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]].)
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WHEN EXPANDING THIS SECTION:
:* REVISE [[Navigating_the_User_Interface#Icons]]
:* Modify [[Views#Searching]]


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:  
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:[[File:ListView.png]]   --TAKE PIC
:[[File:ListView.png]]


:1. Choose from standard and custom Views to determine which records are selected and which information is displayed.
:1. Choose from standard and custom Views to determine which records are selected and which information is displayed.
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:5. Click the double down arrow icon [[File:DoubleDownIcon.png]] to do advanced filtering:
:5. Click the double down arrow icon [[File:DoubleDownIcon.png]] to do advanced filtering:
:[[File:ListViewFilter.png]]
:[[File:ListViewFilter.png]]
WHEN EXPANDING THIS SECTION:
:* REVISE [[Navigating_the_User_Interface#Icons]]
:* Modify [[Views#Searching]]
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===Sorting a List View===
===Sorting a List View===

Revision as of 00:13, 27 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.)

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:

FolderIcon.png (folder icon) View the record shown in this row
PencilIcon.png (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:

  1. Click the Wrench icon WrenchIcon.png
  2. Click Print this View
    The page of records you are currently viewing is displayed in a new window, as a preview.
  3. 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:

  1. Click the [More Actions...] button
  2. Click Print
    A dialog opens with additional options.
PrintRecordsInView.png
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