Lists present all (or a filtered subset) of the documentsor records created in an area in a format similar to a spreadsheet. Alist can be sorted, filtered, and searched to help you locate a recordor group of records. Shown is an example customer list.
The same list is shown belowin collapsed view. The information panel on the right contains data fromthe record selected on the left. The top portion of this panel is customizableand the bottom shows the sales history for the customer.
To | Do this |
Add, remove, or rearrangecolumns | Right-click any column header and select customizecolumns, or drag and drop a column header to a new position. You canadd, remove, and rearrange columns to meet your needs. |
Sort the list | Click any column header to sort the list by the valuesin that column. Click the same header a second time to change the sortorder (ascending or descending). A  indicates the columnby which the list is currently sorted. You can also sort the list by multiple columns. |
Go to a record in thesort column | To instantly go to an entry in the currently sortedcolumn, begin typing the first few characters of the entry. For example,to go to a customer with the last name of Jones, first sort your customerlist by the Last Name column (asdescribed above), then start typing "Jo" The typed characters are not displayed, but the closestmatching record to what you typed is instantly located. You need onlytype enough characters to uniquely identify the entry for which you arelooking. Learn more. |
Scroll through thelist | Use the scroll bar (on the right of window) to scrollthrough the list of records. The scrollingindicator displays your current position in the list. If the list is too wide to display on the screen, therewill also be a horizontal scroll bar along the bottom of the screen tomove left or right. |
Filter the list | Select a pre-defined or previously saved Filterfrom the drop-down View menu at the top of the list and your records areinstantly filtered, displaying only the matching records. Select CreateFilter to enter custom criteria. You can save the custom filterfor later use. Learn more. |
Search for a record | Enter search keywords in the Find field at the top ofthe list and press <Enter>.The Find window displays all matching records, from which you canchoose the one you want to work with. Advanced options to narrow filterresults are also available. Learn more. |
Record selection &list navigation | The selected record is highlighted and has an indicatorarrow (}) pointing to it. With recordsselected, choose an action from the I Want To menu. Mouse/Touchscreen: Click or touch the record you wishto select or select multiple records. Keyboard: Use <>to navigate through the rows to select a different record. Use <Ctrl + Home>to move to the first record in the list and <Ctrl+ End> to move to the last. Use <Page Up>to move to the first record displayed on the screen and <PageDown> to move to the last displayed record. Use yourarrow keys or <Tab>and <Shift + Tab>to move one column right or left, respectively, within the selectedrow. Press<Home>and <End>to move to the first or last column in the selected row, respectively.
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Editing fields in thelist | To make edits in a list, you must turn on listedit mode. List edit mode is useful if you wish to make edits to multiplerecords on the same screen. To enable/disable list editing: Select List Edit On from the Edit menu. Whenfinished editing, select List Edit Offto disable this feature. Leaving the list in any manner also turns offList Edit Mode. Advanced users may also want to use list edit mode toadd new records. Just turn list edit mode on before selecting Newin a list. |
Change column widths | Drag and drop the separator lines between column headersto change column width. To adjust all columns to the width of their largestentry, right-click any column header and select AdjustColumn Widths from the popup menu. |
View record in a form | Double-click the record or press (<F8>). |