Difference between revisions of "About the List View"

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# Click the Wrench icon [[File:WrenchIcon.png]] for a list of options you can use for [[Views#Managing Views|Managing the View]].
# Click the Wrench icon [[File:WrenchIcon.png]] for a list of options you can use for [[Views#Managing Views|Managing the View]].
#:[[File:WrenchIcon_ViewMenu.png]]
#:[[File:WrenchIcon_ViewMenu.png]]
# Click a column heading to sort the records on that column.
# Click a column heading to sort the records on that column.<br>(The column icon changes to show that it has been sorted.)
#: The column icon changes, to show that it has been sorted.
# Click again to reverse the sort.
# Click again to reverse the sort.
# Click an entry in the Alphabetic Index to limit the list to values starting with that letter in the most recently selected column.
# Click an entry in the Alphabetic Index to limit the list to values starting with that letter in the most recently selected column.

Revision as of 22:59, 8 April 2013

The List or grid is the most common kind of multiple-record view, but there are other kinds of views as well. For example: Tree and Calendar displays. (Learn more: Views.)

In a List View, records are displayed in a grid, like a spreadsheet. At the top of the view, under the action buttons, a view control bar gives you many ways to control your view of the data:

File:ListView.png
  1. Choose from standard and custom Views to determine which records are selected and which information is displayed.
  2. Click the Wrench icon WrenchIcon.png for a list of options you can use for Managing the View.
    File:WrenchIcon ViewMenu.png
  3. Click a column heading to sort the records on that column.
    (The column icon changes to show that it has been sorted.)
  4. Click again to reverse the sort.
  5. Click an entry in the Alphabetic Index to limit the list to values starting with that letter in the most recently selected column.
  6. Type in a value and click the Magnifier icon MagnifierIcon.png to search for a record with that value. Click the down arrow to get a list of things you've searched on before.
  7. Click the double down arrow icon DoubleDownIcon.png to do advanced filtering:
    ListViewFilter.png
Things to know about filtering
  • 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

Notepad.png

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.