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List View

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 features 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

List View Attribute
List View Attribute

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

  • Metadata and system objects are not 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 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

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

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 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

8. 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 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

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

  • 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

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

  • 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

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

16. No Icon

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

17. 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

18. Show Index

  • To show the index of records on the List View

19. 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

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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