View controls

When viewing a record list page, you can perform several actions on the view header. The following screen shows a list view of all Room records:

The view selector allows you to select or create views:

The view header contains the following controls:

• Select menu with the following options:

  

• New button for creating a new record. By default, this button is available to users with the appropriate permissions.
• + button, which launches the object's quick create page. You can edit the object's quick create page to specify which fields display.
• Delete button, which displays for users with delete permission and is active when one or more records are selected.
• Filter opens a section that allows you to dynamically add filters to select records from the view without changing the view itself. See Dynamic filtering for more information.

  

• Export menu with the options shown below. The Google option opens the currently selected view in a Google Docs spreadsheet. Note that your Google account must be set up in your personal settings to export to Google.

  

• Delete allows you to move all of the currently selected records to the Recycle Bin. Administrators can recover records from the Recycle Bin if they are deleted by mistake.
• The group actions menu works with selected records:

  

  The items in the menu vary depending on the object definition and can include:
  • Tag, not shown above, for objects with tags enabled, allows you to add keywords to selected records so you can easily find them in the future.
  • Send To allows you to email the selected records.
  • Compare allows you to compare the selected records. See Comparing and merging records.
  • Merge allows you to merge the selected records. See Comparing and merging records.
  • Convert allows you to convert the records to a different type. See Converting records.
  • Find Duplicates allows you to find duplicates. See Finding and merging duplicates.
  • Transfer Owners allows you to transfer owners. See Transferring owners
  • Workflow actions, displays for objects with workflow enabled. See Workflow actions.
  • Mass Update allows you to perform the same change to multiple records. Updating multiple records
• The checkbox column in the table of records allows you to select multiple records on which to perform a group action. Selections will be maintained as you navigate through pages of records. Click a column header to sort records:

  

• The Columns menu allows you to select which columns display in the view: