Difference between revisions of "List View"
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====Sorting 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==== | ||
Click an entry in the list to visit the record. | :Click an entry in the list to visit the record. | ||
====Searching a List View==== | ====Searching a List View==== | ||
At the top of the window, type text into the search field and press the Magnifier icon [[File:MagnifierIcon.png]] to select records whose contents contain the value you specify, or click the down arrow to select a recently-used search term. | :At the top of the window, type text into the search field and press the Magnifier icon [[File:MagnifierIcon.png]] to select records whose contents contain the value you specify, or click the down arrow to select a recently-used search term. | ||
:[[File:SearchBar.png]] | ::[[File:SearchBar.png]] | ||
====Using the Alphabetic Index==== | ====Using the Alphabetic Index==== | ||
Some views contain an alphabetic index at the top of the page, to help you find the record(s) you're interested in: | :Some views contain an alphabetic index at the top of the page, to help you find the record(s) you're interested in: | ||
:[[File:AlphabeticIndex.png]] | ::[[File:AlphabeticIndex.png]] | ||
If there is sidebar that lets you customize the current view and/or create your own views, that index generally does ''not'' appear. (It appears in administrative views that don't have those capabilities, in views where it is considered essential.) | :If there is sidebar that lets you customize the current view and/or create your own views, that index generally does ''not'' appear. (It appears in administrative views that don't have those capabilities, in views where it is considered essential.) | ||
====Printing Records==== | ====Printing Records==== | ||
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====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 01:24, 7 June 2013
A List View displays a list of records. You can get to a List View by clicking any tab in your application.
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
- Click an entry in the list to visit the record.
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, or click the down arrow to select a recently-used search term.
Using the Alphabetic Index
- Some views contain an alphabetic index at the top of the page, to help you find the record(s) you're interested in:
- If there is sidebar that lets you customize the current view and/or create your own views, that index generally does not appear. (It appears in administrative views that don't have those capabilities, in views where it is considered essential.)
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