The List View of a module in DataEngine is an important user interface that allows users to view and manage records within a module. In this article, we will explain the various features of the List View to help you effectively utilize this functionality.
The List View provides users with a clear representation of records within a module. Here are some key features of the List View:
- Basic Filter: Users can search the List View with a basic filter by name. This allows users to quickly locate records by their name or title.
- Advanced Filter: For more precise queries, users can utilize the advanced filter to search for specific field values. This is particularly useful when searching for specific criteria to isolate records.
The Column Chooser allows users to individually customize the displayed columns in the List View to tailor the user interface to their specific needs. These customizations can be set either on a per-user basis or globally for the entire module, depending on your organization’s requirements.
If you wish to customize columns individually for each user, DataEngine allows for the setup of personal List View preferences. Each user can select their preferred columns and adjust the order to configure the List View to match their unique requirements. These personalized settings are retained for each user, so they will see their preferred column arrangement every time they visit the List View.
Global for the Module
In some cases, you may want to establish a consistent List View configuration for all users within your organization. This can be useful to ensure certain information is always visible or to standardize the user experience. Column selection in this case can be determined by an administrator or an authorized user and will then be adopted by all users within that module.
The ability to set the Column Chooser on a per-user or module-wide basis offers flexibility and customization to ensure that the List View is optimized for your organization’s needs. Users can highlight the information relevant to them while maintaining a consistent data view for the entire team.
The List View allows users to perform bulk actions on records. Here are some of the available bulk actions:
- Mass Update: This feature allows users to update multiple records simultaneously. This is helpful, for example, to change statuses, assignments, or other information all at once.
- Merge: If necessary, users can merge similar records to clean up the database and avoid duplicates.
- Delete: Users can delete multiple records at once to free up space or remove unnecessary information.
- Export: The List View enables users to export selected records or the entire list in various formats, such as CSV or Excel.
If configured in your instance, users can also add records through CSV import. This facilitates bulk data entry and updating of existing records.
It’s important to note that while the List View is a powerful tool for viewing records and performing bulk actions, if you require more comprehensive data analysis and reporting, you should refer to the creation of reports. Reports allow for more detailed data analysis, the application of complex filters, and the creation of custom dashboards to gain business insights.
In summary, the List View of a module in DataEngine provides a user-friendly and efficient way to view, manage records, and perform bulk actions. You can customize the List View to meet your specific requirements and turn to reports for more complex analysis.