About the List View

From AgileApps Support Wiki
Revision as of 02:30, 10 December 2011 by imported>Aeric

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 an entry in the Alphabetic Index to display only records that start with that letter. (The View must currently be sorted on a text field.)
  4. 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.
  5. 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

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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.