You can view a record in detail view or list view. Use detail view to see information for a single record displayed on one or more tabs of a form. Use list view to display fields in columns in a grid, so that you can view multiple records at the same time and quickly evaluate your data.
After you select a view,
Vantagepoint defaults to using this view each time that you open the application.
Depending on which hub you select, list view has a distinct set of options available via the
Actions bar and/or
Other Actions menu. In most cases, the options available are
Delete and
Print.
Video:
See related video below
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Open an application.
In most cases, detail view displays the first time you open a form and includes all tabs and fields for the record. The detail view is the format that is described in the Help system and is the view in which you can edit a record.
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Click
to switch to list view.
Groups of fields display in columns in a grid, with multiple records displayed in separate rows in the grid. The search navigation controls at the top of the form determine the number of records displayed in list view.
For example, if you select a saved search with a total of 160 records, then list view displays 160 records. If you modify the saved search's record selection to include a subset of 50 records, then list view displays data for those 50 records. For more information, see
Search Quick Reference and
Search Navigation Controls.
You enter and display most information in grids on various forms. For information about using grids, see
Working with Grids.
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While in list view, you can:
- Use search navigation controls and their related components at the top of the active hub or application form to quickly locate specific saved searches, create ad-hoc or new searches, see the number of available search records, and find and select multiple hub records.
- Modify a record's information.
- Click
to maximize the grid to a full-screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display.
- Click
on the grid toolbar to add, remove, or change the order of the columns in the grid.
- Click
to export the grid contents to a comma-separated values (CSV) file or Excel file.
- Click
on the grid toolbar to filter the grid contents based on values in one or more of the columns.
- Drag and drop columns to change their order.
- Click the
Grid Options icon () at the end of a row to edit, copy, or delete a list view record.
- Scroll through the list to locate the desired record.
- Select one, multiple, or all records; the
Select All option is useful when you print reports.
- Select one, multiple, or all records and then click the
Delete option on the Actions bar.
- Click
Print
on the Actions bar to display the Print Options menu. Select an option from the menu to print the records that you want included on the report. For more information, see the
Select a Print Option to Print Records for a Report and
Print Records from the Reporting Dialog Box help topics.
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To switch back to detail view for a record, either hover over the row and click
at the beginning of the row, or select the row in the grid and click
in the upper-right corner of the form.
Video
Title
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Description
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Hub Navigation Tips and Tricks
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Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
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