Skip to main content Tips for Lists in BoxNCase Admin In this guide, you’ll get an overview of lists including filters, searching, and more. Each domain in the BoxNCase Admin, such as products or orders, has a list view displaying the items in that domain. Master advanced filtering techniques, search optimization, and keyboard shortcuts for efficient data management.
Filter Items Use filters to retrieve items in a list matching specific criteria.
To do that:
Click on the “Add filter” button at the top of the list.
From the dropdown, choose the criteria you want to filter by, such as Tag.
This shows a new set of values to filter the list by. Select the value(s) you want to filter by.
After selecting the value(s), the list only includes the items matching your filters. You can also apply multiple filters.
Clear Filters To clear all applied filters, click on the “Clear all” link at the end of the list of filters.
Search Items To search for items in a list:
Click the search input at the top right of the list.
Enter your search term. The list is updated in real-time with items matching the search query.
Sort Items To configure the sorting of items in the list:
Click on the ≡↓ button.
Choose the field to filter by (for example, Created date) and the direction of filter (ascending or descending).
On clicking the new configuration, the list will be updated with the new sorting.
Multiple Pages Lists in the BoxNCase Admin span across multiple pages if the number of items in that list are more than twenty.
You can navigate between pages using the “Prev” and “Next” buttons at the bottom of the list.
Page Navigation Tips
Use keyboard shortcuts: ← for previous page, → for next page
Jump to specific pages using the page number dropdown
Adjust items per page in your user preferences (10, 20, 50, or 100 items)
Advanced Filtering Techniques Combining Multiple Filters Create sophisticated queries by combining different filter types:
Date Range + Status : Filter orders by date range and specific statusCategory + Price Range : Find products within price ranges by categoryLocation + Stock Level : Identify inventory issues by locationCustomer Type + Order Value : Segment high-value customers
Filter Operators Understanding filter operators enhances search precision:
Equals : Exact match for the specified valueContains : Partial match within text fieldsGreater Than/Less Than : Numeric and date comparisonsIn Range : Values between minimum and maximum limitsIs Empty/Not Empty : Find items with missing or present data
Saved Filter Sets Create and manage frequently used filter combinations:
Create Filter Set : Apply your desired filtersSave Configuration : Click “Save Filter Set” and provide a nameQuick Access : Access saved filters from the dropdown menuShare with Team : Export filter configurations for team use
Search Optimization Search Techniques Maximize search effectiveness with these approaches:
Exact Match Search
Use quotation marks for exact phrases: "premium headphones"
Search specific SKUs or product codes: SKU-12345
Find exact customer names: "John Smith"
Wildcard Search
Use asterisk (*) for partial matches: head* finds “headphones”, “headsets”
Question mark (?) for single character: color? finds “colors”, “colour”
Combine wildcards for flexible search: *phone*case*
Boolean Search
AND : bluetooth AND headphones (both terms required)OR : red OR blue (either term acceptable)NOT : speakers NOT bluetooth (exclude bluetooth speakers)
Search Scope Understanding what fields are searched:
Product Lists : Name, description, SKU, tags, categoryOrder Lists : Order number, customer name, email, statusCustomer Lists : Name, email, phone, company, locationInventory Lists : Product name, SKU, location, supplier
Keyboard Shortcuts Master these shortcuts for faster navigation:
General Navigation
↑``↓: Navigate between list itemsEnter: Open selected item for editingSpace: Select/deselect current itemCtrl/Cmd + A: Select all visible items
Search and Filter
Ctrl/Cmd + F: Focus on search fieldCtrl/Cmd + K: Open quick filter menuEscape: Clear active search or filterAlt + F: Open advanced filter panel
Page Navigation
Ctrl/Cmd + ←: First pageCtrl/Cmd + →: Last pagePage Up/Down: Navigate between pagesHome/End: Top/bottom of current page
Export Capabilities Choose the appropriate format for your needs:
CSV Export
Best For : Spreadsheet analysis, data imports to other systemsIncludes : All visible columns and applied filtersCharacter Encoding : UTF-8 for international character supportDelimiter Options : Comma, semicolon, or tab-separated
Excel Export
Best For : Advanced analysis, pivot tables, complex formattingFeatures : Maintains data types, includes multiple sheetsCompatibility : Excel 2010 and newer versionsSize Limit : Up to 100,000 rows per export
PDF Export
Best For : Reports, documentation, sharing with stakeholdersFeatures : Professional formatting, headers and footersCustomization : Logo inclusion, custom styling optionsPage Options : Portrait/landscape, various paper sizes
Export Best Practices Before Exporting
Apply Relevant Filters : Export only the data you needSort Appropriately : Organize data in the desired orderSelect Columns : Use column visibility to include only necessary fieldsCheck Data Volume : Large exports may take time to process
Export Process
Access Export Menu : Click the export button (download icon)Choose Format : Select CSV, Excel, or PDF based on your needsConfigure Options : Set date ranges, column selection, formatting preferencesInitiate Export : Click “Generate Export” and wait for processingDownload File : Access the generated file from the download notification
After Export
Verify Data : Check that exported data matches your expectationsSecure Storage : Store sensitive data exports in secure locationsVersion Control : Include dates in filenames for version trackingClean Up : Remove temporary export files when no longer needed
Large Dataset Management Handle large lists efficiently:
Default View : Start with recent or most relevant itemsProgressive Loading : Load additional data as neededBatch Processing : Work with manageable chunks of dataIndex Optimization : Use indexed fields for faster filtering
Memory Management : Clear filters and searches when switching contextsTab Optimization : Close unused admin tabs to free up memoryCache Utilization : Allow browser caching for frequently accessed dataNetwork Optimization : Use stable internet connection for large operations
Indexed Fields : Use indexed fields (ID, date, status) for faster filteringSpecific Queries : More specific filters perform better than broad searchesDate Ranges : Limit date ranges to necessary timeframesBatch Operations : Process large changes in smaller batches
Integration Features Workflow Integration Connect list operations with other admin functions:
Bulk Actions
Status Updates : Change multiple items’ status simultaneouslyCategory Changes : Move products between categories in bulkPrice Adjustments : Apply pricing changes to filtered selectionsInventory Updates : Adjust stock levels for multiple items
Automation Triggers
Low Stock Alerts : Automatically flag items below thresholdStatus Notifications : Alert team members of status changesExport Scheduling : Set up recurring data exportsReport Generation : Create automated reports from filtered data
Third-Party Integrations
ERP Systems : Export data for external business systemsAnalytics Tools : Send filtered data to analytics platformsMarketing Platforms : Export customer segments for campaignsAccounting Software : Transfer order and financial data
Troubleshooting Common Issues Search Not Working If search functionality is unresponsive:
Clear Browser Cache : Force refresh with Ctrl+F5 (Cmd+Shift+R on Mac)Check Network : Ensure stable internet connectionSimplify Query : Try simpler search terms or fewer filtersBrowser Compatibility : Use supported browsers (Chrome, Firefox, Safari, Edge)
Slow Loading Lists When lists load slowly:
Reduce Page Size : Lower items per page in preferencesClear Filters : Remove complex or unnecessary filtersCheck Date Ranges : Narrow down date filters to recent periodsBrowser Resources : Close other tabs and applications
Export Failures If exports don’t generate:
Data Volume : Try smaller datasets or apply more restrictive filtersBrowser Settings : Allow pop-ups and downloads from the admin domainFile Permissions : Check that you have write access to download folderFormat Compatibility : Try different export formats if one fails
Filter Memory Issues If filters reset unexpectedly:
Session Management : Ensure you’re not timing out due to inactivityBrowser Settings : Enable cookies and local storage for the admin domainSave Filter Sets : Use saved filters instead of relying on session memoryMultiple Tabs : Avoid opening multiple admin tabs simultaneously
