Comparison of List v2 and List v3

There are several differences between List v2 and List v3.

List v2 is the default version of lists and is supported in all versions of the UI. Users with the admin role can activate List v3, which is supported in UI16 only. Even when List v3 is activated, some UI16 lists may display in List v2. For details, see List v3 compatibility.

List v3 performance is different from performance in List v2. Based on your instance configuration and the complexity of the query, List v3 may load records more slowly than List v2.

In List v2, the list editor does not enforce client scripts or UI policies. In List v3, the list editor enforces UI policies and mandatory dictionary attributes, but not client scripts. Allowing list editing with client scripts running on fields in a form can result in incorrect data being saved to the record. For more information on list administration and using business rules and client scripts, see List editor administration .

Visual differences between List v2 and List v3

If you are unsure whether a list is v2 or v3, look for the following identifiers.
  • The personalize list gear icon appears in the upper left corner of v2 lists. The personalize list option is located in the List title menus.
  • Page controls appear in the list title bar of v2 lists.
  • The list mode toggle appears in the list title bar of v3 lists. You can switch between the standard list mode, called Grid mode, and a Split list and form mode.
  • Avatars appear by user names in v3 lists.
  • Page controls appear in a footer at the bottom of the page for v3 lists.
  • The response time indicator does not appear on the bottom, right of v3 lists. You can create a property to display the response time in milliseconds (ms) on the lower left in the List v3 footer.
Figure 1. List v2 identifiers
In List v2, the personalize list icon appears in the upper left corner of the list and the page controls are in the list title bar
Figure 2. List v3 identifiers
In List v3, the list mode toggle appears in the list title bar, avatars appear by user names, and a footer appears at the bottom of the page

List features

Most List v2 features are supported in List v3 as well, with the following exceptions.

Table 1. Features that are not supported in List v3
Feature Details
Hierarchical lists Tables that have hierarchical lists enabled display in List v2.
Embedded lists Embedded lists display in List v2.
List reports List reports display in List v2.
Customizing list title or list column heading menus Options added to list context menus using the Context Menu [sys_ui_context_menu] table do not appear in List v3. Because it is only possible to customize the list title menu or list column heading menu by editing records on the Context Menu table, it is not possible to customize these menus in List v3. Administrators can customize list field menu options by editing UI actions.
Detail rows Detail rows do not appear in List v3.
Composite fields Links do not display in composite fields, and the different field values may appear on the same line in List v3.
Limiting access to list column personalization Administrators cannot disable list column personalization or control which user roles can personalize list columns in List v3.
Administering certain list editor capabilities Administrators cannot configure which field types are editable and cannot enable single-click list editing for v3 lists. In List v3, the list editor enforces UI policies and mandatory dictionary attributes.
Configuring when related lists load When List v3 is enabled for related lists, all related lists load asynchronously after the form loads, even if there are no v3 related lists on the form.
Creating default filters for related lists The Set as Default Filter button is not available in the filter interface for v3 related lists.

List title menus

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, click the menu icon (Menu icon) by 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 2. 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 3. 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).

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.

Note: Some of the options displayed in the list context menu depend on the user role and the installed applications.
Table 4. 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): Enables you to quickly explore data using visualizations.
  • Time Series Chart (available on columns with MetricBase data; requires MetricBase): Shows a basic report on the MetricBase data.
  • Time Series Chart Designer (available on columns with MetricBase data; requires MetricBase): Launches the Report Designer to that you can configure a time series report for the metric in the column. For more information, see Create time series reports from MetricBase data
  • 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 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.
  • Show XML (administrators only): Shows a pop-up window containing an XML version of the information in the column.

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 5. 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.