{"id":37253,"date":"2018-01-25T04:31:05","date_gmt":"2018-01-25T12:31:05","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/37253\/opening-list-and-tree-editors-in-topteam\/"},"modified":"2018-01-25T05:29:30","modified_gmt":"2018-01-25T13:29:30","slug":"opening-list-and-tree-editors-in-topteam","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/37253\/opening-list-and-tree-editors-in-topteam\/","title":{"rendered":"Opening List and Tree Editors in TopTeam"},"content":{"rendered":"<p>\t\t<!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>In <i>TopTeam,<\/i> you can view <i>Record Types<\/i> in a spreadsheet-like (<i>List<\/i>) or hierarchical (<i>Tree<\/i>) view. <i>List<\/i> and <i>Tree<\/i> interfaces are used for sorting, grouping, filtering, making bulk edits and exporting records. These editors are customizable and allow you to display all records or a filtered sub-set of records.<\/p>\n<p><i>List<\/i> and <i>Tree<\/i> editors of various <i>Record Types<\/i> can be opened from <i>TopTeam main menu <\/i>or <i>Repository Explorer.<\/i><\/p>\n<p>This article lists how to navigate to <i>List<\/i> and <i>Tree<\/i> editors of various <i>Record Types<\/i> in <i>TopTeam<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Option 1. Opening a List editor from TopTeam main menu<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37244-media_1500285742879.png\" width=\"618\" height=\"531\" alt=\"wpid37244-media_1500285742879.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">Similarly, you can also open other <i>List<\/i> editors from <i>TopTeam main menu <\/i>such as<i> Issue List.<\/i><\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Option 2. Opening List editors of other Record Types from Repository Explorer<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Opening a List editor from selected Record Type&#8217;s workspace area in Repository Explorer <\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37245-media_1500287568715.png\" width=\"689\" height=\"525\" alt=\"wpid37245-media_1500287568715.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">Similarly, you can also open <i>List<\/i> editors of other <i>Record Types<\/i> from <i>Repository Explorer <\/i>such as <i>User Story List, Business Process List, Screen Mockup List, <\/i>etc.<\/font><\/p>\n<p><strong><font color=\"#000000\">NOTE<\/font><\/strong><font color=\"#000000\">: <i>Test Cases <\/i>and<i> Actors<\/i> <i>Record Types<\/i> do not have their individual <i>List<\/i> editors.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Option 3. Opening Tree editors of Record Types from Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37249-media_1503297514725.png\" width=\"666\" height=\"458\" alt=\"wpid37249-media_1503297514725.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">Similarly, you can also open other <i>Tree<\/i> editors from <i>Repository Explorer <\/i>such as <i>Requirements Tree <\/i>and<i> Issue\/Items Tree.<\/i><\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Alternately, you can open List\/Tree editor of a Record Type from TopTeam Web<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Login to TopTeam Web and navigate to Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37252-media_1503309474732.png\" width=\"800\" height=\"268\" alt=\"wpid37252-media_1503309474732.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Select a Record Type and click its respective Tree\/List icon to open the corresponding editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37251-media_1503308961411.png\" width=\"625\" height=\"454\" alt=\"wpid37251-media_1503308961411.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">Similarly, you can open <i>List<\/i>\/<i>Tree<\/i> editors of other <i>Record Types<\/i> from <i>Repository Explorer <\/i>such as <i>User Stories, OneView Documents, Business Processes, <\/i>etc.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Option 4. Opening multiple Record Types in Repository Objects List from TopTeam main menu<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Go to TopTeam main menu and select Repository<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37246-media_1500289377609.png\" width=\"597\" height=\"501\" alt=\"wpid37246-media_1500289377609.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Object List opens, select a Quick or Project-based Filter Type<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37247-media_1500359525186.png\" width=\"800\" height=\"341\" alt=\"wpid37247-media_1500359525186.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Specify a Filter<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37248-media_1500375736728.png\" width=\"662\" height=\"565\" alt=\"wpid37248-media_1500375736728.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Filter is applied and records display in Object List as per specified Filter<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/01\/wpid37250-media_1503298013545.png\" width=\"800\" height=\"264\" alt=\"wpid37250-media_1503298013545.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>Similarly, you can specify multiple filters to query records of one or more <i>Record Types<\/i> into <i>Object List.<\/i><\/p>\n<p><strong>NOTE<\/strong>: <i>Object List<\/i> displays only those fields (as columns) which are common to all <i>Record Types<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p>In <i>TopTeam Desktop App<\/i>:<\/p>\n<ul>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/34211\/using-data-filters\/\" target=\"_blank\">Using Data Filters<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/2979\/video-getting-started-with-grid-views\/\" target=\"_blank\">Video &ndash; Getting Started with Views<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/3005\/video-getting-started-with-common-grid-and-list-functions\/\" target=\"_blank\">Video &ndash; Getting Started with Common Tools menu options in Tree &amp; List Editors<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/37159\/video-getting-started-with-common-toolbar-options-in-tree-list-editors\/\" target=\"_blank\">Video &ndash; Getting Started with Common Toolbar Options in Tree &amp; List Editors<\/a><\/li>\n<\/ul>\n<p>In <i>TopTeam Web<\/i>:<\/p>\n<ul>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/23023\/using-list-editor\/\" target=\"_blank\">Using List Editor<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/23033\/using-tree-editor\/\" target=\"_blank\">Using Tree Editor<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: January 25th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview In TopTeam, you can view Record Types in a spreadsheet-like (List) or hierarchical (Tree) view. List and Tree interfaces are used for sorting, grouping, filtering, making bulk edits and exporting records. These editors are customizable and allow you to display all records or a filtered sub-set of records. List and Tree editors of various Record Types can be opened from TopTeam main menu or Repository Explorer. This article lists how to navigate to List and Tree editors of various Record Types in TopTeam. Who should read this? TopTeam Users Option 1. Opening a List editor from TopTeam main menu <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[121,124],"class_list":["post-37253","post","type-post","status-publish","format-standard","hentry","category-repository","tag-list","tag-tree"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9GR","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37253","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=37253"}],"version-history":[{"count":1,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37253\/revisions"}],"predecessor-version":[{"id":37263,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37253\/revisions\/37263"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37253"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37253"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}