Grid

The list view grid is a table of rows and columns, where the rows represent individual records of a common type, and the columns represent the fields within the records.

Columns can be resized by dragging the borders of the column heading; alternatively, right-click the row and use the Resize options.

Click a column heading to sort the list view contents in ascending order by that column; click again to sort in descending order. Alternatively, right-click the column and use the Sort Column options. Sorting is usually case-insensitive; blank or null values appear at the bottom of the list, whether sorted ascending or descending. Rich text, picture, and multi-value columns are not usually sortable.

The filter tiles and searches are applied independently. If the list is filtered with a simple or advanced search and then a filter tile is clicked, the list will be refreshed based on the filter tile's criteria, and the search filter is cleared. See Filter Tiles and Searches.

Note:

Filters and searches are applied to the grid in a hierarchy:

1. Any default scoping filter that is coded into the view, such as to exclude deleted records.
2. The All category/folder in the tree pane.
3. Any filter chips in the tree pane.
4. The selected category or folder in the tree pane.
5. The All Quick Filter tile.
6. Any other filter tiles.
7. Any Query by Example (QBE) quick search or Query Builder advanced search criteria (either can be applied, but not both).

Columns for rich text fields truncate the content to fit the column width. Columns for Boolean fields show the true/false values as Yes/No accordingly. Icons may be used in columns which relate to actions or tasks, such as to show a check mark if completed positively/accepted, a cross if completed negatively/rejected, or blank if not completed.

Additional information relating to a row can be viewed by opening a slide-out panel. See Info Panels.

A range of options is available for importing and exporting data through the grid. These include common actions for downloading the view contents to a variety of data formats, and actions that are specific to the type of record, for downloading the full contents of records, and in some cases for uploading data to create new records. See Data Import/Export.

You can apply actions to rows in the grid, subject to factors such as the type of record, its status, and your user permissions. To action a record, single-click the row; to open a record in read mode, double-click the row. See List View Actions.