Lists are a linear arrangement of items, typically displayed vertically, with each item represented as an entry. They are widely used for displaying and managing data in a structured format.
The list view offers a range of features and benefits that enhance the display:
Compact and Space-Efficient
Easy Scanning and Reading
Ideal for Large Datasets or Long Lists
Sorting and Filtering Capabilities
To create a new Lists view, follow these steps:
1. Open the record and find the Views icon on the top right corner of the screen.
2. Click on the "New Layout" button within the Views menu.
3. From the available options, choose the "Table Layout" option.
4. Provide a name for the layout you are creating.
5. Select the "Show auto-incrementing IDs" checkbox to display an auto-incrementing ID column.
6. Specify the columns you want to display in the table by choosing the corresponding Field that links the data to each column.
Info:
Optionally, you can assign new Labels to the columns.
7. Alternatively, you can click "Add all fields" to add all available fields to the table.
8. [Optional] Set a field for Default Sorting. Specify whether it should be sorted in ascending or descending order.
9. [Optional] Utilize Quick Filters to pre-define specific filter criteria for easy data filtration.
10. Click on the "Save" button to save the changes.
✅ The final result will look like this:
To set up and use a Lists view for a desired record, follow these steps:
1. Open the record and find the Views icon on the screen's top right corner.
2. Choose the desired layout you wish to display from the available options.
3. To set the selected layout as the default display for the record, click on the "Set as default" option > Click "Save".
4. Alternatively, if you only want to view the selected layout without setting it as the default, click the "Apply" button.