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List definitions

Lists are one of the main functions in a CortexEngine:

The following factors depend on the configuration of a list:

The following operations are possible for list definitions:

Often, list definitions are created and edited directly using the list view for the record type overview or a record. Columns can be assigned directly from a record.

List definition

The image shows the list definition: (1) navigation, (2) button Groups, (3) button Edit Edit, (4) table with all list definitions, (5) buttons with export and import options

The button Edit Edit will open the list editor to edit the list definition.

If the function Groups is active, you can organize list definitions into groups for simplified administration.

Warning

Changes in system settings often only take effect when a restart is carried out after closing the system settings (menu item under the button with the user name at the top right, see also introduction).

List editor (in system settings)

The list editor will open when you edit list definitions:

List editor

The image shows the list editor: (1) selection menu Selection, (2) button Refresh records Refresh, (3) button Load list definition List definition, (4) button Edit Edit, (5) button Cancel Cancel to close the list editor, (6) button Set sublist Select list, (7) button Determine number of different column entries Sum, (8) layout area of the list definition with column headers

The following table explains all elements of the list editor:

Name Meaning Note
button Selection menu
button Reload records not relevant in the editor
button Load list definition select another list definition
button Edit edit the existing list definition
button Cancel Cancel close editor
button Set sublist add sublist(s) to list definition
button Determine number of different column entries not relevant in the editor
layout area of the list definition shows the columns that are displayed in the list

List view

The list view shows the results of a selection.

List view

The image shows the list view for the record type Ride: (1) synonym of the field, (2) button Load list definition List definition, (3) selection menu Selection, (4) Settings list definition Setting list definition, (5) button Save Save, (6) button Cancel Cancel, (7) button Reload records Refresh, (8) name of the list definition assigned by the system, (9) gray area for manually adding columns, (10) currently selected record, (11) list that already contains data on the occurrence of the field (recognizable by the rows), (12) number of displayed list rows, (13) add columns to the list by double-click

Selection menu

The selection menu is available in the list editor and in the list view.

Selection menu

The image shows the selection menu of the list view: (1) open pivot view Pivot, (2) create list definition Add, (3) load list definition Load, (4) save list definition as Save as, (5) delete list definition Delete, (6) manage list definitions Edit, (7) export data sets Export, (8) selections Export, (9) print list (PDF) Print, (10) gridlines Gridlines, (11) select Select, (12) remove entries Delete, (13) script overview Edit

Table with all elements of the selection menu
Name Meaning Note
Open pivot view only available in list view
Create list definition add a new list definition
load list definition load an existing list definition
Save list definition as
Delete list definition
Manage list definitions
export records possible options: export all or selected records as CSV or XML file; not relevant in the editor
Selections create extract from a list possible options:
- load selection
- save selection
- delete selection
- edit selections
not relevant in the editor
print list not relevant in the editor
gridlines list view with grid possible options:
- create gridlines
- remove all gridlines
select select list entries possible options:
- select all
- invert selections
- deselect
not relevant in the editor
remove entries selected list entries are temporarily removed from this list view not relevant in the editor
script overview shows available scripts not relevant in the list definition editor

Add a list definition

List definitions can be created using

We recommend to create and edit list definitions directly using record type overview or a record.

Add a list definition using a record type overview

  1. click the the hamburger menu on the left in the header of the user area

    A selection opens.

  2. select Record type overview

    Startseite

    The image shows the start page of the Uniplex with the currently open selection (1).

    The list with all record types that contain at least one record will be displayed.

  3. click on a record type

    The row of the record type will be displayed in blue and the first record will be displayed on the left:

    Record type with record

    The image on the right shows the active record type Ride with an open record (left): (1) first record of the record type out of 1,000,000 records, (2) selection menu

  4. select List view in the selection menu

    The list view opens on the right:

    List view

    The image shows the list view for the record type Ride: (1) synonym of the field, (2) button Load list definition List definition, (3) selection menu Selection, (4) Settings list definition Setting list definition, (5) button Save Save, (6) button Cancel Cancel, (7) button Reload records Refresh, (8) name of the list definition assigned by the system, (9) gray area for manually adding columns, (10) currently selected record, (11) list that already contains data on the occurrence of the field (recognizable by the rows), (12) number of displayed list rows, (13) add columns to the list by double-click

  5. double-click the field names in the record you want to display as a column in the new list

    These columns will be added:

    List view with columns

    Tips

    • To edit a column, click the column header and select Edit column.

      For information on editing columns, see Add columns to list definition.

    • To delete a column, click the column header and select Delete column.

      Warning: The column will be deleted immediately.

  6. click the button List definition settings List definition settings

    The following window opens:

    List definition settings

    The image shows the setting options for list definitions: (1) field List name, (2) button Select list group, (3) selection Permissions, (4) use of the list in record types, (5) buttons for Cancel and Save to close the settings

  7. enter a list name in the field List name

  8. if required, select a List group

    There must already be a group for organizing the list definitions.

  9. if required, change the selection Permissions for edit & view

    Overview of permissions for edit & view
    Permission Meaning
    private list only the user who created the list definition can view (use) and edit it
    user group only defined users can see (use) and edit the list definition
    public (All) everyone can see (use) and edit the list definition

    The default setting is Private list.

    Depending on the selected permission, a further selection Additional view may appear.

  10. if required, change the selection Additional view

    The selection appears with the permissions Private list and User group

    Overview of permissions for additional view
    Additional view Meaning
    none no additional permissions to view (use) the list definition
    user group only defined users can see (use) the list definition
    public (all) all can see (use) the list definition

    The default setting is none.

  11. assign record types under Use list for the following record type

    Tips

    • The current record type is assigned automatically, it does not have to be selected here.
    • You can add add, remove remove and take over take over (take over record types from current data).
    1. click the button Add Add
    2. select a record type from the list
    3. assign further record types if required

  12. click the button Ok (or Cancel) to close the settings

    The list view in edit mode will appear again.

  13. click the button Save list definition Save (or Cancel editing Cancel) to end the editing of the list definition

    The following window opens:

    Save list definition as

    (1) save new list under the name of an existing list, (2) field List name, (3) selection Edit and view permission, (4) selection Additional view permission, (5) buttons for Cancel and Save as Save

  14. check the details for list name and the permissions and correct them if required

  15. click the button Save as Save (or Cancel)

    The list view will be displayed again. It now contains the name of the list definition.

    If no further record type is to be assigned when creating a list definition, skip the settings and enter the information on saving. The current record type will be linked automatically.

Add a list definition using an open record

  1. select Record type overview

    The list with all record types that contain at least one record will be displayed.

  2. click on a record type

    The row of the record type will turn blue and the first record will be displayed on the left:

    Record type with record

    The image on the right shows the active record type Ride with an open record (left): (1) selection Field, (2) selection Display occurrence in list, (3) information on the current record, here the first record of 1,000,000

  3. click on the selection on the left of a field

  4. click the button Display occurrence in list

    The list view opens on the right:

    List view

    The image shows the list view for the record type Ride: (1) synonym of the field, (2) button Load list definition List definition, (3) selection menu Selection, (4) Settings list definition Setting list definition, (5) button Save Save, (6) button Cancel Cancel, (7) button Reload records Refresh, (8) name of the list definition assigned by the system, (9) gray area for manually adding columns, (10) currently selected record, (11) list that already contains data on the occurrence of the field (recognizable by the rows), (12) number of displayed list rows, (13) add columns to the list by double-click

  5. double-click the field names in the record you want to display as a column in the new list

    These columns will be added:

    List view with columns

    Tips

    • To edit a column, click the column header and select Edit column.

      For information on editing columns, see Add columns to the list definition.

    • To delete a column, click the column header and select Delete column.

      Warning: The column will be deleted immediately.

  6. click the button Settings list definitions List definition settings

    The following window opens:

    List definition settings

    The image shows the setting options for list definitions: (1) field List name, (2) button Select list group, (3) selection Permissions, (4) use of the list in record types, (5) buttons for Cancel and Save to close the settings

  7. enter a list name in the field List name

  8. if required, select a list group

    There must already be a group for organizing the list definitions.

  9. if required, change the selection Permissions for edit & view

    Overview of permissions for edit & view
    Permission Meaning
    private list only the user who created the list definition can view (use) and edit it
    user group only defined users can see (use) and edit the list definition
    public (All) everyone can see (use) and edit the list definition

    The default setting is Private list.

    Depending on the selected permission, a further selection Additional view may appear.

  10. if required, change the selection Additional view

    The selection appears with the permissions Private list and User group

    Overview of permissions for additional view
    Additional view Meaning
    none no additional permissions to view (use) the list definition
    user group only defined users can see (use) the list definition
    public (all) all can see (use) the list definition

    The default setting is none.

  11. assign record types under Use list for the following record type

    Tips

    • The current record type is assigned automatically, it does not have to be selected here.
    • You can add add, remove remove and take over take over (take over record types from current data).
    1. click the button Add Add
    2. select a record type from the list
    3. assign further record types if required

  12. click the button Ok (or Cancel) to close the settings

    The list view in edit mode will appear again.

  13. click the button Save list definition Save (or Cancel editing Cancel) to end the editing of the list definition

    The following window opens:

    Save list definition as

    (1) save new list under the name of an existing list, (2) field List name, (3) selection Edit and view permission, (4) selection Additional view permission, (5) buttons for Cancel and Save as Save

  14. check the details for list name and the permissions and correct them if required

  15. click the button Save as Save (or Cancel)

    The list view will be displayed again. It now contains the name of the list definition.

    If no further record type is to be assigned when creating a list definition, skip the settings and enter the information on saving. The current record type will be linked automatically.

Add a list definition using system settings

Important

A list definition must already exist in order to add further list definitions via the system settings.

Add a list definition and edit settings

  1. click the button Edit Edit of any list definition

    The list editor opens.

  2. click the selection Selection

    open selection

    The following window opens:

    new list

  3. click the button Settings list definitions Settings list definition

    The following window opens:

    List definition settings

    The image shows the setting options for list definitions: (1) field List name, (2) button Select list group, (3) selection Permissions, (4) use of the list in record types, (5) buttons for Cancel and Save to close the settings

  4. enter a list name in the field List name

  5. if required, select a List group

    There must already be a group for organizing the list definitions.

  6. if required, change the selection Permissions for edit & view

    Overview of permissions for edit & view
    Permission Meaning
    private list only the user who created the list definition can view (use) and edit it
    user group only defined users can see (use) and edit the list definition
    public (All) everyone can see (use) and edit the list definition

    The default setting is Private list.

    Depending on the selected permission, a further selection Additional view may appear.

  7. if required, change the selection Additional view

    The selection appears with the permissions Private list and User group

    Overview of permissions for additional view
    Additional view Meaning
    none no additional permissions to view (use) the list definition
    user group only defined users can see (use) the list definition
    public (all) all can see (use) the list definition

    The default setting is none.

  8. assign record types under Use list for the following record type

    Tips

    • The current record type is assigned automatically, it does not have to be selected here.
    • You can add add, remove remove and take over take over (take over record types from current data).
    1. click the button Add Add
    2. select a record type from the list
    3. assign further record types if required

  9. click the button Ok (or Cancel) to close the settings

    The following window opens:

    newly created list

  10. click the button Save list definition Save (or Cancel editing Cancel) to end the editing of the list definition

    The list editor will be displayed again without the additional buttons

  11. follow the instructions from step 2 in Add columns to the list definition

  12. click the button Cancel Cancel to close the editor.

    The list with the list definitions will be displayed again.

Add columns to the list definition

  1. click the button Edit Edit of the list definition to which columns are added

    The list editor opens.

    newly created list

  2. click the gray area to add column(s) to the list definition

    The following window opens:

    Edit column

    The image shows settings using the example of one field: (1) field for column identifier (field names), (2) selection Column type, (3) button Field selection, (4) selection History information, (5) date selection, (6) field Column position, (7) pretext and suffix as fixed text for values in the list view, (8) selection Vertical column row, (9) checkbox Fix column, (10) checkbox Hide column, (11) checkbox Hide row if content exists, (12) button Create script, (13) selection Field type, (14) checkbox Adjust style, (15) footer with buttons for Delete column Delete, Cancel and OK to close settings

    Table with all elements in the dialog Edit column
    Name Meaning Note
    field Column identifier (meaningful) name to identify the column usually the field name
    selection Column type choices are Field / Parameter field / Fixed text / Function the default setting is Field
    button Field selection / text input field / button Function selection depending on preselection under (2)
    selection History information choices are History information (today) / History information (relative date) only available for selection (2) Field for Field with field content for history information; default is today
    selection Date only available for selection (2) Field
    field Column position pixel specification of the position of the left column margin can be used to position columns, especially for multi-line lists with sublists
    fields Pretext and Suffix fixed text that supplements the values displayed in the list view, e.g. currency specification as suffix example: numerical value receives dimension as pretext or suffix
    selection Vertical column line number of column lines. The choices are none / 1 / 2 / 3. default setting is none
    checkbox Lock column useful for wide lists: when scrolling horizontally through a list, the selected column on the left is locked, while all columns further to the right are scrolled exactly one column can be locked (including all columns to the left of the locked column). When editing another column, the fixed column is displayed. Setting the checkmark overwrites the previous selection.
    checkbox Hide column column is hidden, content can still be used for further processing (e.g. pivot or JavaScript).
    checkbox Hide row with content
    button Create script
    selection Field type field type influences the display of values in the list view field type; default is Character (C), example: if only numbers are saved in a text field, no calculations can be performed. In addition, the sorting may be different than for a field type Floating point number
    checkbox Adjust style additional font options (type, size, alignment, color, etc.)
    footer with buttons Delete column, Cancel, Ok delete column / all changes are discarded or applied

  3. if required, adjust the field Column name

    The column name will be transferred from the field name.

  4. select the Column type

    Tips

    The following column types are available:

    • field
    • parameter field
    • fixed text
    • function

    The default setting is Field.

    Depending on the selection, next to the selection appears a different element (button, field or selection).

  5. next to the Column type, click the button or the selection to select an element (field or function) or enter text in the input field

    This element depends on the selection you previously made for the column type.

    The following features are available
    • select record
    • start record view
    • start object view
    • start selected object view
    • start selected list
    • info icon
    • open recent view
    • row number
    • search text in record view

  6. select a History information and, if required, a date

    Tips

    • This element is only available for Field.
    • For history information (relative date), a date field will be provided in the list header for entering your own reference date.

  7. if required, edit the Column position

    Tips

    • A value will be assigned automatically when the column is created.
    • The value of the column position allows the exact positioning of the left column margin in pixels. The smallest value is 0. For multiline lists, i.e. lists with sublists, columns can be arranged exactly one below the other.

  8. if required, enter a Pretext and/or suffix

    The fixed text supplements the value displayed in the list view, e.g. a numerical value is given a dimension by the fixed text.

  9. select the number of Vertical column lines

    By default, the setting is none.

  10. activate the checkboxes as required

    Name Meaning Note
    checkbox Lock column When scrolling horizontally through a list, the selected column on the left will be fixed, while all columns further to the right will be scrolled. Exactly one column can be fixed (including all columns to the left of the fixed column). When editing another column, the fixed column will be displayed. Checking the box will overwrite the previous selection.
    Hide column Column will be hidden, content can still be used for further processing (e.g. pivot or JavaScript).
    checkbox Hide row if content exists

  11. if required, enter a Script

  12. if required, select a different field type

    Tips

    • The field type influences the display of the values in the list view.
    • The default setting is Character (C).
    • Example: if only numbers are saved in a text field, no calculations can be performed. In addition, the sorting may be different than for a numeric field type.

  13. if required, activate the checkbox Adjust style and edit as needed

    The following window opens:

    Set style

  14. click the button Ok (oder Cancel), to close the settings of the column

  15. if required, add further columns

  16. click the button Save list definition Save (oder End editing Cancel) to end the editing of the list

    The list editor will be displayed again without the additional buttons.

  17. if you want to edit a column:

    1. if required, click the button Edit Edit of the list definition
    2. click the corresponding column
    3. edit the column settings as required
    4. click the button Save list definition Save(oder Cancel Cancel)

  18. if you want to delete a column:

    1. if required, click the button Edit Edit of the list definition
    2. click the corresponding column

    3. click the button Delete column in the footer Delete

      Warning

      The column will be deleted directly.

    4. click the button Save list definition Save (or Cancel Cancel)

  19. click the button Cancel Cancel to close the editor

    The list with the list definitions will be displayed again.

Edit a list definition

There are several ways to edit list definitions:

  • Open the list definition in the list editor in system settings.
  • Load list definition in the list view using the record type Overview.

The editing of list definitions can be divided into:

Edit list definition settings

  1. load a list definition using the list view (in the record type overview) or open a list definition in the list editor (in system settings)

    Open list definition

    The image shows the list view: (1) button Load list definition list definition, (2) selection Selection, (3) button Edit Edit, (4) button Reload records Refresh, (5) layout options for the list, (6) list with entries

  2. click the button Edit Edit

    Additional buttons will appear:

    Additional buttons

    The image shows the list view: (1) button Settings list definition Setting list definition, (2) button Save list definition Save, (3) button Cancel editing Cancel, (4) editable column, (5) gray area where a new column can be added

    Tips

    • The buttons Settings list definition Setting list definition, Save list definition Save, and Cancel editing Cancel are also available in the list editor, although they are arranged slightly differently.
    • Only the column headers are visible in the list editor.
    • The result display in the list view depends on the source record type. In order for values to be displayed in the list view, the currently selected record type must therefore be linked to the list definition, among other things.
    • Editing the columns is explained in layout of the list definition from step 3 onwards.

  3. click the button Settings list definition Settings list definition

    The following window opens:

    List definition settings

    The image shows the setting options for list definitions: (1) field List name, (2) button Select list group, (3) selection Permissions, (4) use of the list in record types, (5) buttons for Cancel and Save to close the settings

  4. if required, edit the field List name

  5. if required, select a List group

    There must already be a group for organizing the list definitions.

  6. if required, change the selection (3) Permissions for edit & view

    Overview of permissions for edit & view
    Permission Meaning
    private list only the user who created the list definition can view (use) and edit it
    user group only defined users can see (use) and edit the list definition
    public (All) everyone can see (use) and edit the list definition

    The default setting is Private list.

    Depending on the selected permission, a further selection Additional view may appear.

  7. if required, change the selection Additional view

    The selection appears with the permissions Private list and User group

    Overview of permissions for additional view
    Additional view Meaning
    none no additional permissions to view (use) the list definition
    user group only defined users can see (use) the list definition
    public (all) all can see (use) the list definition

    The default setting is none.

  8. if required, change the assigned record types under Use list for the following record type

    You can add Add, delete Delete and import Import (transfer record types from current data) record types.

  9. click the buttons Ok (or Cancel) to close the settings

  10. click the button Save list definition Save (oder Cancel Cancel) to end the editing of the list

    The list editor or list view will be displayed again without the additional buttons.

  11. list editor only: click the button Cancel Cancel top right to close the editor

    The list with the list definitions will be displayed again.

Edit the layout of the list definition

  1. click the button Edit Edit of the list definition to be edited

    The list editor opens.

  2. click the button Edit Edit

    Additional buttons will appear:

    additional buttons

    The image shows the list editor: (1) button Load list definition Load list definition, (2) button Settings list definition Settings list definition, (3) button Cancel editing Cancel, (4) button Save list definition Save, (5) column, (6) gray area in which a new column can be added

  3. click on a column for editing

    The following window opens:

    Select column header

    (1) edit column Edit, (2) insert column Add, (3) duplicate column Duplicate, (4) delete column Delete, (5) sort ascending Sort asc., (6) sort descending Sort desc., (7) sum/summary, (8) auto filter Auto filter

    Table with all elements in the column header
    Name Meaning Note
    edit column define column display for the list view editing depends on the permission of the user account
    insert column insert a column to the left of the current column only available if the list view is being edited
    duplicate column only available if the list view is being edited
    delete column only available if the list view is being edited
    sort ascending sort list by this column in ascending order
    sort descending sort list by this column in ascending order
    extended sort ascending sort the list already sorted by at least one column by this additional column in ascending order (within the rows with the same field content in the already sorted column) if the list is sorted by more than one column, a number is displayed in the column headers (1 for the first sort, 2 for the extended sort etc.)
    advanced sort descending sort the list of this additional column already sorted by at least one column in descending order (within the rows with the same field content in the already sorted column) if the list is sorted by more than one column, a number is displayed in the column headers (1 for the first sort, 2 for the extended sort, etc.)
    remove sorting the column is no longer taken into account for sorting
    Sum / Summary summary for all field types, sum for numeric field types possible options:
    - Summary
    - Summary marked
    - Summary unmarked
    not relevant in the editor
    Auto filter filter list to reduce number of rows not relevant in editor

  4. click on Edit column Edit

    Edit column

    The image shows settings using the example of one field: (1) field for column identifier (field names), (2) selection Column type, (3) button Field selection, (4) selection History information, (5) date selection, (6) field Column position, (7) pretext and suffix as fixed text for values in the list view, (8) selection Vertical column row, (9) checkbox Fix column, (10) checkbox Hide column, (11) checkbox Hide row if content exists, (12) button Create script, (13) selection Field type, (14) checkbox Adjust style, (15) footer with buttons for Delete column Delete, Cancel and OK to close settings

    Table with all elements in the dialog Edit column
    Name Meaning Note
    field Column identifier (meaningful) name to identify the column usually the field name
    selection Column type choices are Field / Parameter field / Fixed text / Function the default setting is Field
    button Field selection / text input field / button Function selection depending on preselection under (2)
    selection History information choices are History information (today) / History information (relative date) only available for selection (2) Field for Field with field content for history information; default is today
    selection Date only available for selection (2) Field
    field Column position pixel specification of the position of the left column margin can be used to position columns, especially for multi-line lists with sublists
    fields Pretext and Suffix fixed text that supplements the values displayed in the list view, e.g. currency specification as suffix example: numerical value receives dimension as pretext or suffix
    selection Vertical column line number of column lines. The choices are none / 1 / 2 / 3. default setting is none
    checkbox Lock column useful for wide lists: when scrolling horizontally through a list, the selected column on the left is locked, while all columns further to the right are scrolled exactly one column can be locked (including all columns to the left of the locked column). When editing another column, the fixed column is displayed. Setting the checkmark overwrites the previous selection.
    checkbox Hide column column is hidden, content can still be used for further processing (e.g. pivot or JavaScript).
    checkbox Hide row with content
    button Create script
    selection Field type field type influences the display of values in the list view field type; default is Character (C), example: if only numbers are saved in a text field, no calculations can be performed. In addition, the sorting may be different than for a field type Floating point number
    checkbox Adjust style additional font options (type, size, alignment, color, etc.)
    footer with buttons Delete column, Cancel, Ok delete column / all changes are discarded or applied

  5. edit entries and settings as required

  6. if required, add further columns to the list

    Options for adding columns
    • recommendation for editing using list view: click on a field name in the record

    • click the header of a column and select Insert column Add

      The new column will be inserted to the right of the column that was used to open the menu.

    • click the gray area

      The new column will be inserted on the very right.

  7. click the button Save list definition Save (oder End editing Cancel) to end the editing of the list

    The list editor or list view will be displayed again without the additional buttons.

  8. list editor only: click the button Cancel Cancel top right to close the editor

    The list with the list definitions will be displayed again.

Add a sublist

Sublists can display additional information in the list view. For example, a list of invoices may contain sublists that display the respective items for each invoice. Lists and sublists can contain sublists.

There are several ways to add sublists to list definitions:

  • Open the list definition in the list editor in system settings.
  • Load list definition in the list view using the record type overview.

A list definition must already exist in order to create sublists.

  1. open the list definition in system settings or load the definition in the list view to which you want to add a sublist

  2. list view only: click the button Row options Row options to the left of the first column

    The following window opens:

    Row options list view

    click on Total row view

  3. click the button Edit Edit

    The following window opens:

    add sublist

  4. click the button Add new sublist Add

    The following window opens:

    Sublist parameters

    The image shows the sublist parameters using the example of the sublist type Simple link: (1) field Sublist name, (2) selection Sublist type, (3) checkbox Recursive link resolution, (4) button Field selection for link field, (5) checkbox Interactive filter display in list header, (6) checkbox Define filter, (7) checkbox Hide sublist, (8) checkbox Close separator, (9) selection Alternating background color, (10) checkbox Customize style, (11) button Preset, (12) buttons Cancel and Ok to close the parameters

    Table with sublist parameters
    Name Meaning Note
    field Name name of the sublist
    selection Sublist type determines where the information that supplements a row of the list view is obtained from possible sublists: link, history information, repeating group, reporter field source, content-independent display
    checkbox Recursive link resolution only for Simple link and Parent link
    linking field depending on the sublist type, the button Field selection or input fields appear
    checkbox Interactive filter display in list header not available for Repeating groups, History information, History info (interval), Content-based display
    checkbox Define filter not available for Repeating groups, History information, History info (interval), Content-based display
    checkbox Hide sublist layout customization for the list view
    checkbox Final separator layout customization for the list view not available for Content-dependent display
    choice Alternating background color layout customization for the list view not available for the sublist type Content-based display; normal, per record and per row are available
    checkbox Adjust style
    button Default resets the style of the sublist
    buttons Cancel / Ok all changes are accepted or discarded

  5. enter a sublist name in the field Name

  6. select the Sublist type

    Table with all sublist types
    Name Meaning Note
    simple link where does this record refer to?
    parent link which other record refers here?
    field-content link records that have the same field content are displayed e.g. status completed
    repeating groups all iterations are displayed
    history information all field contents of a history field are displayed
    history info (interval) field content of a history field at specified times, e.g. every first day of the month
    depending on the field content, the style of the row can be defined, certain fields of the record can be shown or hidden e.g. status completed colors row green, status open colors row yellow
    reporter field source new sublist based on a reporter field

  7. if required, activate the checkbox Recursive link resolution

    Tips

    The checkbox is only available for the sublist types Simple link and Parent link.

    Recursion means: records refer to other records of the same type, e.g. Person refers to Person, which refers to another person.

    If the checkbox is activated, you will be able to search in both directions.

  8. edit the row below Sublist type

    Depending on the sublist type, the Field selection button or input fields will appear.

  9. if required, activate checkboxes

    Overview of the checkboxes for sublists

    Depending on the sublist type selected, not all checkboxes may be displayed.

    Name Meaning Note
    checkbox Interactive filter display in the list header not available for Repeating groups, History information, History info (interval), Content-based display
    checkbox Define filter not available for Repeating groups, History information, History info (interval), Content-based display
    checkbox Hide sublist
    checkbox Final separator not available for Content-based display

  10. if required, change the selection Alternating background color

    Tips

    The selection is not available for the sublist type Content-based display.

    The following options are available:

    • normal (default)
    • per record
    • per row

  11. if required, activate the checkbox Customize style and edit as needed

    The following options open:

    Sublist style

    To reset the style, remove the tick from the checkbox or click the button Default setting.

  12. click the button Ok (oder Cancel) to close the parameter

    The following window opens:

    New list created

    The image shows a list definition with sublist: (1) button Set list parameters Edit, (2) button Insert new sublist Add, (3) button Set sublist parameters Edit, (4) button Delete sublist Delete, (5) button Insert new sublist Add

  13. follow the instructions from step 2 in Add columns to list definition to add column(s) to the sublist

  14. if required, add further sublists (to the list or a sublist)

  15. click the button Save list definition Save (or Cancel editing Cancel) to end the editing of the list definition

    The list editor or list view will be shown again.

  16. list editor only: click the button Cancel Cancel to close the editor

    The list with the list definitions will be displayed again.

Edit a sublist

Sublists may be edited in the list definition, in the list editor in system settings or in the list view by selecting record type overview.

  1. open the list definition in system settings or load the definition in the list view in which you want to edit a sublist

  2. list view only: click the button Row options Row options to the left of the first column

    The following window opens:

    Row options list view

    click on Total row view

  3. click the button Edit Edit

    The following window opens:

    New list created

    The image shows a list definition with sublist: (1) button Set list parameters Edit, (2) button Insert new sublist Add, (3) button Set sublist parameters Edit, (4) button Delete sublist Delete, (5) button Insert new sublist Add

  4. edit the sublist as desired

    1. edit the columns (follow the instructions from step 3 in editing the layout of the list definition)
    2. if required, add further sublists (to the list or to the sublist)
    3. if required, delete a sublist

    4. if required, edit the parameters

      Table with sublist parameters
      Name Meaning Note
      field Name name of the sublist
      selection Sublist type determines where the information that supplements a row of the list view is obtained from possible sublists: link, history information, repeating group, reporter field source, content-independent display
      checkbox Recursive link resolution only for Simple link and Parent link
      linking field depending on the sublist type, the button Field selection or input fields appear
      checkbox Interactive filter display in list header not available for Repeating groups, History information, History info (interval), Content-based display
      checkbox Define filter not available for Repeating groups, History information, History info (interval), Content-based display
      checkbox Hide sublist layout customization for the list view
      checkbox Final separator layout customization for the list view not available for Content-dependent display
      choice Alternating background color layout customization for the list view not available for the sublist type Content-based display; normal, per record and per row are available
      checkbox Adjust style
      button Default resets the style of the sublist
      buttons Cancel / Ok all changes are accepted or discarded
      Table with all sublist types
      Name Meaning Note
      simple link where does this record refer to?
      parent link which other record refers here?
      field-content link records that have the same field content are displayed e.g. status completed
      repeating groups all iterations are displayed
      history information all field contents of a history field are displayed
      history info (interval) field content of a history field at specified times, e.g. every first day of the month
      depending on the field content, the style of the row can be defined, certain fields of the record can be shown or hidden e.g. status completed colors row green, status open colors row yellow
      reporter field source new sublist based on a reporter field

  5. click the button Save list definition Save (or Cancel editing Cancel) to end the editing of the list definition

    The list editor or list view will be displayed again.

  6. list editor only: click the button Cancel Cancel to close the editor

    The list with the list definitions will be displayed again.

Delete a list definition

Sublists may be edited and deleted in the list definition, in the list editor in system settings or in the list view by selecting record type overview.

  1. open the list definition in system settings or load the definition in the list view you want to delete

  2. click the button Selection Selection

    The following selection opens

    Selection

  3. click on Delete list definitions Delete

    A confirmation window opens:

    Confirmation to delete

  4. click the button Yes (or on the button No or the button Cancel Cancel top right if you want to cancel)

    The following window opens:

    New list

  5. click the button End editing Cancel

  6. lists editor only: click the button Cancel Cancel to close the editor

    The list with the list definitions will be displayed again.

Create a new list definition as a template

An existing list definition may be used as a new list definition with the same settings and links by selecting Save list definition as.

  1. open the list definition in system settings or load the definition in the list view you want to create as a new template

  2. click the button Selection Selection

    The following selection opens

    Selection

  3. click on Save list definition as Save as

    The following window opens:

    Save list definition as

    (1) toggle to display groups with list definitions, (2) button List definitions for current data Filter, (3) button Save as Save as, (4) field List name, (5) selection Edit & view permission, (6) selection Permission for additional view, (7) buttons for Cancel and Save as Save as to close the window

    Tips

    • The toggle Groups and the button Filter Filter pre-filters the list.
    • The button Filter Filter restricts the list to the definitions that use the current record type.

  4. edit the field List name

  5. if required, edit the selection Edit & view permission

    The following options are available:

    • public list (all)
    • private list
    • user group(s), if user groups were created

  6. if required, edit the selection Permission for additional view

    This selection is available for Private list only in selection Edit and view permission

  7. click the button Save as Save as (oder Cancel) to close the window

    The list editor or list view for the new list will be displayed.

    Warning

    If you have not assigned a new list name, the following warning opens

    Overwrite warning

Organize list definitions into groups

If the function Groups is active, the record types can be organized into groups for simplified management.

The following actions are possible:

Note

The actions are shown using the example Field management.

Fields into groups

The image shows the field administration with active groups: (1) button Activate groups, (2) button Add group Add group, (3) button Assign selected entries to group Assign selected entries to group, (4) fields from the currently active group

Create a group

Create group

The image shows the field administration with active groups

Create user-defined groups

  1. click the button Add group Add group

    A new row will be added:

    new group line

  2. enter the name of the group (1)

  3. click the button (2) Save Save

    The list with the group names will be updated, the group has been sorted alphabetically.

Rename a group

  1. click the group you want to edit

    The button Edit Edit will appear.

    The image shows the group that can be edited:

    Edit group

  2. click the button Edit Edit

    The element can be edited or deleted.

    The image shows the edit possibilities of the group:

    Edit group

  3. edit the group name

  4. click the button (1) Save Save (or Cancel)

    The list with the group names will be updated, the group has been sorted alphabetically.

Delete a group

  1. click the group you intend to edit

    The button Edit Edit will appear.

    The image shows the group that can be edited:

    Edit group

  2. click the button Edit Edit

    The element can be edited.

    The image shows the edit possibilities of the group:

    Edit element

  3. click the button Delete Delete

    The following confirmation window opens:

    Confirmation to delete the group

  4. click the button Yes (or No)

    The group will be deleted and the list of groups will be updated.

    Links of elements to this group are automatically deleted.

Add elements to a group

Add elements to a group

(1) selected group with selected elements you want to add to another group, (2) button Assign selected entries to the group Assign selected entries to group to assign the selected elements to this group

  1. select a group (1) from which you want to add elements to another group

  2. select all the elements you want to add to the group

  3. click the button (2) Assign selected items to group Assign selected items to group of the new group

    The elements are added to the group.

An element can belong to several groups.

Remove elements from a group

Remove elements from a group

(1) selected group with selected elements to be removed from the group, (2) button Remove selected entries from group remove selected entries from group to remove the selected elements from the group

  1. click the group (1) from which you want to remove elements

  2. select all the elements you want to remove from the group

  3. click the button (2) Remove selected items from group remove selected items from group of the group

    The elements will be removed from the group.

Export and import list definitions

The following exports and imports are possible for list definitions:

Each export will be carried out for selected rows in the list of list definitions only.

Image with buttons for export and import

Export list definitions

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV CSV Export, (3) button Export selected Export, (4) button Import Import

Export selected data as CSV file

Image with buttons for export and import

Export list definitions

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV CSV Export, (3) button Export selected Export, (4) button Import Import

  1. select the rows you want to export

  2. click the button Export selected data as CSV file CSV export

    The CSV file will be downloaded and saved in the download folder (or the folder that was set for it in the browser).

    The file name will be generated automatically and will be called #List definitions.csv.

A list with the following information will be exported:

Column Meaning Note
name name of the list definition
record type record types using this list definition
edit & view permissions for who is allowed to edit the list definition and who is allowed to view the configuration selection between Private list, User group (a group with users) and Public (all)
additional view adds Edit & view if a restriction has been set, i.e. Public (all) is not active selection between None (default), User group (a group with users) and Public (all)
group name of the group(s) of the list definition
last edit time of last edit

Export selected definitions

This export includes

  • list name
  • names of the column headers of the lists

List definitions exported that way can be imported back into a CortexEngine.

Image with buttons for export and import

Export list definitions

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV CSV Export, (3) button Export selected Export, (4) button Import Import

  1. select the rows you want to export

  2. click the button Export selected

    The following window opens:

    Export definitions

    A .tar file will be downloaded and saved in the download folder (or the folder that was set for this in the browser).

    The file name will be generated automatically.

Import definitions

Exported definitions from another CortexEngine can be imported into the current CortexEngine using the Import button.

Image with buttons for export and import

Export list definitions

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV CSV Export, (3) button Export selected Export, (4) button Import Import

  1. click the button Import

    The following window opens:

    Import fields

  2. click the button Select file

    A window with a file folder opens.

  3. select a file

    The following formats are suitable for import

    • .tar
    • .tar.gz
    • #Lst.ctxexp

  4. click the button Import

    The following window opens:

    Import status of list definitions

  5. click the button Close

    The list in List definition will be displayed again.