How does Xtraction determine what fields to include in a record list?

Version 1

    When Xtraction displays a Record List in a dashboard or document, or in a full page dialog as the result of the "View records" menu option, it goes through the following list and uses the first rule that applies:

     

    1. If the record list is embedded in a dashboard or document and the component properties specify the fields to display, then these fields are used
    2. If the record list is the result of the "View records" menu option, and the user has (temporarily) specified the fields to display, then these fields are used
    3. If the current user has specified a list of fields for the given Xtraction View in their personal profile, then these fields are used
    4. If the global settings has specified a list of fields for the given Xtraction View, then these fields are used
    5. If the data model on the server has specified a list of fields for the given Xtraction View, then these fields are used
    6. This may have changed over time, but Xtraction used to select the first 10 or so fields alphabetically

     

    #1 & #2

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    # 3

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    #4

    rl_fields_3.jpg

    #5

    rl_fields_4.jpg