How to Customize List Display

Overview
Being able to customize your list contents means you will be able to choose what fields are displayed as a result of viewing an entire list, or after you enter your search query. Customizing your list to your most relevant fields can save you time in looking for the information you need faster.

Note: To perform these steps you may need a higher level of permission, contact your system administrator if you need higher access.

 

Step 1. Locate the Entity you Would Like to Change

Under the setup tab in the left side menu in the Develop node, there is a link entitled "Entity", select this to display a list of entities in your system. Within this list either browse or use the search utility to find the entity you would like to change. The list will look similar to below.

Entity
An entity is an umbrella term for a section of your application. For example, the section for your account would be an entity called "ACCOUNTS" For more information, read the How to Customize an Entity article.

 


Step 2. Find the Appropriate Layout

After you select the correct entity. Select the "Layout" link in the left. The next screen will show you a list of available layouts for your entity. It will look similar to below.




For the purpose of this tutorial select the "LIST" layout type. This will show the screen where you may begin editing your fields.




Step 3. Edit the Necessary Fields

By selecting the edit button near the top, you will be able to alter the fields you would like displayed in this list. Your options under the "FIELD NAME" column will allow you to select data you would like to display using the object reference model. This will allow you to specify the path that will be used to access reference fields (e.g. LOOKUP data types) if more than one exists in the entity.

Under the "LABEL OVERRIDE" column you can customize the label to describe the field. Under edit mode select the cell to change the data within.

Aside from the list view's table definition, the following table lists the definitions for the other fields:

Table 1
Field Definition
Layout Name Name for the layout. The name needs only to be unique relative the entity. This means that the same name can be used for a layout in another entity.
Default When checked, this becomes the default LIST layout when the entity is access in the UI.
Default Layout

Allows the configuration of the default layout of the entity's LIST view. Available options are:

  • Tree: Allows the displaying of the entity's records in a collapsible hierarchy view similar to Windows Explorer.
  • List: Conventional manner of displaying the entity's records in a flat layout.
Allow Switching Layouts

When checked, users will be able to switch between the Tree and List views when accessing the entity's LIST layout in the UI.

If left un-checked, the user will always see the behavior that is configured in the Default Layout field.

Hierarchical List When checked, and the layout is set to display the List view, nested records will be indented to show its level in the entity's record hierarchy.
List Layout Label Field

This is the field that will be used when a certain record within the entity is selected. This is typically displayed on the left navigation pane right below the entity/node as an easy indicator on what record is currently open.

This is also useful for LOOKUP-type fields that reference the entity as this is the value that is displayed in the LOOKUP field after selecting a record.

The platform defaults this to the record Id number unless this is changed and it is a good practice to select an easily distinguishable field for this setting.

 

Related Topics

Tree Views

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