View and Sort Vendors

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to use different views in the Vendors module.

View Vendors in the Web App

The MaintainX web app has the following vendor views:

• Split View: shows a list of vendors, and details about the selected vendor side by side.
• Table View: lists vendors in a table where you can sort them, and edit them in bulk.

Split View

Split view is a two-pane view. The list pane on the left lists vendors. When you select a vendor from the list, the details pane on the right displays the vendor details.

To access the Split View:

1. From the sidebar, select Vendors.
2. In the Vendors module, select the (Split View) icon to switch to the Split View.

The Split view in the Vendors module

The list pane 1 shows the list of vendors in your organization.

• Use the Sort By option to choose how you want to see the vendors listed.
• Select a vendor from the list to display the details pane 2. The details pane displays the form field for the selected vendor.

Table View

The Table View is a compact table of vendors and vendor form fields. It gives you an overview of the vendors in your organization. You can also use it to edit vendors (see Edit a Vendor).

To access the Table View:

1. From the sidebar, select Vendors.
2. In the Vendors module, select the (Table view) icon to switch to the Table View.

The Table View in the Vendors module

Table View Settings

In Table View, select (Settings) for more options.

Table view settings

	Section	Description
1	Results per page	The number of vendors to display per page.
2	Show only deleted vendors	Toggle this option on to only show deleted vendors in the table view. Rows for other vendors are hidden.
3	Column options	Lists the columns that appear in the table. Change the order of columns by dragging the (reorder) icon. Select the (close) icon to remove columns from the table.
4	Select a column to add	Select the dropdown to show the list of columns you can add. Select a column name to add the column to the table.

When you’re finished making changes, select Apply.

View Vendors in the Mobile App

List View

The List View is a compact list of vendors in your organization.

To access the List View:

1. From the bottom navigation bar, select Assets.
2. On the assets screen, select the Vendors tab.

To see details for a vendor, select the vendor's name.

The list view in the Vendors module in the MaintainX mobile app (left). Select a vendor to open it in the Details view (right).