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In SimpleOne, records are presented in two ways: in lists and in forms. Each representation a list is the way to represent records. It consists of a number of elements and provides various ways to interact with records. In this article,

The list interface is described.List interface includes the following elements:

Columns – – column names of columns of the current table. Click on You can click a column name to call the context menu. Change columns set and order by clicking the gear icon Image Removedopen the context menu.
Funnel Image Added – click this icon to use the condition builder for filtering.
List Image Added – click the icon to select the number of items displayed per page. The number of records displayed by default is configured in the Preferences menu.
Gear icon – click this icon to change change the set and order of columns displayed.
Search boxes – – click the magnifier icon at Image Addedto the left of the column names to open the list search boxes. Here, enter type the value which that a column should contain to find certain records. You Also, you can as well use the Condition Builder use the condition builder to filter records (click on the funnel icon ).
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 or (in case it is a record picker) to select them for the list type fieldTo delete a record, select the checkbox to the left of the record and click Delete in the top right corner.
Information icon Image Modified – click this icon to
see
preview the
preview
information about the record.
See the Customizing portal and agent views article to learn more

Info
You can open a record from the preview form: click the record information icon Image Added and then click Open record.
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 values of columns using the value using inline editing.

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Inline editing
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inline editing
inline editing

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 field value.

Tip
You need to select a relevant application in the Admin Preferences menu to edit records. Otherwise, the fields will be marked as read-only.

without opening a record form.

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

Double-click on the cell containing the value you want need to change.
Depending on the type of chosen column:
- enter the value (text-like columns)a new value
- select a value from the drop-down list (choice-like columns)
- select a record from the dictionary by clicking the magnifier icon (reference-like columns)
- define the date and time by clicking the calendar icon (date-like fields)
Click the check mark icon to apply changes (except for the choice-like columns).

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the changes.

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Note
If you do not have access rights to view some records, the reference columns will display the Image Addedunavailable data text. If ACL rules restrict access to the Display Name of a record, then the column will display the Image Addedunavailable title text. If the referenced record is deleted, the column will display the record not found text.

Filtering
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filtering on column click
filtering on column click

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

List view provides three The list interface provides four ways of searching and filtering records:

using the condition builder.
using the
Condition Builder
list search boxes.

using the following options from items in the column name context menu (to call open it, click on the column name):

Section

Column
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Column

Sort ascending – – sorts records by the column value: from the smallest to largest (including choices if they have numeric value)the largest, from A to Z, from earlier dates to later dates.
Sort descending – sorts records by the column value: from the largest to smallest (including choices if they have numeric value)the 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 sys_id column the ID value in descending order.

items in using the following options from the row context menu (to call open it, right-click on the cell):

Section

Column

Column

Column
Show Matching – equals to condition: [Column] is [value]Filter Out – equals to condition: [Column] is not [value]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

builder
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condition builder
condition builder

The condition builder

Condition Builder is a tool that allows creating conditions to select you to create conditions for selected fields with specific values and sort them in a particular order. It is available for To do so, complete the following elementssteps:

lists (click

Click the funnel icon Image Modified

above the table)

forms (condition fields)

record picker window (it appears after clicking the magnifier icon

Image Removed by the reference fields)

Related Lists area (click the funnel icon

Image Removed above the table).

Click the funnel icon

Image Removed to expand the condition

to open the condition builder.
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Add dependencies using the AND and OR

buttons

action. Also, you can add high-level conditions using these buttons

in

on the condition builder toolbar.
Click Run to apply filters and get the selection of records.
- You can also delete

them

- the filters by clicking the Clear All

button

- UI-action.

Not available for condition fields.

Save – – allows saving you to save the configured conditions.

Panel

Other available actions:

Sort – allows adding conditions of the fields – allows you to add conditions for the field sorting.
Group – – allows grouping you to group the records by a specific column.

Tooltip

onlyIcon	true
appendIcon	info-filled
iconColor	blue

Tooltip

onlyIcon	true
appendIcon	info-filled
iconColor	blue

Not available for condition fields.

Expand

title	How to save a filter

Configure conditions you need.
Enter Specify a name of the filter and click Save.
The saved filter will be available in the hamburger menu Image Removed.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.

Tooltip

onlyIcon	true
appendIcon	info-filled
iconColor	blue

Not available for condition fields

condition builder field that is near the Group UI-action.

Close – hides the condition builder.

Tooltip

onlyIcon	true
appendIcon	info-filled
iconColor	blue

Not available for condition fieldsRun –runs the configured condition to apply the filter.

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

Tip

You can To clear filters of the Condition Builder the following waycondition builder:

by clicking

- click the arrow iconImage Modified to clear

one

- a condition

at

- to the right

by clicking on the

- of the arrow.
- click a condition to clear all conditions except the selected one

- .Image Modified

Info
By default, the records in lists are sorted by the sys_id column in descending order.

See the Condition Builder article to learn more.

To add a list filter to the Favoritesmenu, drag the breadcrumbs to the Favorites navigation tab.

List
Search boxes
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search boxes
search boxes
Search boxes appear above a table in the list view. To display them, click the magnifier button icon at in the right left corner on 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, that is, the . The condition equals :
to[Column] contains [value]and will be displayed in breadcrumbs.
Grouping on
lists
lists
Anchor
grouping on lists
grouping on lists
Grouping By grouping records on lists allows to that appear on the list, you can divide all records into groups basing based on the defined column of any typevalues. As the a 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.
InfoGrouping is available only on lists. Records in related lists cannot be grouped
.
To configure the grouping, click on the column title on the basis of which you need to group the records , then choose by and click Group: {column name}.
For example, we you need to group columns reports from the Columns Reports (sys_db_columnreports) table by the Column Type field. After configuring the grouping, the list will look like thislooks the following way:
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In the list view, the following options are available to operate the groups are available:
Expand and collapse any group. Click on To do so, click the group you want to expand or collapse.
Expand and collapse all groups. Open a the context menu by clicking on one of the column titles or right-click clicking any line in on the list, and choose the corresponding option select the Expand all groups or Collapse all groups option in the context menu.
Sort groups in ascending or descending order by the group name or name or the number of records in it. Open a the context menu by clicking on one of the column titles or right-click clicking any line in on the list , and choose select 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 chooseselect 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 select Open a group in the list.
Info
The list_groups.per_page property allows configuring the number of groups displayed on the page.
Configure list layout
In SimpleOne, configuring the List layout allows changing the list appearance. You can configure which columns appear in the list and their order.
To enter the list layout configure menu, go to the hamburger menu Image Removed and select the Configure → List layout menu option or click the gear iconImage Removedon the top left of the list.
List layouts allow users to call the record context menu. Right-click on the record you need and select one of the following options:
Show Matching – filters fields that match with the field selected on the list view.
Filter Out – filters the fields that do not match with the field selected on the list view.
Ungroup. To do so, open the context menu by clicking one of the column titles or right-clicking any line on the list and select the Ungroup option in the context menu.
Create reports

You can create a report directly from a list without going to another menu category. Open the title context menu by clicking a column title Use the title context menu by right-clicking on the list titles and selecting one of the following options:
Export Excel – exports the list into an Excel file, for further uses for various purposes.
Pie Chart – presents data with the circular statistical graphics. See the Reporting Open Pie Chart – represents data in the form of a circular statistical graph. See the Reports article to learn more.
Open Bar Chart – presents data with – represents data in the form of rectangular bars. See See the Reporting Reports article to learn more.
Every list record has a set of fields easily customized with the Form Layout tool. To open a record form, click the first field of the record on the list.
Info
You can also open a record from the preview form: click on the record information icon Image Removed, and then click the Open record button.
It is possible to view the record field information with the tooltip when hovering over the particular list field.
InfoIn the list.pagination.enable_pages_calculationproperty, enable or disable the counting of items for pagination.
To enable or disable the pagination, perform the following steps:
Navigate to System Properties → All Properties.
Find the list_pagination.enable_pages_calculation property record using the list search boxes or the Condition Builder and open it.
In the Value field, set true to enable the pagination or false to disable it.
Click Save or Save and Exit.
To customize the page size for UI list, set up the list.per_page property.
To specify the size, follow the steps below:
Navigate to System Properties → All Properties.
Find the list.per_page property record using the list search boxes or the Condition Builder and open it.
In the Value field, enter the necessary number of list records on one page.
Click Save or Save and Exit.
Configure personal list layout
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personal layout
personal layout

In SimpleOne, you can configure your personal list layout: choose columns to appear on the list and define their order.
To do so, click the gear iconImage Addedto the left of the list.
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The Available layout area contains all table columns that can be added to the list. To add them, move them to the Selected layout area. Move elements by dragging them or using the Image Added and Image Added buttons.
To remove or add all the columns, click the Image Added or Image Added button.
To move several elements in a row, select them with the Shift key pressed and drag them from the Available layout area to the Selected one.
To move several scattered elements at once, select them with the Ctrl key pressed and drag them from the Available layout area to the Selected one.
List views
Create List View
You can create List views with separate sets of columns for various tasks with the Configure → List layout menu features. This menu is also available when clicking the gear iconImage Removed.
All created list views are available in the hamburger menu → Views. Mark a custom view with the tick in this menu View. On this menu, select the view you need to set it as default.