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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Is there a way that when a customer goes into find mode, they can view it in list view.

So for example: Customer puts in Manufacturer in find mode, the customer wants to be able to see all manufacturers at one time, like a list view.

But then say the customer now wants to see certain customers and there are many of them. So instead of clicking through the records they can look at it in a view mode.

Do I need to have separate view modes or can one be used for whatever they are searching for? Hope this makes sense. Thank you.

Posted

If your layout is available in List View then you can put a button on the layout which toggles the view from form to list. But I would expect that this is not going to work too well. The other thing to do is to have a button which switches to list view on a layout designed for List view and another button which takes you back to the form view. Another possibility is to use table view, on a layout designed for finding (i.e, containing the fields you would like users to find on) for the find and first view of the found set with a button to switch back to form view. I prefer the table option as it is fairly easy to do multiple finds and include the various find options as buttons.

This topic is 6940 days old. Please don't post here. Open a new topic instead.

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