Displaying references

Table view

The table view is the default way to manage and browse references. Each reference is displayed as a row, with columns representing your library schema.

Searching references

At the top of the table, you can use the search bar to search across reference fields.

This search:

• Looks through the content of your references

• Matches values in text fields, dropdowns, and other searchable columns

For example:

• Searching for Europe will return all references that mention “Europe” in any field
  (country, project description, client name, etc.)

This search is not limited to geographic location.

Filtering and sorting

In table view, you can:

• Sort references by column

• Filter references based on specific fields

• Select or unselect references for generation

This makes the table view ideal for precise selection and bulk actions.

Map view

The map view displays references that include location data (for example, country, region, or city).

Each reference with valid location data appears as a point or highlighted area on the map.

Viewing reference details on the map

You can click on any point displayed on the map to open the reference details panel.

This panel shows the main fields of the selected reference. This allows you to quickly review a reference directly from the map without switching back to the table view.

Understanding search behavior in map view

Map view includes two different search inputs, each with a distinct purpose. Understanding the difference is essential.

1. Reference search (outside the map)

This search bar works exactly like the table search.

It searches inside reference fields, not geography.

Example:

• Typing France will display all references that mention “France”

• References may appear on the map even if their actual location is not France

This is useful when:

• “France” is mentioned in the project context

• The reference is related to France but located elsewhere

2. Location search (inside the map)

The search input inside the map is a geographic search.

It searches by real-world location, not reference text.

Example:

• Typing France will:

  • Highlight France’s borders on the map

  • Display only references whose location data is in France

References outside France will not appear, even if they mention France in their fields.

Key difference to remember

• Reference search = searches text inside reference fields

• Location search = filters references by actual geographic location

Both searches can be used together, but they serve different purposes.

When to use each view

Use table view when you want to:

• Search and filter by reference data

• Select references for generation

• Edit, duplicate, or manage references

Use map view when you want to:

• Visualize references geographically

• Explore references by country or region

• Present geographic coverage visually

What’s next?

Next articles in the References section include:

• Confidentiality and user access to references

This will explain how permissions, confidentiality, and visibility affect what users can see and do.