¶ Advanced tables in Diri
Much of the work in Diri happens in lists: vendors, IT systems, assets, threats, treatments, tasks and more. Most lists are managed tables. They look and work the same everywhere: you choose which columns to show, edit directly in the list, and filter, share, archive and export from one toolbar.
¶ The table toolbar
Hover over a button in the toolbar to see what it does. The buttons available depend on the list and on your role.
| Action | What it does |
|---|---|
| Filter | Shows or hides the filter row to narrow down the list. See Filtering and sorting lists. |
| Download CSV | Downloads the list as a CSV file, with the columns configured in the table and the current filters applied. |
| Configure | Chooses which columns are shown in the list, and their order. |
| Add row (list+ icon) | Adds a new row to the list. Click again to add more, then fill them in and press Save. |
| Edit mode (pen icon) | Turns on edit mode so you can edit cells directly in the list. |
| Share | Shares the selected rows with users or organisations. See Inheriting and sharing. |
| Archive | Moves the selected rows to the archive. They can be restored later. |
| Delete | Deletes the selected rows after you confirm. See Archive. |
Share, Archive and Delete work on the rows you have selected with the checkbox on the left, so select at least one row first. The table menu also has an option to resize the table. Below the list you can choose Rows per page and move between pages.
Next to the toolbar, most registers have a button for adding a single record with a form (for example Add vendor) and a button for importing many records from Excel or CSV. See Bulk import and CSV export.
¶ Configure the columns
- Select Configure in the toolbar. The dialog Select the fields you want to view opens.
- Tick one or more fields in the Source list and move them to the Destination list to show them as columns. Move fields back to hide them.
- Arrange the fields in the order you want the columns to appear.
- Select Next when you are happy with the table.
Mandatory fields, such as the name needed to register an item, cannot be removed. The columns you choose also decide what Download CSV exports. Tags are added to a list the same way, see Tags.
¶ Adding, updating, and removing table items
¶ Adding new items directly in the list
Click the add row (list+) icon to add one or more new rows directly in the table, fill them in and select Save:
¶ Updating existing items in tables
Click the pen icon to turn on edit mode. Most fields can then be edited directly in the list. Dropdowns, lookups and multi-select fields can be cleared as well as changed. If a save fails, Diri shows an error.
Some columns cannot be edited in a list. For example, a treatment's status in a particular risk assessment is set in that risk assessment; the column then says "Set per risk assessment. Open the treatment to change it." Items inherited from a parent organisation may also be read-only.
¶ Archiving and deletion
Select rows with the checkbox on the left, then select Archive or Delete. Archived items can be restored from Governance & Compliance > Archive. See Archive.