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In SimpleOne, a list is the way to represent records. It consists of a number of elements and provides various ways to interact with records.

List interface includes the following elements:

  1. Columns – names of columns of the current table. You can click on a column name to call the context menu.
  2. Gear icon  – click this icon to change the set and order of columns displayed.
  3. Search boxes – click on 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 use the Condition Builder to filter records (click on the funnel icon ) as well.
  4. List of records – records included in the table are displayed in rows. You can select records using the checkboxes at the left to delete them.
  5. Information icon Image Modified – click on this icon to see the preview information about the record. 

    Info

    You can open a record from the preview form: click on the record information icon Image Added, and then click the Open record button.


  6. Cell – the column value of a certain record. To open a record form, click the first cell of the record on the list. You can change the value values of columns using inline editing.

Inline editing
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inline editing
inline editing


You can edit field values of records in the list view without opening a record form.

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

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

Filtering
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filtering on column click
filtering on column click


Tables can contain a lot of records, and it gets difficult to navigate through them and find the records you need. SimpleOne provides several ways to find, filter, group, and sort records.

Lists provide three ways of searching and filtering records:

  • Condition Builder
  • list search boxes
  • items in the column name context menu (to call it, click on the column name).

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    Column


    Column
    • Sort ascending – sorts records by the column value: from smallest to largest, from A to Z, from earlier dates to later dates.
    • Sort descending – sorts records by the column value: from largest to smallest, from Z to A, from later dates to earlier dates.
    • Group: {column title} – divides records into groups by the selected column value.
    Info

    By default, the records in lists are sorted by the ID value in descending order.




  • items in the row context menu (to call it, right-click on the cell)

    Section


    Column


    Column


    Column
    • Show Matching – displays all records with the same column value.
    • Filter Out – sorts out all records with the same column value.
    • Group By – divides records into groups by the selected column value.




Condition Builder


Condition Builder is a tool that allows creating conditions to select fields with specific values and sort them in a particular order. 

Click on the funnel icon icon  to expand to open the condition builder.

  • Add dependencies using the AND and OR buttons. Also, you can add high-level conditions using these buttons in the condition builder toolbar.
  • Click Run to apply filters and get the selection of records.
  • You can also delete them by clicking the Clear All button.
Panel

Other available actions:

  • Sort – allows – allows adding conditions of the fields field sorting.
  • Group – allows grouping the records by a specific column. 

  • Save – allows saving the configured conditions. 

    Expand
    titleHow to save a filter
    1. Configure conditions you need.
    2. Enter a name of the filter and click Save.
    3. The saved filter will be available in the hamburger menu .
      • To apply the filter, navigate to the hamburger menu, click Filter,and select the option with the desired filter name.

    To add a list filter to the Favorites menu, drag and drop it to the Favorites navigation tab.


  • Run – runs the configured condition to apply the filter. 

  • Close – hides the condition builder

On lists and in dictionaries, you can find breadcrumbs by the funnel icon . They represent applied conditions:

Tip
You can
  1. To clear filters of the Condition Builder
the following way
  1. :
    by clicking
      • click on the arrow iconImage Modified to clear one condition at the right
    by clicking
      • click on the condition to clear all conditions except the selected one
    Image Removed
      • Image Added
    1. To add a list filter to the Favoritesmenu, drag and drop breadcrumbs to the Favorites navigation tab.

    List search boxes


    Search boxes appear above a table in the list view. To display them, click the magnifier button  at the right corner at the top of the list.

    You can find the record you need by typing some characters, a word or several words. The search returns records that contain the specified input. The condition equals to[Column] contains [value]and will be displayed in breadcrumbs.

    Grouping on lists 
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    grouping on lists
    grouping on lists


    Grouping records on lists allows dividing all records into groups basing on the defined column. As the result, the list of records is divided into sublists. That is, records with the same value form a group with the corresponding heading. The function provides information on the number of records included.

    To configure grouping, click on the column title on the basis of which you need to group the records, then choose Group: {column name}.

    For example, we need to group reports from the Reports (sys_reports) table by the Type field. After configuring the grouping, the list will look like this:

    In the list view, the following options to operate the groups are available:

    • Expand and collapse any group. Click To do it, click on the group you want need to expand or collapse.
    • Expand and collapse all groups. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option Expand all groups or Collapse all groups option in the context menu.
    • Sort groups in ascending or descending order by the group name or the number of records in it. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option.
    • Change the base column of grouping. To regroup records basing based on another column, click on the column title you need and choose Regroup: {column name} in the context menu.
    • Open a group in a distinct list view. Point to the group you want to open and choose Open a group in the list.
    • Ungroup them. To do it, open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the Ungroup option in the context menu.

    Create reports


    Use the title context menu by right-clicking on the column titles and selecting one of the following options:

    • Open Pie Chart – presents data with the circular statistical graphics. See the Reporting article to learn more.
    • Open Bar Chart – presents data with rectangular bars. See the Reporting article to learn more.

    Configure list layout


    In SimpleOne, you can configure your personal list layout: choose which columns to appear in the list and define their order.

    To do this, click on the gear icongearbox.pngat the top left of the list.

    To open a record form, click the first field of the record on the list. 

    InfoYou can also open a record from the preview form: click on the record information icon Image Removed, and then click the Open record button

    .

    List Views


    All created list views are available in the hamburger menu → Views. Mark a custom view with the tick in this menu to set it as default.

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