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Record is a minimum independent unit of SimpleOne platform. It is basically a container of information compiled from table columns, in other words, – set of field values. In the list view, it is displayed as a row. In the form view, it is displayed as a form with populated fields.

For example, the User (user) table contains a record with the following fields:

Every record has its unique ID that is used by the system in scripts, properties, and others. As a rule, in agent interface records have human-readable titles/names.

Records in forms

Forms

Special elements

Sections 

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Sections allow arranging fields in the form view by dividing them into tab pages. Use them for:

• structuring complex tables containing a lot of fields
• sort filed according to your needs: by process stages, by data type, by users involved, etc.
• to draw user's attention to important fields.

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See the Form Layout article to learn more.

Activity Feed

Activity Feed module allows tracking field changes and communicate with involved persons.

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See the Activity Feed article to learn more.

Records in lists

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Column Column Panel borderColor black In SimpleOne, a list view includes the following elements: Gear icon Image Removed Image Added – click on this icon to change the set and order of columns displayed. Information icon Image Modified – click on this icon to see the preview information about the record. See the Customizing portal and agent views article to learn more. List of records – records included into the table displayed in rows. You can select records using the checkboxes at the right. Cell – the column value of a certain record. You can change the value using the DOC0000035 - Records. Columns – names of columns of the current table. You can change the set and order in the list layout and call the context menu. Search boxes – click the magnifier icon at the left of column names to open the list search boxes. Here, enter the value which a column should contain to find certain records. You can as well use the Condition Builder to filter records.

Taskboards

Records in taskboards are represented as cards.

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See the Taskboards article to learn more.

Special elements

Inline editing 

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You can edit field values of records in the list view. In other words, you do not need to open a record to change a fields value.

To edit a field in the list view, follow these steps:

1. Double-click on the value you need to change.
2. Depending on the type of chosen column:
   • enter the value
   • select value from the drop-down list
   • select record from the dictionary by clicking the magnifier icon Image Added
   • define the date and time by clicking the calendar icon Image Added.
3. Click the check mark icon Image Added to apply changes.

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Filtering

See the Condition Builder

See the Form Layout article to learn more.

Activity Feed

See the Activity Feed article to learn more.

UI Actions

See the UI Actions article to learn more.

Views

Access Control Lists (ACLs)

See the ACL article Form Layout and List Layout articles to learn more.

Records on lists

Taskboards

Records in taskboards are represented as cards.

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See the Taskboards

Filtering

See the Condition Builder article to learn more.