The List Page
The list page is where you browse records of any content type in Qik: profiles, events, articles, form submissions, workflow cards and your own content types all use it. Once you know how it works, you can find, filter and act on any kind of data.
View modes
Every list has a List view: a table with sortable columns. Some content types offer extra views, which you can switch between from the toolbar:
- Events — Calendar and Facilities (bookings by room or facility), plus Roster, Runsheets and Planner when your organisation uses rostering and run sheets.
- Workflow cards — Kanban (columns per step) and Flowchart, when you're viewing one workflow.
- Scopes — Tree and Columns, for browsing the scope hierarchy.
- Images and videos — Grid, a thumbnail view.
- Profiles — Map, for people with address details.
Searching
The search box in the toolbar finds records by the start of words in their title, keywords and tags (and, for people, their names, email addresses and phone numbers). Results update shortly after you stop typing. Search works on top of any filters you've applied, so you can search within a filtered set. To search across every content type at once, use the search in the top bar; see Global search.
Filtering
Click Show Filters to open the filter builder, where you can combine conditions on any field. Below the filters you'll find Save as Smart List and Reset. See Using the Filter Builder.
Smart list shortcuts
If smart lists have been saved for the content type you're viewing, they appear as shortcuts above the results. Click one to apply its filters, search and columns; click it again to clear it. See Smart Lists Overview.
Sorting and columns
In List view, click a column header to sort by it, and click again to reverse the direction. Each content type has a sensible set of default columns. When you save a smart list, the columns you're looking at are saved with it, so different smart lists can show different columns for the same content type.
Date range
For date-based content such as events, assignments, check-ins and logs, a date range button appears in the toolbar ("Modify the visible date range"). It offers shortcuts suited to the content type, such as Today, This week, Next 30 days, Past 30 days, individual months and financial years, or you can pick your own start and end dates.
Pagination
Large lists are split into pages. Use the controls at the bottom of the list to move between pages and change how many records show per page.
Creating records
The create button at the top of the page (for example New Project) creates a new record of the type you're viewing.
Opening and acting on records
Click a row to open the record. Each row also has an actions menu with options suited to that type, such as edit, duplicate, share or delete.
Selecting several records
Tick the checkboxes beside the rows you want. A selection bar appears showing how many are selected, with Deselect and Actions. The Actions menu offers what applies to that content type and your access, such as bulk edit, export to CSV, add to a workflow, send an email or SMS, add to a campaign, merge or delete. When the AI assistant is available, Ask Qikbot lets you ask about the records you've selected. See Bulk operations and progress and Exporting Data.
Alphabetical (rolodex) navigation
For very large lists of profiles or users (more than 5,000 records), an alphabetical bar appears below the toolbar and the list starts at "A". Click a letter to jump to records starting with that letter, or All to clear it. The bar is hidden while you're searching or using a smart list shortcut.
Keeping up to date
The list watches for changes while you have it open. If other people modify records, a bar appears saying how many items have been modified since the page loaded; click it to refresh. You can also use the reload button in the toolbar at any time.
Deleted records
Deleted records go to the trash rather than disappearing immediately. See History, versions and trash for how to find and restore them.