List View Actions

Actions are applied to the contents of the grid by selecting a row (or multiple rows where permitted) and selecting the action from the menu or icon on the toolbar.

Select a single row by clicking it. Where an action can be applied to multiple rows, select further rows by clicking another row while holding down the Ctrl key (for multiple individual rows) or the Shift key (for a contiguous block of rows). Click a selected row to deselect it, or use the Clear Selections action.

The available actions will depend on the type of record, its status, and your user permissions. Some actions are specific to the type of record, others are standard across views.

The toolbar provides the set of actions that can be performed on the list view.

Action	Description
	The Actions menu contains actions that are relevant to the list view contents. Typical options are the New, View Record, Edit, Copy, Print, and Delete for maintaining records, and any actions specific to the type of record.
	The View menu contains options: Mange Columns - for customizing the list view. See the Managing Columns section. Query by Example - for searching the list view contents. See the Searches section.
	The Query by Example icon enables the searching options. It places the list view in Query by Example mode and shows the Filter Options menu. See the Searches section.
	The Filter Options menu appears when the Query by Example icon is clicked, providing additional search options. See the Searches section.
	The New, View, Edit, and Delete options, to create a new record, or view, edit, or delete the selected record. Also, the View Attachments option, which opens a list of the record’s file attachments. Note: Until the JET UI Forms are implemented, the View Attachments option will open the record in the Classic UI, from where the user can locate its attachments within the Attachments page or section.
	The options to Export the list view as a CSV, Excel, or XML file.
	If a filter tile or search is applied, the number of records returned by the filter is shown, along with the overall total number of records.

Note:

Actions will be hidden or appear greyed out if they are inactive or not permitted.

In some cases, the Delete action will not be available from the list view, instead the record must be opened in edit mode and the form’s Delete action used.

Single-clicking a row selects it to be actioned; double-clicking a row opens the record in read mode (where permitted). Columns that contain a hyperlink to an alternative record, or to file attachments, have a link icon and blue text; single-clicking the text opens the target.

Hierarchical type views may include actions within the tree pane which apply to the tree pane contents rather than the grid contents.