Visma.net ERP

About the table toolbar

Each table in an Visma.net ERP window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table.

A toolbar, shown in the screenshot below, includes buttons that are specific to the table, standard buttons that most table toolbars have, and the search field (for some tables; for others, the search field is displayed in the filtering area).

Standard table toolbar buttons

The following table describes the standard table toolbar buttons.

A table toolbar may include some or all of those buttons.

If a table toolbar includes table-specific buttons, they are described in the window reference help topic.

Button	Icon	Description
Refresh		Refreshes the data in the table.
Switch between grid and window		Controls how the elements are displayed in the window: in a table (grid) with rows and columns; or as separately arranged elements for one table row in a window, with navigation tools you use to move between row data.
New record		Direct you, for example, to the Purchase order or the Customers window to create a new purchase order or customer.
Delete row		Deletes the selected row.
Fit to screen		Adjusts the table to the screen width and makes the column width proportional.
Export to Excel		Exports the data in the table to an Excel file.
Filter settings		Opens the Filter settings dialog box, which you can use to define a new advanced filter. After you create and save the filter, the corresponding tab appears on the table.
Load records from file		Opens the Filter settings dialog box, described in detail below, so you can locate and upload a local file for import. You can use this option to import data from an Excel spreadsheet (.xlsx) or .csv file. For the detailed procedure, see: Import data from a local file to a table.
Search		A field in which you can type a word, part of a word, or multiple words. As you type, the system filters the contents of the table to display only rows that contain the string you have typed in any column.

File upload dialog box

With the File upload dialog box, you select a file of one of the supported formats (.csv or .xlsx) to import data from the file.

Element	Description
File path	The path to the file you want to upload. To select the file, click Browse, and then find and select the file you want to upload.
Upload (button)	Closes the dialog box and opens the Common settings dialog box, where you specify the import settings.

Common settings dialog box

In the Common settings dialog box, which opens if you click Upload in the File upload dialog box, you specify the import settings for a file that you has selected in the File upload dialog box.

Element	Description
Separator chars	The character that is used as the separator in the imported file. By default, the comma is used as the separator. You specify the separator character if the imported file uses any other separator. This field appears only if you import data from a .csv file.
Null value	Optional. The value that is used to mark an empty column in the imported file. You specify the null value if the value in the imported file differs from the empty string.
Encoding	The encoding that is used in the imported file. This field appears only if you import data from a .csv file.
Culture	The regional format that has been used to display the time, currency, and other measurements in the imported file.
Mode	The mode defining which rows of the uploaded file will be imported into the table. The following options are available: Update existing: The rows already present in the table will be updated, and the rows not present in the table will be added. Bypass existing: Only the new rows that are not present in the table will be imported. The rows that are already present in the table will not be updated. Insert all records: All the rows from the file will be imported into the table. If you select this option, you may get duplicated rows because the system won't check for duplicates when importing rows from the file.
OK (button)	Closes the dialog box and opens the Columns dialog box.
Cancel (button)	Closes the dialog box without importing the data from the file.

Columns dialog box

In the Columns dialog box, which opens if you click OK in the Common settings dialog box, you match the columns in the imported file that you have selected in the File upload dialog box to the columns in the Visma.net ERP table to which you are importing data.

Element	Description
Column name	The name of the column in the uploaded file.
Property name	The name of the corresponding column in the table in Visma.net ERP.
OK (button)	Closes the dialog box and imports the selected file.
Cancel (button)	Closes the dialog box without importing the data from the file.

Parent topic:
Tables - overview

Related concepts
About the integration with Excel