University

An example of the list view:

What are List Views?
The list view is a tool used in many areas of the system for displaying records in a list form.

The list will display a pre-defined selection of fields as columns. These columns are chosen by the either System Administrator or a user with the appropriate permissions using the Form Options link located at the bottom of the list. Additionally, the list can be filtered by individual users to display records matching specific criteria. Once the user finds the desired record in the list, they can use the provided links to access that record via the detail view tool.

By default, list views are configured in a generic manner throughout the system. If the default settings are not appropriate for your situation, the provided tools make altering their configurations easy.

Configuring list views

The user or system administrator can change the fields displayed in a list view as well as other properties by using the Form Options link provided at the bottom of each list view page.

General Properties

Clicking on the Form Options link will open the “Form Options” window. The “General Properties” section allows for control of the general window properties for that list view.

By default, clicking a record opens its detail within the current window. If you would like the detail to open in a separate window, change 'Open Detail in New Window' to “Yes”. You can also change the size of the new window by entering the new values, in pixels, to the height and width fields. Remember that you can always maximize the window by clicking the maximize icon in the top right-hand corner of any window.

When you are viewing many records without a filter, the list view will separate the records into pages. The 'Records Per Page' option allows you to adjust the number of records per page. If a filter is placed on a list view, the window will display all the resulting records on one page regardless of this setting.

The last option in the general properties section allows you to choose how the page is displayed. The default option, “Fit To Page”, tries to adjust the size of each column so each one is displayed in the window. However, if you would like to view each column without resizing the contents, choose the “Large” option to use each field‟s maximum width. A vertical scroll bar will appear at the bottom of the browser that will allow you to view fields that were pushed off the viewable window.

Note: If you use a high resolution on your screen and you are viewing the screen maximized, you will see more information than if you were viewing the screen with a lower resolution.

Columns Chooser

This is the section where the administrator chooses which fields will be displayed in the list view and in what order. Add a field by clicking the drop-down box on the right of the Columns Chooser section and choose the field from the list. Click the Add button to place the new field in the box to the left.

You can move the fields to a different column by highlight the field in the left-hand box and using the arrow buttons to move it up (left on the list view) or down (right on the list view). Remove a field from the list view by highlighting the field in the left-hand box and click the X button. This will send the field back into the available fields list on the right.

When you are finished making your changes, click the Save button. If you don‟t want to save your changes, click the red X (close button) on the top right of the window.

The Form Options is available for all list views, including related tables, though sometimes it is called Options (see below).

Filter Operators
The text boxes located at the top of a list view can be used to search through the records in the list and display the results. Filter operators are used with search criteria to achieve a more specific result.

%
The percent sign is a wild card operator. It can be used as a placeholder to represent values.

Some uses are:
%value – looks for all data that ends with 'value'.
value% – looks for all data that starts with 'value'.
%value% – looks for all data that contains 'value'.

>,<,>=,<=
These are relational operators. A relational operator compares two values and determines the relationship between them. In this situation, the first value is the data contained in the list and the second value is what you enter in the filter text box. Place one of these operators in front of the filter value to compare the data to your filter.

Some examples are:
>01/01/2002 – looks for all dates more recent than January 1st 2002.
>=01/01/2002 – looks for all dates more recent or are January 1st 2002.
<M – looks for all values that start with a letter less than M (A-L).
>N – looks for all values that start with a letter greater than N (O-Z).
>=C – looks for all values that start with the letter C or greater (C-Z).

NOTE: Filter values are not case sensitive. Thus APPLE is treated the same as aPPLe.

Forcing Users To Apply Certain Filters.

In certain cases the administrator may want to force a user to always use one or more pre-determined filters. This may be the case if that user is only to view and work with a specific group of records such as open work orders. Forced filters are set by adding key characters to the entered filter values.

Steps to lock a filter:

1. Decide which specific user will have locked filters.
2. Log into the system using that user's username and password.
3. Access the list that will receive the locked filters.
4. Enter the appropriate filters to the list.
5. Verify the correctness of the records displayed.
6. Place the key characters :: in front of the filter value.
7. Apply the filter to re-display the list.

Filters are now locked into place for this user.

NOTE: There is no way to unlock a filter yourself. You must call the
eMaint support department to unlock it for you. Please use extreme
caution when using this feature.