List View

List View

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List View
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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.

Contents

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 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 File: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 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.
  7. 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 "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

File: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.

Working with 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.

Viewing and Editing Records

List Views for Objects contain these icons:

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

Searching a List View

At the top of the window, type text into the search field and press the Magnifier icon File:MagnifierIcon.png to select records whose contents contain the value you specify, or click the down arrow to select a recently-used search term.

File:SearchBar.png

Printing Records

To print the view showing in the current page:

  1. Click the Wrench icon File: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.
File: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
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