Display Variants for Records 

Use

You can display the elements of a record in a flat list, that is, without the hierarchy structure in the record model. All elements contained in the record are displayed in the list, including those from the cases.

You can either create a list containing the record and its corresponding elements, or a chronological list of the record elements, according to the time they were created.

Prerequisites

You are on the electronic desk screen in the area History.

Features

If you double click on an element in the list, you can goto the element and process it in a new session.

The functions Send as Mail and Print (Attributes and Contents) are available in addition to the usual list functions such as Sort, Filter and so on. These functions process an element in the list in the same way as the function in the area History.  You can also select a number of elements in the list and execute the function for all the elements selected.

As soon as you (de) select an element in the list, the system automatically (de) selects all subordinate elements. So the hierarchy relationships between records, cases, and other elements that are not visible in the flat list display (especially after re-sorting) are then visible when elements are printed or sent.

Activities

To create a record list with its elements, select the record and choose Display Variant → Display Record Elements in List in the context menu.

To create a list with the record elements sorted according to their creation time, select the record and choose Display Variant → Display Record Elements in Chronological Order in the context menu.