# Part 1 · Lists

## 1.1 Finding with filters

**Who** · Anyone who opens a list.

**Where** · Above the list: the search box, the one-line choice (on People, *All · Active · Deactivated*, each with how
many), and **Add a filter**.

**Before you start** · Nothing.

**The steps**
1. Type in the search box; the list follows as you type.
2. Press **Add a filter**, choose what to filter on, then its value: a choice, yes or no, a date range, or words.
   Press **Apply**. The filter shows as a chip.
3. Press a chip's × to drop it. Press a column's name to sort by it; press again to reverse.

**What the record shows** · Nothing.

**Who is told** · Nobody.

**What can go wrong**
- *"Nothing matches."* Press **Clear the filters**.
- *"This page can't be shown that way."* The address asked for a filter or column the list doesn't have, perhaps from
  an old link. Open the list from the menu.

## 1.2 Choosing columns

**Who** · Anyone who opens a list.

**Where** · The columns button at the right of the list's bar.

**Before you start** · Nothing.

**The steps**
1. Tick a column to show it, untick it to hide it. One always stays.
2. Use the arrows to move a shown column earlier or later.
3. The rows button beside it makes the rows compact, or roomy again.

**What the record shows** · Nothing; the columns are in the list's address, and a saved view keeps them.

**Who is told** · Nobody.

**What can go wrong**
- *My columns are gone next time.* Save the view (1.3) and make it your default.

## 1.3 Saving a view, and sharing it

**Who** · Anyone who opens a list.

**Where** · The view menu at the top left of the list.

**Before you start** · Set the list as you want it: search, filters, sort, columns.

**The steps**
1. Open the view menu › **Save as a view**.
2. Name it. Tick *Share with everyone who can see this list* to share it, and *Open this list with it* to make it your
   default.
3. Press **Save**. Later, choose it from the view menu.
4. If you change the list, it says *Changed from the saved view*: **Save** keeps the change in your view, **Reset**
   goes back to it.

**What the record shows** · The view is kept for you, or for everyone in the workspace who can see the list.

**Who is told** · Nobody.

**What can go wrong**
- *There's no Save beside "Changed".* The view is someone else's, shared with you. Save yours under a new name.

## 1.4 Acting on many at once

**Who** · `Admin` · someone who may do the action to the rows.

**Where** · The tick boxes at the start of each row; the bar that appears above the list.

**Before you start** · Nothing.

**The steps**
1. Tick the rows, or the box in the header for every row on the page.
2. The bar offers what can be done, each with how many of the ticked rows it will touch: *Deactivate 3*.
3. Press one, read, and confirm. Removing asks why.

**What the record shows** · Each row's change is in the audit log, as if done one by one.

**Who is told** · As for each row on its own.

**What can go wrong**
- *An action touches fewer rows than I ticked.* The others aren't ones you may change (your own row, for one), and are
  left as they are. The message says how many were done.

## 1.5 Exporting a list

**Who** · `Admin` · someone who may export the list.

**Where** · **Export**, above the list.

**Before you start** · Set the list as you want the file: the export takes its rows, columns and order.

**The steps**
1. Press **Export**. It says how many rows.
2. Confirm. A CSV file downloads; spreadsheets open it.

**What the record shows** · The file holds exactly what the list shows, never more.

**Who is told** · Nobody.

**What can go wrong**
- *"That's more than 1,000 rows."* Narrow the list with a filter. Exports of more will run in the background later.