In this article, you will learn about 'List Views' and how to navigate between them in Actionstep.
'List Views' form an essential part of the Actionstep user interface and can be found wherever a large amount of information needs to be displayed. Lists are useful for sorting, searching, and filtering the data to help you find what you're looking for.
You can export the lists to spreadsheets for even more detailed analysis if required.
Below is an example of a default list view available within the system, which you can find by navigating to:
Matters -> Matters List
You can filter the list by clicking on the 'Filter' button highlighted in red on the left side of the screenshot above. You will be able to filter the list based on any of the columns that define it. To learn more about filters, please see Filters.
You can also download a copy of the list in spreadsheet format by clicking on the 'Export' button highlighted in red on the right side of the screenshot above.
This is only a basic introduction to list views and how to navigate your way around them. For a more detailed article on how to create and utilise list views to a greater extent, please see List Views (coming soon!).