List All
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| + | The List All shows all records in an object. | ||
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| + | =Personalised Settings= | ||
| + | All Settings saved for the List All is saved for the user. Any changes are specific to the user. | ||
=Search= | =Search= | ||
| − | + | The Search function allows for searching by a field on records. When selecting the field and condition, a drop down selector will appear, which can be narrowed by beginning to type what the user is looking for. | |
| + | To begin a search: | ||
| + | # Select the field you wish to search by. E.g. First Name, Surname etc. | ||
| + | # Select the condition of the search. E.g. Is Equals to, Not Equals to etc. | ||
| + | # Type in the search term. | ||
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| + | If the Search box has a red outline, the query terms are invalid. This means either the Field or Condition has been entered incorrectly, and should be checked. | ||
=PDF= | =PDF= | ||
| + | The List All view can be saved to a .pdf file. To do this: | ||
| + | # When viewing a List All page, select the <b>More</b> dropdown list. | ||
| + | # Select the "<b>Save to PDF</b>" option. | ||
| + | # Select either <b>Open</b> or <b>Save</b> and press <b>OK</b>. | ||
=Data Import= | =Data Import= | ||
| − | < | + | The Data Import Tool is accessible from the List All page. To access the Data Importer: |
| + | # When viewing a List All page, select the <b>More</b> dropdown list. | ||
| + | # Select the "<b>Data Importer</b>" option. | ||
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| + | Usage of the Import Tool can be seen [[Mass_import_of_data_spanning_multiple_objects|Here]]. | ||
=Pagination and Sorting= | =Pagination and Sorting= | ||
| + | The List All functionality is paginated to separate the amount of records per page.<br> | ||
| + | Pages can be moved between at the bottom of the List All page.<br> | ||
| + | The amount of records per page can also be changed at the bottom of the page. | ||
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| − | = | + | =Adding and Ordering Fields= |
| − | < | + | Fields from each record can be added to the list all view. This can be done by selecting the desired fields from the <b>Select Columns</b> selector on the right. |
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| + | The order of the fields shown in the List All view can be changed by the user. This can be done by dragging and dropping the field into the desired location. | ||
Revision as of 01:50, 1 August 2017
Contents
The List All shows all records in an object.
Personalised Settings
All Settings saved for the List All is saved for the user. Any changes are specific to the user.
Search
The Search function allows for searching by a field on records. When selecting the field and condition, a drop down selector will appear, which can be narrowed by beginning to type what the user is looking for. To begin a search:
- Select the field you wish to search by. E.g. First Name, Surname etc.
- Select the condition of the search. E.g. Is Equals to, Not Equals to etc.
- Type in the search term.
If the Search box has a red outline, the query terms are invalid. This means either the Field or Condition has been entered incorrectly, and should be checked.
The List All view can be saved to a .pdf file. To do this:
- When viewing a List All page, select the More dropdown list.
- Select the "Save to PDF" option.
- Select either Open or Save and press OK.
Data Import
The Data Import Tool is accessible from the List All page. To access the Data Importer:
- When viewing a List All page, select the More dropdown list.
- Select the "Data Importer" option.
Usage of the Import Tool can be seen Here.
Pagination and Sorting
The List All functionality is paginated to separate the amount of records per page.
Pages can be moved between at the bottom of the List All page.
The amount of records per page can also be changed at the bottom of the page.
Adding and Ordering Fields
Fields from each record can be added to the list all view. This can be done by selecting the desired fields from the Select Columns selector on the right.
The order of the fields shown in the List All view can be changed by the user. This can be done by dragging and dropping the field into the desired location.
