18. Record List

Similar to the the LINKED RECORD data type, but this allows you to link to multiple records, and shows them all as a table.

Display Types

• RECORD LIST:  This is the default display type. It shows multiple linked records in table format
  • *Module (currently named Tab):  A dropdown that lists all your modules so you can pick which modules records will be shown.
  • *Copy from Module (currently named Tab):  This option allows you to copy the column layout from any module. It defaults to the same as the “Module” option and should rarely, if ever, be changed.
  • Rows:  This option lets you specify how many rows you want to see before scrolling (default is 3 rows).
  • Add New:  If checked it gives you a button to add new records to the module that you’re linking to, and auto-link that new record to this one. It is checked by default.
  • Add Existing:  If checked it gives you a button that lets you link to an existing record. It would appear next to the “Add New” button and be labeled “Link”.
  • Show View:  When you click on a linked record in the table view you’ll see a popup window. If this Sub Option is checked this window will show a “View” button that allows the user the view that record in the Detail View pane rather than the popup. If left un-checked the “View” button will not be visible on the popup.
  • Show Update:  This Sub Option is similar to “Show View”, but instead of showing a “View” button it shows an update button in the popup so the user can save any changes they make to the record.
  • Table Editable:  Checking this option allows the user to edit the TEXT fields of linked records directly within the table view. It will make the fields appear as text box’s and add a “Save Changes” button to the bottom of the table.
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  • Filter:  A filter that will affect what records are shown when working with this field.