AdvoLogix Help

Using an Enhanced List

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When an Enhanced List is placed on a lightning page, the list displays default columns. With the list builder, the enhanced list can be customized by:

  • Choosing the columns to be displayed.
  • Marking the fields as required.
  • Creating advanced filters for the list.

The List Builder (within an Enhanced List) is available to all users.

1. Enhanced List Available Actions

The toolbar allows users to take a variety of actions:

  1. The Search input will enable users to quickly search through the list of records based on the displayed columns. 
  2. The New action button allows users to create a new record.
  3. The Enhanced List action menu contains action items that allow modifications to the enhanced list.
  4. The Refresh button lets users quickly refresh the enhanced list and get the latest data records.
  5. The Filters button allows users to quickly view applied and configured filters on the enhanced list.
  6. The column resize button allows users to resize columns within the enhanced list.
  7. The column header action menu allows users to apply specific actions within the respective column's data.
  8. The row action menu allows users to take actions for respective records displayed in the list.
  9. The list menu allows users to quickly switch between multiple lists within the object. Choosing a list automatically updates the display columns and filters for the enhanced list.
    (The list selection does not support reading record ownership scope information from the list, for example, if your list is configured to display My records or My team's records, then that information is not supported within the enhanced list presently.)

1.1. Enhanced List Control Menu

The control options menu allows users to control the layout and content of the enhanced list.

  1. List Builder - Configures the enhanced list and controls the columns that are displayed; as well as customizes filters to be applied to the data that is shown in the enhanced list.
  2. Reset List Configuration - This resets the enhanced list configuration back to the default configuration, and users can rebuild the enhanced list.
  3. Reset Column Widths - This resets the enhanced list configuration back to the default widths.

1.2. Filters

Edit Filters - Users can adjust the filters applied to the list. If an enhanced list has filters applied, then the button with the selected theme is shown.

1.3. Searching Capabilities

The search capabilities described here are available in Matter Management v1.148 onward only.

Searching within an Enhanced Lists uses technology similar to Salesforce Global Search. This new feature allows users to perform comprehensive searches across all fields within Salesforce, delivering faster and more accurate results. It now supports full-text search and even partial matches of search strings within all fields of the records. The search text can include wildcards (* and ?) and logical operators to combine phrases in the text.

1.3.1. Wildcards

You can specify the following wildcard characters to match text patterns in your search:

Wildcard Description

Asterisks match zero or more characters at the middle or end of your search term. For example, a search for john* finds items that start with john, such as johnjohnson, or johnny. A search for mi* meyers finds items with mike meyers or michael meyers.

If you are searching for a literal asterisk in a word or phrase, then escape the asterisk (precede it with the \ character).

? Question marks match only one character in the middle or end of your search term. For example, a search for jo?n finds items with the term john or joan but not jon or johan. You can't use a ? in a lookup search.

When using wildcards, consider the following notes:

  • The more focused your wildcard search, the faster the search results are returned, and the more likely the results will reflect your intention. For example, to search for all occurrences of the word prospect (or prospects, the plural form), it is more efficient to specify prospect* in the search string than to specify a less restrictive wildcard search (such as prosp*) that could return extraneous matches (such as prosperity).
  • Tailor your searches to find all variations of a word. For example, to find property and properties, you would specify propert*.
  • Punctuation is indexed. To find * or ? inside a phrase, you must enclose your search string in quotation marks and you must escape the special character. For example, "where are you\?" finds the phrase where are you?. The escape character (\) is required in order for this search to work correctly.

1.3.2. Logical Operators

Combine multiple words with logic and grouping by using operators to form a more complex query. You can use the following special operators to focus your text search. Operator support is case-insensitive.

Operator Description
" "

Use quotation marks around search terms to find matches in the order you entered your search terms. A search for "monday meeting" finds items that contain monday meetingin that order.

To include the words “and,” “or,” and “and not” in your search results, surround those words in double quotes. Otherwise they’re interpreted as the corresponding operators.

AND Finds items that match all the search terms.

For example, john AND smith finds items with both the word john and the word smith. Usually if an operator isn't specified, AND is the default operator.
OR Finds items with at least one of the search terms.

For example, john OR smith finds items with either john or smith, or both words.
AND NOT Finds items that do not contain the search term.

For example, john AND NOT smith finds items that have the word john but not the word smith.
( )

Use parentheses around search terms with logical operators to group search terms.

For example, you can search for:

  • ("Bob" and "Jones") OR ("Sally" and "Smith") - searches for either Bob Jones or Sally Smith.
  • ("Bob") and ("Jones" OR "Thomas") and Sally Smith - searches for documents that contain Bob Jones and Sally Smith or Bob Thomas and Sally Smith.

2. Working With the Data in the List

2.1. Header Actions

  1. The Wrap text action will allow the text to continue onto multiple lines within the column.
  2. The Clip text action displays the text clipped to fit the column width.

2.2. Row Actions

  1. Edit - Allows users to edit the record.
  2. Delete - Allows users to delete the record.

The View context menu action is available if the name field for the object configured in the enhanced list is not currently being displayed as a column.

Some known limitations exist when using the enhanced list on any page:

  • Multi-picklist fields are not available for filtering within the list builder.
  • Multi-picklist fields do not display within the constraints of a column properly.
  • The in-line search text box (in the enhanced list) does not support searching within lookup fields.
  • The New button does not pre-fill source object field value if the object has a custom form overriding the New action.
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