This article intends to walk you through the steps required to customise your Contract View. The following steps can also be achieved on Supplier Records.
Gatekeeper has powerful configuration features, allowing you to store the data you need for your business. Custom data can be stored at many levels within Gatekeeper, including Contracts, Suppliers and Users.
At both the Contract & Vendor level, there are both Configurable Columns and Persistent Filters to provide yet more functionality to tailor your view of Gatekeeper data.
Our Configurable Lists feature allows you to:
- Tailor list views around your data's exact requirements
- Display as few or as many data fields as you like
- Change the order via an intuitive drag and drop functionality
- View any contract and supplier data at the list level
- Set ‘sticky’ persistent views on a per-user basis
- Search & filter on all core and custom data fields
- Export the specialised views you create
Note: It is possible to view a combination of Contract and Supplier data.
Look for fields prepended with Supplier or your tenant's translation of Supplier within the Configure Columns section.
On the Contract List page, you can control the Configurable Columns by clicking on this icon:
You will then be presented with the following overlay:
Simply click the + icon next to each data section to view the associated fields.
This includes all columns of data stored against Contracts (or Vendors if you are configuring your Vendor view), including both default data and any Custom Data you may have added. Custom Data fields are marked with this icon:
Simply selecting the required field and saving will then show the column of data within the Contract view. In this example, we have selected Team:
And then, when we hit Save, we can now see Team data in the Contract List view:
We can also drag and drop the column so we can set the ordering of the list view:
Persistent Filters can be applied to fields with the field type of 'Dropdown'.
An example of these field types is Yes/No, Single-select Dropdown, and Multi-select Dropdown.
These filters are controlled by selecting the following icon:
Once you have selected the Persistent Filter Dropdown, you will be presented with the following overlay:
Selecting one or more fields allows you to choose the data you wish to filter. Either by selecting from the drop-down presented or by typing into the field that will search through all possible selections:
Only fields where the available options are 'Dropdown' can be used for filtering. E.g. Yes/No, Dropdowns, Multi-select Dropdowns, etc.
Once you have made your selection, you will be presented with the filtered data, and these icons indicate you are observing a filtered view:
You can also filter by columns now within your current view, this is then indicated by the following icon turning from grey to blue:
Remember, all views are sticky, so once set will be retained as the user logs out and back into Gatekeeper.
Quick Search Filters
As opposed to Persistent Filters, you have the option to type text directly into the Contracts view.
This is entered into the text box below.
Typing text here and hitting enter will create a filtered list of all Contract & Supplier records that match the inputted text.
Once you have configured your view of the data, you will be presented with the option to 'Save This View'
'Save This View' will only become available when you have changed from the Default View.
E.g. By bringing a field into view that is not a part of the Default View.
By selecting 'Save This View', you will be brought to the following modal where you will be able to perform 2 options:
- Save New View - Creates a brand new view
- Select View to Update - Updates an existing view
When creating or updating a new view, this will be saved in the below area, allowing you to quickly swap between your previously saved views at any time.
Your views are currently saved to your user, so the next time you log in, you will be able to swap between views with ease.