Managing Sections
Last updated
Last updated
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NarrativesDB comes with six sections that are part of the sample repository. These sections can be modified, copied to another repository, or deleted.
Narrative sections can be created/edited but not copied from an external source. They can be added to a report from NarrativesDB but not from a report to NarrativesDB.
Step 1: From the Repositories tab of the NarrativesDB module, click Sections.
Step 2: Navigate to the desired section to update and click Edit.
Step 3: Make desired edits to the section. Click Close when finished.
All changes are saved dynamically.
Step 1: From the Repositories tab of the NarrativesDB module, click Sections.
Step 2: Navigate to the desired section to update and click Copy To.
Step 3: Select the repository to copy the section from the pulldown menu.
Step 4: Click Copy.
A notification confirms the action was successful, and the copied section now appears in the new repository.
Completing this task permanently deletes the section and cannot be undone.
Step 1: From the Repositories tab of the NarrativesDB module, click Sections.
Step 2: Click the three dots under the "Actions" column, then click Delete.
Step 3: A modal will appear, confirming the action. Click Delete Section.
When editing multiple sections, PlexTrac offers bulk action capabilities. Bulk actions provide several advantages, including time-saving and increased efficiency by processing numerous items simultaneously.
Bulk action options appear after selecting one or more sections by clicking the checkbox or the box next to the column header.
Click Actions to see the list of options available.
The table view can be customized by clicking the column view icon to the right of the search bar.
Once clicked, a modal appears that lists all fields. To remove a column, click X within the bar.
Fields that are required do not have an X available.
When fields are removed, an "Add Column" pulldown menu is added at the bottom left of the modal to store the field. Any removed fields can be added later by clicking Add Column and selecting the field to add.
This modal also represents the sequence of fields provided in the table, meaning the bar on top will be the column on the table's far left.
The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired sequence place.
Click Save when finished.
