Creating a Rollup List #
- Navigate to Rollups using the System Menu on the left hand side of the screen
- Click the Add Rollup button at the top right corner of the screen
- Inside of the pop out window, give your Rollup List a Name and Description
- Choose a Username and Owner
- Link existing or drafted records to the Rollup List being created using the Link Record to Rollup
Viewing Rollup Lists #
Towards the top left of the screen, you will see a dropdown that will give you the ability to change the display order or View of all Rollup Lists
- Go to Rollup Lists from the System Menu on the left side of the screen
- Locate the dropdown menu at the top left of the screen, this by default will display Recently Viewed
- Choose the Configure icon from the dropdown list in the active frame and a Configure Rollup List window will pop up.
- Within this dropdown menu, there are 4 options
- Saved Searches: This displays a list of saved viewed that can be applied to the current Rollup List View
- Reset to Default: This restores the Default View
- Copy Current View:
- Create New View:
Viewing the Grid #
- You can search for Rollup Name, Username, or Category using the search fields located at the top of the Rollup List
- Rollup Icon: Use this icon to open the fly-in display of the Rollup List to view the associated records
- Name: The current name of the Rollup List
- Counts: Contains a count of the types of records inside of this list with a record type breakdown
- Rollup Code: This is the code assigned to the Rollup List upon creation of the list
- Created: This displayed the Date the Rollup List was created, in addition to what User created it
- Description: This is used to provide contextual information on the purpose of the Rollup List
- Edit: This will give you the ability to edit the Grid View of the Rollup List Grid
- Actions: This is a list of actions that can be performed on the Rollup List in the current row
Editing the Grid View #
The Sort by button at the top of Record Search grids will adjust the order in which records in the grid appear.
The columns within most grids can be altered to suit your key data points for specific tasks and to maximize your available screen space.
To edit your grid view, click the Pencil icon next to the View Options dropdown at the top left corner of the grid. In the Edit Grid dialog:
- Use Add Column to select any field from the currently active record type and click Add to place it into the Reorder Columns list below.
- Drag fields up or down within the Reorder Columns list to change their placement. Higher items in this list appear further to the left in the grid.
- Within any row of the Reorder Columns list, click the pencil icon to:
- Change which field is displayed.
- Set the field’s default width.
- Freeze the column so that it does not leave the screen when scrolling horizontally. When this box is checked, you will also have the option to freeze the column at the right or left side of the grid. Note: There are columns that are permanently frozen and built into the Grid Display; these cannot be removed or unfrozen as they are integral to the design and function of the Grid
- Within any row of the Reorder Columns list, click the snowflake icon to freeze the column so that it does not leave the screen when scrolling horizontally.
- Within any row of the Reorder Columns list, click the trash icon to remove that field from the columns.
After making your desired alterations, you may choose to:
- Apply Without Saving: Alters the columns temporarily — they will return to the saved layout when you leave and return to the screen.
- Apply and Save: Stores the column changes into the current layout for future use.