Adjusting the view of the contracts list
To find relevant information more quickly, you can adjust the view of the elements list at the Contracts level in several ways, using the toggle buttons that are available at the top of the elements list.
| These toggle buttons - also referred to as 'step actions' - are available to all users by default. However, you may want to hide some toggle buttons from some users when these are not relevant to them. For more information, see Step actions. |
• The
Show list /
Show tree toggle button allows you to switch between the tree view and list view of the elements list at the
Contracts level. In list view you can sort the elements list in descending or ascending order by column header. In the following example, the elements list is sorted by name, in descending order:
• The
Show related contracts toggle button allows you to show all the related contracts of the main contract/subcontract. If contracts are filtered, the related subcontracts or main contracts may not be displayed. If you want to view the contracts in their 'family' context, irrespective of the selection you have made, click the
Show related contracts toggle button to display the related main contracts or subcontracts. If the button is activated, contracts which are a member of the selected contract's 'family' are also displayed in the elements list, in a lighter shade, even though these contracts do not belong to your current selection.
• The
Contracts without contract lines toggle button allows you to either show all contracts or only the contracts without contract lines. By default, all contracts are shown. Click the
Contracts without contract lines button to only show contracts without contract lines.
• The
Show contracts with approval toggle button allows you to quickly retrieve all contracts with an approval. For more information, see
Filtering on open approvals.