Skip to main content

Table View

Table view displays members in a table format, with each row representing a member and each column representing a field on the member record. The table view is designed to be a more compact view of the hotlist members, and is useful for quickly scanning through a list of members and performing mass actions on them.

Access​

Table view can be accessed by first navigating into split view and using the Display As selector at the top of the left hand panel. Alternatively, custom linking can be achieved by using the following URL structure:

/lightning/cmp/seven20__HotlistMembersViewer?seven20__id=HOTLIST_ID&seven20__view=list
danger

When building custom navigation links, always use the 18 character Hotlist record Id

warning

While the table view mode parameter is referred to as list in the URL, this is purely an internal name and should always be referred to as Table View elsewhere, such as in speech or documentation

info

When accessing either table or split view for the very first time in an org, loading times may be longer than usual. It may appear as if the page is not loading, but this is expected

Pagination and controls​

Since a hotlist could potentially contain many thousands of members, the table view uses pagination to display the members in batches of 500. These batches respect the current sort behaviour, so something which appears at the top of the current sort would be present on page 1. The page controls are located at the top right of table, and are displayed as chevron buttons, next to the Display As.

info

Changing the sort column or direction will reset the current page back to 1

Customising Columns​

Columns can be customised by both hotlist Record Type and seven20__Type__c via the following steps:

  • Create a field set against the Hotlist Member (seven20__List_Member__c) object, with each field in the field set representing a column
  • In the app explorer, navigate to Seven20 Settings Configuration
  • Under Hotlists select Display Fields
  • Select a Record Type from the picklist
  • Populate the Hotlist Table View Columns table with the desired field set by Type
  • Save the changes with the button located in the top right

For each Record Type, there is also a 'Default' config option - this is used when a Type does not have its own configured field set, or if a Hotlist supports multiple Types. It is also possible to configure generic display fields for all Record Types using the 'None (Default)' option in the Record Type picklist - Record Type-specific configuration will be used if present, with the 'None (Default)' configuration serving as the default in its absence.

tip

Cross object fields can be included in the field set, such as Contact.AccountId

tip

If the Status field is included as a column, a coloured icon is displayed alongside each status value; the colours used can be configured via the Picklist Colour custom metadata type.

info

The table view does not support inline editing

Columns field support​

All field types are available for use within the table view, however some fields/field types have special behaviour:

  • Lookup fields - displayed as links to the related record
  • seven20__List_Member__c.seven20__Status__c - displays a coloured circle based on the status value, colours can be defined via the Picklist Colours settings