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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:
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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.
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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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To select a layout for a list, access the Action menu, which provides the following selections for saving and selecting list layouts:
Layouts > | Displays a menu of all layouts, including the 63539299 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 63539299 System Default layout. |
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The Layouts menu identifies all currently defined layouts for the list, including the 63539299 System Default layout.
Layouts menu Icons:
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Indicates that this layout has been pinned as the Default layout for this list. | ||||||
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Lets you delete a layout (except the 63539299 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. |
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- Click the name of the layout in the Layouts menu. 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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You can save any configuration of a list as a list layout.
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 delete a list layout, click the 
icon that appears next to every layout (except the 63539299 System Default layout, which cannot be deleted) in the Layouts menu.
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Adding a new record is a simple uniform procedure through the environment: from any list, click the
button.
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By default, an export contains all records on the list. If you do not want to export all records on the list, use filtering to select the records to be exported.
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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 63539299 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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