Record Lists
- Stonebranch (Deactivated)
Introduction
A record list is a list of records of the same type, such as Local Servers, Users, or Business Services.
When you click a record type in the Services, a list of currently defined records for that record type are displayed.
List Task Bar
A task bar and record specific columns display at the top of every list. For example, the Local Server list:
The following table describes the different elements that can appear on a list and the function of each element:
Task Bar Element | Function |
|---|---|
| Refreshes the list. |
| Allows the selection of which columns to display via the column picker. |
| Applies a Business Services filter to the records on the list. The default selection is to show all Business Services. Click the down arrow to display a list of available Business Services to select from. |
| Applies a Status filter to the records on the list. The default selection is the composite filter Pending (not completed transfers). Only applies to the Activity area (Transfer and History dashboards). |
| Applies a time filter to the records on the list. The default selection is Last 48 hours. Only applies to the Activity area (Transfer and History dashboards). |
| Specifies the higher-level entity, here the account owner, to only display the records that are attached to it. Only applies to Remote Accounts list. |
Sorting
By default, lists are sorted by <record type> Name in ascending, alphanumeric order (0-9, a-z).
You can sort a list in ascending or descending order of the entries in the displayed columns that show up and down arrows.
To sort a list, click a column header and select Asc or Desc in the pop up menu to sort in ascending or descending order of values within that column.
You can also search for a record by its value in a specific column by clicking a column header and using the search bar in the pop up menu.