Using List Views

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Overview

List views are available within your Practifi organization to display specific types of records in a list format for ease of viewing, editing and selection. Users can change these list views to apply already generated filters by adjusting the list view's option, adding additional filters to the list view, or adjusting the columns displayed within the list view. These views also support editing and completing actions to the records displayed within the list view. This article outlines how to access list views within your Practifi organization and use the functionality available on these views.

Accessing list views

List views are available from the Navigation menu within Practifi. To access these list views:

  1. Select the carrot button located on the Navigation menu. 
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  2. The Navigation menu will display a drop-down menu of list view options. Select the list view you would like to view from these options, for example, Clients.
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  3. Selecting the option from the drop-down menu will open the corresponding list view. This list view will display the records related to the name of the list view. For example, selecting Clients will default to a list view titled "My Active Clients" that displays all clients owned by the current user that does not have a stage of Lost Client. 
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Changing the list's view

Users have the functionality available to change the list's view, which will apply already generated filters to the table. These options are selected from the list view's side panel, and the options available will vary based on the list view and assigned Practifi app. The list's view is designated in the side panel in teal. 
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To change a list's view:

  1. After selecting the list view from the Navigation menu, locate the list view's side panel. The side panel will display the list's view within the teal field above the filtering options in the side panel.
  2. Select the carrot button located beside the list's view on the side panel. 
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  3. Selecting this button will open a drop-down menu of available list views to select from. The currently selected list view will display with a checkmark beside its name. Select an option from this drop-down menu to change the list's view. 
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Adjusting table columns

Once the list's view is selected, a table displaying the related records will display on the right-hand side of the screen. Users can adjust the columns displayed for a selected list view to display specific field information. These changes are made on a user-by-user basis rather than organization-wide. This means that each user has the ability to customize which columns display when viewing a list view and can have different columns displayed than their team members. Changes made this way are persistent; they'll be retained across browser sessions and devices for each user.

Adding a table column 

  1. Select the list view from the Navigation menu that you would like to adjust the related table. 
  2. On the list view's record table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
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  3. Scroll through the Available Fields section on the left-hand side of the pop-up and select the field name that you would like to add to the table. When selected, the field name will highlight blue.
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  4. Once the field is selected, click the top carrot button between the Available Fields and Visible Fields lists. When this is selected, the field name will move from the Available Fields list to the Visible Fields list.
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  5. Use the carrots to the right of the Visible Field field list to move the added field up or down the list to change field placement within the table.
    Screen_Shot_2021-08-30_at_1.13.59_PM.png
  6. Repeat as necessary to add any additional fields. Select Save to finalize these column changes. 
    • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
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Removing a table column

  1. Select the list view from the Navigation menu that you would like to adjust the related table. 
  2. On the list view's record table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
    Screen_Shot_2021-08-30_at_1.12.03_PM.png
  3. Scroll through the Visible Fields section on the right-hand side of the pop-up and select the field name that you would like to remove from the table. When selected, the field name will highlight blue.
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  4. Once the field is selected, click the lower carrot button between the Available Fields and Visible Fields lists. When this is selected, the field name will move from the Visible Fields list to the Available Fields list.
    Screen_Shot_2021-08-30_at_1.22.09_PM.png
  5. Repeat as necessary to remove any additional fields. Select Save to finalize these column changes.
    • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
      Screen_Shot_2021-08-30_at_1.23.49_PM.png

Adjusting column width

  1. After selecting the list view display, locate the column you would like to adjust the width.  
  2. Within the column headers, select the line to the right of the field name.
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  3. Click and drag this line to the right of your screen to make this column larger. Dragging the line to the left of your screen will make the column smaller. 
    Screen_Shot_2021-08-30_at_1.27.17_PM.png

Filtering

When selecting a list view from your Navigation menu, a series of filters will display within the list view's side panel. These filters are multi-select, meaning they support having multiple values selected at a singular time and display all values upon default, date ranges and topics. For more information about filtering, please consult our Using Filters article.

To change these filters:

  1. Select the list view from the Navigation menu to open the related list view table.
  2. On the list view's side panel, select the header name of the filter you would like to change to expand the filter's section. 
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  3. Within the filter values expanded section, select or deselect checkboxes beside the filter values to enable or disable these results on the table. For date filters, specify the date range for records that you would like the table to display. 

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  4. When a checkbox is selected or deselected or a date range applied, a filter icon will display to the right of the filter header to signal that a filter is applied. The list view table will automatically apply the filter upon modifying the options within the list view's side panel.

List view actions

List view actions are available in two methods: the mass action buttons or row actions located within each record's row on the list view table. 

Mass actions

Mass actions are buttons that display at the top of the list view table when one or multiple records are selected within the table. These actions vary by list view but can include Complete Tasks, Change Owner, Edit or Open in New Tabs. 

To use mass actions:

  1. Select the list view from the Navigation menu to open the related list view table.
  2. Select the checkbox in the furthest left column beside the record or records you would like to edit with mass actions on the list view table. 
    • Please note: To select all records displayed on the table, select the checkbox located in the table columns header rather than the checkboxes located beside each record.
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  3. Once selected, the mass actions button section will change from grey to dark blue and be available for selection. Select the button applicable to the change you would like to make from the options displayed and follow the onscreen instructions.

Row actions

  1. Select the list view from the Navigation menu to open the related list view table.
  2. On the list view table, locate the record row and scroll to the furthest right-hand column. 
  3. Select the carrot icon located in this column.
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  4. This will display a drop-down menu with options that will impact only this record, for example, "Complete Task." Select the option from the drop-down menu for the change you would like to make to the record. Row action options availability varies by list view.
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Refreshing list views

List view tables can need an occasional refresh to pull in new information when creating new or editing records elsewhere in your organization. This ensures that the information pulled into the table is current and updated with any changes made. 

To refresh a list view table:

  1. Select the list view from the Navigation menu that you would like to refresh the related table. 
  2. On the tile table, select the refresh icon on the right-hand side beside the settings cog icon.
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  3. Once selected, a loading visual will momentarily display within the list view table, and upon successful refresh, updated record information will be displayed within the list view table.

Exporting list view information

List view information can be exported to your computer's downloads folder as an Excel CSV tile for use outside of Practifi.

To export a list view's results: 

  1. Select the list view from the Navigation menu that you would like to export the information to your computer. 
  2. Apply any filters or adjust the columns displayed, if necessary. Exporting will include any applicable filters and will export any columns currently displayed. 
  3. Select the Export as CSV hyperlink above the column headers on the list view's table.
    Screen_Shot_2021-08-30_at_1.34.38_PM.png
  4. The list view's table results will export to your computer's downloads folder upon selecting this hyperlink. 
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