Learn the Basics of Editing Record Lists in Corteza: A Step-by-Step Guide

Welcome to Aire! Whether you’re a seasoned user or just getting started, editing record lists is a crucial skill that will allow you to harness the full potential of the platform. In this guide, we’ll walk you through the process of configuring, customizing, and optimizing your record lists, ensuring your pages are not only functional but also tailored to your exact needs.

Getting Started with the Block Configuration

To begin your journey in editing record lists, head to the block configuration modal. This is where you’ll decide how the block will be displayed to users. Aire gives you the flexibility to choose between a modal view—perfect for keeping things compact and accessible—or a full-screen view for when you need to present information on a larger scale. The choice here depends on the type of data you’re displaying and how you want users to engage with it.

Building Your Record List: A Custom Experience

Next, dive into the record list configurator, the heart of the setup process. Here, you’ll choose the module from which your list will be generated. Once you’ve selected the appropriate module, it’s time to hand-pick the fields that will appear on your record list. With just a click of the eye icon, you can choose the data you want to display, creating a customized view that highlights what matters most.

This step allows you to design the list layout with precision, showing only the most relevant information, and making it user-friendly for both you and your audience.

Empowering Users: Configurable Fields

One of Aire’s standout features is the ability to allow users to configure fields. This is an excellent option if you want to empower users to tailor the record list to their individual preferences. By enabling this, you’re giving them the freedom to create a personalized view, making their interaction with the data much smoother and more intuitive.

Filtering and Searching: Fine-Tuning the Data

Managing large amounts of data can be daunting, but Aire simplifies this with robust filtering and search options. In the configurator, you can enable:

• Filtering: This allows users to filter the list based on specific criteria, narrowing down the data to exactly what they need.
• Search: Users can search the list for specific records, making it easy to find key information without scrolling through pages of data.

These features ensure that your record lists remain organized and easy to navigate, even as the data grows.

Applying Pre-Filters: Optimizing the Data Display

Aire offers more advanced customization with the ability to apply pre-filters, just like you would with metrics and charts. Pre-filters allow you to control what data appears in the list before users interact with it. This is ideal for providing a more curated experience, displaying only the most relevant records from the start.

Additionally, you can give users the power to apply their own custom filters, further refining the data to suit their needs. These filters work just like the ones you’ve pre-applied, but they offer more flexibility to users who may have specific queries.

What’s more, you can even set rules for the filters, ensuring that the user experience aligns with your overall data strategy.

Customization Options: Sorting, Paging, and More

When it comes to personalizing your record list, Aire leaves no stone unturned. You’ll find a variety of additional configuration options to enhance both functionality and presentation:

• Sorting: Sort the records by any field to arrange them in a logical order.
• Paging: Choose how many records are displayed per page, keeping things organized and easy to navigate.
• Record count: Show the total number of records in the list, giving users a clear overview.
• Display limit: Set the number of records visible at any given time, ensuring the page remains manageable and not overwhelming.

These options make sure your record list looks polished and functions seamlessly, no matter how much data you’re working with.

Unlocking Powerful Features: Adding, Importing, and Editing Records

To truly make your record list a dynamic tool, Aire provides several advanced features that you can enable. These include:

• Adding new records: Let users easily create new entries directly from the list.
• Importing records: Allow users to upload large datasets into the list, streamlining workflows.
• Inline editing: Users can make changes to records right from the list view, saving time and reducing clicks.
• Record selecting: Enable users to select individual records for specific actions, giving them more control.
• Exporting records: Provide the option to download records in various formats, perfect for external reporting or backups.
• Bulk editing: Allow users to make changes to multiple records at once, speeding up the editing process significantly.

These tools are designed to make your record list a hub for productivity, empowering users to not only view data but actively manage and manipulate it with ease.

Saving and Viewing Your Customizations

Once you’ve configured your record list to perfection, click Save to apply the changes. Don’t forget to also save the page itself to ensure everything is set. After saving, you can instantly view the updated record list on the page. You’ll be able to see how your settings have enhanced the list, making it more functional and user-friendly than ever before.

Conclusion

By following this guide, you can transform a simple record list into a powerful tool that meets the unique needs of your users. From filtering options to inline editing, the customization possibilities are vast, allowing you to create a seamless experience for data management.

With these features at your fingertips, Aire gives you the control to build record lists that not only display data but also allow users to interact with it in meaningful ways, streamlining processes and improving efficiency across the board.