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Difference between revisions of "About the List View"

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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. 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.


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:
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.


::[[File:ListView.png]]
Common operations provided by all views include:
 
:* Click a column heading to sort the records on that column.<br>(The column icon changes to show that it has been sorted.)
# Choose from standard and custom Views to determine which records are selected and which information is displayed.
:* Click again to reverse the sort.
# Click the Wrench icon [[File:WrenchIcon.png]] for a list of options you can use for [[Views#Managing Views|Managing the View]].
:* 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.
#:[[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]]
 
::;Things to know about filtering:
::* To apply a filter to a checkbox, use "<tt>1</tt>" for Yes/True and "<tt>0</tt>" for No/False values.
::* Specify multiple values using the pipe "<tt><nowiki>|</nowiki></tt>" character. For example: <tt><nowiki>"State equals CA|NY|MN"</nowiki> </tt>
::* Specify an empty numeric field using <tt>BLANK</tt>. For example: <tt>"Phone equals BLANK"</tt>
::* Specify an empty string field using two single-quotes with nothing between them: (<tt><nowiki>''</nowiki></tt>)
 
:::''Learn more:''[[Complex Expressions]]
 
{{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]].}}

Latest revision as of 01:37, 7 June 2013

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 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.
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