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Re: Allowing users to Search / Sort / Group in List view Interface

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AmyL_CB
4 - Data Explorer
4 - Data Explorer
How do I allow users to search / sort / group within the list view in Interfaces?
If I first start with the List view using the Wizard, it doesn't allow give me an option to add levels. The only way I can do this is to start with a blank interface, then select List as an element to add.
BUT when I do that, I don't have any options for users to search / sort / group.
Am I missing something here? Why are there two different sets of options depending on how I select the List view?
First screenshot from List Interface through wizard (no levels option), and second screen shot from adding List as an element on Blank template (no sort option).
One additional frustrating thing is that the only way I see to add fields from a specific saved view is to use the List option from a blank template.
2 Replies 2

Hmm, in a List page on the Interface I get the levels option on the right:

Screenshot 2024-09-16 at 8.41.10 PM.png

laurenCTCL
6 - Interface Innovator
6 - Interface Innovator

Did you find a solution to this? I'm seeing the same thing- when I make grid or list in a custom interface, there is no option for users to sort or search.

When I use a default list/grid view I have those options. (ie: just like your screenshots!)

One use case: We're setting up a CRM that will have the equivalent of a pipeline embedded in a dashboard. I want users to be able to find the person interaction that they are looking at easily, and if there's no way to search, this means scrolling through 15k records, which is impractical.