Designing List Pages

The List page type displays records from an underlying table, either as rows and columns or as individual tiles.

You design list pages when you want to provide users with a collection of data, enabling them to get an overview of and find entities to work with, such as customers, vendors, or sales orders. Typically, a list page will link to an associated card page that lets users view or modify specific entities in the list.

There are different ways to incorporate a list page into that application:

  • Make the list page available from the navigation of a Role Center page.

    This gives users quick access to the page. With this implementation, the list page opens in the content area of the Role Center page, where the Role Center's navigation area is still present and accessible at the top of the page. For more information about Role Centers, see Designing Role Centers.

  • Make the list page available from an action on another page.

    With this implementation, the list page opens in a separate window in front of the current page.

  • Make the list page searchable from the Tell me what you want to do feature.

    With this implementation, the list page also opens in a separate window. For more information, see Adding Pages and Reports to Search.

Customizing a list pages from the client

In the client, users can personalize list pages by rearranging or hiding records or FactBoxes as they like. For more information, see Personalizing Your Workspace.

As a developer or administrator, you can use Designer to customize the list page the same way that individual users personalize their own work spaces. The difference is that changes you make are applied to all users. For more information, see Using Designer.