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, list interface is described.

List interface includes the following elements:

  1. Columns – names of columns of the current table. Click on a column name to call the context menu. Change columns set and order by clicking the gear icon .
  2. Gear icon  – click this icon to change the set and order of columns displayed.
  3. 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 (click on the funnel icon ).
  4. List of records – records included in the table 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 field.
  5. Information icon  – click this icon to see the preview information about the record. See the Customizing portal and agent views article to learn more.
  6. Cell – the column value of a certain record. You can change the value using inline editing. To do so, inline editing must be enabled for a given column.

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.

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

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

  1. Double-click on the cell containing value you want to change.
  2. Depending on the type of chosen column:
  3. Click the check mark icon to apply 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.
  • Some columns may be locked for inline editing. The fields in these columns will be read-only.

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:

  1. From the table form view, click Configure inline editing.

    A modal window appears.
  2. 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.

  3. 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.

List view provides 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 (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 sys_id column in descending order.

  • items in the row context menu (to call it, right-click on 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 allows creating 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 (condition fields)
  • record picker window (it appears after clicking the magnifier icon  by the reference fields)
  • Related Lists area (click the funnel icon above the table).

Click the funnel icon  to expand 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.

Other available actions:

  • Sort – allows adding conditions of the fields sorting.

  • Group – allows grouping the records by a specific column. 

  • Save – allows saving 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.

    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:

You can clear filters of the Condition Builder the following way:

  • by clicking the arrow icon to clear one condition at the right
  • by clicking on the condition to clear all conditions except the selected one


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

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 to divide all records into groups basing 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 number of records included.

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

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 columns from the Columns (sys_db_column) table by the Column 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 on the group you want 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 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 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.

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 and select the Configure → List layout menu option or click the gear icongearbox.pngon 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.

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 article to learn more.
  • Bar Chart – presents data with rectangular bars. See the Reporting 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. 

You can also open a record from the preview form: click on the record information icon , 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.

In the list.pagination.enable_pages_calculation property, enable or disable the counting of items for pagination.

To enable or disable the pagination, perform the following steps:

  1. Navigate to System Properties → All Properties.
  2. Find the list_pagination.enable_pages_calculation property record using the list search boxes or the Condition Builder and open it.
  3. In the Value field, set true to enable the pagination or false to disable it.
  4. 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:

  1. Navigate to System Properties → All Properties.
  2. Find the list.per_page property record using the list search boxes or the Condition Builder and open it.
  3. In the Value field, enter the necessary number of list records on one page.
  4. Click Save or Save and Exit.

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 icongearbox.png.

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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