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A task bar displays at the top of every list. For example:
The following table describes the different elements that can appear on a list task bar and the function of each element:
Task Bar Element | Function |
|---|---|
| Allows you display or hide the list. |
| Allows you to apply an existing filter to the records on the list. The default selection is -- No Filter -- (no Filter is applied). Click the down arrow to display a list of existing filters. |
| Allows you to create, view, or edit a filter that you can save or apply to the records on the list. |
| Allows you to create a quick record name filter that you can apply (but not save) to the records on the list. |
| Allows you to create a new record of the record type displayed on the list. |
| Allows you to refresh any dynamic data displayed on the list. |
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To display the menu of formatting options, click the down arrow that appears over the Detail icons column.
For all lists, you can right-click any column header on the list to display an Action menu of formatting options preceded by sort actions for the selected column.
See Action Menus for a description of these formatting and sort options.
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- Click a column header; the list is sorted in ascending order of the entries in that column. A small arrow appears to the left of the column name to indicate the direction of sort. An up arrow indicates ascending alphanumerical order; a down arrow indicates descending alphanumerical. Re-click the header to reverse the direction of sort.
- Right-click a column header to display an Action menu and click either:
- Record Lists#Sort Sort AscendingRecord Lists#Sort
- Sort Descending
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For example, if you sort the list of task instances on the Activity Monitor by Status, the list is sorted by the numeric Status Code, not the alphabetic Status Name:
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Step 1 | Click a column header to sort the list by the currently defined sort level of that column (default is column name in ascending order). |
Step 2 | Right-click the same column header to display an Action menu. |
Step 3 | Click Configure Sort... to display the Sort dialog. |
Step 4 | Click the Add Level or Copy Level button to add a Then by row to the list. |
Step 5 | Select a Column and Order for Then by. |
Step 6 | Add as many sort levels as desired. To remove a level from the dialog (including the default level), select it and then click Delete Level. Use the up and down arrow buttons to re-arrange the order of the levels. |
Step 7 | Click Apply. The list is sorted according to the levels that you have defined. Numbers display next to the column headers, identifying the sort order. |
Step 8 | To remove the temporary sort levels for the column, either:
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Step 1 | Display the list. | |||||
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Step 2 | Access the Action menu of list formatting options. | |||||
Step 3 | Click Columns... to display the Field Picker pop-up dialog. (The following example shows the Field Picker pop-up that displays for the Users list.)
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Step 4 | Drag and drop fields between the Available Fields and Visible Fields windows, as appropriate for whichever fields you want displayed on the list.
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Step 5 | To filter the fields listed in either window, enter characters in the text field above the Name column. Only fields containing that sequence of characters will display in the list. | |||||
Step 6 | Click the Apply button on the Field Picker dialog to save your relocation selections. |
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Layouts > | Displays a menu of all layouts, including the Record Lists#System System Default layout, that you can apply to the list. | ||||||
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| Saves the current configuration of the list as a new layout and displays the layout in the Layouts menu. | ||||||
Save As Default Layout | For the ops_admin role only; Saves the current configuration of the list as the System Default layout for this list. | ||||||
Restore the Default Layout | For the ops_admin role only; Restores the System Default layout of this list to the original Record Lists#System System Default layout. |
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The Layouts menu identifies all currently defined layouts for the list, including the Record Lists#System System Default layout.
The following icons can appear in a Layouts menu:
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Description | |||||||||
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| Default Layout |
Indicates that this layout has been pinned as the Default layout for this list.  | ||||||||
| Layout |
Identifies every layout - including the Record Lists#System System Default layout - that is not pinned as your Default layout for this list.  | ||||||||
| Delete Layout |
Lets you delete a layout (except the Record Lists#System System Default layout).  | ||||||||
| Check Mark |
Indicates the list layout that currently is selected for the list. This layout will display for the list - including any modifications made since the layout was selected - until you close, and then re-open, the list. |
For example:
In this Layouts menu, the Record Lists#Default Layout icon next to Layout #4 indicates that Layout #4 has been pinned as your Default layout for the list, and the check mark next to Layout #2 indicates that Layout #2 has been selected as the current layout for the list.checkmark next to System Default indicates this is the currently selected layout.
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There are two ways to select a layout for a list:
Record Lists#Layout Layout iconRecord Lists#Default
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Pinning a layout as your Default layout also selects it as the currently displayed layout, but selecting a layout as the currently displayed layout does not pin it as your Default layout. |
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To delete a list layout, click the Delete Layout icon that appears next to every layout (except the Record Lists#System System Default layout, which cannot be deleted) in the Layouts menu.
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When you export to CSV, PDF, XLS (Excel), or XLXS, you export only the columns of information displayed on the list. To select which columns are displayed, see Record Lists#Selecting Selecting Columns / Column Locations for a List.
To run the export:
Step 1 | Display the list of records. |
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Step 2 | Right-click in any column header of the list to display an Action menu. |
Step 3 | Select Export. |
Step 4 | Select CSV, PDF, XLS (Excel), or XLXS. |
Step 5 | When the export is complete, select whether to open or save the file. |
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