Record list
Lista to zestawienie rekordów jednego obiektu: umów, zgłoszeń, klientów. To punkt wyjścia każdej pracy na danych: przeglądania, otwierania i dodawania rekordów.
What a list is
A list is a summary of all the records of a single object, for example all contracts or all tickets. Each row is one record, and the columns show its most important fields. A list is the starting point for working with data: from here you open a single matter, from here you add a new one, and here you return when you look for something that already exists.
You enter a list from the menu. One menu entry leads to one list, so Contracts in the menu opens the contract list, not a single contract.
Contents of a list
- Rows are records. As many as there are, that many matters of the given kind exist in this company.
- Columns are selected fields, chosen so that a record can be recognized without opening it: number, name, status, date, amount. Not all fields are shown, only those relevant on the list.
- Pagination: long lists are split into pages, so you scroll or move on instead of loading everything at once.
Clicking a row opens the record form, that is, the full view of a single matter with all fields.
Example. On the service ticket list you see the columns Number, Client, Subject, Status, and Date received. At a glance you recognize which tickets are new and which are in progress, and you open the one you are to handle.
Working from the list
A list is not only for looking at. From it you:
- open a record to read the details or change something,
- add a new record with the add button, which opens the form,
- search and filter to narrow the list to a selected range (described separately),
- sort to set the order, for example newest first.
Reasons for differences in the visible records
A list shows what you have access to, and that within the company you are currently working in. Two people looking at the same list may therefore see a different number of records if they have different permissions or are in different companies. This is intended, not a fault.
Gaps in the list
If the list is missing a column that would help recognize records, or the column order is inconvenient, report it to the instance administrator. The list column layout is configurable and the change takes a moment.
Custom objects
Obiekt to rodzaj rekordu i zarazem jego definicja: ustala, jakie pola ma rekord. Definiuje go organizacja, więc obiekty i pola noszą nazwy używane w firmie.
List views: list, kanban, calendar
Te same dane można pokazać na trzy sposoby: jako tabelę, jako tablicę kart w kolumnach albo jako kalendarz. Czym się różnią, do czego nadaje się każdy z nich i co pozostaje wspólne niezależnie od widoku.