A List view is similar to a table view with rows and columns of data. Each row is one record and each column is a Field. This type of view is often used when you want to see more number of records at a time. It is a simple yet powerful view type that can display any columns you want and in the required order. You can sort, search, filter and group data in a list view.
A basic list view with rows and columns of data
Creating a List View
- Select the New View option in the Views tab. The dialog to create the new view will be displayed.
- Select the View Typeas List.
- Specify the View name. The view name is the name displayed in the View header and the view link name is the name displayed in the URL while accessing the view. For example, if the view name is Employee Details, the view link name will be http://creator.zoho.com/zchelp/employee-manager/#View:Employee_Details. The link name is also used internally in Deluge Script.
- Select the Form based on which this new view is to be created.
- Place this view under: If you have created sections under which the existing forms/views are to be displayed in Live Mode, all the existing sections will be displayed here. Select the section under which the new view will be displayed. If no sections are created, the view will be placed under "Home". Refer the topic, Layouts for more information.
- Edit Permissions: The Application owner can grant three levels of access permissions to a public application or to shared users of a private application. Learn how to set access permissions.
- Click Done to create the view. A preview of the Sales View is displayed as shown in the screen-shot below.
- You can make the required configurations to this view using the option displayed on the left-side tree. Each option is explained in separate topics as listed below:
- Display Properties : You can change the View Type and the number of records to displayed per page from the Display Properties link. Learn more..
- Column Properties: You can control the display of columns and also change the display name of the columns here.
- Set Column Widths: You can specify the width of columns by providing the appropriate width in pixels/percentage. Learn more..
- Set Criteria: You can set criteria to create views with specialized reporting needs. Learn more..
- Set Filters: Filters are a set of named criteria that allow you to select and display only specific entries in a view. Learn more..
- Set Grouping: You can group your data based on specific fields in a view. Grouping creates sub-lists within a list view. Learn more..
- Set Sorting: By default, a list view displays the records in the order in which they are added. (i.e.) latest records are listed on top. You can sort records by a specific column/column(s) in ascending or descending order to display meaningful reports.Learn more..
- Set Access Permissions: Users will be able to add, edit or delete records in a view only if access permission is provided by the application owner. Learn more..
- Custom Actions: Custom Actions are actions performed on selected records in a view by executing function calls. Learn more..
- To view the data, click on the button and select the list view to be displayed. For example, select the Sales View we have created above.
Navigating a long list view
You can easily navigate a list view that has thousands of records using the navigation links that are placed below the view header. You can also specify the number of records to be displayed per page. Selecting the Record Count link will display the total number of records in the view. To move forward through records in the list view, click the arrow that points to the right. To move back, click the arrow that points to the left.
Managing a List view
Once created it is easy to manage a list view while it is displayed on your screen. You don't even need to open it in the View tab.
- You can sort/group by any column in the view
- View filtered records
- Search the view
- Show/hide columns in the view
- Change the display format of the view
- Create personalized views by saving the changes made to the view as a new views.
- Export data in different formats
- Print data.
In addition to the above actions, the app owner can perform the following actions:
- Import data to the view
- Get the view permalink
- Embed the view in his website/blog.
All this can be done right from the list view that is displayed on the screen. The app owner need not go back to the View tab to make these changes.To modify other type of views or to use the other features like setting criteria etc., you need to make the changes from the View tab. Shared users can create personalized views by saving the changes made to their view as a new views. Read How
Default sort order of records in a List view
For enhanced performance, the default sort order of the list view is now changed from Added time to ID. Hence, the records will not be displayed in the order in which they are added. Incase if you want to display the records based on the time they are added, use the sort option to sort based on Added_Time.