RWS Community
RWS Community
  • Site

Trados Studio

Trados Live Essential/Live Team/Enterprise

Trados GroupShare

Trados Business Manager

Passolo

MultiTerm

RWS AppStore

Connectors

Beta Groups

Managed Translation

MultiTrans

TMS

WorldServer

Language Weaver

Language Weaver Connectors

Language Weaver Edge

 

 

Tridion Docs

Tridion Sites

LiveContent S1000D

XPP

Language Developers

Tridion Docs Developers

Community Help

RWS User Experience

Internal Trados Ideas Community

Mercury

RWS Community Internal Group

RWS Professional Services

RWS Training & Certification

Style Guides

RWS Campus

RWS Enterprise Technology Partners

Trados Approved Trainers

XyUser Group

ETUG (European Trados User Group) Public Information

Nordic Tridion Docs User Group

Tridion UK Meetup

Tridion West Coast User Group

Trados Studio Ideas

Trados GroupShare Ideas

Trados Live Team Ideas

Trados Live Essential Ideas

Trados Live Terminology Ideas

Trados Enterprise Ideas

Trados Online Editor Ideas

Trados Business Manager Ideas

MultiTerm Ideas

Passolo Ideas

RWS Appstore Ideas

Tridion Docs Ideas

Tridion Sites Ideas

Language Weaver Ideas

Language Weaver Edge Ideas

Managed Translation - Enterprise Ideas

TMS Ideas

WorldServer Ideas

LiveContent S1000D Ideas

Contenta S1000D

XPP Ideas

Events & Webinars

RWS Training & Certification

To RWS Support

  • User
  • Translate

    Detecting language please wait for.......


    Powered by
  • Search
  • Site
  • Search
  • User
Trados Business Manager
  • Product Groups
  • Trados Portfolio
  • Trados Business Manager
  • More
  • Cancel
Trados Business Manager
Wiki List views - General information
  • Blog and Product Updates
  • Forums
  • Wiki
  • Ideas
  • Docs
  • More
  • Cancel
  • New
Show Translation Options

Detecting language please wait for.......


Powered by
Click here to join the Trados Business Manager group to be able to participate and post into the forums
  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • -List views and data entry forms: usage and customization
      • List views - General information
      • List views - Filtering data
      • List views - Exporting data
      • List views - Totals by selected rows
      • List views - Customization
      • Detail views - Data editing
      • Detail views - Customization
      • List views - Custom formatting rules
    • Dashboards
    • +Reference data
    • +Documents
    • +Security system
    • +Service functions
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
    • +Portal for customers
    • +Portal for Vendors
    • +Integrations in Business Manager
    • +CV
  • +Trados Business Manager Connector plugin
  • +Trados Business Manager plugin
  • +FAQ
  • TBM 5 documentation

List views - General information

Lists (tables) are the most used component in the application. This is an accounting and managing software, used to maintain some information and store it in the database, which is inevitable linked with tables.

In this application you are working with tables. You can also view reports, print documents, send e-mails, do some other stuff, but anyway all of these operations are performed in tables.

Since SDL Trados Business Manager is built all around tables, it is recommended to carefully read all articles from this section.

Data editing

Let us start with editing modes. To open a row for editing (or viewing, depending on a table), double click on a row or click Edit icon in the first column. 

Depending on a current list, you will be moved to a detail view, or editing form will be opened as a modal dialog.

In future version inline editing mode will be added, allowing you to edit data right inside a table, without opening modal dialog.

To finish editing in the modal dialog, click OK. Please notice that data won't be save until you click Save or Save and close in the main editing form.

Toolbar

In each list, toolbar contains some default buttons and context-depending buttons. Default buttons are:

  • New. Allows to create a new entity.
  • Clone. Allows to create a new entity by cloning currently selected entity.
  • Edit. Allows to edit currently selected entity.
  • Delete. Deletes currently selected entity after confirmation (provided that it is allowed to do).
  • Filter. Allows to filter current list using one of previously saved filters. See nested article for details.
  • Export. Allows to save currently displayed rows into one of supported formats (PDF, Word, Excel).
  • Excel export/import. Allows to export or import selected data to Excel.

Paging

Each list displays 10 rows at a time by default. You can change this setting and it will be saved for a currently viewed list.

Sorting

Click on the column header to sort by a column.

  • Share
  • History
  • More
  • Cancel
Related
Recommended
  • Our Terms of Use
  • Copyright
  • Privacy
  • Security
  • Anti-slavery Statement
  • Cookie Notice
  • YouTube