Overview
The list view List View component represents a list of records that you create or have access to read or write and records shared with you of an object
The List View component helps to present records in table format i.e it has rows and columns
List View provides features like pagination, searching, sorting, data export, etc.
One object can have multiple list viewsList Views
However, one list view can show the record of a List View can be associated with the single object
Attributes
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1. Object
You need to select the object for which you want to create the list viewThis list shows object names that you have created or objects that are shared with youshow the List View
Only standard and custom objects will be listed here
Metadata and system objects are not listed here
2. List View Name
To show records of objects in list view format select list view from the list
One object can have multiple list viewsList Views
You can select only one listview List View at a time
You can select the List View name from the list
List View will be visible once you select an object and List View
3.
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Is List
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View Selectable
This allows you the end user to change the list view List View at runtime
If selected it shows a drop-down icon on the listview header next to the object selector
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4.
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Is Object Selectable
This allows you the end user to change the object at runtime
If selected it shows a drop-down icon on the listview header next to the List View selector
5. Table Actions
You can create multiple table actions on the list viewthe List View
You can only show two actions, which are visible in the top right corner, and the rest of the actions are displayed under a drop-down at the right
These actions are mainly used to perform operations such as create, read, update or delete operations refresh, etc. on the selected records or unselected records
Each action has a workflow that actually performs an operation
Steps to create Table Action
You can add the table actions by clicking on the '+' icon
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Fill in all the details in Create Table Action model and click the Save button
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For table actions, you need to create a workflow, refer to this link Workflows
6. Overflow After
Overflow After attribute is used to display the actions in list format after reaching its entered limit
By Default the value is 3 which means the three actions will displayed on a section header
If you added the new action despite having 3 actions then the new action will appear in the drop down list section
7. Row Action
Actions to be performed at the record level for the respective record
These actions are mainly used to perform read, update or delete a single record
Each action has a workflow that actually performs an operation
Default row actions are edit, delete, and view, but you can create more actions as per your needs as shown below
Steps to create Row Action
You can add the table row actions by clicking on the '+' icon
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For row actions, you need to create a workflow, refer to this link Workflows
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8. Column Action
You can set the actions at the column level on the listview
8. Layout For New
9. Layout For Edit
10. Is Same As New
11. Offset
12. Limit
13. Order By
14. Filter Section Header
15. Icon
16. No Icon
17. Inline Edit
18. Show Index
19. Show Page Size Drop Down up
20. Is Export Supported?
21. Is Local Export?
List view creation
You need to provide the following information whatile creating a list view
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Label: Label is used to identify the list view at the UI. You can have multiple list views with the same label in an instance, the label of the listview can be edited if needed
Name: The name is the combination of the instance prefix (the unique identifier of the instance) and the given label joined with double underscores which are used to uniquely identifies the list view within the PWR Apps platform. Hence, it is used to perform backend operations
For example, if the instance prefix is “inst” and the label of the listview is “List View”, then then the name of the list view will be “inst__listView”
Object: You need to select the object for which you want to create the list view
Sharing Settings: To manage access to the list view. The List view access can be:
Only Me: Only the creator of the list view can access the list view
Public: All the members of the instance can access the list view
Specific User or Profile: You can define the set of users or profiles who can access the list view
List view
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Icon: You can set the icon for the list view
Object name: For which the list view is created
List view label: Which list view is selected
Number of records in the object: Total number of records in the object
Table actions: Actions on the list view
Search bar: To search the particular records, a search will be performed on the fields which are selected as search fields
Filter: To filter the records on the list view. This will filter will be removed as soon as the page is loaded or refreshed
Export: All the records from the listview can be exported in CSV, excel, or pdf format
Display Fields: Object fields to be displayed in the listview
Index: Show the index on the records
Row Actions: Actions to be performed at the record level
Page Size: Total records to be displayed on one page
Pagination: To go to other pages if the record count is more. Maximum pages= (total number of records/page size)
Setting: You can change the list view setting as per your requirements using the following options:
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New: To create the new list view of the selected object
Clone: This will clone the selected list view will all the settings and configurations
Rename: Selected listview can be renamed
Display Fields: You can select the fields of the object to be displayed in the list view. The name field is the default display field in any listview, which can be changed
Search Fields: You can select the fields of the object on which you want the search to be performed. The name field is the default display field in any listview, which can be changed
Filter Fields: You can select the fields using which you can filter the records on the list view
UI Fields:
Filters: You can define the filters on the records to be displayed on the list view
Delete: To delete the list view. Only the admin or the list view creator can perform the delete operation
Sharing Settings: The creator of the list view can change the sharing setting even after the list view creation
Config: Following are the configurations of the listview
Attributes
Is List View Selectable: The user can change the list view if this is set as true
Is Object Selectable: The User can change the object if this is set as true
Table Actions: You can create multiple actions on the list view. These actions are mainly used to perform create, read, update or delete in bulk on object
Row Actions: You can create multiple actions at the row level on the list view. These actions are mainly used to perform ready, update or delete a single record
Column Actions: You can set the actions at the column level on the listview. In PWR Apps, 1st-row action is treated as the 1st column action
Layout For New: In the PWR Apps, one object can have multiple record layouts. Hence, you can set which record layout should get open while creating a new record
You can assign only one action to any column
When you click record in the column action gets executed
Each action has a workflow that actually performs an operation
When you set column action, that record in the cell becomes a link
When the user clicks such a record, the action bound to that column gets executed
Layout For Edit: Similar to the Layout For New, you can set the record layout to edit the record
Is Same As New: Check this checkbox, IfList View
Steps to create Column Action
You can add the column actions by clicking on the '+' icon
Fill in all the details in Create Column Action model and click the Save button
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9. Layout For New
You can set the layout for table action New
When you click the New button layout that you set will open
10. Layout For Edit
You can set the layout for row action Edit
When you click the Edit from the row action layout that you set will open
11. Is the Same As New
Check this checkbox, if you want to keep the same layout for new and edit
12. Offset
- Offset:
You can set the offset for the query on the object
. If the offset is “n“ then the query will take the records “n+1” onwards
Limit:For e.g. if there are 200 records and you set offset 100 then it will show records from 101st record on the List View
13. Limit
Number of the records to be queried at once
e.g. if there are 200 records of an object and you set a limit of 100 then it will query the first 100 records and show them on the List View
14. Order By
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You can set the order by on the fields to records to be queried and displayed in the
list viewFilter Section Header: Text entered in the field will be displayed as the header of the modal while applying filters
Icon: You can select the icon to be displayed on the listview
No Icon: Icon You can order records in ascending or descending manner
Config
List View
15. Icon Picker
You can select the icon to be displayed on the List View
Generally icon displays on the left side of the header and subheader
You can also remove the icon by clicking on “x“ which appears on the icon
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16. No Icon
The icon will not be displayed if this checkbox is checked
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17. Inline Edit
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Records can be edited at the
list viewList View if this checkbox is checked
If checked, a pencil icon will appear when you hover over the record
Inline edit allows changing the value of a field, without needing to navigate to a record
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18. Show Index
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To show the index of records on the
list viewList View
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19. Show Page Size Drop Down up
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Is Export Supported?: All the records can be exported in CSV, excel, or pdf format
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Events
You can bind the actions to all the Table, Row, and Column actions from events
List view comes with the following default actions, which can be edited as per requirements. You can perform these actions only if you have specific access to the object as well as the field level:
Table actions
New: To create a new record
Refresh: Query the records
Delete Selected: This is bulk action. This action will be visible only after selecting 2 or more records and deleting all the selected records
Row actions
View: This action opens the record in view mode
Edit: This will open the record in edit mode
Delete: To delete the specific record
Colum actions
1st-row action will be treated as the 1st column action
If any lookup type field is selected as a display field then the column action will open the parent record in view mode
If any email and the phone type field is selected as display field the column action will open the default mailer or dialer, respectively
List view on the Layout
List views can be used on the layout as well.
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Generally, a drop-down list opens a list of items in a downward direction
If you check this check box it will open a list in an upward direction
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20. Is Export Supported?
If you check that checkbox then the download icon will appear on the right side of the search box
Upon clicking the download icon on the List View, all the records can be exported in a CSV file
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