Column headings appear at the top of each column in List v2.
These headings display column names and provide some list options. Column headings are
stationary at the top of the list and do not scroll with list content, except in UI11.
Note: Some of the options displayed in the list context menu depend on the user
role and the installed applications.
Table 1. Column heading controls
||Click the column name to sort the list in ascending order. Click again to
sort in reverse order. An arrow by the column name indicates the column currently
being sorted as well as the sort direction. A downward pointing arrow indicates
the column is sorted in descending order.
|List column context menu
||Access this menu, also called a right-click menu, by clicking the menu icon (
the top of a list column (UI16/UI15) or by right-clicking the column heading (any
UI version). The list context menu offers the following controls.
- Sort (a to z) and (z to a): Sort in ascending or
- Show Visual Task Board: Create a Visual Task Board based on the current list.
- Group By: Aggregate records by a field. For more
information, see Use a grouped list in List v2.
- Bar Chart and Pie Chart:
Create quick bar and pie chart reports based on the filter criteria of the
list. Users can then modify these reports or create gauges (depending on
- Configure (requires access rights): Provides
administrative functions related to the information displayed and how it is
controlled. For more information, see List configuration.
- Import (administrators only): Import data from an
Excel template file.
- Export: Exports data to Excel, CSV, XML
(administrators only), or PDF. For more information, see Export data.
- Update Selected and Update
All: Perform updates to multiple records at once. For more
information, see Edit multiple records in a list using the list editor. These options require the list_updater role.
- Create Application Files (administrators only):
Creates demo data from the current list of records that can be included when
you install or update the application on another instance. Used with custom
- Import XML (administrators only): Imports a set of
records that were exported from a source instance, for example, a developer
instance. For more information, see Import a single XML file containing one or more records.
Administrators can customize which options appear in this menu.