Form View and Table View
The terms Form View and Table View refer to the screens used within the Admin Area to display records. In short, Table View is the initial display of all the records (like the list of products or coupons), whereas Form View is the single view of one record (a single product or coupon) where changes are made and saved. In general, Form View is reached by clicking a link on a record from Table View.
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Table View
Table View is the initial display of all records in a grid, or technically a table. Some record types (like products) display filtering/sorting options above the grid. The menu bar on Table View displays options to create a record or delete the selected records (if allowed). Each row has a checkbox; one or more rows can be selected for deletion or for bulk actions. (The bulk actions option is not available for all record types.)
Record Filtering
For some record types, filtering and sorting is available. Products allow record filtering and sorting, for example. When filtering/sorting is available, a box displays above the grid with the text Currently showing all available records. Sorting by ID. Click here to see filter options.
By clicking the link, a number of filtering and sort options display to easily find the records you need.
Once records have been filtered, the filter is maintained until "Show all records" is chosen or a different filter is performed. For example, if this sequence of events occurs....
- Products are filtered to show "all records where the item type contains PDF"
- You navigate to a different page
- You return to the products page
... what you will see is the list of records you performed in step 1, not all product records.
Form View
Form View is the display of a single record. From Table View, the name of a record is always a clickable link; by clicking this link, the record is opened in Form View. The menu bar on Form View displays the following icons:
- Name of the record type: On the left side of the menu, the type of record displays, for example "Products" or "Orders", etc. To return to the list of records, click this text.
- C - This is the "copy" button, and it is available only when there are no changes to the record (and only on certain pages that allow copying).
- X - This is the "delete record" option, which is not always available for all records.
- < - This is the "previous record" option, which will navigate the display to the previous record in the list. (The row above the current record in the table.)
- > - This is the "next record" option, which will navigate the display to the next record in the list. (The row below the current record in the table.)
- Save - This button will save changes to the record. If errors are encountered, a list of errors will display above the configurable fields of the record. In addition, if there are errors specific to a particular field, the error message will also be displayed next to the field.
- Create - The create button displays — instead of the Save button — when you are creating a new record.
