Jump to Date in Table View
in progress
Adam Smith
Table View now includes a
Go to Date
option for date-based tables, making it easier to find records for a specific day without guessing page numbers.This is especially useful on pages like the
Master Schedule
, where users often need to review visits for a specific date range before invoicing or checking service history.How It Works
- On date-based tables, use the Gooption to select a date.
- The table will jump directly to the records starting on that date.
- Regular page navigation is still available.
For example, on the
Master Schedule
, you can enter May 1
and the table will move directly to visits starting that date.Where It Applies
This was built for all date-based data in Table View, not just the Master Schedule.
The behavior adjusts based on how the table is normally sorted:
- Schedule-style tables:jumps to the selected date and continues forward from there.
- Log-style tables:jumps to the selected date while preserving normal pagination for newer/older records.
In simple terms: if a table is organized by date, you can now jump by date instead of guessing the page number.
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Shira Winitzky
Adam Smith Hi Adam! Thank you! I tested this out and see what you mean that it does go directly in the table view to the date selected. This is great.
Just a quick question for the master schedule side is...are there plans to also have a direct date for the master schedule view itself where even though it will show the date in the range for that week...it can also start the week on that actual date? I know it matters if someone chooses a Sunday or Monday start to their calendar week. It's more of a question if that is possible or the list for the future as that would be great option as well. :) TY!
Adam Smith
Shira Winitzky: If you use a non week-based view (such as 1 Day, 3 Day or 5 Day) it will start on the specific date, but if you use a week-based view it does use your starting day of the week. The 5 Day view is probably your best bet.
Shira Winitzky
Adam Smith Thank you Adam I will try that. We usually do 1 week (7 day) view but I know it can be changed to other viewing options as well.
Shannon Centola
Love this, thank you!
Adam Smith
updated the status to
in progress
This is now available in PPC Labs.
Adam Smith
Merged in a post:
Usefulness of Master Schedule table view
S
Suzanne Joyce
I would like the ability to jump directly to a specific date when viewing the Master Schedule in Table View.
I use the Table View to verify services have been completed before invoicing. Currently, the only navigation option is to go to a page number, but page numbers don't help me quickly find a particular date range.
So I have to scroll through many pages to reach the dates I need. It would be much more efficient if I could enter a date (for example, May 1) and have the schedule jump directly to that date.
Adam Smith
updated the status to
planned
In PPC Labs soon.
Roxanne Dockter
I think having the "Month" instead of "Page Number" as the name would be really helpful here with the "go to" button in table view. If its too much for one page, then is could be date ranges like March 1-15th or something.
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Kara Tovar
I personally don't like the calendar view.
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Hillary Rich
Could you get the result you’re seeking by viewing it in calendar month view for completed services only and then clicking on the date you need to verify the visits you’re looking for? Like this?
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Amber Fontaine
Hillary Rich sometimes the date is months ahead so you still end up scrolling. It’s ok when it’s just once but sometimes I’ll have to do this several times in a row.
Melanie Flores
THIS 👆🏻