FAQ: Working with Lists & Tables

Common Questions

Why can't I see the record I just created?

Records usually appear instantly in a list, but if you've just created one and don't see it:

1. Refresh the page (F5 or Cmd + R).
2. Check if you've applied filters that might hide the new record (e.g., if you're filtering by status and the new record starts as "Draft", you may need to adjust your filter).
3. Check pagination—is the new record on a different page? It often appears on the first page if sorted by date.

Can I sort by multiple columns at once?

No, Usystems allows sorting by one column at a time. Click a column header to sort by it; clicking another column will replace the previous sort. If you need to view data sorted by multiple criteria, consider using a custom report instead.

Do my filters save when I leave the page?

No, filters are temporary. When you navigate away and return to the list, all filters are cleared and the list resets to its default state. If you frequently use the same filters, bookmark the page in your browser—some browsers preserve URL parameters, so your filtered view may return when you click the bookmark.

What's the difference between the search box and column filters?

• Search box (simple text field): searches across all text columns at once for a keyword. It's quick but less precise.
• Column filters (funnel icons): filter specific columns by exact or range-based criteria (e.g., date ranges, dropdown options). Filters are more powerful for narrowing results.

For a quick lookup, use search. For precise filtering, use column filters.

Why is the list loading slowly?

If a list is very long (thousands of records), pagination and filtering may be slower. To speed things up:

1. Use filters to reduce the number of records displayed.
2. Scroll to the page you need instead of requesting a huge page size.
3. Check your internet connection—slow networks can cause delays.
4. Wait a moment; large datasets sometimes need time to load.

Can I export a list to Excel or CSV?

This depends on your Usystems product and permissions. Some lists have an Export button at the top. Look for it on the list page. If you don't see one, ask your administrator about export permissions.

How do I select multiple records from a list?

Most lists allow you to check a checkbox next to each record to select it. Once selected, you may see bulk actions (e.g., "Delete Selected", "Export Selected", "Print Selected") appear at the bottom of the list. Check your specific list to see which bulk actions are available.

Can I change the columns shown in a list?

Some lists allow you to customize which columns are visible. Look for a column settings icon (often a gear or three-dot menu) at the top of the list. Click it to show/hide columns. This customization usually resets when you leave the page, unless your product supports column preferences.

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