Console members can save a filtered list under a name and act on many rows at once. Four lists offer both: Holders, the blocklist, Users and Actions each keep named views of their filters, sort, search, page size and columns, and each offers a selection bar. The People tab of Roles and permissions offers a selection bar too, with Grant roles and Revoke roles. Every Console table remembers its column layout in your browser and the row you last focused. Saved views of an assistant answer are a different feature: they re-run the reads behind a question, and Saved views covers them.
Any signed-in member who can open a list can save views of it, arrange its columns and select its rows. Whether an action on the selection runs depends on the role behind that action, such as the Custodian role for a freeze on Holders.
Save the list you built
A saved view is a name for one list's filters, sort, search, page size and columns. The platform stores it for you, so it opens the same list from any browser you sign in to.
- Set the filters, sort and search you want, and arrange the columns as you read them.
- Open Saved views in the toolbar and choose Save current view….
- In the Save this view dialog, type a Name of up to 60 characters. The dialog says the view “Saves the filters, sort and columns you see now.”
- Switch on Share with my organisation when colleagues need the same list. The hint reads “Everyone in your organisation can open this view. Only you can change it.” Everyone in the organisation then sees the view's search text and filters, including any name or address typed into them.
- Choose Save view. A notice reads “View “Frozen holders” saved”, with your name in place of the example.
The Save this view dialog opens over the Users table.
The Name field is empty, the Share with my organisation switch is off, and Save view stays unavailable until you type a name.
To open a view, open Saved views and pick it. The open view carries a tick, and a notice reads “View “Frozen holders” opened”. Opening a view writes its filters into the page address and starts at the first page, so the address carries the state and a copied link opens the same list for someone else.
The menu lists your own views under “My views” and other members' views of the same table under “Shared with your organisation”. A view shared with the organisation carries a “Shared” badge, in either list. Only the owner changes or deletes a view. Each of your own rows carries a Delete view button that names the view. Deleting takes effect at once, without a confirmation, and removes the view for everyone it was shared with. A notice reads “View “Frozen holders” deleted”.
Signed in as Platform Admin, the user opens the Saved views menu from the toolbar of the Users table.
Platform Admin has no saved view of this table and sees none shared with the organisation, so the menu reads “No saved views yet”, with “Save current view…” highlighted below it.
Arrange the columns
The View button sits at the end of the toolbar. When columns are off, including those a table starts with hidden, it counts them: with two off it shows “View” and “2 hidden”, and its accessible name reads “View 2 hidden”. It counts only the columns you or the table turned off, so the count is the same at every width: a column that a narrow screen folds under the row name, or leaves out for lack of room, does not count. A column whose header stays on one line folds under the row name once that header no longer fits, so a long header is never cut off at the card edge.
Its menu ticks the columns that show and offers Arrange columns…, which opens a dialog that says “Choose the order the columns appear in. This browser remembers your layout.” Each column has a move up and a move down control, and Reset columns brings back the table's default columns and order.
The layout belongs to you and that table in this browser. Another browser, or another person in the same browser, starts from the default. A column added to the table after you last arranged it appears at the end. Opening a saved view applies its columns as well as its filters, and that layout becomes this browser's layout for the table.
Act on a selection
Ticking a row opens a bar at the edge of the window.
One row is ticked on Users.
The selection bar reads “1 selected” and offers “Select all 20 on this page”, “Export 1” and “Clear”, with no other action.
An action that cannot run for the whole selection stays in the bar and states the reason. The platform checks your permission when the action runs, so an enabled button is not proof that the action succeeds. The actions differ by list:
Approve and Reject on Actions run as soon as you choose them, with no confirmation, and send a decision for every ticked Checker approval at the same time. A decision cannot be undone, so check every ticked row first. When some succeed and some fail, a notice reads, for example, “3 decided, 1 failed. The failed ones are still pending.” When every decision fails, the notice reads “Failed to execute Approve” or “Failed to execute Reject” instead, with a reference ID when the platform returns one. The failed rows stay in Pending for you to decide one by one.
Each Actions tab keeps its own saved views, so a view saved on Completed does not appear on Pending.
The rules behind each action live on its own page: Emergency halt and freeze for a freeze, and Actions for checker approvals.
Read a list as it stood
Holders carries an As of control in its toolbar. The button reads “As of today” until you pick something. Choose a date, or type a block number, and the list shows the balances as they stood then, read from the chain data the platform has indexed into its own database, with Back to today to return. Ledger data covers that index. A block number must be a whole number above 0, or the field says “Enter a whole block number above 0.” A date is read at 23:59:59 UTC on that day.
On a phone the control opens a bottom sheet with the calendar and the block field in one view. On a wider screen it opens a popover under the top bar that scrolls inside the space below it.
Move through rows by keyboard
In the search field, Esc clears the search text, and a second Esc leaves the field. The focused row carries a ring. A screen reader hears “Row 3 of 40” as the ring moves, “Row selected” or “Row deselected” when you press x, and “Selection cleared” when Esc clears the selection.
The keys do nothing while a text field has focus, while a dialog, sheet or menu is open, and while you hold ⌘, Ctrl or Alt. Keyboard shortcuts lists the keys that work on every page.
Read new rows when you choose
Actions and a venue's orders keep streaming while you read, and a token's holders refresh when a write settles. None of them move rows under the pointer. Rows that arrive wait behind a pill that reads “2 new”, with the accessible name “Show 2 new rows”. Choosing it brings them in. A row already on screen updates in place and keeps its position, so a changed status or balance shows without the pill and without re-sorting the rows. Choosing the pill, or changing the sort, filter or page, puts the rows back in sort order.
Read which filters apply
A filter applied from the page address, from a saved view or from the assistant's filter offer shows on the toolbar the same way as one you picked from the filter menu. Navigation explains the filter buttons and chips.
Open the row a link names
A link that names one row of a table opens that row's details on the page that holds the table. A fill's trade reference on a venue order opens the venue's settlement instructions with the batch that holds the trade opened, and a link to a venue configuration approval opens that approval the same way.
The row opens once, when it first shows among the table's rows. A table that loads after the page opens, or a search that hid the row and is cleared, still opens it. You can close the row, and rows that arrive later do not reopen it. Opening the link again opens it again.
Come back to the same place
Filters, sort, search and page live in the page address, so a bookmark or the Back button restores the list you left. The table also remembers the row you last focused for that history entry, so Back and Forward return the ring to that row. Column choices come back from the browser, and a saved view brings back both. A sheet opened from a row stays open with what you typed when the window crosses the width at which columns fold, for example when you rotate a tablet.