Kit List: Navigating the Kit List
Purpose
The purpose of this article is to explain the features and functions of the Kit List.
Related Articles
Kit List - Creating Custom ViewsVideo
Instruction
1. Click on the Kit List in the Assets Module
2. Selecting the New Kit button will allow users to add a kit into the account.
3. Selecting column headers will sort items in ascending or descending order for the selected column.
4. Selecting the chevron or ellipsis will open up all of the available actions for Kit items.
- Pencil: Edit the Kit
- Trashcan: Delete the Kit
- Duplicate: Copy the Kit
5. Selecting the dropdown arrow will bring up the list of available views.
6. The Default View includes all Kits and available columns within the account.
7. Selecting the pin will make that View the default view for that user when accessing the Kit List. Selecting the star will add that View as a Favorite View.
8. Selecting the ellipsis on an open view offers options as to what can be done with that view: - Add View allows users to create their own custom view.
- Clone will allow users to copy, then customize any available views to their
specific needs.
Edit and Delete will only be available on Custom Views
9. Selecting the magnifying glass will open up the search bar.
Typing in a portion of or the full value of most fields will return results:
12. Selecting the Filter will open the list of filtering options.
Selecting the pin will open the filter options when opening the Kit List
13. Selecting the dropdown arrow on Actions opens the Bulk Import option.
14. Selecting the boxes to the left of the Kit will enable Bulk Operations to Delete the selected Kits.
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