List View

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.

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

At the top of the window, type text into the search field and press the Magnifier icon to select records whose contents contain the value you specify:

Click the down arrow to see recently-used search terms.

Inline Editing

Inline Editing of Rows in a List View

Printing Records

Print a 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.

Learn more: Managing Views