Help Center
Sidebar System
The sidebar system in enrutar provides contextual panels that give you quick access to related information without leaving the current screen.
What is the sidebar system?
Sidebars are sliding panels that appear on the left or right side of the screen and display additional information related to the entity you are viewing. They help you navigate between related data without losing your current context.
Filter sidebar
On the left side of most list screens (such as Work Orders, Work Reports, Time Entries, etc.) you will find the filter sidebar. This panel contains all the available filters for the current screen.
To show or hide the filter sidebar, click the filter button (usually at the top left of the list). The sidebar will slide in and out.
Customer context sidebar
One of the most powerful features of the sidebar system is the customer context panel. When you click on a customer in certain screens, a sidebar opens showing:
- The customer's details
- Their work orders
- Their Appointments
- Their Work Reports
- Their Documents
- Their WhatsApp conversations
From this sidebar you can also create new work orders for the customer using the page with plus sign button.
Work order sidebar
Similarly, clicking on a work order in some views opens a sidebar with the work order's key information, including:
- Status and tags
- Assignees
- Appointments
- Comments
Sidebar and permissions
The content visible in sidebars respects the Permission System:
- Users with restricted access will only see customer context data for customers with work orders they are assigned to.
- Users with management or full access see all data.
Using sidebars effectively
The sidebar system, together with the Filter System, forms the two fundamental pillars for navigation in enrutar. By combining filters to narrow your view and sidebars to explore related details, you can navigate complex information efficiently without constantly switching between screens.