Working With Lists
Most of the time you spend in the application is spent on a screen that shows many records at once. This is the largest section of the guide, because these screens carry the most controls.
In This Section
The screens themselves
- List Screens The anatomy shared by every list, the layouts available, loading, paging and empty states.
- Tables Sorting, resizing and reordering columns, wide tables, and drag-to-reorder lists.
- Cards, Simple Lists And File Lists The lighter layouts and when each is the right one.
- Boards Kanban-style boards, and what dragging a card actually changes.
- Calendars Records placed on dates, and creating or moving them by dragging.
Narrowing and shaping the data
- Filtering Your Data Conditions, the operators available for each kind of field, quick filters, and the difference between filtering and searching.
- Saved Views The saved-view switcher, saving your own, making one your default, and the refresh control.
- Columns, Grouping, Merging And Calculations Choosing which columns appear, grouping rows, merging duplicates into one line, and totaling.
Acting on what you found
- Selecting Records And Bulk Actions Ticking rows, the right-click menu, and doing one thing to many records.
- Action Buttons And Exporting The buttons around a list, custom actions, and exporting to a spreadsheet.
- Tags And Folders Two ways to organize records that work alongside filters.
When To Start Here
Start here when you are asking:
- how do I find the records I actually need
- how do I keep a set of conditions I use every day
- how do I get this into a spreadsheet
- how do I do the same thing to fifty records
- why is this screen so slow, and what can I do about it
What You Will Learn
By the end of this section you should be able to take any list screen, narrow it to exactly what you need, shape how it is displayed, save that arrangement for tomorrow, act on the result in bulk, and get it out of the application when you need to.