Overview

...

Configure List

...

allows users to

...

configure how data is displayed and processed in a list without changing the structure of the list form.

Using Configure List, users can:

• add required columns to the list;
• hide unnecessary columns;
• change the order of displayed columns;
• filter records using different conditions;
• organize data using grouping and sorting options.

The configured list helps users quickly find and analyze required information without opening individual documents.

Scope: Applies to system list forms where the Configure List functionality is available.

Image Removed

Opening Configure List

To configure a list:

1. Open the required list form.
2. Click Configure List.
3. The configuration window opens.

The configuration window contains settings for:

• columns displayed in the list;
• available attributes;
• filtering conditions;
• grouping and sorting options.

Image Removed

Adding and Removing Columns

Adding a Column

Users can add additional attributes to display required information directly in the list.

To add a column:

1. Open the list of available attributes.
2. Select the required attribute.
3. Add the attribute to the displayed columns.
4. Apply the changes.

Example:

A user can add the Customer, Project, or Status columns to analyze documents without opening each document separately.

[SCREENSHOT: Available attributes and selected columns]

Removing a Column

To remove an unnecessary column:

1. Select the column in the list of displayed columns.
2. Remove it from the list.
3. Apply the changes.

The column will no longer be displayed in the list.

[SCREENSHOT: Removing a column]

Changing Column Order

Users can change the order of columns according to their preferences.

To change the order:

1. Select the required column.
2. Move it to the required position.
3. Apply the changes.

[SCREENSHOT: Changing column order]

Filtering Data

Filters allow users to display only records that match specified conditions.

A filter consists of:

• Attribute — the field used for filtering.
• Operator — the condition used for comparison.
• Value — the value used for selection.

Example:

To display invoices for a specific customer:

• Attribute: Customer
• Operator: Equal
• Value: Customer name

Result:
The list displays only invoices related to the selected customer.

[SCREENSHOT: Filter setup example]

Filter Operators

The available operators define how the system compares the selected attribute with the specified value.

Common operators include:

The available operators may differ depending on the selected attribute.

[SCREENSHOT: Operator selection list]

Using Filter Groups

Filter groups allow users to combine several conditions when filtering data.

AND GROUP

AND GROUP is used when all conditions inside the group must be fulfilled simultaneously.

Example:

To display paid invoices for a specific customer:

• Customer = ABC
• Status = Paid

Only records matching both conditions are displayed.

[SCREENSHOT: AND GROUP example]

OR GROUP

OR GROUP is used when any condition inside the group can be fulfilled.

Example:

To display invoices for several customers:

• Customer = ABC
• Customer = XYZ

The system displays invoices related to either of the selected customers.

[SCREENSHOT: OR GROUP example]

Applying Configuration

After configuring the list:

1. Apply the changes.
2. Review the updated data.
3. Save the configuration if required.

The configured list can be reused for further work with the same data.

...

• filter data by specified criteria;
• sort records;
• group records;
• apply conditional appearance;
• configure certain list display settings;
• save the configured list settings for future use.

Configure List settings allow users to adapt a list to their current tasks and make it easier to work with large amounts of data.

Note: Use Configure List to configure how data is filtered, sorted, grouped, and displayed. To change the structure and elements of the list form, use Customize Form.

How to Open Configure List

1. Open the required list, for example, Invoices.
2. Select More actions → Configure List.

Image Added

The List settings window opens with the following tabs:

• Main
• Filter
• Order
• Conditional appearance
• Grouping

Image Added

Main

The Main tab contains basic list display settings and allows users to define filtering conditions for individual fields.

Depending on the list, the Main tab can include settings for:

• date display;
• currency display;
• currency symbol display;
• conditions for individual list fields.

For each condition, the user can:

1. enable the condition using the checkbox;
2. select the required comparison type;
3. specify the required value.

For example:

Company → Equal to → Moon Link LLC

After applying the setting, the list displays only documents that meet the specified condition.

Image Added

Image Added

Multiple conditions can be enabled at the same time.

For example:

• Company = Moon Link LLC
• Entity = Test

In this case, the list displays only records that meet both conditions.

If no records meet all specified conditions, the list is empty.

Image Added

Filter

The Filter tab allows users to create advanced filtering conditions.

The Available fields area on the left contains the fields that can be used for filtering.

Select the required field and add it to the filter conditions.

For each filter condition, the following values are specified:

• Left value — the field used for filtering;
• Comparison type — the comparison operator;
• Value — the value used for comparison.

Image Added

Comparison Types

Depending on the selected field, the following comparison types can be available:

For example, to display documents for several companies, use:

Company → In list → Moon Link LLC, ABC Trading LLC

The In list comparison type allows you to specify several possible values for the same field.

Multiple Filter Conditions

You can add multiple filter conditions.

By default, separate filter conditions are applied together.

For example:

• Company = Moon Link LLC
• Warehouse = Main Warehouse

The list displays only records that meet both conditions.

Use the following options to define how conditions within a group are combined:

• AND Group — all conditions in the group must be met;
• OR Group — at least one condition in the group must be met.

Image Added

Image Added

Order

The Order tab allows users to define the order in which records are displayed in the list.

The Available fields area contains the fields that can be used for sorting.

To configure the sort order:

1. Add a field to the list of sorting rules.
2. Specify the Sort direction.
3. If required, add additional sorting rules.

The configured sorting rules are displayed in the right part of the window.

For example:

Date → Ascending

means that records are displayed in ascending order by date.

Image Added

You can add multiple sorting rules. The order of the rules determines their priority. Use the Up and Down buttons to change the order of the rules.

Conditional Appearance

The Conditional appearance tab allows users to change the visual appearance of data when specified conditions are met.

Each conditional appearance rule includes:

• Format — the format to apply;
• Condition — the condition that triggers the format;
• Formatted fields — the fields to which the format is applied.

The basic logic is:

If the specified condition is met → apply the selected format to the specified field.

For example, you can configure a different appearance for the Warehouse field when a specified condition is met.

Image Added

The following options are available for managing conditional appearance rules:

• Add — add a rule;
• Delete — delete a rule;
• Up / Down — change the order of the rules.

At the basic level, Conditional appearance is used to visually highlight data based on specified conditions.

Grouping

The Grouping tab allows users to organize records into groups based on a selected field.

To configure grouping:

1. Open the Grouping tab.
2. Select the field by which you want to group the records.
3. Click Finish editing.

After applying the setting, records are displayed in groups according to the selected field.

Image Added

Image Added

Using Configured Filters in the List Form

After filter conditions are configured, the corresponding filter fields can be displayed at the top of the list form.

Users can:

• enter or change filter values;
• clear filter values;
• use the configured filters directly while working with the list.

This allows users to change filter criteria without opening Configure List again.

Image Added

Save Your Configuration

If you want to keep your List Form configuration and apply it later, you can save it as a personal setting. For details, see Save and Restore List Form Settings.

Configure List and Customize Form

Configure List and Customize Form are used for different purposes.

* Customize Form allows users to configure which filters are available directly in the list form.

Configure List is primarily used to configure how list data is filtered, sorted, grouped, and displayed.

Customize Form is used to configure the structure and elements of the list form.

Important Notes

• Configure List settings apply to the specific list form being configured.
• The Filter tab provides access to a wide range of available fields, not only the filters initially displayed in the list form.
• Multiple separate filter conditions are applied together.
• Use In list to filter one field by multiple possible values.
• Use AND Group and OR Group to define how conditions within a group are combined.
• List settings can be saved and reused.
• Use Restore Default Settings to return the list to its standard configuration.

Thank you for being FirstBIT Customer!