Explore data on a grid page (preview)
[This topic is pre-release documentation and is subject to change.]
In model-driven apps, the default control that's used to show data in tabular form is the read-only grid. When a subarea contains a table, the subarea's default layout in the app sitemap is called the grid page.
- Command bar: The commands available for the page
- View selector: Select to change views
- Edit columns: Select to add, remove, or reorder columns
- Edit filters: Select to filter the view with advanced queries
- Search this view or Quick find: Show only the rows in the current view that match your search criteria
- Hierarchy icon: Indicates the record is part of a hierarchy
- Record counter: The position of this page of records in the total number of records that are shown in the view
- Page navigation: Move forward or backward by page in the set of records that are shown in the view
To view the details of a record, select the link in the first column. To open the record details in a new tab or a new window, right-click the link in the column and select Open link in new tab or Open link in new window.
If a record is in a hierarchy relationship, select the hierarchy icon to open the hierarchy view.
If you navigate away from the grid page and come back, the view retains your filters, sort order, and the state the page was in.
The view selector lists the views that are available for the table. By default, the list is divided into two groups:
- My Views: Personal views that you created
- System Views: Views that your administrator created and shared with you
Personal views are listed before system views by default. Both lists are sorted alphabetically. You can change the order the views are listed in.
If your administrator has turned on the modern advanced find experience, the list of views isn't divided. To easily tell which kind of view you're looking at, personal views have a user icon . You can also hover over the information icon to see the view type.
To quickly find a view in a long list, use the search box at the top of the view selector.
Every table in your app has a default view that's set by your administrator. The Default label in the view selector identifies which view is the default for the table.
Use the column editor to add, remove, or reorder columns.
Use the filter editor to see or modify the query that selected the records in the view.
The search box can offer two different experiences, depending on how your administrator has configured search.
Search this view
Search this view is the default experience. When you enter text in the Search this view box, the system searches the current view. It displays the results in the same columns that are used in the current view.
If your administrator has turned on quick find, then the search box shows Quick find instead of Search this view. When you enter text in the Quick find box, the system searches the table's quick find view. It displays the results in the columns of the quick find view rather than the current view.
To focus on records that meet particular criteria, you can filter a view by column. The type of data in the column determines the filter options you can select.
In Unified Interface, grids don't pre-populate column filters based on the current view definition.
Filtering on a lookup column
When you filter data on a lookup column, you can select from a list of values rather than typing. For example, to filter a view by Primary Contact, you can select a name from the list that appears when you select the filter text box.
If you start typing, the filter suggests matching results to help you complete the search. The results include all rows that aren't otherwise filtered out.
Filtering on a date column
When you filter on a date column, you can select from many different ways to specify a date or a time frame. For example, you can search On or after an exact date, Next fiscal year, or Last week.
Use the activity type filter to show only the activities you're interested in, such as appointments or email.
The jump bar is a quick way to filter out records based on letters of the alphabet. To see only records that start with the letter S, for instance, select S in the jump bar.
The jump bar acts on the first sorted column. If the sort order hasn't changed, the jump bar uses the primary column.
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