Configure list controls

You can configure list controls, such as buttons and filters.

Before you begin

Role required: personalize_control

Procedure

  1. Right-click a list column header.
  2. Select Configure > List Control.
    List Control form
  3. Complete the form.
    Note: The list controls that are available for embedded lists are more limited. Unless otherwise noted, the list control fields in the following table are available for both standard and embedded lists.
    Table 1. List Control form
    Field Description
    Table View the name of the table for the list or related list. For example, Change Request [change_request]. This value is set by the system automatically.
    Related list View the name of the table and field that define the related list. For example, sysapproval_approver.sysapproval. This value is set by the system automatically.
    Label Enter the label to display for this list. Allows an admin to customize the label for a related list or list. If not supplied, the default plural label for the file is used. For example, the label for the Incident table would be Incidents.
    Omit new button Select the check box to prevent the New button from displaying on this list. Clear the check box to display the New button or to control the New button with roles (New roles field).

    This field is available for standard lists only.

    Omit edit button Select the check box to prevent the Edit button from displaying on this list. Clear this check box to display the Edit button or to control the Edit button with roles (New roles field). The Edit button does not apply to all lists.

    This field is available for standard lists only.

    Omit if empty Select the check box to omit the Related List from the form entirely (no header) if there are no entries for the Related List.
    Omit columns if empty Select the check box for a top-level list to omit the column headers AND filters/breadcrumbs for an empty column.
    Omit filters Select the check box to hide filters or breadcrumbs for this list. Clear this check box if you always want filters or breadcrumbs or to control filters/breadcrumbs with roles (Filter roles field).

    This field is available for standard lists only.

    Omit links Select the check box to hide links for fields that reference other files in this list. Leave this button unchecked to generate links or to control the use of links with roles (Link roles field).
    Omit drill-down link Select the check box to disable the link to the record from the first column in list view. Users can still click the reference icon to access the record.

    This field is available for standard lists only.

    Hierarchical lists Inserts a hierarchical list into a record list. Hierarchical lists enable a user to view the contents of a record's related lists without leaving the record list form.

    This field is available for standard lists only.

    List edit type Controls the ability of a user to edit values directly in individual cells in a list. The options are:
    • Save immediately (cell edit mode): enables cell editing. The entire row is saved when the user enters a new value.
    • Save data by rows: enables cell editing. The row is saved only when the user navigates away from the row or clicks the Save icon (Save icon). This mode allows the user to modify multiple values before saving a record.
    • Disable list editing: prevents users from editing cells in the list.

    This field is available for standard lists only.

    List edit tag Enter an arbitrary string of letters or numbers to create a unique tag that is sent to a reference qualifier as the script variable listEditRefQualTag.
    List edit insert row Select the check box to enable or clear the check box to disable the ability for a user to create new records in list view. When it is enabled, an empty row appears at the bottom of the list.
    Insert a new row

    This field is available for standard lists only.

    New roles Specify the user roles that can access the New button on this list. Leave the field blank to enable all users to access the New button. This option does not apply to embedded lists, which do not contain New buttons.
    Edit roles Specify the user roles required to have the Edit button appear in the list.

    This field is available for standard lists only.

    Filter roles Specify the user roles required to have the filter appear in the list.

    This field is available for standard lists only.

    Link roles Specify the user roles required to have links generated for fields that reference other files.

Example of configuring list controls

The following example shows how to configure a list of related incidents in a problem record to suit specific business needs.

Before you begin

Role required: personalize_control

About this task

In this example, a related list label is configured to say Child Incidents, not just Incidents. The related list is also configured to remove the New button to prevent users from creating new incidents from the Problem form.

Procedure

  1. Navigate to a problem record.
  2. Right-click in a column header of the embedded Incidents list and select Configure > List Control.
  3. On the List Control form, change the Label field to Child Incidents.
  4. Select the Omit new button check box.
  5. Click Submit.
    In the problem record, the label for the embedded incident list has changed and the New button is no longer available.