List View, Form View & Kanban Explained

Three Core View Types

Quickenerp uses different view types to display data. Each view serves a different purpose. You can switch between them using the icons in the top-right of the content area.

1. List View

Best for: Reviewing many records in a spreadsheet-like table. Performing batch operations.

Features

• Shows records as rows in a table with columns representing fields.
• Click any column header to sort by that column (ascending/descending toggle).
• Use the Filters button to show/hide predefined filters (e.g. "My Records", "Created This Month").
• Use Group By to organise records into collapsible sections by a field (e.g. group invoices by "State").
• Use the checkboxes on the left to select multiple records. Selected records can be:
• Bulk deleted (click Actions > Delete)
• Bulk updated (click Actions > Update)
• Exported to Excel/CSV (click Actions > Export All)
• Printed as PDF report (click Print > select report)
• Click any record row to open its detailed form view.
• The optional columns button (gear icon on the right) lets you show/hide columns in the list.

List View Shortcuts

• Click a column header to sort by it.
• Shift+Click multiple column headers for multi-column sorting.
• Hover over a cell to see its full content (truncated text expands in a tooltip).

2. Form View

Best for: Viewing and editing one record in detail with all its fields, tabs, and relations.

Layout Structure

• Header – Status bar, smart buttons (related record counts like Invoices, Deliveries), and action buttons (Edit, Create, Print).
• Body – All fields of the record arranged in a logical layout. Fields are grouped into sections with section headers.
• Notebook (Tabs) – Organises related information into tabs. For example, an invoice has tabs for "Invoice Lines", "Journal Items", "Other Info", "Accounting". Click each tab to switch content.
• Chatter – At the bottom of every form, showing messages, log notes, field tracking changes, and attachments.

Form Editing

• Click Edit to enter edit mode. Fields become editable (white background).
• Required fields are marked with a red line on the left or a red asterisk.
• Many-to-one fields (like Customer, Product) have a dropdown arrow. Start typing to search. Click the arrow to see recent items.
• Click Save to persist changes. Click Discard to revert all unsaved changes.
• Undo is available via Ctrl+Z within the current editing session, but once saved you must manually reverse changes.

3. Kanban View

Best for: Visual workflow management – like sticky notes on a whiteboard. Common in CRM, Projects, Manufacturing, and Recruitment.

Features

• Records appear as cards organised in vertical columns by stage/status.
• Drag and drop cards between columns to change their stage. For example, drag a lead from "New" to "Qualified" to update its pipeline stage.
• Each card shows key information: record name, assignee avatar, priority (coloured flags), deadline date, and stage-specific fields.
• Click a card to open a preview popup – view/edit key fields without leaving the kanban.
• Double-click a card to open the full form view.
• Quick Create – Click the + button at the top of any column to create a new record directly in that stage.
• Fold Columns – Columns beyond a configured fold point are collapsed by default to keep the view clean. Click to expand them.
• WIP Limits – Configure a maximum number of cards per column. A coloured bar appears near the limit.

4. Other View Types

• Pivot View – Dynamic cross-tabulation reports. Drag dimensions (e.g. Customer, Product, Date) to rows and columns. Measures (e.g. Total, Quantity) are automatically aggregated. Export to Excel for further analysis.
• Graph View – Visual charts. Supports bar (vertical/horizontal), line, pie, and donut chart types. Click a chart segment to drill down.
• Calendar View – Records shown on a monthly/weekly/daily calendar by a date field. Common in Tasks (deadline), Events (start date), and Time Off (leave dates).
• Cohort View – Track groups of records over time. For example, group customers by their first order month and see repeat purchase rates in subsequent months. Excellent for retention analysis.
• Map View – Records plotted on a geographic map by address or coordinates. Useful for delivery route planning, territory management, and store locator pages.
• Activity View – Shows upcoming activities grouped by type (Calls, Meetings, To-Dos) with a timeline. Personal task management across all modules.
• Grid View – Inline-editable spreadsheet. Edit multiple records directly without opening each form. Common in Inventory (stock counts) and Sales (price list editing).

Switching Between Views

Look for the view icons in the top-right of the content area (below the breadcrumb):

Not all view types are available for every model. The system shows only the views that have been configured for the current data type.