There are several operations that you can use to manage your tables in TalentCards. Not all tables have the same operations, but you can find similar ones across the following:

  • Users

  • Restore data

  • Manage admins

  • Custom rules

  • Scheduled notifications

  • Custom attributes

  • Card sets - Details - assigned tables

  • Users - Reports - assigned sets

Follow these steps to use each operation:

Filters

You can filter a table’s displayed entries using any of its attributes. The filter button (1) allows you to select which attribute you’d like to filter by, and then specify the criteria you’d like the table’s displayed entries to meet. Get a more in-depth view on using filters here.

View

Use this button (1) to switch between comfortable view and compact view for a more magnified or reduced view, respectively.

Manage columns

This button (1) allows you to show/hide the available columns, or attributes, in the table. To do so, click on the slider (2) next to the column name you want to show/hide. You can also change the order that the columns appear in the table by clicking on the column selector (3) and dragging and dropping them. If you’d like to reset the columns back to their default settings, click on the reset button (4).

You can export your table to a .CSV or .XLSX file by clicking on the Export button (5). Keep in mind that your exported data will contain only the columns you have set as visible in your table.

Note that the Users table in TalentCards allows for additional customization through the custom attributes feature. Learn how to create a custom attribute and add it to your Users table here.

Full screen

Full screen mode allows you to view your table without any distractions. Click this button (1) to expand the table to take up your entire screen. To exit full screen mode, click the button again, or press the ESC key.

Mass actions

The mass actions operation allows you to apply an action to multiple entries at once. To do so, select all entries (1), or select the individual entries you’d like the action to be applied to (2). Once you’ve selected your entries you will be able to access mass actions (3).

If your table’s entries take up more than one page (4) and you select all entries (5), an extra option will appear that will allow you to select all total entries, or only the entries visible on the specific page (6).

Sorting

You can change a table’s default sort order by clicking on the column title. For example, clicking on Name (1) will change the sort order from ascending (A to Z) to descending (Z to A).

Note: You cannot set a different sort order as default.

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