Introductionimport { Callout } from ‘nextra/components’
Find Records in Tables
Goal: Use search, filters, reset, and refresh controls to find the records you need in a table.
Before you start
- Open a module page that shows records in a table.
- Confirm that the correct yacht is selected if the records depend on the active yacht.
Use search
Use the search box when you want to quickly find matching records in the current table. Search is useful when you know part of a name, number, description, supplier, guest, crew member, or other visible information.
Search text is not kept when you leave and return to a module. If you come back to the same table later, enter the search again.
Use column filters
Use column filters to narrow the list by a specific column. For example, you may filter by status, date, category, type, department, or another value available in that table.
Filters help when you need to answer a precise question, such as which records are overdue, which records belong to a category, or which records match a date range.
Use quick filters
Some tables include a quick filter selector near the table title. Use this when the page offers common views, such as active records, archived records, onboard records, or all records.
The available quick filters depend on the table you are viewing.
Reset filters
Use Reset Filter when you want to remove active filters, sorting, grouping, and row selections from the table.
If the table has a default quick filter, Reset Filter returns the table to that default view.
Refresh the list
Use Refresh when you want to reload the table after another user, module, import, or workflow action may have changed the data.
Refreshing does not create, edit, or delete records. It reloads the list so you can work with the latest available information.
[PLACEHOLDER: screenshot - a Crew Members, Stock Items, or PMS Tasks table with search box, filter row, quick filter selector, Reset Filter, and Refresh controls highlighted]
Result
The table shows the records that match your search or filters, or it returns to its default view after reset.