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  – click on this icon to see the preview information about the record. 

    You can open a record from the preview form: click on the record information icon , 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 values of columns using 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.

  • If you do not have access to view some records, reference columns will display the unavailable data text. 
  • If ACL rules are created for a record, due to which the Display Name is hidden, then the column will display the unavailable title text. 
  • If the referenced record is deleted, the column will display the record not found text.

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.

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).



    • 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.

    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)




    • 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. To do this, complete the following steps:

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

Other available actions:

  • Sort – allows you to add conditions of the field sorting.

  • Group – allows you to group the records by a specific column. 

  • Save – allows you to save 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 hamburger menu .
      • To apply the filter, navigate to the hamburger menu, click Filter, and select the option with the desired filter name.


  • Close – hides the condition builder. 

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

  1. To clear filters of the Condition Builder:
    • click on the arrow icon to clear one condition at the right.
    • click on the condition to clear all conditions except the selected one.
  2. To add a list filter to the Favorites menu, 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 icon 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 

Grouping records on lists allows you to divide all records into groups based on the defined column values. 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, you 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. To do it, click on the group you need to.
  • Expand and collapse all groups. Open the context menu by clicking on one of the column titles or right-click any line in the list and 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 the number of records in it. Open the context menu by clicking on one of the column titles or right-click any line in the list and select the corresponding option.
  • Change the base column of grouping. To regroup records based on another column, click on the column title you need and select Regroup: {column name} in the context menu.
  • Open a group in a distinct list view. Point to the group you want to open and select 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 select the Ungroup option in the context menu.

Create reports

You can create reports directly in lists without going to another menu category. Open the title context menu by clicking on the column titles and selecting one of the following options:

  • Open Pie Chart – presents data with 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 personal list layout

In SimpleOne, you can configure your personal list layout: choose 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.

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 drag-and-dropping or using the  and buttons.

  • To remove or add all the columns, click the    or  buttons.
  • To move several elements in a row, select them with the Shift key pressed and drag-and-drop 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-and-drop from the Available layout area to the Selected one.

List Views

All created list views are available in the hamburger menu → View. In this menu, select the view you need to set it as default.