||Open the associated record in form view. Click the first column field to open
the current record. You can also click a link to a related record in other columns
to go to that record.
||Changes the information in one or more records. For more information, see
Methods for list edits.
|Reference icon ( in UI16 and UI15, in UI11)
||Provides a preview of the record.
In List v3, click the icon to open a
preview, which stays open until you click elsewhere. The preview contains a
button to open the record.
In List v2, point to the reference icon to open
a preview, which closes when you move the cursor unless you hold the Shift key
(or the Alt key on some UK keyboards). Click the reference icon to open the
record in form view.
Also called a right-click menu, offers several options, including:
filter options, such as Show Matching and
- The option to copy the record URL to the clipboard.
- The option to copy the sys_id of the record to the clipboard
- Quick edit options, such as
Assign to me, Approve, and
- The option to edit the record tags,
which provide quick access to frequently referenced or urgent information.
When a tag is assigned to a record in UI16 or UI15, the record is displayed
on the Tagged Documents page. In UI11, a link to the record is displayed in
the application navigator under the assigned tag.
- Options specific to features such as Live Feed and Visual Task