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List views in Aptify are displayed in the same manner as the Aptify Desktop client.

Supported List View Features - Version 5.5.1 and Up

Below is a list of list view features supported in the Aptify Web interface:

  • Creating a List View (version 5.5.1 and up): The creation of List views are supported. See the Aptify Feature Guide for more details about the list view creation functionality.
  • Paging (version 5.5.1 and up): This release supports paging for list views, however the paging for Aptify is not controlled by the same settings used in the Aptify Desktop client (i.e., under View Properties > Paging tab), but rather via the value set in the items per page drop-down in Aptify. The default value is 25. You can modify this setting by selecting the items per page drop-down at the bottom of the view. You can also navigate using the arrows or clicking a particular page at the bottom of the view to move between pages.
    • Note that in version 5.5.1, that if you close and re-open the view, the paging is not retained and will revert to the default (25)
    • Administrators can configure the default value (10, 25, 50 or 100). See the "Configuring Aptify Web Behavior" section of the Implementation chapter of the Aptify Web Implementation Guide for more details.
  • Sorting within the View (version 5.5.1 and up): Aptify supports the ability to dynamically sort records by clicking a column heading in the list view.
  • Rearranging Columns within a View (version 5.5.1 and up): This feature is not supported in the Aptify Web interface.
  • Preview Pane (version 5.5.1 and up): The preview pane appears above the records within the view. You can both preview information and update records without having to open a form. In addition, you can enable and disable the Preview mode by clicking the Preview button on the view's toolbar and refreshing the view.
  • View Hierarchies (version 5.5.1 and up): If a view is configured to display one or more hierarchies, an arrow appears to the left of the first column heading in the view. Clicking the arrow displays the list of hierarchies. Clicking the heading of one of the hierarchies opens the sub-view and displays the records related to the top-level record via the selected hierarchy.
  • List View Captions (version 5.5.1 and up): List view captions are supported for both stand-alone views and views that are part of a dashboard.
  • Prompted Views (version 5.5.1 and up): Prompted List views are accessible in the Aptify Web interface. See the Aptify Feature Guide for more information about the implementation of prompted views.
  • Grouping (version 5.5.1 and up): This feature has limited support. Grouping must be configured for a view through the Aptify Desktop client.

List View Toolbar Options - Version 5.5.1 and Up

The Aptify view toolbar includes many of the same set of options available in the corresponding Aptify Desktop client toolbar. However, not all options are implemented. Features that are not supported in this release are not part of the Aptify toolbar. Below is a list of the command buttons that are implemented in this release:

  • New (version 5.5.1 and up): Clicking this option opens a new record in the corresponding service.
  • Open  (version 5.5.1 and up): Select a row within the view and click this button to open the corresponding record.
  • Save (version 5.5.2): When using the Preview Pane functionality, selecting this option saves the changes to the selected record.
  • Delete (version 5.5.1 and up): Clicking this option deletes the select record if the user has appropriate permissions. This is not supported in certain cases like when the record contains dependencies. In this case, a message is displayed that this feature is not currently implemented.

  • Refresh (version 5.5.1 and up): Clicking this option refreshes the view to the most current list of records.

    Note:

    The Auto-Refresh feature is not currently supported.

  • Properties (version 5.5.2): Select this option to view or modify the view’s configuration.
  • Auto-Resize Columns (version 5.5.1): Clicking this option sizes the columns in the view to fit the displayed data.
  • List View More Actions (version 5.5.1 and up): Use the More drop-down menu to locate the additional features for interacting with records in a list view including:
    • Record History (version 5.5.1 and up): Users can view the Record History of a record, however the Restore functionality is not currently supported.

    • Record Merge (version 5.5.1 and up): Select two records from the view and then select this option from the menu to merge the records.

      Note

       The Record Merge dialog does not launch from views in a dashboard or from certain views that appear on a record's tab (dynamic SQL-based views). 

    • Add to List (version 5.5.1 and up): Click this button to open the Aptify List Selection dialog to add the record to a new or existing list.
    • Add to Favorites (version 5.5.2): Unique to the Aptify Web interface, this option adds the view to the user’s Favorites list.

    • Excel Integration (version 5.5.1 and up): Click this button to open a Save dialog for Excel. This exports the selected records and allows users to save the information in Excel format. 

      Note

      All exported files are saved in the .xls format. The .xlsx Excel format is not currently supported.

 

    • Reports (version 5.5.1 and up): Crystal Reports are supported, however the List, Detail, and Export reports are not currently supported.
    • Auto-Resize Columns (version 5.5.2): Clicking this option sizes the columns in the view to fit the displayed data.
    • Messaging (version 5.5.1 and up): Clicking this option opens the Messaging dialog where you can send a message to one or more records in the view. See the Messaging section of this document for more information.

List View Features Not Supported - Version 5.5.1 and Up

The following advanced list view features are not available in the Aptify Web interface:

  • View Auto-refresh
  • In Place Edit
  • Row Colors
  • Finding Values in a Column
  • Record History Restore

Creating List Views

See the Aptify Feature Guide for information about view creation support.

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