Configuring lists

Lists are components that you can configure as part of the configuration of pages and business classes. A list displays the records (or sometimes a subset of those records) from a database table.

Lists are reused in applications. If you configure a list, every page that uses the list will reflect the configuration.

Note: The list editor view is the same editor users can use to personalize lists. For detailed instructions for configuring lists using the list view, see the personalizations section of Infor Rich Client User Guide.
  1. Configure a list directly from the list. Open the list and in the heading, press Ctrl + Shift + left-mouse-click and the list information displays. Click the Configure link.

    This creates a new configured list record that will open in the Configuration Console.

    Or

    Create a configuration record from Configuration Console:

    1. Go to Start > Configure > Application.
    2. Select Configured Business Classes in the left pane.
    3. Click the New icon at the top of the left pane.
    4. On the Create New Configuration screen, select List in Configuration Type, the business class the list belongs to, and the list you want to configure, then click OK.

      Tips:

      • To determine the business class a list belongs to, use the list information pop up. Open the list, hover over the heading, and press Ctrl + Shift + left-mouse click.

      • If other configurations have already been defined for the business class, you can expand that business class, select Configured Lists in the left pane, and click New in order to start the configuration process.

  2. To change the heading of the list, specify the new name in List Title.
  3. To make modifications to the columns that the list uses to present a set of records, use the Column tab. You can change the columns (fields) displayed, add alerts, and change the order in which the displayed records are sorted.
  4. To define a filter that will cause the list to present only a subset of the available records, use the Filter tab. There are two ways to create filters: by defining one through the Condition Builder Helper or by directly writing the filter as text.
  5. To make modifications to which actions appear in a list's toolbar, use the Toolbar tab.
  6. To configure how negative amounts should display or whether or not amount should be rounded, use the Display tab.
  7. To restrict which actions are available, use the Restricted Actions tab. The actions can be restricted from all users or can be restricted based on a condition.
  8. When you are finished modifying the list, click Save.