You can create new lists at any moment by copying a list that comes bundled with the product.
Only user-created lists can be edited.
To edit a list, follow these steps:
- Open the list you wish to edit;
- Configure any of these aspects of the list:
- Columns available on the list;
- Conditional formatting rules;
- Save the list using the corresponding option from the button bar.
How to create a summary list with aggregated values, based on a source list?
To provide support for management requirements, you can create a summary list based on a source list. For example, based on a purchase invoices list, we can create a new list that breaks down total invoice values by month.
This type of list is built by using ‘Aggregations‘.
To define an aggregation, choose the columns you want to aggregate. For columns to be available for aggregation, it must be possible to use them as parameter in an arithmetic function (e.g.: Sum) or a time aggregation function. This means that the following type of columns can be selected: Number, Decimal, Money value, Date, Date/time.
Follow these steps:
- Open the list over which you want to build the aggregation;
- Use the “Columns” button available on the button bar to display the column chooser;
- Select the “Aggregations” tab at the top of the column chooser;
- Expand the table(s);
- Associate an aggregation function with the columns that will be aggregated;
- Apply the aggregation;
- Save the list.
Given a list with the columns A, B, C and D, when you aggregate using the ‘Sum’ of the values on C and the ‘Month’ on D, you get a number of records that represents all possible value combinations of columns A and B.
For each A and B value combination, we will have the matching C and D aggregated values.
How can I add or remove list columns?
Selecting which columns are available in a specific list is done using the column chooser inside the list you wish to edit. To add or remove columns, follow these steps:
- Open the list;
- Select the ‘Columns‘ option from the button bar. This will display the columns chooser on the left side of the editor, covering the screen from top to bottom;
- The columns shown are grouped by table. To view columns from each table, click on the corresponding title;
- The columns displayed in the list are those selected with a checkmark in the column chooser;
- To add or remove columns from the list simply select or unselect it using the visual element on the right of the column’s name.
How can I group the list by one or more columns?
When a list is grouped by one or more columns, each group shows up in a row. When you expand a group, the groups from the next level are displayed, or if there is no grouping on the next level, it shows the group’s items. Follow these steps:
- Select the ‘Group‘ option on the button bar. The groups panel will be displayed at the top of the screen, under the button bar;
- Repeat the following step for each column you wish to group:
Left-click and hold the title of the column you want to group by, drag and drop it on the groups panel;
- Save the list using the ‘Save‘ button of the button bar.
How can I build a filter for the list?
Setting list filters gives you the ability to create list views that fulfill specific goals. For example, by creating a condition to filter a list of customer orders by customer, you can quickly find orders placed by a specific customer.
Follow these steps:
Open the list to which you would like to associate the filter;
- Select the “Filters” option from the button bar. This option displays or hides the area under the button bar where filters are specified;
- The selection element displayed by default in the filters area when there are no conditions is an aggregator which allows you to specify how the system will evaluate the different conditions specified:
- The first option means that the filter is only applied when all conditions are true;
- The second option means that the filter is only applied when at least one of the conditions is true;
- The third option means that the filter is only applied when only one of the conditions is true;
- For each desired condition repeat the following steps:
- Click the ‘+‘ button to add a new condition;
- Select the column to which the filter will apply in the first selection element;
- Select the logical operation that defines the condition in the second selection element;
- Select the source of the value that will be entered in the condition in the third selection element: entered when the filter is defined; parameter prompted from the user; system variable (e.g. Name of the user logged in);
- Specify the value used by the condition;
- Apply the filter to display results;
- Save if you wish the filter to be set for the list.
How can I set the formatting of list values according to a specific condition?
In some scenarios, it may be interesting to draw attention to specific list values that meet certain conditions.
This behavior is called conditional formatting. For this you must:
- Open the list to which you want to add conditional formatting;
- Click the ‘Formatting’ option available from the list button bar. This will display a panel at the top of the list, where you can set formatting conditions;
- For each desired condition, follow these steps:
- Click the ‘+‘ option on the upper right corner of the formatting conditions area;
- Rename the condition added to the conditions list;
- In the filters and formatting area select the formatting (e.g.: font) and the filters that must be checked to apply that formatting;
- If you want to preview the formatting, you can click the ‘Preview’ option, under the conditions list;
- Select the ‘Apply‘ option;
- Save the list.