Version 6.3.5

What's New

Filtering Custom Table Module data

Administrators can streamline data to be visible to participants by using the new Custom Filter. This new feature resides in the Custom Table Module configuration page under the Filter Value column.

filtering custom table

Administrators can select a custom filter option and configure operators from a predefined list to perform actions on data. Operators are predefined based on the type of columns currently available. Operators are selected from Operator drop down which comes in Advanced Filter options. Operator dropdowns display values based on the column type. A string column type would never be presented with options to perform greater than or less than operators

String columns

Operators supported in string column type are ‘=’,’!=’,’contains’ and ‘is null’. In the below example, Unique ID column is defined as string type in table setup. Hence operators displayed will be the ones usable with string type values.

filtering custom table

=     : When custom table module has to display records when string is an exact match in column Transaction ID = AUS101

Eg:

filtering custom table

Result

filtering custom tablefiltering custom table

!=    : When custom table module has to display all records except 1234 for Account ID column

Eg:

filtering custom table

Result

filtering custom table

contains   : When custom table module column contains strings with this value

filtering custom table

Result

filtering custom table

is null   : When the column has values that are null

Eg:

filtering custom table

Result

filtering custom table

Number/Decimal/Date Columns

Operators available for this type of columns are

=equal towhen records to be filtered with current column having exact value
!=not equal towhen records to be filtered with current column having all values except this value
>greater thanwhen records to be filtered with current column having value greater than
>=greater than or equal towhen records to be filtered with current column having value greater than or equal to
<less thanwhen records to be filtered with current column having value lesser than
<=less than or equal towhen records to be filtered with current column having value lesser than or equal to
is nullnullwhen records to be filtered with current column having null value

Note to Administrators

Contains operator cannot be used with Filter Values comma separated.

Default Sorting on custom table module

Administrators can use custom table module configuration to set default sorting on column. Please find below the configuration.

default sorting

All columns of the underlying custom table are displayed as values in drop down. A maximum limit of 5 columns is set for this feature.

Steps to apply sorting to custom table module

1. Select the column from drop down

2. Click on descending checkbox to apply sorting in descending order. Leave the check box unticked to sort the column in Ascending order

3. Click on update at bottom of page

4. Click on participant view and access the module to check whether sorting is applied

Default sort applied by administrator can be changed by participant when clicked on column heading. Each participant logging in would receive the default sort order.

Sorting on multiple columns

When multiple columns needs to be sorted, more column names can be added.

Column appearing in the first row of Sort Fields section would be having the highest precedence of sort.

Eg: In the below figure, 2 columns are sorted. Participant EID and period. When sorting is applied, the first column would be sorted first followed by 2nd column. 2nd column sort would be based on data in first column.

default sorting

Result

default sorting

another example

default sorting

Result

default sorting

Note to Administrators

1. Sorting on participant eid columns apply on EID and not on First Name and Last Name.

2. Sorting multiple columns is visible to participant on the first login. Participant will be resetting the default sort when he clicks on any column heading. Opening a new tab would bring back the default sort.

Product Enhancements

  • Commission per Sale transformations optimization.
  • Approval feature enhancement.
  • Bug fixes for Small numbers, Member Name, and dashboard graphs