Other Entity Actions

Entity Actions

On the Entity page, you can perform the following actions:

Filters

You can use filters to refine and view entity records based on specific criteria, such as date, name, or custom fields. This helps you quickly locate and analyze relevant data without manually searching through large datasets. To filter the entity records, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. On the Entity Name page, click Filters.
    other entity actions 1
  3. Fill in the desired filter criteria in the available fields.
    other entity actions 2
  4. Click Apply to view the filtered records.

Map to Employee

This feature allows you to map specific entities to employees. To map specific entity records to employees, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. Select the entity records you want to assign to an employee.
    other entity actions 3
  3. On the Entity Name page, click Map to Employee.
    other entity actions 4
  4. Select the employee from the Employee Name dropdown.
    other entity actions 5
  5. Click Apply.

Check-In/Check-Out Details

You can track the check-in and check-out history for entities to monitor activity logs. To view the details, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. Click the Utilities dropdown, and then select Check-In/Check-Out Details.
    other entity actions 6
  3. A new window opens displaying the entity's check-in and check-out details. You can view details for Today, Yesterday, and the Past 7 Days.
    other entity actions 7

Export Selected

You can use this option to export only the records you select manually. To export selected records from an entity, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. Select the entity records you want to export.
    other entity actions 8
  3. Click the Export & Import Options dropdown, and then select Export Selected.
    other entity actions 9
  4. An Excel file is downloaded. Open the Excel file to review the exported records.

Export All

You can use this option to export all records within the entity. To export all records from an entity, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. Click the Export & Import Options dropdown, and then select Export All.
    other entity actions 10
  3. An Excel file is downloaded. Open the Excel file to review the exported records.

Export Filtered

You can use this option to export records based on applied filters. To export filtered records from an entity, follow the steps below:
  1. Navigate to Web App > Navigation Menu > Entity Name.
  2. Click the Export & Import Options dropdown, and then select Export Filtered.
    other entity actions 11
  3. An Excel file is downloaded. Open the Excel file to review the exported records.