle** on the left of any view row in the **All Views** panel to reorder it. The order saves automatically and survives a page reload. (Shared views created by teammates have no grip.)
Deleting a view asks you to confirm first.
### Reset
**Reset** in the toolbar clears your filters and layout and returns you to the view's clean, default state.
If you have a saved default layout, the "Save Layout" prompt may reappear straight after a Reset. That's the table comparing against *your saved layout*, not a bug.
## Columns
Click **Columns** in the toolbar to open the columns panel. The panel header shows how many are currently hidden.
### Show and hide columns
Tick or untick any column to show or hide it. **Show all** and **Hide all** are at the top of the panel.
Hiding a column doesn't move it — it stays in position in the list, just unticked.
Each table has a sensible default set. On **In Progress Deliveries**, for example, the defaults are Delivery ID, Product, Volume, Packs and Site, with the rest available to switch on.
The columns panel lists every column used anywhere on that table, so some tabs will have columns in the list that don't apply to them.
### Reordering
Drag the **grip handle** to the left of a column name to move it. Clicking the column *name* toggles it on or off; the handle is only for dragging.
### Resizing
Drag the **divider line** in any column header. The line turns blue and thickens when you hover it.
Resizing one column doesn't squeeze the others — the table grows to the right into horizontal scroll instead. Minimum column width is 80px.
While the table is still narrower than your screen, columns share the leftover space and your exact widths won't bind until the table is wider than the screen.
### Freezing columns
The first column is frozen by default, so it stays put when you scroll sideways. A light **freeze line** marks the boundary.
Drag the line left or right to change how many columns are frozen — it snaps to column boundaries, up to four. Hovering shows a blue drag pill and the tooltip *"Drag to adjust the number of frozen columns"*.
The freeze line starts below the header row, so you can still resize and reorder headers freely.
## Filters
Filters appear as selectors in a row below the toolbar — one chip per field.
The toolbar **Filters** button shows and hides that row and carries a blue badge counting how many filters are active.
### Using a filter
Click a filter to open its menu. Each menu has:
* A **search box** for finding options quickly
* A tick list of values — select as many as you like
* **Clear** in the header and **Clear All** in the footer
Filters apply **instantly** — there's no Apply button, and the menu stays open so you can keep ticking.
An active chip turns blue with a count badge. All the values you've picked for a field appear in **one chip**, comma separated — for example *Order Status: Order placed, Order confirmed, Delivered*. Clicking the chip's **×** clears that whole field in one go.
### Which chips you see
Each page shows its three most-used filters as chips, with the rest behind **More Filters**.
**More Filters** is a visibility panel — tick a field to pin its chip to the row, untick to hide it. It has **Clear all** and **Show all**.
Two rules worth knowing:
* Any filter that's currently active always shows its chip, even if you'd hidden it. An active filter never hides.
* Unticking a filter that has values selected **clears** it. Nothing filters invisibly.
Your chip visibility choices are remembered for your session but aren't saved into a view.
### Filters on fixed views
Filters that come with a fixed view are shown as plain text chips — visible, but with no **×**. As soon as you change something, they become removable.
## Search
The search box sits at the left of the toolbar. It searches as you type — no need to press Enter. The placeholder tells you what you're searching (*Search orders…*, *Search shipments…*), and hovering the box shows which fields are covered.
## Multi-Sort
Click **Sort** in the toolbar to open the **Sort rules** panel. The button turns blue and shows a count when sorting is active.
You can sort by more than one field at once — sorting on three fields and saving that as a view is a supported workflow.
### Adding a sort
Click **Sort**.
Click **+ Add sort rule**.
Choose the field and the direction — **A-Z** or **Z-A**.
Each rule appears as a row in the panel showing the field and its direction, e.g. *Required by · A-Z*.
Rules apply in the order they're listed: the first rule sorts the table, the second breaks ties within the first, and so on.
You can also sort by clicking a column header. Sort rules save into a view along with everything else. Clicking outside the panel closes it.
**Empty values:** descending sorts put blank values first. This matches how the database orders them.
## Export
Click **Export** in the toolbar to download the table as a **CSV**.
* Exports **every row that matches your current filters and search** — not just the page you're looking at. Pagination doesn't limit the export.
* You'll get a success message once the file is on its way.
* The file downloads to wherever your browser saves downloads.
Export sits on the table toolbar rather than in a page-level menu, because it needs to see the table's current filter and column state to export the right rows.
Export is currently available on Orders. Rolling it out to the other tables is a planned follow-up.
## Row size
**Size** sets row height. Three options:
| Option | Best for |
| ---------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Compact** | Scanning a lot of rows at once — around 20 rows on a laptop screen. Secondary text under each cell is hidden. |
| **Medium** *(default)* | Everyday use. |
| **Comfortable** | Larger text and wrapped content. |
Row size saves into your view.
## Quick reference
| I want to… | Do this |
| ------------------------------------ | ----------------------------------------------- |
| Save my current setup | **+** in the tab strip → name it → **Create** |
| Share a setup with my team | Turn on **Share with team** in Create/Edit View |
| Rename a view | **All Views** → **pencil** icon on the row |
| Reorder my views | **All Views** → drag the grip handle |
| Keep my column layout on a fixed tab | Change it, then **Save Layout** |
| Show a hidden column | **Columns** → tick it |
| Move a column | **Columns** → drag the grip handle |
| Keep a column in view when scrolling | Drag the **freeze line** past it |
| Filter by several statuses at once | Click the chip → tick each value |
| Find a filter that isn't shown | **More Filters** |
| Sort by two things | **Sort** → **+ Add sort rule** |
| Start again | **Reset** |