Work with a list of records
Before you start
A list shows every recordRecordOne row of a module.Open glossary ↗ of one moduleModuleA table of business data (for example Customers) with fields, forms, views and automation.Open glossary ↗, for example all Contracts. You open it by clicking the module in the menu. This page explains what is on it. To narrow it down, read Search, filter and save a list.
What is in the header?
Section titled “What is in the header?”| Part | What it does |
|---|---|
| Title and count | The module name, then “6 records”. When a search or filter is on, it reads “2 of 6” |
| Import | Loads many records from a file. See Import records |
| Export | Sends the records to your email as a file. See Export records |
| More | Holds Manage views, for some modules, Barcode sheet |
| New | Opens the form for a new record. Shown only if you may create records |
| View tabs | Tabular, Kanban Board and others, when your module offers more than one. See Switch views |
| List picker | A button named All Records or the saved list you are on. See saved lists |
| Search with keyword, Filter | Narrow the list |
Manage views is for people who build apps. It opens the Designer in a new tab. If you only use the list, you can ignore it.
The table
Section titled “The table”The default view is a table, called Tabular. Each row is one record.
- Click the record’s name in the first column, or anywhere in the row, to open the record page.
- Click the pencil at the start of the row for Quick edit. A panel slides in from the right with the form. Change what you need and click Save. You see the pencil only if you may edit records.
- Click a column title to sort by it. Click it again to reverse the order.
- Drag a column’s edge to resize it, or drag its title to move it.
At the bottom, the table shows the range (“1–6 of 6”), a rows-per-page menu and page buttons.
Show or hide columns
Section titled “Show or hide columns”Click Columns at the bottom left. Tick the columns you want to see. The same panel lets you choose compact or comfortable row spacing. Beezr keeps your choice for the next visit on the same computer.
Select several records
Section titled “Select several records”Tick the box at the start of a row, or the box in the header to select the page. A bar replaces the search row:
- the count, for example “3 selected”
- Print labels, for modules that have barcode sheets
- Delete, shown only if you may delete records
- an X to clear the selection
Delete asks you to confirm. Check the count before you confirm.
Which keyboard shortcuts work?
Section titled “Which keyboard shortcuts work?”On a list, when you are not typing in a box:
| Key | What it does |
|---|---|
| / | Jumps to Search with keyword |
| J or ↓ | Moves to the next row |
| K or ↑ | Moves to the previous row |
| X | Ticks or unticks the row |
| Enter | Opens the row |
| Esc | Clears the selection |
What do I see when a list is empty?
Section titled “What do I see when a list is empty?”A list with no records shows an empty message. If a search or filter caused it, the message has a clear button that removes them. If your module uses “load on list select”, the list shows Choose a list to see records with your saved lists. Pick one to load the records.
What changes on a phone?
Section titled “What changes on a phone?”On a phone, the header is simpler and each record is a card. You still have search, Filter, More and New, and each card has edit, view and delete.
Check yourself
What's next
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