Simple lists

Introduction

Within Uniplex, lists are one of the main functions for displaying results and content. Simple displays and further functions depend on the configuration of a list via its list definition.

Every output of results and content uses the standard list function.

Lists are used for:

• result lists for searches and portals as simple list with rows and columns
• substructured outputs (sublists)
• sublists with calculated content (JavaScript in lists), which may also be evaluated as pivot table
• pivot tables for analyzing and evaluating data in lists
• simple lists with direct link fields for the list selects function

Any number of complex lists with sublists etc. can be created from simple lists.

List results serve as the basis for:

• displaying the data in dashboards
• provision of the information in other applications via CortexProtocol
• bulk deletion of records

Within the lists, similar functions are possible as in Excel, e.g.

• sorting and filtering
• summarizing text fields / summing numeric fields

Simple list

Lists are used to display search results or selections, for example. In the simplest form, lists consist of one row per record, with the information displayed in columns. Clicking on a row displays the corresponding record in the other half of the screen.

If no list has been defined yet

If you have not yet defined a list, the selected results can be displayed in a new, empty list, e.g. via

• record type overview
• open record
• global dictionary

Depending on the permission of the user account (defined in user templates), a user has access to various functions.

The image shows a list view: (1) button Load list definition , (2) selection menu , (3) button Edit , (4) button Refresh records , (5) button Hide header, (6) button Load a maximum of 50 records, (7) button Enlarge workspace , (8) button Move columns active or Move separator active , (9) button Total row view / single row view , (10) column header with sorting elements, (11) options for column header, (12) button Context action for current row , (13) information on the number of displayed/loaded rows, (14) information on the number of selected rows, (15) button Select all , (16) selection Search column, (17) field Search, (18) information on the number of sources, (19) button Info

Table with all elements of the list view

Name	Meaning	Note
button Load list definition	select a different list definition
Selection menu	display menu
button Edit	edit the existing list definition	depending on user permissions
button Reload records
button Hide header	hide column headers of the list
button Load a maximum of 50 records
button Enlarge workspace	Enlarges the space for the list within the window to the right. A horizontal scrollbar appears and columns can be drawn wider.
button Move separator active / Move columns active		adjust column widths
button Total row view / single row view	display of the list header	single row view shows the column headers of the main list total row view shows the headers of sublists, additional rows etc.
column header with sorting elements	green frame: Sort column in ascending/descending order yellow frame: when sorting into several columns, the number indicates the order. In the example, first by vehicle type, then within the type by the last day in the workshop and for same day, by day of first registration
Options for column header		click on column header to open the options
button Context action for current row	object views for the current record type can be opened using this button	object views are managed and record types assigned in the system settings.
information on the number of displayed/loaded rows
information on the number of selected rows
button Select all	select all rows
select Search column	which column will be searched after the entry in the search field
field Search	enter the search text for which the selected column is to be searched	not case-sensitive, also finds partial content, e.g. inter for sprinter
information number of sources
button Info	information on the loading time of the list

Button Move separator active

If you move the separator between two columns, one becomes wider and the other narrower, as the "outer" separators are not affected.

You can also drag the left separator of a column to another position in the list to move the column.

Button Move columns active

All columns to to the right of the separator are moved as a block. The widths of the moved columns remain the same, only the width of the column that is adjusted will change.

Button Total row view / Single row view

Clicking on this button switches the view between total row view incl. sublists and single row view.

Example screenshot for a list without sublist

The image shows on the left: Single row view, right: total row view

Example screenshot for a list with sublist

The image shows on the left: Single row view, right: total row view.

In the total row view, the pairs of numbers show the header and the corresponding rows and the colored lines indicate the column borders.

Selection menu

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

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

Selections

Selections are subsets from a list.

The following actions are possible:

• add and save a selection
• load a selection
• delete a selection
• edit a selection: add or delete entries

Add a new selection

1. open a list definition or create a new list view

   If no list has been defined yet

   If you have not yet defined a list, the selected results can be displayed in a new, empty list, e.g. via

   • record type overview
   • open record
   • global dictionary

2. mark the entries you want to create a selection for

   Sort or filter the list view as required.

3. in the selection menu, select Selections and then Save selection

   The following window opens:

   

   The image shows the dialog for saving a selection: (1) list with the existing selections, (2) field Selection name, (3) buttons Save as / Cancel

4. enter a selection name

5. click the button Save as

   The selection, i.e. the list with the previously selected entries, will be displayed.

Notes on working with selections

• A selection contains records of one record type. Therefore, it should be used with list definitions that were created to use the same record type. This guarantees that field contents from the records of the selection can be displayed.
• The selection can be edited like a simple list, for example:
  • create list definition
  • sort and filter
  • export records

Load a selection

1. open a record (and a compatible list definition to see list entries directly)

2. in the selection menu, select Selections and then Load selection.

   The following window opens:

   

   If you click the button Close, the previously opened list view will be displayed again.

3. click the button with the tick for the desired selection

   The desired selection opens

   

Notes on working with selections

• A selection contains records of one record type. Therefore, it should be used with list definitions that were created to use the same record type. This guarantees that field contents from the records of the selection can be displayed.
• The selection can be edited like a simple list, for example:
  • create list definition
  • sort and filter
  • export records

Add entries to a selection

1. open a record (and a compatible list definition to see list entries directly)

2. mark the entries you want to add to the desired selection

   Sort or filter the list view as required.

3. in the selection menu, select Selections and then Save selection

   The following window opens:

   

   The image shows the dialog for saving a selection: (1) list with the existing selections, (2) field Selection name, (3) buttons Save as / Cancel

4. click the button with the checkmark for the desired selection

   The following window opens:

   

5. click the button Append selection (or Cancel)

   The entries are added to the selection.

   The previously opened list view will be displayed again.

Notes on working with selections

• A selection contains records of one record type. Therefore, it should be used with list definitions that were created to use the same record type. This guarantees that field contents from the records of the selection can be displayed.
• The selection can be edited like a simple list, for example:
  • create list definition
  • sort and filter
  • export records

Delete entries from a selection

1. open a record

2. in the selection menu, select Selections and then Load selection

   The following window opens:

   

   If you click the Close button, the previously opened list view is displayed again.

3. click the button with the checkmark for the preferred selection

   The required selection opens

   

4. mark the entries you want to remove

5. select in the selection menu Remove entries and then Remove selected entries

   The entries will be removed from the list.

6. in the footer, click the button Select all

7. in the selection menu select Selections and then Save selection

   The following window opens

   

   The image shows the dialog for saving a selection: (1) list with the existing selections, (2) field Selection name, (3) buttons Save as / Cancel

8. click the button with the checkmark for the selection you want to overwrite

   The following window opens:

   

9. click the button Overwrite selection (or Cancel)

   The updated selection is displayed.

Notes on working with selections

• A selection contains records of one record type. Therefore, it should be used with list definitions that were created to use the same record type. This guarantees that field contents from the records of the selection can be displayed.
• The selection can be edited like a simple list, for example:
  • create list definition
  • sort and filter
  • export records

Delete a selection

You can delete a selection from any list view.

1. In the selection menu, select Selections and then Delete selection.

   The following window opens:

   

   If you click the Close button, the previously opened list view will be displayed again.

2. click the button with the checkmark for the selection to be deleted

   A dialog box for deletion opens.

3. click the Yes (or No) button.

   The selection is now deleted.

   The previously opened list view will appear again.

Options for the column header

The following selection opens when you click on a column header:

(1) edit column , (2) insert column , (3) duplicate column , (4) delete column , (5) sort ascending , (6) sort descending , (7) sum/summary, (8) 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

Sum / summary

The function Summary creates a list of the number of occurrences of each field content in this column (for all rows, for selected rows and for the corresponding unselected rows).

The function Summary is available for all field types/columns.

As an example, the image shows the summary for all field contents of the PULocation_borough column and the occurrence of the respective borough of New York.

For a column with numeric fields, you can, in addition to the summary, determine the sum of all field contents (for all rows, for selected rows and for the corresponding unselected rows).

Auto filter

The auto filter can be used to shorten the displayed list. It is possible to add an auto filter to more than one column, as when sorting by column. In addition, a shortened list can still be sorted.

It is advisable to use the auto filter for field contents that occur more than once.

When opening the auto filter, all field contents will be highlighted. Select the field content you want to filter. The list can be sorted by a column.

The image shows an example of an auto filter for the field contents of the First registration column and the occurrence of the respective field contents, sorted by frequency.

This is what the list looks like after auto filtering:

The image shows a list that uses a car filter: (1) sorted column vehicle type, (2) column first registration with auto filter, (3) number of rows that correspond to the auto filter

Bulk deletion of records

With the plugin Bulk deletion it is possible to delete several records at the same time.

1. open or create a list or selection with records

2. select the records you want to delete

3. click the plugin button Bulk deletion in the quick launch bar

   The following window opens:

   

4. click the button Delete (or Cancel)

   The records will be deleted from the system.