List Views
- Products Admin
Overview
A List View is a filtered list of records where you can view records for one object at a time
In a list view, you see only the data that you have access to
The List View 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 Views
However, one List View can be associated with a single object
Attributes
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-