Configure your Contract and Vendor Views

This article explains how you can amend the contract and vendor repository lists to create a customised view of your data, and save it for later.

Restore Visibility

Estimated Read Time: 5 Minutes

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Sections in this article:

• Configure Columns
• Filter Results
  • Reset Filters to Default
  • Quick Search Filters
• Saved Views

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Introduction

By adjusting the settings of your Contract and Vendor repositories, such as Configurable Columns, Filtering, and Saved Views, you can create a tailored view of your data that highlights the most relevant and important information.

You can:

1. Display as few or as many data fields as you like 
2. Change the order of columns
3. Set ‘sticky’ persistent views on a per-user basis
4. Search and filter on all core and custom data fields
5. Export the specialised views you create 

While this article focuses on Contracts and Vendors, there are other areas of Gatekeeper that also use these features, for example the Categories or Entities lists.

Configure Columns

Configurable Columns allow you to organise and present your data in a way that maximises its value and relevance.

To configure which columns will display in the data table:

1. Within the repository, click the Configure Columns icon.
2. Expand each data section to view the associated fields, then select the relevant checkboxes to display them in the table. This includes fields from the core data model and any custom data you have added.
   1. If you are struggling to find the required data field, use the search box to search across all available columns.
   2. Click Select All on a section to include all fields within it.
   
3. Once finished, click Save.

Reorder Columns

1. Within the repository, click the Configure Columns icon.
2. From the Selected columns area, click and drag the columns into the desired order.
   1. Hover over a column and click Move to top to reorder it into first position.
3. Once finished, click Save.

Filter Results

Persistent filters allow you to access and analyse the specific data that is relevant to your needs. Once these filters are set, they will be retained as the user logs out and back into Gatekeeper.

To apply persistent filters: 

1. Click the Persistent Filters icon
2. Select the field you want to filter by, then select one or more values to specify the criteria.
   1. Click Add Condition to create multiple conditions for your filter. These work on an AND basis.
3. Once finished, click Save.

Reset Filters to Default

You can easily reset any filters you currently have applied by clicking the Persistent Filters icon, then clicking Clear all filters.

 

Quick Search Filters

To find a specific record, type the contract or vendor name into the Quick Search, then hit enter.

This will display a filtered list of all records that match the inputted text.

Saved Views

The Saved Views feature allows you to preserve your tailored views of data for quick and easy access, eliminating the need for recreating reports every time you need to analyse data.

To use saved views:

1. Configure your data view with the desired columns and filters.
2. Click  Save This View. Note: This will only become available when you have changed from the Default View.
3. Select the appropriate radio button:
   1. Save New View - Creates a brand new view. Enter a title for this view.
   2. Select View to Update - Updates an existing view. Select the title of the existing view from the dropdown list.
4. Click Submit.

You can then expand the Saved Views dropdown list to swap between your previously saved views.