Create a List

To create a new list:

1. Click Manage in the Lists and Schedules group of the Home tab.

   The Manage Lists window is then displayed:

   

2. From the Categories list, select the category to which the list is to belong. for further information of how to create a category, see Create a Category.

   The Lists in Category list displays the lists currently in the selected category.

3. Click Add List. The List Manager window is then displayed:

   

   Specify Name and Database View

4. On the Name tab, enter the name of the new list in the Name field and a description in the Description field.

   The Category field displays the category that the list belongs to.

5. If the data from the list is to be exportable to AVEVA Asset Information Management, check the Can be published to AVEVA AIM checkbox.

6. Select the database view that is to form the basis of the new list:

   1. Select the view definition set from the View Definition Set list.

   2. To add an existing view definition set to the View Definition Set list, click Open above the View Definition Set list and browse for the view definition set.xml file.

7. To close a user-defined view definition set, select it from the View Definition Set list and click Close.

   Note:
   New definition sets can be created and existing definition sets edited using the Database Views Editor. See Database Views Editor for further information.

8. The list of views in the selected set is then displayed in Views tab of the Views group of the tab. View sets are listed in the View Sets tab.

   Note:
   The lists of views and view sets in the User Views view definition set and in user created definition sets can be edited, as can the properties of these views. See Database Views Editor for further information.

9. If required, filter the list of views by selecting a filter from the Database Types Filter list.

10. Select the required view/view set from the tabs.

    

    Note:
    The selected view cannot be changed once the list has been created.

    Select Fields

11. On the Fields tab, select the view fields to be included in the list by checking the appropriate checkboxes in the Select column.

    

12. All checkboxes are checked by default. To check or uncheck all checkboxes, check/uncheck the checkbox in the Select column header.

13. From the Row ID column list, select which field is to be the first column in the displays details of changes to cells and records (see View History of Changes).

    Specify Layout

14. On the Layout tab, specify the order in which the columns of the list are to be displayed.

    

15. Change the order of columns either by:

    • Dragging and dropping them up and down the list of column names in the left-hand section of the tab.

    • Dragging and dropping them to the left and right in the graphical representation of columns in the right-hand section of the tab.

16. Multi-level column headings may be created, that means, columns may be grouped together under user-defined column headings.

    Right-click on one of the column names in the left-hand section of the tab and click Add Group.

    

    A column group heading is then added under the column name that was right-clicked on with the default name of Group 1 (assuming it is the first group to be created). Enter a different name if required.

    

    For example:

    

17. Drag and drop the columns that are to be grouped under the new heading onto its entry in the list. For example:

    

    The new column group is displayed in the graphical representation of columns in the right-hand section of the tab.

    This will result in a list with the following layout:

    

18. Add further groups as required. Groups can be created under other groups.

19. To rename a group, right-click on it and click Rename Group.

20. To delete a group, right-click on it and click Delete Group. Columns and groups within the deleted group are not deleted. They are moved up a level in the list of columns/groups.

21. If required, columns can be pinned by default. To a pin a column, either click on the pin icon in the graphical representation, or with the Multi Level Headings checkbox unchecked, right-click on the column name in the list of columns and select Pin Column from the menu that is then displayed.

    

    Options for unpinning the column and to remove the pinning icon from the column are also available on this menu. For further information on pinning columns, see Columns.

    Records with attribute values in common can be grouped together by default. For example, records can be grouped according to their Description or Tag Number.

    This is achieved by dragging column headings into the grouping bar above the column headings. See Group Data in a List for further information.

    Specify Sort Order

22. By default, records in a list are displayed in order of creation, with the newest listed first. This default sort order can be changed using the List Manager on the Sorting tab.

    

    The View Fields list displays the current field names.

23. A list can be sorted by fields that do not appear on that list (as specified on the Fields tab), but to restrict the View Fields list to display only those fields that will appear in a list, check the Show used only checkbox.

24. To specify that a list is to be sorted by a field, double-click on that field. It is then moved to the Sort by list. Repeat as required for each field that the list is to be sorted by.

25. If multiple fields have been added to the Sort by list, drag and drop them up and down this list to define the sort priority (that means, which field records are sorted by first).

26. To remove a field from the Sort by list, double-click on it again. It is then returned to the View Fields list.

    Note:
    Temporary sort orders can also be specified when a list is open (see General List Functionality).

    Sub-Lists

27. Lists may have sub-lists. If a sub-list is set up for a list, when an item is selected in this list, the sub-list will display the details of items associated with the selected item.

    For example, in the case of a list that displays equipment items, a sub-list may be set up that displays details of associated motors. When an item such as a pump is selected, the sub-list displays the details of the relevant pump.

    Sub-lists are setup using the Sub-lists tab. For example:

    

28. The tab lists the allowable sub-lists for the current list (the sub-lists must be set up first). To add a sub-list, check the appropriate checkbox.