Introductionimport { Callout } from ‘nextra/components’
Working with Tables
Goal: Understand the common table tools that appear across IN-YACHT and know which guide to use for each action.
What tables are used for
Many IN-YACHT modules use tables to show records such as crew members, guests, certificates, tasks, stock items, requests, orders, expenses, documents, and other operational data.
Although each module has its own records and actions, the table tools work in a similar way across the platform. Once you understand these controls, you can move faster in any module that uses a table.
[PLACEHOLDER: screenshot - a common operational table, such as Stock Items, Crew Members, or PMS Tasks, showing the toolbar, search box, column filters, and selectable rows]
Table tools covered in this section
Use these guides when you need to work with tables:
- Find Records: search, filter, reset filters, and refresh the list.
- Choose Columns: show, hide, and reorder table columns.
- Sort and Group: sort rows, group records, and remove grouping.
- Select Rows and Actions: select one or more rows and use toolbar actions.
- Missing or Disabled Actions: understand why a button may be hidden or unavailable.
- Import and Export: download templates, upload spreadsheet data, and export visible table data.
- Create and Open Records: create new records from a table and open record details.
Result
You know where to find the table guidance you need. You can use the focused guides in this section whenever a module shows a table.