Smart Tables
Overview
Section titled “Overview”Smart tables are used throughout LAMS to display lists of policies, payments, producers, reports, and more. Every user can customize the columns they see and save their preferences. This page explains the customization options available to users, and the configuration options available to administrators.
User Customization
Section titled “User Customization”Saving Column Favorites
Section titled “Saving Column Favorites”Smart table with column settings panel open on the right showing checkboxes next to each column name
Each user can choose which columns appear in any smart table:
- Open a smart table (for example, Policy Search).
- Right-click on any column header to open the column settings panel.
- Check the columns you want to see and uncheck those you do not need.
- Click Save as Favorite — your preferences are saved per table.
The next time you open the same table, your saved columns load automatically.
Searching and Filtering
Section titled “Searching and Filtering”- Global search — Type in the search bar above the table to filter across all visible columns at once.
- Column filter — Click the filter icon next to any column header to apply a filter specific to that column.
- Sorting — Click any column header to sort ascending; click again to sort descending.
Pagination
Section titled “Pagination”Use the controls at the bottom of the table to change the number of rows per page or jump to a specific page.
Bulk Actions
Section titled “Bulk Actions”Select multiple rows using the checkboxes on the left, then choose a bulk action from the dropdown above the table (for example, assign to underwriter, export selected, or change status).
Administrator Configuration
Section titled “Administrator Configuration”Administrators can update the default column layout and available columns for each smart table in Administration > Smart Tables.
Changes to the default configuration affect new users who have not yet saved their own column preferences. Existing user preferences are not overwritten.
Admin smart table configuration screen showing table name selector, available columns list, and default visible columns toggle