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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 | ||
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| 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 Icons:
| Icon | Description | ||||||||||||
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Indicates that this layout has been pinned as the Default layout for this list. |
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| Anchor | Layout icon | Layout icon | Layout|||||||||||
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Lets you delete a layout (except the Record Lists#System System Default layout).  | |||||||||||
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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:
- Click the name of the layout in the Layouts menu
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Record Lists#Default Layout icon
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- . The check mark will display next to that layout, indicating that it is the currently selected layout for the list.
- Click the Layout icon next to the layout. The Default Layout icon and the check mark will display next to that layout, indicating that it is the currently selected layout for the list and is pinned as the Default layout for the list.
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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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Step 1 | Select Save Layout... from the Action menu. A Save As... pop-up dialog displays. |
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Step 2 | Enter a Name for the layout. (By default, the dialog displays the record type of the list as the Name.) |
Step 3 | Select whether or not you want to pin the layout as your Default layout for this list. |
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To save a layout as your Default layout for a list, which pins the layout to the list, click the Layout icon 
icon next to that layout in the Layouts menu. The Default Layout icon then displays next to that layout.
Saving a layout as your Default layout for a list does not make that layout the System Default layout; it only means that for you, as the user that saved the layout, it is pinned as your Default layout for the list whenever you display the list.
In the following example, Layout #4 has been selected as the your Default layout for the list, which automatically selects it as the currently displayed layout.
In the following example, Layout #4 Task Instance has been pinned as the your Default layout for the list, and Layout #2 subsequently System Default has been selected as the currently displayed layout.
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To delete a list layout, click the Delete Layout icon 
icon that appears next to every layout (except the Record Lists#System System Default layout, which cannot be deleted) in the Layouts menu.
If you delete a layout that is pinned as your Default layout for the list, the System Default layout automatically becomes your Default layout for the list.
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You can temporarily hide a list of records or the record Details that displays below the list.
If you hide a list, more Details can display on the page; if you hide the Details, more records in the list can display.
- To hide a list of records, click the down arrow ( v ) at the top of the list.
- To hide the record Details, click the down arrow ( v ) at the top of the Details.
To redisplay a hidden list or Details, click the up arrow ( ^ ) that replaced down arrow ( v ) when you hid the list or Details) in the Layouts menu.
If you delete a layout that is pinned as your Default layout for the list, the System Default layout automatically becomes your Default layout for the list.
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Adding a new record is a simple uniform procedure through the environment: from any list, click the New button button.
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Step 1 | On the records list, Ctrl+right-click the records that you want to delete. Each selected record is highlighted. |
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Step 2 | On the Action menu that displayed after you made your first selection, click Delete. |
Step 3 | On the Confirmation pop-up that displays, click OK. |
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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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