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Section 3: Lists & Forms

Overview

Records

A row in a spreadsheet
A single entity
Each record has a unique key

Field (Column)
Database
Table

Record (Row)

First Name

Last Name

Favorite Fruit

Pet

Mark

Miller

Peach

Dog

John

Doe

Watermelon

Cat

sys_id=ef4225a40a0a0b5700d0b8a790747812

Lists

Multiple records per page


Limited fields
Filter and sort records
Multi-select
Cell edit

&

Forms

1 record per page


More fields
Editing record information
Better UI
More powerful

Lists

Spreadsheets
Display many records
Cell edits

Section 3: Lists & Forms


Lists Overview

Forms

Single record
Many attributes
Customize form
Edit data

Section 3: Lists & Forms


Form Overview

Filters & Search

Many search bars


Similar search functions
Search wildcards

Search Conditions
Wildcard Syntax

Search Criteria

Example

*[term]

contains

*Mark

!*[term]

does not contain

!*Mark

=[term]

equals

=Miller

!=[term]

does not equal

!=Miller

[term]%

starts with

Hello%

%[term]

ends with

%goodbye

Section 3: Lists & Forms


Filters & Search

Condition Builder

Very powerful
Replaces SQL statements
Access related fields
Save condition
Copy condition
Field, Operator, Value

Section 3: Lists & Forms


Condition Builder

Breadcrumbs

Dynamic
Remove a filter by clicking
on >
Copy query or URL

Section 3: Lists & Forms


Breadcrumbs

Context Menus

Appear in list & form views


Menus with options
Application look and feel

Section 3: Lists & Forms


Context Menus

Personalize Versus Configure

Businessman
Bob

Admin
Adam

Personalizing Lists

User specific
Add/remove any field on table
Reorder fields

Configuring Lists

Different than gear icon


System wide
Permissions

Section 3: Lists & Forms


Modifying Lists

Personalizing Forms

Gear icon on form


User specific

Configuring Forms

Add/remove fields on form


Split option
Related fields

Section 3: Lists & Forms


Modifying Forms

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