Difference between revisions of "List View"
imported>Aeric |
imported>Aeric |
||
| Line 6: | Line 6: | ||
{{:About the List View}} | {{:About the List View}} | ||
===Sorting a List View=== | ===Working with a List View=== | ||
====Sorting a List View==== | |||
List Views can be sorted by clicking on a column heading. You can then choose between an Ascending and Descending sort. | List Views can be sorted by clicking on a column heading. You can then choose between an Ascending and Descending sort. | ||
===Viewing and Editing Records=== | ====Viewing and Editing Records==== | ||
List Views for [[Objects]] contain these icons: | List Views for [[Objects]] contain these icons: | ||
:{| border="1" cellpadding="5" cellspacing="1" | :{| border="1" cellpadding="5" cellspacing="1" | ||
| Line 17: | Line 19: | ||
|} | |} | ||
===Searching a List View=== | ====Searching a List View==== | ||
Use the Search bar at the top of the window select records whose contents contain the value you specify: | Use the Search bar at the top of the window select records whose contents contain the value you specify: | ||
:[[File:SearchBar.png]] | :[[File:SearchBar.png]] | ||
===More about Filtering === | ====More about Filtering ==== | ||
Some things to know: | Some things to know: | ||
| Line 33: | Line 35: | ||
{{Note|The filter is not saved with the view. For details on how to include a filter in a View and save it for future use, see [[Filters]].}} | {{Note|The filter is not saved with the view. For details on how to include a filter in a View and save it for future use, see [[Filters]].}} | ||
===Inline Editing=== | ====Inline Editing==== | ||
{{:Inline Editing of Rows in a List View}} | {{:Inline Editing of Rows in a List View}} | ||
===Printing Records=== | ====Printing Records==== | ||
{{:Print a View}} | {{:Print a View}} | ||
===Customizing a List View=== | ====Customizing a List View==== | ||
You can choose the columns that are displayed in the list, and the order in which they appear. You can make different views that are available to users in different roles. | You can choose the columns that are displayed in the list, and the order in which they appear. You can make different views that are available to users in different roles. | ||
:''Learn more:'' [[Views#Managing Views|Managing Views]] | :''Learn more:'' [[Views#Managing Views|Managing Views]] | ||
Revision as of 00:32, 30 August 2011
Workspace > {object}
A List View displays a list of records. You can get to a List View by clicking any object in your application Workspace.
About the List View
In a List View, records are displayed in a grid, like a spreadsheet. The tabs in your case management application display cases and tasks, for example. But list views are also used for objects, reports, and many other platform components.
Application tabs like Cases and Tasks have a sidebar that lets you customize the view and create new ones. Administrative views, on the other hand, use the available space to show as much information as possible. For many of those views, the alphabetic filtering option makes it easier to find the record(s) you're looking for.
Common operations provided by all views include:
- Click a column heading to sort the records on that column.
(The column icon changes to show that it has been sorted.) - Click again to reverse the sort.
- Type in a value and click the Magnifier icon
to search for a record with that value. Click the down arrow to get a list of things you've searched on before.
- Click a column heading to sort the records on that column.
Working with a List View
Sorting a List View
List Views can be sorted by clicking on a column heading. You can then choose between an Ascending and Descending sort.
Viewing and Editing Records
List Views for Objects contain these icons:
(folder icon) View the record shown in this row 
(pencil icon) Edit the record shown in this row
Searching a List View
Use the Search bar at the top of the window select records whose contents contain the value you specify:
More about Filtering
Some things to know:
- To apply a filter to a checkbox, use "1" for Yes/True and "0" for No/False values.
- Specify multiple values using the pipe "|" character. For example: "State equals CA|NY|MN"
- Specify an empty numeric field using BLANK. For example: "Phone equals BLANK"
- Specify an empty string field using two single-quotes with nothing between them: ('')
- Learn more:Complex Expressions
Note: The filter is not saved with the view. For details on how to include a filter in a View and save it for future use, see Filters.
Inline Editing
Inline Editing of Rows in a List View
Printing Records
Customizing a List View
You can choose the columns that are displayed in the list, and the order in which they appear. You can make different views that are available to users in different roles.
- Learn more: Managing Views