Column headings

Column headings appear at the top of each list column.

These headings display column names and provide some list actions. The available actions are different for v3 and v2 lists. In List v3, several of the actions are moved to the list title menu.

Column headings 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
Title Description
Sorting 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 that 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 ( ) at 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 descending order.
  • 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 access rights).
  • Launch Interactive Analysis (requires Performance Analytics Premium): Enables you to quickly explore data using visualizations.
  • 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 Exporting 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 application development.
  • 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 an XML file.

Administrators can customize which options appear in this menu.

Column headings in List v3

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.

Note: Some of the options displayed in the list context menu depend on the user role and the installed applications.
Table 2. Column heading controls
Title Description
Sorting 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 that 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 () at the top of a list column or by right-clicking the column heading. The list context menu offers the following controls.
  • Sort (a to z) and (z to a): Sort in ascending or descending order.
  • Group By: Aggregate records by a field. For more information, see Use a grouped list in List v3.
  • 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 access rights).
  • Show Visual Task Board: Create a Visual Task Board based on the current list.
Search () Enables the column search. For more information, see Search by one or more columns in a list.