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Listings

5 minutes

Lists are filtered views that display a module's records . This is the default view when a module is opened.

List types #

There are 2 types of lists:

  1. Personal lists: these are lists for which the user who created them is the only user. They are for personal use only, and have no impact on other system users.
  2. Shared lists: these are lists that can be shared between several users, teams or roles.

List structure #

All lists in Kafinea have the same structure:

The Lists pane #

To the left of all lists is a panel entitled Lists . From this panel, you can :

  • create a new list ( + button)
  • search through all personal and shared lists (search bar)
  • display, modify, delete, duplicate or select as default view an existing personal list ( My list section)
  • display, modify, delete, duplicate or select as default view an existing shared list ( Shared list section)
  • filter records in the active module by tag (see Tags)

This panel can be hidden or displayed using the arrow on the right of the pane. You can choose whether you want this panel to be hidden or displayed by default when you open a module from your preferences.

The records chart#

The right-hand side of the screen contains a table displaying the module's records according to the filters and conditions defined in the selected list. By default, records appear in the order in which they were last modified. You can choose to sort them in ascending or descending order by simply clicking on the column name.

Case study #

You can click on the Account name column in the Accounts receivable module. TheAccounts Receivable records will then appear in alphabetical order. If you click on the Account name column again, the customer accounts will be displayed in anti-alphabetical order. You can click on the cross next to the column name to deactivate sorting for that column.

If you have more than 20 records in your module, they will be displayed on several pages. You can navigate between the different pages using the arrows at the top right of the table. Clicking on the ? symbol will display the total number of records in the selected list. A search bar is also available at the top of each column, so you can easily find a record among many others.

Creating a list #

To create a new list, use the + button at the top of the Lists pane on the left of the screen. You can also duplicate a similar existing list and then modify it by selecting it and choosing the Duplicate option. A creation form will appear with the following options:

  • View name: this field defines the name of the list as it will appear in the left pane of the screen.
  • Choose a column and order: here you can add the various fields from this module's records that you want to use as columns in your filtered view. Columns may therefore vary from one list to another.
  • Choose conditions: here you can define filters to display only records meeting certain conditions. You have the option of displaying records meeting at least one of these conditions, or all of them.
  • Default filter: check this box so that this list is displayed by default when the relevant module is opened, instead of the All list.
  • Key indicator: check this box to make this list usable in a widget on one of your dashboards.
  • Share list: check this box to create a shared list. You can choose whether to share this list with individual users, certain workgroups, certain roles and their subordinates, or all ERP users. This list will be synchronized and will appear in the Shared list section of the left-hand pane of the relevant list module.

Editing a list #

There are 2 ways to modify an existing list:

1. Click on the options arrow next to the name of the list to be modified in the left pane and select the Modify option. An edit form will appear.

2. Click on the list to be modified to make it active, then click on the icon at the top left of the table to add or delete columns or change their display order.

Identification of duplicates #

Kafinea offers a feature for identifying duplicates. At the top left of the records table, click on More > Find duplicates. A form appears, where you can enter one or more fields to search for potential duplicates. Once you've clicked on the Find duplicates button, a list of duplicates is displayed, with records from the active module showing identical information on the fields you're looking for. You then have the option of deleting one of the unwanted records or merging the identical records .

Exporting data from a list #

You can use a list to select records for export. To find out how to export data from a list, please refer to the documentation record entitled Data import / export.

Related references 🔗 #