List View Button

Article • 4/2/2026 • 4 min read

The List View button opens a modern, grid-based interface designed for efficient business data management. Replacing the old Browse option, it introduces a powerful, interactive table that lets users search, filter, sort, and perform actions on records quickly. The columns are displayed based on the Data Dictionary (DATA DICT). Only fields with a valid browse or lookup order are displayed in the list view. Any field assigned an order of 0 or 999 is excluded from the view. All visible fields follow the configured order, and a default view can be set either at the company level or per user.

To set the Default View at Company Level

  1. Open the User Permission Wizard (PERMWIZ).
  2. Go to the Screen With Default Permissions tab.
  3. In the List View Enabled column, check the box for the required screens.
  4. Click Save to apply the settings.

Note: This sets the default for all users unless overridden individually by user preferences.

To set the Default View at User Level

  1. Navigate to the screen you want to configure.
  2. Click the Default View icon in the top-right corner of the screen.
  3. Choose either Form View or List View.

Note: The selected option is remembered for future sessions for that screen.

To search Records in List View

  1. Use the Search button on the toolbar to select a column, or directly use the auto-row filter beneath each column header.
  2. Enter your search keyword and press Enter.
  3. Click Advanced Filters to add multiple columns and apply filter conditions such as equals, contains, greater than, or less than.

Note: A maximum of 10 filters can be active at a time. All active filters are displayed in the search bar for quick visibility.

To save and share layout

  1. Open Column Settings to configure your layout:
    • Drag columns to reorder them.
    • Re-size columns by dragging the borders.
    • Use check-boxes to show or hide columns as needed.
  2. Use Column Settings to define and apply conditional formatting (e.g., highlight rows or fields based on values).
  3. Sort records by clicking on any column header. Click again to toggle between ascending and descending.
  4. Use the pagination controls at the bottom of the screen to move between pages.
  5. Select the number of records per page using the Page Size drop-down: 100, 200, 300, 400, or 500.
  6. Apply filters using the Search button or auto-row filters.
  7. Click the Save icon to save your current layout and filters.
  8. Enter a name for your saved layout and confirm.

Note: You can set a saved layout or filter as the default. Use Remove Default to clear it.

  1. Open the Saved Searches menu to view your saved configurations.
  2. Select the desired saved filter or layout.
  3. Click Share, then choose the users you want to share it with.

Note: Saved layouts retain the full configuration including column order, column visibility, sorting, page size, active filters, and conditional formatting, but only if explicitly saved.

To export records in List View

  1. Click the Download icon in the toolbar to open the Download Options dialog.
  2. In What to download, choose one of the options:
    • Selected Rows — exports only the rows you explicitly selected.
    • Filtered Rows — exports all rows that match your current filters.
    • All Rows — exports the entire records available in the table.
  3. Choose a File Format from the dropdown (.xlsx or .csv).
    • .xlsx preserves Excel formatting and is best for full-featured spreadsheets.
    • .csv is plain text, useful for simple imports or systems that require CSV.
  4. Review the Preview Download area before exporting:
    • Confirms how many rows will be exported.
    • Shows the chosen file format (e.g., Format: XLSX).
    • Lists the columns that will be included in the export.
  5. Click Download to start the export.
  1. Click on More Actions in the toolbar.
  2. The drop-down will show links to any Related Forms or Reports available for the selected record or screen.

To Open Form in the Same Tab

  1. Hover over a record in the List View.
  2. Click the Tab icon (appears at the end of the document number).

To Open Form in a New Tab

  1. Hover over a record in the List View.
  2. Click the hyperlink on the record (appears on the document number).

Note: The Tab Icon and Hyperlink are displayed for the column with a Browse Order of 1 as defined in the Data Dictionary (DICT).