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  • Object-

    • The selected object label is visible there

    • Both standard and custom objects are listed here

  • List View-

    • The selected object list view is visible there

    • One object can have multiple List Views

    • You can select only one 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

  • Table Actions-

    • You can only show two actions, which are visible in the top right corner i.e New, Refresh

    • These actions are mainly used to perform operations

      • New- To create New record you can use New action

      • Refresh- To Refresh record you can use Refresh action

    • Each action has a workflow that actually performs an operation

  • Search Bar-

    • You can use the search bar to find a specific record in the list

  • Filters-

    • This is a temporary filters are used to sort records

    • If you have thousands of records, you can apply a filter, sorting the data according to the filter criteria

    • For more details please refer the link Filter Designer

List View Controls

  • New-

    • Under List View Controls, select New make a new of the current list view

  • Clone-

    • Under List View Controls, click Clone to make a copy of the current list view

  • Rename-

    • Edit the label of list view, and then save your changes

  • Display Fields-

    • Select the fields you want to display on the list view

    • Click Save

  • Search Fields-

    • Select the field in which you want to search the records in the list view

    • Click Save

  • Filter Fields-

    • Select the field you want to apply the filter to in the list view

    • Click Save

  • UI fields-

  • Filters-

    • This is a permanent filters are used to sort records

    • For more details please refer the link Filter Designer

  • Delete-

    • To delete the current list view

  • Config-

    • Basic-

      • Is List View Selectable-

        • This allows the end user to change the List View at runtime

        • If selected it shows a drop-down icon next to the object selector

      • Is Object Selectable-

        • This allows the end user to change the object at runtime

        • If selected it shows a drop-down icon next to the List View selector

      • Table actions-

        • You can create multiple table actions on the 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, refresh, etc. on the selected records or unselected records

        • Each action has a workflow that actually performs an operation

        • Steps to create Table Action-

          • Add the table actions by clicking on the '+' icon

          • Fill in all the details in Create Table Action model and click the Save button

          • For table actions, you need to create a workflow, refer to this link Workflows

      • 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

      • Row Actions-

        • 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 row actions by clicking on the '+' icon

          • Fill in all the details in Create Row Action model and click the Save button

          • For row actions, you need to create a workflow, refer to this link Workflows

      • Column Actions-

        • You can set the actions at the column level on the List View

        • 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

        • 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

      • Layout For New-

        • You can set the layout for table action New

        • When you click the New button layout that you set will open

      • 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

      • Is Same As New-

        • Check this checkbox, if you want to keep the same layout for new and edit

      • 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

        • 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

      • 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

      • Order By-

        • You can set the order by on the fields to records to be queried and displayed in the List View

        • You can order records in ascending or descending manner

    • Config-

      • Icon-

        • 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

      • Show Index-

        • To show the index of records on the List View

      • Show Page Size Drop Down up-

        • 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

      • 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

  • Sharing Setting-

  • Variables-