A list shows the rows of one subject in a grid. Every list of Invantive Estate is built from the same grid and from the same description of the subject, so the columns, the actions and the way of working are the same everywhere. A list is opened from the navigation tree of the main window, and appears as well on a tab of a [[Summaries|summary]]. ## Sorting, Grouping and Filtering Above the grid sits a bar reading "Drag a column here to group by that column". Dragging a column header onto that bar groups the rows by the values of that column. Dragging a second header groups within the first. Each column header carries three controls: - the header itself, which sorts the rows on that column and sorts them the other way round when it is clicked again; - a summary sign, which puts a total, a count or an average of that column under the list; - a filter sign, which limits the rows to the values chosen. Sorting on a second column keeps the first one, so a list can be ordered on several columns at the same time. ## Choosing Columns A list starts with the columns its subject prescribes, which is a selection rather than every field the subject holds. The button in the top left corner of the grid opens the column chooser, in which a column is dragged out of the list or back into it. Column widths are set by dragging the edge of a header. Holding the mouse still over a column shows the explanation of that field, taken from the same description of the subject that gave the list its columns. ## Loading Rows A list reads its first hundred rows when it opens and shows them at once, so the window is back in the hands of the user after one small query, whatever the size of the subject. The next two hundred rows are read in the background while the user is near the end of what has been read, and further rows follow as the list is scrolled towards its end; a list whose user stays at the top reads no further. This holds for a list opened from the [[Invantive Estate/Screens/Navigation Tree|navigation tree]] and for a list on a tab of a [[Summaries|summary]] alike. The rows are not counted beforehand. The navigation tree and the caption of a documents tab show how many have been read so far, with a plus sign while more may follow, such as "Documents (100+)". Sorting, grouping, filtering and a summary act on the rows read so far. Up to and including release 26.0 a list counted its rows first and read them all before it appeared, and on a large subject that was what the opening took its time on. Available from release 27.0. ## The Toolbar Above the list sits a toolbar with the actions that hold for the list as a whole: - "Add" opens an empty [[Edit Screens|edit screen]] for the subject. - "Reports" runs a report over the subject. The button appears only where reports are defined for it. - "Audit" shows who changed what, and when. - "History" shows the earlier states of the rows, for the subjects of which Invantive Estate keeps a history. - "Refresh" fetches the rows again. Its arrow repeats that every 10 seconds, every 30 seconds, every 5 minutes or every 30 minutes, and "Refresh Once" ends the repetition. - "Export" writes the list to a file or to the clipboard, among others as a spreadsheet, as a PDF document and as a separated list. - "Help" opens the explanation of this screen. ## The Context Menu Right-clicking a row offers the actions that hold for the rows selected: - "Open" opens the [[Summaries|summary]] of the row. Double-clicking the row does the same. - "Edit" opens the row in an [[Edit Screens|edit screen]]. - "Copy" opens an edit screen filled with a copy of the row. Fields which have to stay unique, such as the logon code of a person, are left empty on the copy. - "Similar" lists the rows that resemble the one selected, so a duplicate is noticed before it is created. For a person these are the other persons at the same organisation. - "Delete" removes the rows selected, after a question. The action is offered only for subjects that allow deletion from a list; the list of persons, for one, does not. Underneath these come the actions of the subject itself. The list of persons adds "Selective copy", "Selective delete" and "Send message" there. More than one row can be selected at a time, and the actions then hold for all of them. Cells selected in the grid are copied to the clipboard with the usual key. ## Rights Every action is tied to a function of Invantive Estate and appears only when the roles of the user grant that function. A user who may read persons but not change them therefore gets a list without "Add", "Edit" and "Copy", and the rows stay readable. ## See Also - [[Invantive Estate/Screens/Navigation Tree|Navigation Tree]] - [[Summaries]] - [[Edit Screens]]