Custom Module Listing Operations Follow

Once you have created the Custom Module, you can now view the record Listing Operation.

To view the Listing Operation,

• Navigate to the Custom Module Icon and select the Custom Module.

• You will be presented with the Custom Module's Listing View.

On the list view, multiple actions can be performed as follows:

• Bulk Operations
• Edit the Record Details
• Multiple Column Actions
• Add A Record
• Add Filters
• Manage View Settings
• Operations Under Actions
• Quick Search

Bulk Operations

• You can perform the following bulk operations by selecting the record from the Listing Page.
  • Update the Records
  • Export the Records
  • Merge Records. Learn More
  • Delete the Records

• Merge Record

Edit the Record Details

• You can Edit the record details by clicking on the Pencil Icon.

• You can Edit the particular detail of the record, hover over the record detail you wish to Edit, a Pencil Icon will appear next to it.

• Click on the Pencil Icon to Edit the details and Save the changes.

Multiple Column Actions

• Hover on the Field Name, three dots will appear on the right, click on these three dots to perform any of the following actions,
  • Sort Ascending: Click to sort your Records in ascending order.
  • Sort Descending: Click to sort your Records in descending order
  • Move Left: Click to move the column to the left. You can also drag and drop the column.
  • Move Right: Click to move the column to the right. You can also drag and drop the column.
  • Pin Column: Click to pin the column. You can pin the column to the left side or the right side of the screen or unpin the column.
  • Rename Field: Click to rename the field.
  • Add As Filter: Click to apply filters on this column, with the default condition “Field contains”.
  • Collapse Column: Click to collapse the column.
  • Hide From View: Click to hide this column from your current view.
  • Auto Size This Column: Click to adjust the size of this column automatically, according to its values.
  • Auto Size All Column: Click to adjust the size of all columns automatically, according to their values.

Add a Column

• + Icon on the right corner will allow you to Add a Column or Create a New Field.
• You can also use the shortcut key (ac) to quickly add the Column

Add A Record

• Click on the Add Record option to add a new record.

Add Filters

• Click on the Filter option

• Select the filter logic 
  • Match all filters (AND) – filter records that match “all” defined filter conditions.
  • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.

• Click on Add Filter.
• Select the Field which you want to use for segmenting the records.
• Click on Save as View

Manage View Settings

• Click on the View Settings button
• A popup of “Manage Column Settings” would appear that has two sections:

• The section on the left will display:

  • A search bar to search for a field that you want to add to your columns.

  • All fields will be displayed in their respective sections; the system fields, internal fields, smart fields, analytics fields, etc. along with the available sections.

• The section on the right will display:
  • The list of selected fields that are added to your view.
  • You can rearrange these fields in the order they should be displayed. i.e. the field on top will always be displayed as the first column.
  • You can remove all fields by clicking on the “Clear All” option.

•  You can provide the preference for saving these columns with a view

  • “This view” - “For Me”: It only saves the field column for the selected view only

  • “All views” - “For Me”: This will save the selected field columns as default for the owner of the view across all the views.

  • “This view” - “For Everyone”: The User can perform this option and save the selected columns for everyone for this view.

  • “All views” - “Everyone”: The user can save the selected columns for everyone.

Operations Under Actions

• Head over to the Actions option,
• It lets you perform the following Actions
  • Set Your Default Pipeline: You can set your default pipeline with this option
  • Mass Transfer: This lets you mass-transfer the records
  • Mass Delete: This lets you mass-delete the records
  • Mass Update: This lets you mass-update the records
  • Manage Pipeline: Manage your pipeline using this option
  • Import from Excel or CSV file: This lets you Import your Records from CSV or Excel files
  • Export: This lets you Export your records
  • Recent Deleted Records: Here you can view the records deleted recently

Quick Search

• Navigate to the Quick Search Option on the top
• You can easily search any record details within a View using the Quick Search Option