Lists Interface

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

The list interface includes the following elements:

Columns – names of columns of the current table. Click a column name to open the context menu.
Funnel – click this icon to use the condition builder for filtering.
List – 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 the set and order of columns displayed.
Search boxes – click the magnifier icon to the left of column names to open the list search boxes. Here, enter the value that a column should contain to find certain records.
List of records – records included in the table displayed in rows. You can select records using the checkboxes on the left to delete them or (in case it is a record picker) to select them for the list type field. By default, the records in lists are sorted by the ID column in descending order.
Information icon – click this icon to see preview information about the record.
Cell – the column value of a certain record. You can change the value using inline editing.

Inline editing

Edit field values of records in the list view without openning a record form.

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

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

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

If users do not have access rights to view some records, columns of Reference, List and Document ID types will display the unavailable data text.
If an ACL rule restricts access for the current user to the Display Name of a record, then the column will display the unavailable title text.
If the referenced record is deleted, the column will display the record not found text.

Configure inline editing

You can lock selected columns for editing to protect them from being changed, bypassing client scripts.

To lock columns for editing, follow these steps:

From the table form view, click Configure inline editing.

A modal window appears.
Depending on your purpose, you can lock:
- a single column: start typing in the input field and select an item from the auto-suggest list.
- multiple columns:
  - click the magnifier icon right to the input field. In the window that appears select the checkboxes corresponding to the columns you wish to lock and click Select items.
  - to remove a column from the input field, click the close button on its badge.
- all columns except for the selected ones: select Lock all columns except those specified below.
- all columns: switch Lock all columns.
When all settings are done, click Apply.
Unless Lock all columns is switched, you must fill in the Columns field to click Apply.

To revert the changes you have made, click Reset settings and click Reset in the dialog box that appears. The Reset settings button is only available if you made any configuration changes previously.

The inline editing restrictions can be inherited from parent tables. By default, the lock status of columns in a child table is the same as in the parent table.
You can override the inherited status by configuring inline editing for the child table.
When you reset settings for a child table, the settings inherited from its parent become active again.

Filtering

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 with the:

condition builder.
list search boxes.
items in the column name context menu (to call it, click the column name).
Sort ascending – sorts records by the column value: from smallest to largest (including choices if they have numeric value), from A to Z, from earlier dates to later dates.
Sort descending – sorts records by the column value: from largest to smallest (including choices if they have numeric value), from Z to A, from later dates to earlier dates.
Group: {column} – divides records into groups by the selected column.
By default, the records in lists are sorted by the ID column in descending order.
items in the row context menu (to call it, right-click the cell).
Show Matching – equals to condition: [Column] is [value]
Filter Out – equals to condition: [Column] is not [value]
Group By – divides records into groups by the selected column.

Condition builder

Condition builder is a tool that helps to create conditions to select fields with specific values and sort them in a particular order.

It is available for the following elements:

lists (click the funnel icon above the table)
forms in Condition fields.
record picker window (click the magnifier icon by the reference fields)
Related Lists area (click the funnel icon above the table).

To create filters, complete the following steps:

Click the funnel icon to open the condition builder.
Add complex conditions using the AND and OR buttons in the condition builder toolbar.
Click Run to apply filters and get the selection of records.
- You can also delete them by clicking Clear All.

Other available actions:

Sort – adds conditions of the fields sorting.
Group – groups the records by a specific column.
Save – saves the configured conditions.
1. Configure conditions you need.
2. Enter a name of the filter and click Save.
3. The saved filter will be available in the burger menu .
  - To apply the filter, navigate to the burger menu, click Filter, and select the option with the desired filter name.
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:

To clear filters of the condition builder:

- click the arrow icon to clear one condition at the right
- click the condition to clear all conditions except the selected one.

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

See the Condition Builder article to learn more.

List search boxes

Search boxes appear above a table in the list view. To display them, click the magnifier button at the right corner on 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 condition equals:
[Column] contains [value]

Grouping on lists

Grouping records on lists allows you to divide all records into groups based on the defined column of any type. 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.

Grouping is available only on lists. Records in related lists cannot be grouped.

To configure grouping, click the column title by which you need to group the records, then select Group: {column name}.

For example, you need to group columns from the Columns (sys_db_column) table by the Column type field. After configuring the grouping, the list looks the following way:

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

Expand and collapse any group. Click the group you want to expand or collapse.
Expand and collapse all groups. Open a context menu by clicking one of the column titles or right-click any line in the list, and select the corresponding 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 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 on another column, click 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.

The list_groups.per_page property configures the number of groups displayed on the page.
In the list.pagination.enable_pages_calculation property, enable or disable the counting of items for pagination.
The list.per_page property allows you to customize the number of records for UI list.
To set up properties, follow the steps below:
1. Navigate to System Properties → All Properties.
2. Find the property record you need using the list search boxes or the condition builder and open it.
3. In the Value field, enter the necessary value.
4. Click Save or Save and Exit.

Create a report

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

Pie Chart – present data with the circular statistical graphics. See the Reports article to learn more.
Bar Chart – present data with rectangular bars.

Import and export