List View & Datagrid

List View & Datagrid

How to view, manage, and edit the records in a register using List View and the Data Grid

Contents

• 1. Introduction & Context
• 2. Key Features & Functions
• 3. Requirements
• 4. Step-by-Step Guide
  • Opening List View
  • Opening the Data Grid
• 5. Common Issues & Troubleshooting
• 6. Related Articles

1. Introduction & Context

List View and the Data Grid are two ways to view and work with the records in a register. List View gives you a quick, scannable column of items, while the Data Grid gives you a spreadsheet-style table for working with your data in detail.

Both are available from any register. What you can see and do in each depends on your access to the records, so some actions described here may not appear for every user.

2. Key Features & Functions

List View

List View is a simple, vertical list of items, with each record displayed one after another in a column. It usually shows a title or summary, such as a risk name or an incident title, along with basic metadata like owner, date, and status, and it supports quick actions such as edit, delete, and attach.

When to use it: when you want to scan quickly through records with minimal, configurable detail.

Data Grid

The Data Grid is a spreadsheet-style table for structured data.

When to use it: when you need to analyse, compare, filter, or amend data in detail.

3. Requirements

What you can do in both views depends on your access level to the items: Create, Read, Update, Delete, Mass, and Share. If an action described below does not appear for you, you may not have the access it needs.

4. Step-by-Step Guide

Opening List View

1. Open your module from the Modules menu.
2. Select the register from the register filters at the top.

Selecting a risk view.

A register selected in List View.

What you can do in List View:

• Create new records using the Add button.
• Use mass functionalities such as Mass edit, Mass delete, Mass attach, and Mass clone.
• Export the list in different formats, for example CSV or PDF. System administrators can also build custom exports, which can be run from List View.
• Filter inactive items.

Opening the Data Grid

1. Select the desired register from the Registers filters.
2. Click the data grid icon.

The data grid icon on the list toolbar.

A register displayed in the Data Grid.

What you can do in the Data Grid:

• Add items using the Add button.
• Edit items on the same page by clicking directly on a cell and editing it. Some columns may be disabled for editing.
• Export the grid in CSV. System administrators can also build custom exports.
• Filter items using logic, and save a filter for future use.
• Search to find records more quickly.
• Click the arrow on the left of a row to view detailed information for that item.
• Edit a record through its edit form, or delete a record using the three-dots button on the right.

5. Common Issues & Troubleshooting

6. Related Articles

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