List title menu

The list title menu contains several options related to the list.

Some of the options displayed in the list title menu depend on the list version, the user role, and the installed applications. The List v3 list title menu contains several options that appear in the list column context menu in List v2.

To open the list title menu in UI16 or UI15, click the menu icon (Menu icon) by the list title. In UI11, simply click the list title.

List title menu in List v2

You can click the title of the list to access options related to viewing and filtering the entire list.

Note: Administrators can customize which options appear in the list title menu.
Table 1. Context menu list title
Option Description
View Changes the view of the list by presenting different information.
Filters Changes the values in the filter. Some of the choices are: None, Active, and Edit personal filters.
Group by Groups records in a list by the values in a selected field from that table. Any field from the table can be used as a group filter, whether or not it appears in the list.
Show Changes the number of rows shown on each page of the list.
Refresh List Refreshes the list to show changes immediately.
Create Favorite Adds a link to this list to your favorites.

List title menu in List v3

The options that appear are based on the user's role. Pictured are the options that administrators see. Administrators can customize which options appear in the list title menu.

Table 2. List title menu options
Option Description
Personalize List Columns Configures which columns appear and the order in which they appear for a user.
Change View Changes the view of the list by presenting different information.
List Layout Configures the list view for all users (requires access rights).
List Calculations Configures list calculations for columns, which calculate column totals, minimums, maximums, and averages (requires access rights).
List Control Configures list controls, such as buttons and filters (requires access rights).
Configure Provides administrative functions related to the information displayed and how it is controlled (requires access rights).
Import Import data from an Excel template file.
Export Exports data to Excel, CSV, XML (administrators only), or PDF.
Create Favorite Adds a link to this list to your favorites.
Update All

Update Selected

Perform updates to multiple records at once.
Create Application Files Creates demo data from the current list of records that can be included when you install or update the application on another instance (administrators only). Used with custom application development.
Import XML Imports a set of records that were exported from a source instance, for example, a developer instance (administrators only).