Specifying list settings

General
How to filter list items
How to sort list items
How to group list items
How to set conditional formatting

To customize the list view and content, on the All actions menu, click Configure list.

You can do the following:

  • Filter data by specified criteria
  • Sort data, ascending or descending
  • Group data by specified criteria
  • Customize table view (font style, font color, and more)

The settings might include options specified at the applied solution development stage. These options might be complemented or modified by user settings.

To add a filter, sorting, or grouping setting, on the corresponding tab, in the list of available fields, select a field and click Select. This adds the field to the list of settings items, and also selects the check box next to the field name in the left column. Alternatively, you can click the Add button, which adds an empty line to the list of settings items. Then, in the Field column, click the selection button and select the field you want included in the settings.

To edit a settings item, select a field in the settings list and then run the Edit command. If you want to select a different field, in the Field column, click the selection button and select a field.

To order settings items, use the Move up and Move down commands.

To disable a settings item, delete it from the list or clear the check box next to it.

Note. The filter, sorting, and grouping settings specified by a user are not saved when the form is closed. If the list is displayed on the desktop, the settings are not saved either when a user switches between sections.

Filter tab

Use a filter to view only items that match the specified criteria.

For example, to filter documents by vendor:

  • Add the Vendor item to the Field column by using the selection button or by selecting it from the list of available fields.

  • In the Comparison type field, select Equal to.

  • In the Value column, specify a vendor.

  • Click OK.

You can add other fields to the list of filter fields. Then the table will only display the fields that match all of the filter criteria.

Learn about data search

Sorting tab

To sort data, specify the sorting field and direction.

For example, to sort documents by total, descending:

  • Add the Total field to the Field column.
  • Specify the Descending direction.

You can add other fields to sort the table by multiple columns at once. The criteria that are higher in the list have higher priority.

Note. You cannot sort by fields that contain strings of unlimited length.

Grouping tab

Use this tab to set grouping conditions.

For example, to group documents by vendor, in the list of available fields, click Vendor and then click Select. This adds the field to the list of grouping fields, and also selects the check box next to the field name in the left column.

You can set grouping by multiple fields. The order of fields in the list defines the nesting order.

Conditional appearance tab

To specify conditional appearance settings, click the Add button. This opens the Edit conditional appearance item form.

  • Format. Select the check boxes next to the parameters you want to use, and specify their values.
  • Condition. Specify the condition for applying the formatting.
  • Formatted fields. Specify the fields for applying the formatting.

For example, to turn vendor names red in documents whose total is less that the specified threshold:

  • On the Format tab, select the Text color check box and set the value to Red.
  • On the Condition tab, add the Total field to the table, then specify the Less than condition and the appropriate value.
  • On the Formatted fields tab, select the Description field of the vendor.
  • Click OK. This saves your changes as a single item in the List Options form.

Note. The settings are individual for each list and for each user.

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