Detail View and List View

In most hubs, you can view information in either detail view or list view.

Video: See related video below

To switch between these views, use the icons in the Search Navigation Controls feature at the top of the hub form.

  • Detail View: Click this option to view and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, detail view is used by default when you open hub forms and some other application forms. This is the view described in most help topics.

    In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.

  • List View: Use this option to switch to list view, with fields displayed in columns in a grid, rather than on separate tabs. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row.

    Explicit Save in List View (Opt-In Available): This feature turns off the auto-save feature and enables you to update information for multiple records in list view. You can then click the Save button to save all your changes.

    You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview.

    For more information, see Saving Your Work and Enable the Explicit Save in List View Opt-In Feature.

    Bulk Update: Use this option to update multiple records at once. For more information, see the Bulk Updates help topic.

    Paged Grid: A paged grid is an enhanced type of grid that enables you to page through long lists of records without adversely impacting performance. While using list view, you can also use the search navigation pop up to select a specific record and jump to it in a paged grid.

  • To add or remove columns in a grid, or to change column sequence, click on the grid toolbar.

    For information about selecting columns, see Select Columns for a Grid.

    To maximize a grid to a full-screen display, click . This expanded view reduces the need to scroll through long lists of records. Click this option again to return to the standard grid display. For more information, see Maximize the Grid View.

    If you use multiple companies, list view in the Employees hub displays data only for the employee's home company.

Both Detail View and List View provide the Search Navigation Controls feature, which you can use to quickly locate and view a saved search or hub record, create ad hoc or new searches, add and track new records from the New Records feature, view the total number of records in a search, or update a saved search or record selection. For more information, see Search Quick Reference, Search Navigation Controls, and Use Search Navigation Controls to Track New Records.

Select hub records using one of the following methods in both detail view and list view:

  • Select the Standard lookup or the Advanced lookup in the Search field on a hub form.
  • On the Saved Search Control ( at the top of the hub form), click to display the Saved Search list and Record Selection panes. Use Record Selection to modify the search records included in a saved search or an ad hoc search. The word Selection denotes an ad hoc search. Only one Selection is available at any given time in your Saved Searches list, which remains unchanged until you either update the selection or create an ad hoc search.

    For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection.

  • On the Actions or Other Actions bar, select Print to display the Print Options menu and then select an option to select a record or record selection for printing. For more information, see Select a Print Option to Print Records for a Report.

Videos

Title Description

Explicit Save in Hubs

Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes.