Forms and Lists Flashcards

(51 cards)

1
Q

Displays a set of records from a table within the content frame.

A

list

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2
Q

Provide different levels of controls for a given list view.

A

Context menu

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3
Q

What are the three context menu in a given list view?

A

List Context Menu
Column Context Menu
Record Context Menu

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4
Q

Search type: contains
Wildcard Syntax: ?

A

*searchTerm

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5
Q

Search type: does not contain
Wildcard Syntax: ?

A

!*searchTerm

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6
Q

Search type: starts with
Wildcard Syntax: ?

A

searchTerm%

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7
Q

Search type: ends with
Wildcard Syntax: ?

A

%searchTerm

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8
Q

Search type: equals
Wildcard Syntax: ?

A

=searchTerm

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9
Q

Search type: does not equal
Wildcard Syntax: ?

A

!=-searchTerm

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10
Q

Search type: greater than or equal to
Wildcard Syntax: ?

A

searchTerm

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11
Q

A set of conditions applied to a table list to isolate a subset of the data.

A

filter

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12
Q

Three components that make up a filter condition.

A

Field
Operator
Value

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13
Q

Allows you to filter the list data using natural language, instead of the condition builder

A

Natural Language Query

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14
Q

Icon for the Natural Language Filter.

A

Message Icon

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15
Q

Allows a field value to be edited in a list without opening the record.

A

List Editor

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16
Q

Steps in editing a record using the List Editor.

A

Double-click in the field value
Enter the appropriate value
Save the record by clicking the check icon

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17
Q

Use ______ to categorize, flag, and locate records.

A

tags

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18
Q

T or F: Tags can be created against only one record from a list of form view.

A

False. Tags can be created against ANY record from a list of form view.

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19
Q

New tags can be made visible to:

A

The current logged in user (Me)
Groups and users
Any user (Everyone)

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20
Q

Edit personal tags by using the _________ or ___________ modules.

A

My Tags, My Tagged Documents

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21
Q

A version of customized list or form which defines which fields appear and in what order.

22
Q

A layout to show or hide fields from a view and change the list column order.

23
Q

How to open List Layout?

A

Click any column context menu icon and select Configure > List Layout

24
Q

A view to show or hide fields fields on a view, as well as change the list column order for the current logged-in user.

A

Personalize List

25
Icon for Personalize List
Gear Icon
26
How to open Personalize List?
Click the gear icon in the list column header.
27
An interface to add/remove/reorder columns for the personalized list and save.
List Collector Interface
28
T or F: The personalize List icon changes to show the list has been personalized.
True
29
How can you tell a list is personalized?
The icon will appear with a green dot.
30
Displays fields from one record – users can view and edit the record data.
Form
31
Options related to viewing and filtering form data
Form Context Menu
32
Are the primary way users interact with an application.
Forms
33
Query that displays records from another table
Reference
34
Populated with the day and time of day of selected date
Date/Time
35
Freely populated using letters, numbers, and special characters
String
36
Drop-down menu with multiple values
Choice
37
Boolean field that appears as a checkbox
True/False
38
An element used to display information that is not a field in the record.
Formatter
39
Example of Formatters included in the base platform:
Activity Process Parent breadcrumbs Approval summarizer CI relations
40
An example of a formatter; it displays a list of activities.
Activity Stream
41
Are used to break up the form and group like information together.
Sections
42
Sections can be:
One or two columns Added to a form Removed from a form
43
Each field is represented by a cell on the form which contains (left to right):
Handle icon Field label Settings icon Remove icon
44
How to open Form Layout?
Click the form context menu icon and select Configure > Form Layout.
45
Shows the records in tables that have a relationship to the current record. It is presented as tabs at the bottom of the form view.
Related Lists
46
Allow fields to be populated automatically, simplifying the process of generating new records
Templates
47
How to work with templates?
Click the More options icon from the form header, then Toggle Template Bar to work with templates
48
A button to insert a record on a new form and return to the previously viewed page
Submit
49
A button to save changes on an existing record and return to the previously viewed page
Update
50
How save changes in a record without exiting the form view?
Right click on the header bar and click Save or select the Form Context Menu icon in the header bar then select save.
51