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How to view record lists as a table grid (or vice versa)

This article explains how to view record lists as a table grid or view table grids as record lists with single record preview.

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Written by Terence Cassidy
Updated over a month ago

In screens where multiple records are listed and where this is supported, the large right-hand portion of the screen can be set to display a preview of the currently highlighted record, or a table grid view of listed records that can be filtered, sorted, and available columns added.

  • To change the view to a table grid, click (

    Table button

    ) Table (the button will then change its name to List)

  • To change the view back to a list with a single-record preview, click (

    List button

    ) List (the button will then change its name to Table)

It is possible to alter the default System wide configuration:

  1. Click Options and then click System Settings

  2. Click System Owner and then select the Form View tab

Each form can now be set to display in Table or List format by default

It is also possible for users to set Individual user settings:

  1. Click My Actions and then click Profile

  2. Select the Form View tab (or click More if it is not visible)

Each form can now be set to display in Table or List format by default

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