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Modulo 3

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6 views

Modulo 3

Uploaded by

matheusgarbes
Copyright
© © All Rights Reserved
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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a list displays a set of records from a table within the content frame, each row in

a list represents one record and each column represents one field

views provide specific fields or columns to support different work activities,


enables users to quickly display the same list or form in multiple ways, sysadmins
can create views for lists or forms

to switch between the different views of columns on a list, open the list control
menu then select view and select the desired view

a list that is displayed to a user for the first time will be sorted by one of the
following:
order field
number field
name field
field specified as the display field for the table

context menus provide different levels of controls for a given list view and can be
access by selecting the list controls menu icon or by right clicking the list
header or column headers, there are 3 context menus
lis control menu
column option menu
list fields (right click) context menu

list collector add, remove or reoder fields, available items that are green and
followed by a + represent related tables and can be used dot walking to gather
information from a table, you cannot use dot walking using a form design, only form
layout

a filter is a set of conditions applied to a table list to isolate a subset of the


data and the components that make up a filter condition include
field
operator
value

filter conditions applied to the list are summarized in the breadcrumbs shown in
blue letters across the top of the list

field operators can be text value, numeric value or date value

list editor allous a field value to be edited in a list without opening the record
and can be contiguous and non contiguous (you can make edits to values that belong
to different records at the same time)

list editing is disabled or restricted for some tables

users with admin or personalize_list role can add or remove columns from a list

actions in the gear icon only personalize to the logged user

where the list layout configuration affects everyoen, the personalize list modifies
the layout of a list for an individual user

personalization should be used for a temporary situation, any global changes that
occur at the system level will not be reflected in a personalized list, if the
sysadmin configures a list view a user has personalized, they will no see those
newly added default changes
dot walking gathers information from a series of tables through reference fields
and can be used in places such as form layout, list views, reports and flow
designer

a list display a set of records from a table

list categories group records that agents need to do their work, workspace provides
many list categories but a sysadmin might create additional categories as needed

list categories appear in the list pane but they do not retrieve records when you
click them, the filtered lists under the categories do retrieve records, when
creating a list category you need must add a list filters od the category doesnt
appear

tables are a data structure or a database component which contain records


records are the data stored in the tables which contain fields
fields are individual pieces of data within a record

applications use tables and records to manage data and processes

the system dictionary contains the definition for every field from all tables

when a new record is created, the form view will be the same as the list view

its not recommended to add the same field to more than one section of a form unless
the field displays read only data, having two or more instances of an editable
field can cause data loss

form design works on classic forms and workspaces, however you will need to select
the appropriate application before opening form design

if you try to modify a form in form design and it turns pink, you are not in the
correct application

formatter is an element used to display information that is not a field in the


record

some formatters included in the base platform are


activity
process flow
parent breadcrumbs
approval summarizer
CI relations

related lists show records in tables that have a relationship to the current record

templates allow form fields to be populated automatically

templates creation should be restricted to select groups as it can be used to


bypass process

the governance on services and service offerings is critical, service owners should
provide service names to admins

true/false field displays as a check box on the form

dependent fields limits a fields available value

business services is used to auto assign groups to a record

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