Basic Navigation in CO

Most tabs in the system will display a list of already created items/records when clicked. At the top there is space for filtering and control buttons. Below is the list itself, each line is an individual record (or item, depending on the type of list). The lines show the most important information, and the column headings explain what it is.

At the top left is the name of the list, so you always know what you're looking at.

At the top of the window, there is a filter in which you can choose which records/lines should be visible in the list. (The use of different filtering fields is described below, in the next section.)

When applying filtering, the Cancel filter option will appear at the top right. Click to see all lines in the list.

The entire top part with the filter fields can be hidden. Click the funnel at the top right to hide or show filtering.

At the top right there are icons for further control of the list.
Use the square with the arrow to export the list to Excel, only those lines that are currently displayed according to filtering.
Use the reload arrow to update the list if you know that someone else is working in the same window at the same time.
Where the system allows it, you can use the plus icon to create another list item.

Some lists contain too many data/rows for the filtering change to take effect immediately. In those cases, there is a blue Search button on the bottom right below the filtering fields to start the filtering.
If you don't have that much data in the list (yet), you can check the Automatic search option. In that case, the list will adapt to the filtering you specify immediately.

Click on a column heading to change the sort of the list. The column by which the list is sorted has an arrow next to the name. Click repeatedly to change the sort direction.

If you hover the cursor between columns, you can adjust their width by dragging.

You can select which columns you want to see in the list by clicking on the icon on the right above the list. This will open the selection menu, uncheck/check the columns that you do not/want to be displayed in the list. You can drag the selector around the window and close it with the cross at the top right.

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Where the system allows it, you can change the status of the object to non/active directly in the list by clicking on the toggle. A blue toggle means active, a gray one means inactive.

After clicking, the line is highlighted, and icons appear at the end of the line for further work with the item/record.
Where the system allows it, you can delete the object with the bin.
Use the pencil to edit the object. Or you can click on the hyperlink at the beginning of the line to edit.
Sometimes it's the title, sometimes (as in our example below) the hyperlink is a number.
If you see a sheet of paper in the line, clicking on it will display a preview of the record (in the window or in a new browser tab).
Three dots will expand another menu that will offer more options for working with the record.
(For example, printing a document, canceling or copying a document, and more, depending on the type of record.)

At the bottom left, you choose how many lines/records you want to be displayed on the page.

Depending on how many (displayed) records you have on the list, on the right you switch between pages.

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