Custom lists
Lista własna to gotowe zestawienie danych zebrane na jednym ekranie. Czasem tylko do przeglądania, czasem z możliwością edycji w miejscu i z przyciskami czynności.
What a custom list is
A custom list is a table of data prepared by the administrator: a summary of matters to do, of items to settle, of records meeting some condition. It may be a separate screen in the menu or an element of a dashboard.
It is not the same as an object's list. A list shows all records of one kind with full filtering, while a custom list shows a specifically chosen set, often composed of data from several places, set up for one task.
Two kinds of lists
| Kind | What you can do |
|---|---|
| A list for viewing | you look at the rows and usually move from them to a record |
| A list with editing | you additionally correct values directly in the table and save |
If cells can be clicked and changed, the list is editable. If not, it is for viewing only and changes are made on the individual records' forms.
Action buttons
Below the list or next to the selected rows there may be buttons that do something on the selection: send reminders, mark items, start a flow. Depending on the setting, the action works on all selected rows at once or on each in turn.
Before you click, make sure you have the right rows selected. Some actions change data or send something.
Example. On the overdue invoice list you select several items and click Send reminder. The system sends a notice to each indicated contractor, and you do not open each invoice separately.
Source of the data and scope of visibility
A list shows the result of a prepared query, so you see exactly the rows that meet the set condition, and only within your permissions and the company you are working in. After switching the company, the same list will show different data.
If you expect a row that is not there, it is usually not a fault, but the list's definition: the row does not meet the condition or lies outside your access scope.
Searching and filtering
Szybkie odnajdywanie rekordów na długiej liście: wyszukiwanie po treści i filtry po polach. Filtr zawęża, sortowanie porządkuje.
Exporting data
Każda lista w systemie pozwala wyprowadzić dane do Excela. Eksport obejmuje dokładnie to, co pozostało po filtrach, i tylko w granicach posiadanego dostępu.