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Overview List

Design an overview list to support users viewing and finding specific entities or entries.

Overview List guidelines

From the user’s perspective, the following are qualities of a well-designed overview list page:

  • Presents a grid with a set of columns that is optimized for viewing and filtering the given collection.

  • Has a page title that clearly names or identifies the collection of entities/entries presented.

  • If a summary or additional details related to the selected row are shown, these appear below the list.

  • If custom viewing options are available, these appear below the list and below any given row summary/details.

  • Includes one or two FactBoxes to give essential collection statistics, and relevant related details for the selected row.

Example of an Overview List

Task page showing list of customers

See Also

Concepts

Data Entry List
Overview List
Worksheet
Journal
Inquiry