List Portlets

List portlets can display records of a specific record type. You can choose among standard record types (employees, activities, transactions, and many other) and custom record types created by you or other users. You can also use this portlet to add new records of the selected record type. In addition to viewing records, you can use this portlet to display the results of saved searches related to the record type you selected.

The List portlet shows nine columns when placed in the center column of the dashboard; shows four columns when placed in the right or left column.

If the Inline Editing feature is enabled and you have permission, you can edit records directly in the portlet. See Using Inline Editing.

To add a List portlet to your dashboard:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab of the Personalize Dashboard palette, click the List icon or drag it onto the dashboard.

    List portlet icon
  3. To specify the type of records you want to be displayed, click Set Up in the portlet or the portlet menu, select the record type from the List Type menu, and click Save.

To display the results of a saved search related to the record type you selected, use the portlet’s View menu.

To create a new record of the selected record type, you can use a link in the portlet menu.

Additionally, you can expand the portlet to full-screen view by clicking the double arrow icon The Double Arrow icon. The full-screen view of the portlet displays more columns and rows in the search results.

Related Topics

Setting Up Dashboard Portlet Content

General Notices