6 List Views

This chapter provides an overview of the List View framework used in the new User Interface. The following topics are covered:

• List View Contents

• Filter Tiles

• List View Actions

• Managing Columns

• Searches

• Customization

• Info Panels

• Data Import/Export

List views present collections of records, from where the records can be opened and actioned, and new records created. The contents can be filtered, sorted, and searched in order to categorize the contents or locate specific records.

The main components of a list view page are:

• A title bar with actions to refresh the contents, create custom views, and open other views.

• A categorized or hierarchical tree, grouping the data by categories or folders.

• The list view grid, with a toolbar for applying actions and configuring the columns.

• Quick Filter tiles for filtering the list contents.

• Simple and Advanced search facilities.

• Clickable column headings for sorting the grid contents.

• Slide-out info panels showing additional data.

• Data import and export features.

See Appendix: System List Views for details of the system-delivered list views.

Figure 6-1 List View