List View

Overview

• The List View component represents a list of records that you have access to

• The List View component helps to present records in table format i.e it has rows and columns

• List View provides functionality like pagination, searching, sorting, data export etc.

• One object can have multiple List Views

• However, one List View can be associated with the single object

Attributes

1. Object

• You need to select the object for which you want to show the List View

• Only standard and custom objects will be listed here

2. List View Name

• 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

3. 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

4. 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

5. 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 without 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

• 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

6. 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 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

7. Column Action

• 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 cell becomes a link

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

8. Layout For New

• You can set the layout for table action New

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

9. 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

10. Is the Same As New

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

11. 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

12. 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

13. 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

14. 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

15. No Icon

• The icon will not be displayed if this checkbox is checked

16. Inline Edit

• Records can be edited at the List 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

17. Show Index

• To show the index of records on the List View

18. 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

19. 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