Manage a list

Creatio can display data in app sections and on some pages as lists. A list is an index of records. Each record contains a set of fields (columns). The list can display any of the object columns as well as aggregated columns and data of linked objects.

Out of the box, Creatio displays list data as a simple table. Each record corresponds to a single row. Rows are numbered to streamline navigation and data management. You can select multiple records and manage the selected records in bulk.

The list displays phone numbers, emails, and URLs as links. If Creatio is integrated with a phone service, click the number to initiate a call from the communication panel. Otherwise, clicking the field runs the application that handles phone calls. Click an email to open the new email window of the default email client. Click an URL to open the web page in a new tab. You can display some other values in the list as links to enable users to open Creatio records quickly. For example, you can display the value of the Owner field as a link to enable users to open the page of the record owner from the list.

Set up list columns 

You can customize the appearance of list columns and their sorting parameters (Fig. 1). System administrators and users that have permissions to the “List setup for all users” (“CanCreateDefaultGridSettings” code) system operation can customize list columns for all users, including external users. Learn more about customizing the columns in the table below.

Fig. 1 Set up a list

Action	Steps to take
Add a column	Click in the top right. This opens a window. Specify the needed columns in the window → Select. The initial column width varies based on the data type. You can add columns that contain aggregate functions and display the number of records. This includes columns that display the value of the first record linked via a reverse connection, with or without filter and sorting conditions. For example, this is useful if you need to display the results of the last contact activity.
Hide a column	Click to the right of its title → Hide.
Freeze a column	Click to the right of its title → Freeze.
Unfreeze a column	Click to the right of its title.
Resize a column	Drag to the right of the column title left to reduce the size or right to increase it.
Move a column	Drag its title cell to the new place.
Sort the list records	Select a column by which to sort the data and click next to its title. Click again to change the sorting order: for ascending order or for descending order.
Disable sorting	Click or to the right of the column title until the color changes to gray .
Reset to default settings	Click in the top right → Reset to default list settings.
Save your list settings as default settings for all users	Click in the top right → Save list settings for all users. The settings are saved for external users as well. If a user has custom list settings applied, Creatio does not override them. However, it applies the saved settings when a user resets to default column settings. The action is available for system administrators and users that have permissions to the “List setup for all users” (“CanCreateDefaultGridSettings” code) system operation.

Add an aggregated column

You can set up aggregation for numeric, date, datetime columns of the connected objects and filter the aggregated values. Numeric columns support minimum, maximum, sum, average functions. Date and datetime columns support minimum and maximum functions. For example, you can get the summary information about the “Account” object by the connected “Activity” object.

1. Open the Accounts section.

2. Click in the top right. This opens a window.

3. Click Related objects → Activity (by column Account) → Number of records → Select. This opens a window (Fig. 2).

4. Enter the column caption, for example, “Number of activities.” You can click the button to the right to localize the caption to other languages you use in the app.

5. Specify the data aggregation filter. For example, to display the number of activities whose owner is the current contact, apply filtering by “Owner: Current contact.”

   Fig. 2 Set up an aggregate column

   

6. Click Save.

As a result, the accounts list will display the number of activities of the current user for each account (Fig. 3).

Fig. 3 Aggregate column

Edit data directly in the list 

The component can let you edit records directly in the list without opening their form pages. To edit a list cell:

1. Double-click an editable cell. The editability status is represented by the or icon on selected cells.
2. Enter the new cell value. This brings up the control panel at the bottom.
3. Click the Save all or Discard button on the control panel to save or cancel changes, respectively.

Cells of the following columns and records are non-editable:

• System columns, for example, Created on.
• Aggregate columns.
• Columns of linked objects.
• Columns you lack permissions to edit. Creatio checks column permissions when you try to save changes.
• Records you lack permissions to edit. Creatio checks record permissions when you try to save changes.

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