DOC0000035 - Records

SimpleOne stores information as a collection of tables and records.

Record is a minimum independent unit of SimpleOne platform. It is basically a container of information from table columns. In the list view, it is displayed as a row. In the form view, it is displayed as a form with populated fields. In API, records are SimpleRecord items.

For example, a record in the User (user) table is displayed like this:

Form view

List view

Every record has default system information in the following fields:

Created by
Created at
Updated by
Updated at

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

Records in forms

In SimpleOne, a record form may be divided into three parts:

Header area – contains the name of the table, the hamburger menu , attachments button and UI actions.
Main area – contains the record title, fields of the record, and widgets. Here, fields can be forted into sections.
Related Links area – contains the link UI action, a hyperlink text. It can execute a script or lead to a defined page.
Related Lists area – contains lists of records from tables connected with the current one.

Sections

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

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

See the Form Layout article to learn more.

Activity Feed

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

See the Activity Feed article to learn more.

Records in lists

In SimpleOne, a list view includes the following elements:

Gear icon – click on this icon to change the set and order of columns displayed.
Information icon – 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 in 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 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.

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.

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

Double-click on the value you need to change.
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
- define the date and time by clicking the calendar icon .
Click the check mark icon to apply changes.

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 and sort records.

List view provides three ways of searching and filtering records:

Condition Builder
list search boxes
options in the column name context menu (click on the column name to call the context menu)
Sort ascending – sorts records from smallest to largest (including case, when choices have numeric value), from A to Z, from earlier dates to later dates.
Sort descending – sorts records from largest to smallest (including case, when choices 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 sys_id column in descending order.
options in the row context menu (right-click on the cell to call the row context menu)
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.