![]() ![]() The grid presents data records one pageful at a time, and includes a paging ribbon to navigate between pages. If you click the column header again, the records are sorted in descending order on that column. This will sort the records into ascending order on that column. To sort on a column, simply click the column header once. The records in the grid can be sorted on any of the columns in the grid (except, of course, those that Salesforce does not support, e.g., long text fields or multi-select picklist fields). Search criteria can be saved as named "filters" which can then be reused. 'x' inside the grouping indicator in the grouping bar.Īpsona includes a powerful set of features for searching within each object as well as across objects. The animation at left shows subtotals at the Stage level, since that is the first grouping level. If your columns include currency fields, Apsona automatically displays subtotals at Groups can be opened and closed via the toggles at the left side of the record. Click the image at left to watch a short animation showing how you can group a list of Opportunity records, first by Stage and then by Campaign. ![]() ![]() You can render your tabular view records in groups, based on selected columns, simply by dragging the grouping columns into the grouping bar at the top of the Ordering of the column headers in conjunction with the field set, and renders the columns in the same order You can reorder the columns in a tabular view by simply dragging the column header and dropping it into the position where you want it. As with fields and ordering, Apsona remembers the column with settings and renders them at the same width Narrow columns for fields such as numbers or date values. So you can use wider columns for larger data fields, and The width of each column in the grid can be adjusting by clicking and dragging the "grip" icon that appears at the right of the column header. That same tabular view, you will see the columns in the order you have chosen.Īlso see the section on field set management below. ![]() Apsona remembers the fields you have selected as well as their ordering, so that the next time you log and access Ordering that is most natural for your work. You can also re-order the selected fields to fit the In the Opportunity tabular view, you can select Opportunity fields, Account fields or Campaign fields. You can select any field of the current object or any field from an object to which there is a lookup from the current object. When you click the "Set columns" button, a popup window appears, enabling you to select the fields you want The tabular view sports several useful functions. This makes it a matter of just a few clicks to add large numbers of Contacts or Leads to a Campaign. In this case, all of the records across all pages are added to the campaign, no matter how many. Identify a list of Contacts or Leads based on multiple filtering criteria, and add them all to a new Campaign.Mass-delete a filtered set of records, e.g., to undo the effect of an incorrect data import.For example, when a salesperson leaves your company, you might want to transfer the ownership of all her records to another salesperson, and perhaps update the commission rate field as well. Perform a mass update of one or more fields of a filtered list of records.For example, you might want to use the Opportunity tabular view to find all Opportunities with activities last week, and update their statuses or expected values by simple in-place editing. Find a list of records that all need some form of updating, and edit each record in place.Here are a few common use cases for the tabular view. For example, you can embed a tabular view of Opportunity records as a related list of the Account object. And you can create a tabular view as a related list in a Such pages are commonly used in customer and partner portals. You can also embed tabular views in Visualforce pages, so you can create a free-standing Visualforce tab containing just a tabular view of one specific To an edit page and back again just to edit a few data records. Nor do you need to navigate from a list to a detail view With the tabular view (as with otherĪpsona views), there is no annoying page refresh, so you do not lose context when you are editing data. Use the in-place editing to update your data with a few clicks, and the updates are immediately available in Salesforce. You can use the search features to quickly find records from your Salesforce database, This view combines the ease of editing found in a spreadsheet program, suchĪs Excel, with the searching and data sharing features of web applications. Apsona's tabular view offers a grid representation of the records of an object. ![]()
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