Lists and Filters Flashcards
each row represents one…
record
each column represents one…
field
the intersection of each row and column is…
the data value
what does and does not change in a list view
fields and their order may change, number of displayed records does not change
who can create view for lists and forms
sys admin
four sort controls
order field, number field, name field, specified display field
how to switch views in a list
List Control Menu, View, select name
where does the view name appear when not Default
in brackets beside table list title
context menu for options related to viewing and filtering entire list
List Controls menu
context menu for quick reports, configuring list, exporting data
Column Options menu
Field context menu for filtering options, assigning tags
right click a cell
three components that make up a filter condition
field, operator, value
filter conditions applied to the list are summarized in…
breadcrumbs
how to use List Editor to edit a field value without opening the record
double click field, change, click save icon
right click a field for these 4 quick edit functions:
assign to me, approve, reject, assign tag
how to configure List Layout
any column options menu, Configure>List Layout
who can add or remove columns or change order for all users
admin and personalize_list roles
how to modify list for an individual user
Personalize list
gathers info from a series of tables through reference fields
dot walking
in Workspace, these group records but do not retrieve records when you click them
List Categories
