Difference between revisions of "List View"
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===About the List View=== | ===About the List View=== | ||
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, Thumbnail, and Calendar displays. (''Learn more:'' [[Views]].) | 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, Thumbnail, 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: | 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]] | ::[[File:ListView.png]] | ||
# Choose from standard and custom Views to determine which records are selected and which information is displayed. | |||
# 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]] | |||
# 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.) | |||
# Type in a value and click the Magnifier icon [[File: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. | |||
# Click the double down arrow icon [[File:DoubleDownIcon.png]] to do advanced filtering: | |||
#:[[File:ListViewFilter.png]] | |||
===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. | ||
Revision as of 22:18, 29 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
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, Thumbnail, 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:
- Choose from standard and custom Views to determine which records are selected and which information is displayed.
- Click the Wrench icon
for a list of options you can use for Managing the View.
- 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.)
- 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 the double down arrow icon
to do advanced filtering:
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
Inline Editing
Inline Editing of Rows in a List View
Printing Records
To print the view showing in the current page:
- Click the Wrench icon
- Click Print this View
The page of records you are currently viewing is displayed in a new window, as a preview. - Use the web browser controls to print the page or save it to a file.
To print multiple records, or all records in a view:
- Click the [More Actions...] button
- Click Print
A dialog opens with additional options.
- You can choose to:
- Modify the list of records selected from the current view
- Choose one of the available views, to print all of the records it contains.
- Choose to format the records using an existing Form layout or a Print Template.
(If you choose Print Template, and none exist, a button appears to let you create one on the spot.) - Choose Portrait or Landscape mode for the printer
- A PDF containing the results is generated in the background, and a message is sent to your inbox when it is ready for you to download.
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