List View
In List View the results of a search are displayed with a subset of fields (one or more) or as Summary Data (which is a System-defined combination of fields).
To view a group of records in List View, either:
- Click in the Tool bar
-OR-
Select View>List from the Menu bar.
The results of your search display in a list with pre-defined columns. Each column is a field in a module. The Status bar indicates the total number of results returned by a search:
To scroll through records in List View:
- Click on the arrow icons in the Tool bar
-OR-
Use the vertical scroll bars
-OR-
Use a keyboard shortcut (
F5
moves to the previous record andF6
moves to the next record).
It is possible to create and edit your own List View, specifying which fields to display, and to select which List View to use to display records. You can also change the order of columns and resize them. It is also a simple matter to copy and paste data out of List View.
Tip: A very simple way to report in
Each module can have a number of List Views, each one using a different subset of fields to present the results of a search.
You can select a List View that you created previously or, if you have been given permission, you can select a List View created by another user.
To select a different List View (either before or after you've run a search):
- Select View>List Settings>Choose List from the Menu bar to display the Fields box.
The current List View is highlighted:
- Select a List View, e.g. Name: Last, First, Middle.
- Click OK.
The records will display using the field settings of the selected List View.
Note: When you change the List View in a module, the view you select becomes the default view the next time you run a search.
You can create your own List View, specifying which fields to include and in what order they are to display.
- Select View>List Settings>Choose List from the Menu bar to display the Fields box.
- Click New to display the Field Properties box:
- Enter a descriptive name for the List View in the top text field.
Note: The default height for a row is 17 pixels. If one of the fields in the List View is a multimedia field, increase this height (e.g. to 90) by overwriting the number in the Height field.
- Select a field in the Fields list and click Add
-OR-
Double-click the field.
The field is added to the Columns list.
Continue to select and add all the fields you wish to include in the List View.
- Use the Up and Down arrows to the right of the Columns list to move a field to the position in which it is to display (the first field in the list is the first column, and so on).
- Click OK.
The new List View is added to the Fields box.
The owner / creator of a List View can change its settings.
- Select View>List Settings>Choose List from the Menu bar to display the Fields box.
- Select a List View and click Properties to display the Field Properties box:
- Add or remove fields as required.
- Use the Up and Down arrows to the right of the Columns list to move a field to the position in which it is to display (the first field in the list is the first column, and so on).
- Click OK.
The changed settings are saved.
Note: Only the creator of a List View is able to save changes to the order or size of a List View's columns.
To change the size of columns in a List View:
- Select the List View that you wish to modify (View>List Settings>Choose List).
- Hold the mouse down over a column header edge until the double arrows display:
- Drag the mouse to the right or left to increase or decrease the column width.
To change the order of columns:
- Hold the mouse down over a column header and drag the column before or after another column.
- Release the mouse.
To save the settings:
- Select View>List Settings>Save List Settings from the Menu bar
-OR-
Right-click a column and select Save List Settings from the drop list that displays:
In List View it is a simple matter to copy data and paste it into another application:
- Search for or otherwise list a group of records.
- Select or create a List View that includes the required fields.
- Select the records.
- Paste the selected records into another application.
A problem can arise when pasting the data into another application however: a column in the
This can occur because different applications and platforms expect a particular character at the end of a paragraph (in text fields) or at the end of a row (in a table of values) and that character may be different from that which
The solution is to use the Copy Special utility.