Part 3 of our "Admin Panel Tutorial Series" covering the basics of how to use the admin panel as well as some more advanced topics and workflow tips and tricks.
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In this video we cover:
Sorting
Filtering introduction
This video walks through various data management functionalities such as sorting, filtering, bulk actions, and more in a system that displays fields like SKU, name, and price. It explains in detail how to use these tools to search and manipulate data efficiently, as well as providing a brief overview of in-list editing, CSV imports/exports, and bulk actions. Below are the main points discussed, categorized by subheadings for clarity.
The video starts with a demonstration of sorting data by different fields:
Sorting by Price: Clicking on the field name (e.g., Price) sorts the items in ascending or descending order.
Other Fields: Similar sorting can be done for SKU and Name, allowing users to quickly organize data by any available field.
Filtering allows for more intricate searches. The user can apply filters to narrow down results by specific criteria:
Using Filters: Click the filter icon next to a field and apply conditions like “contains” or “starts with.”
Stacking Filters: Multiple filters can be applied to refine results further. For instance, filtering by "contains pasta" and "contains red" helps locate specific products like red pasta.
Enabling/Disabling Filters: Filters can be toggled on or off, hidden, or cleared entirely to return to the full dataset.
Quick Search: Filters can also be combined with a quick search for more complex data queries, making it easier to drill down into large datasets.
The video highlights the in-list editing feature, which allows users to edit records directly within the list view without exporting data:
Entering Edit Mode: Clicking "Edit" turns on in-list editing, enabling direct modifications to data fields like product names.
Autosaving: Changes are saved automatically when you move between fields, making it quick to edit multiple entries.
Efficient for Bulk Edits: This method is particularly useful for editing numerous items simultaneously without needing to export and re-import data.
The system supports CSV export and import for larger data management tasks:
CSV Export: Clicking the export button generates a CSV file of the current dataset, reflecting any filters that have been applied. It exports all fields, regardless of what is currently visible in the view.
CSV Import: CSV import allows bulk updates to the dataset. The tutorial advises exporting a sample CSV first to use as a template for re-import, ensuring data is correctly formatted before being uploaded.
Bulk actions are available for applying changes to multiple records at once. These are particularly useful for orders, customers, and other records that need batch processing:
Example: For orders, bulk actions like "dispatching" can be performed, allowing users to apply changes (such as setting shipping details) across several records at once.
Customization: Bulk actions vary depending on the record type, providing flexibility in how they are used for different datasets.
Sorting and Filtering: You can sort by any field and apply multiple filters to refine data views.
In-List Editing: Allows for quick, direct edits of multiple records without exporting data.
CSV Export/Import: Use export for large-scale changes and import data back in using a CSV template.
Bulk Actions: Apply actions like dispatch or status changes to multiple records simultaneously.
Sorting can be done by any field (e.g., price, name, SKU).
Filtering allows for detailed data queries and can stack multiple filters.
Filters can be enabled, disabled, hidden, or cleared.
In-list editing offers fast and automatic saving of changes.
CSV export includes all fields, reflecting any applied filters.
CSV import requires a prepared file; exporting a sample first is recommended.
Bulk actions enable changes across multiple records (e.g., dispatching orders).
Enabling filters
Stacking filters
Disabling, hiding and clearing filters
Combining filters with quick search
In-list editing
CSV export and import
Bulk actions
