List (record) components
You can use record list components to show raw data from a data source without performing a summation. When adding a record list to a dashboard, the columns displayed are usually a default subset of all available data. The viewable content is created by either the administrator or by you in your personal profile settings. For details, see "Defining a default set of columns" below.
When viewing list components, note the following:
•Column width is auto-sized when a list is rendered. By default, column widths automatically expand to fit the largest character value in a column so that all data is visible. If a column is too wide to be displayed without horizontal scrolling, you may want to position it on the right to improve list readability. If you resize any of the columns and then refresh the view, the columns will default back to the auto-sized width.
•Paging may be turned off for your user account. To toggle paging on, click the icon in the top right corner to display the paging < > icon. To turn on paging by default, your administrator must enable the setting for your user account.
•Columns can be edited, formatted, and sorted. You can modify the default set of columns that display in the result. These are temporary changes specific to a single component in the display.
If you're not already connected to a data source, click the icon in the left navigation pane and connect to one.
1.From the left navigation pane, drag and drop a list component onto a pane in the layout.
2. Click the icon in the component header. The List Component dialog displays the following options:
• General tab
•Title: The title for the record list as it will display in the details pane.
•Data source: Data source used for the component, which you can change here if needed.
•Distinct records only: Depending on the data model and the filter being applied to the component, Xtraction may display duplicate records. Select this option to remove the duplicate records, but use only when required, as this option increases the load on the system.
•Show title summary: Xtraction creates a title summary of what the component does, along with your own title. If you clear this option, the default summary is removed. For example, the title "Incidents (Last Month)" becomes just "Incidents."
•A set of viewable columns that are temporary changes to the default set of columns and are specific to this component in the display. To change the list of default columns, right-click and select Edit columns to select a new set, format the data, and change the sort order. For details, see the similar procedure below for defining a default set of columns.
•Criteria used to filter the data from the data source. Right-click in the blank area to add a filter condition or open a saved one. For details about filters, see Filters.
•Enter explanatory text directly into the blank area, which will display when your mouse hovers over the notes icon for the component. If Show notes is selected for an export, these notes are included in that component export.
3.Click OK to save.
About encoded URLs
If your data source includes any encoded URLs, the list component presents these as active hyperlinks when you view the data in Xtraction. It's up to your administrator to add these links via the Xtraction Data Model Editor application.
Their inclusion enables you to open a specific record in its native application from Xtraction. For example, if you're looking at data in a record list that's sourced from a service desk web application, clicking an encoded URL link enables you to launch that application and view the record details within it.
Links become navigable by one of two methods:
•Double-clicking the specific record.
•Right-clicking the record and selecting from a menu.
Either action opens the URL in your browser.
Defining a default set of columns
For the list components of each data source, your administrator may have created a default set of columns to narrow the viewable content. Doing so imposes a global filter that specifies the columns that you can work with in any one data source.
You have the option of defining your own default set of columns from the displayed result. Your set takes precedence over a set created by your administrator. Order of precedence is as follows:
1.Columns defined by users in their own personal profiles.
2.Columns defined by the administrator.
3.The first five columns defined by the data model, where neither of the above exists.
1.At bottom of the page, click the Profile > Settings link.
2.Open the Default Columns tab. Right-click in the list and select Add.
3.Navigate to the data source for which you’re creating the default columns list, select it, and click OK.
4.In the Default Columns dialog, right-click in the Columns area and select Edit.
5.In the Select Columns dialog, drag and drop columns that you want to view over to the Selected columns list. If you want to remove a column from this list, right-click it and select Remove field.
6.Click OK when finished.
7.In the Default Columns dialog, apply these optional changes:
•Format: Apply a format to the column value by clicking in the column to open a drop-down list of options.
8.Click OK to save.