A List View is a basic type of View that displays a list of Model Items and their Attributes arranged as a simple, scrollable list. Each row represents a single record and shows selected fields (columns). The List View supports sorting and filtering and is optimized for quick scanning, searching, and basic interactions with many records.

Create a List View

On the Public Views or My Views page, on the toolbar, select Create, and then select View.

create View from menu.png — Figure 1. Create a List View from Public Views Page

You can also create a List View from the Home Page by selecting Start New View in the View card.

Figure 2. Create a List View from Home Page

On the Create new List View flyout, choose your data source Models and Workspaces, and select Next step.

The Models list is preselected with your currently active Models and Workspaces. You can change it now, or update it later after your View is created.

The View will show data from the Models you select and the Solutions assigned to them.

Set up your Filters by choosing whether you want to see Objects or Relationships in your view. Depending on your choice, select Object/Relationship Type you want to focus on in your View, and select Next step.

Provide View name (mandatory), description (optional), and set View visibility (private/public). Select Create.

You can keep your view private for yourself or make it public for everyone in your Workspace.

Your List View was successfully created.

Toggle on New List View at the top right of the page for a new List View experience.

For advanced information on configuring the content displayed in the View, Configure Filter and Filter Sets.

Configure List View

This section walks through the several options available to use in a List View to configure its format and adapt it to the purpose and audience for which it was created.

Change Display Mode

To alter the way the List View content is displayed, you need to change a display mode:

Open the View, and on the Contents tab, on the right side of the toolbar, select Tiles, List, Cards, or Visualization.

View Type	Description
List	A grid-style View that displays a list of Model Items and their Attributes.
Cards	A type of View that represents Model Items as cards.
Tiles	A type of View that displays Model Items as tiles.
Visualization	Visual representation of the Model Items displayed in the Content list. We recommend using it when you want to visualize and navigate the Model Items graphically.

The View content appears according to the selected display mode.

Change Column Options

To manage columns that are displayed in your View, do the following:

Open your View and on the Contents tab, on the toolbar, select Column Options .
In the Column Options dialog box, select Manage Columns.
To add a column, in the Select Columns dialog box, select the column you need, and select OK.

Figure 7. Column Options
To ensure proper readability and prevent performance degradation, OrbusInfinity recommends using a maximum of 50 columns for each view.

If an attribute is hidden from your role via Attribute Permissions, the value of the column will be empty.
To change the column order, in the Column Options dialog box, next to the column name, select an up or down arrow.

Figure 3. Change Column Order.png — Figure 8. Change Column Order

To change the column display options, in the Column Options dialog box, select the column name, and then specify the following:

Figure 9. Column Display Options
1. Under Alignment, select the column content alignment.
2. In the Format as list, select the column format.
3. To add a rule for icon display, under Icons, select Add and then specify color, icon, condition, and value. You can add as many icon rules as needed.
4. To add a cell color rule, under Cell Color, select Add and then specify cell color and condition.
  
  Conditional formatting is not applied to hidden attributes. This prevents users without permissions from inferring an attribute value based on the conditional formatting values. For more information, see Manage content permissions.

In the Column Options dialog box, select Save.

Generate Live Link to View

You can copy an OData Live Link to a View, which produces a JSON output for use in any business intelligence tools, for example, Microsoft Power BI. To do this:

Open the View you need, and on the toolbar, select Download View Contents , and then select Generate Live Link.
In the Copy View Live Link dialog box, select Copy to Clipboard.

The link is copied and you can paste it where necessary.

Visualize View

To visualize a View, open the View, and in the right corner of the toolbar, select Visualization.

Figure 5. Visualization.png — Figure 10. Visualization

The graphical representation of the View content appears. Now, you can do the following:

To change the visualization layout, in the right corner of the toolbar, select the type you want.

Figure 6. Vizualization Type.png — Figure 11. Visualization Type

To zoom in and zoom out the View graphical representation, rotate the wheel button.
To view a minimap of the Visualization, on the toolbar, select Visualization Options , and then select Display Visualization Minimap. The minimap appears in the lower-left corner of the Visualization.

Figure 7. Vizualization Minimap.png — Figure 12. Visualization Minimap

To view the Object details, select an Object, and on the upper-right side of the toolbar, select Information Panel .
To resize or change the position of any Model Item on the visualization, on the toolbar, select Visualization Options , and then select Edit Visualization. The visualization edit mode is enabled. You can drag Objects and position them as you want.

Figure 8. Edit Vizualization.png — Figure 13. Edit Visualization

To save the Visualization as an image (PNG) to your computer, on the toolbar, select Export to Image . The image is saved with the View name.
To create a Relationship through Visualization:

This option is only available when you are in edit mode and one of the filter sets configures Relationships. Ensure your View is saved before creating a Relationship.

On the toolbar, select Visualization Option , and then select Edit Visualization.
Select Draw lines to create Relationship and then select appropriate Relationship Type, and draw a line between Objects that can relate via selected Relationship Type and shared Solutions.

To change the column display options, see Change View column options.
To group Visualization content according to the filter set, on the toolbar, select Visualization Options , and then select Group By Filter Set.
To hide the Relationship, on the toolbar, select Visualization Options , and then select Hide Relationships. You cannot hide ungrouped Relationships and Relationships in edit mode. Relationships are hidden if the Group by Filter Set option is enabled.
If your View has color rules, to view or edit these colors on Visualization, on the toolbar, select Visualization Options , and then do the following:
1. To activate color rules on Visualization, select View Color Rules.
  By default, the color rules of the first column of the View are active.
2. Select Configure Visualization, and in the Active Column Rules, select the column that contains color rules and should be applied to the Visualization, and then select Edit.

Figure 9. Configure Visualization.png — Figure 14. Configure Visualization

Visualization changes colors according to color rules. Now you can save changes to your View or download Visualization as an image.

Figure 10. Visualization Changes.png — Figure 15. Visualization Changes

To change column options or color rules, see Change View column options.

Orbus Academy Learning

If you would like a walkthrough, we recommend the following Orbus Academy video lessons: List View.