Overview

The Reference List provides a central view of reference records maintained in the Data application. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use it to locate and review reference information without changing the underlying business workflow. Use this page when you need to work with contact or product reference records, search the list, select records, adjust the displayed layout, or export the currently available list.

Settings

Before working with reference records, choose a layout that presents the information you need. The screen provides layout controls for using the standard view, creating a saved layout, updating the current layout, and removing a layout that is no longer required.

Setting or control	Purpose
Layout name	Identifies the current layout.
Standard Layout	Uses the standard available layout.
Add Layout	Starts creation of an additional layout.
Save	Saves the layout being created or edited.
Update Current	Updates the active layout.
Delete Current	Removes the active layout.
Cancel	Cancels the current layout action.
Columns Chooser	Opens the column-selection control for the list.
icn icn-settings	Opens the available settings control.
files[]	Provides the available files field.

Note: Use a clearly identifiable Layout name before saving a layout so that other users can distinguish it from the Standard Layout.

Create or maintain a layout

Open Data > Reference list.

Reference list — Data › Reference list
Decide whether the standard display is sufficient:
- To use the supplied display, select Standard Layout.
- To create a different display, select Add Layout, enter a value in Layout name, and select Save.
- To stop creating or editing the layout, select Cancel.
Adjust the information shown in the active layout by selecting Columns Chooser. Use icn icn-settings when you need the available settings options for the list. When your changes are complete, select Update Current to retain changes to the active layout.
When an existing layout is no longer required, select Delete Current. The separate Delete action is also available on the screen for the applicable current selection.

Warning: Deleting the current layout removes that layout from use. Review the active Layout name before selecting Delete Current.

Workflow

Find and review reference records

Open Data > Reference list and choose the appropriate tab for the records you need to review.

Reference list — Data › Reference list
Decide whether you need to browse the list or locate a specific record:
- To browse, review the records displayed in the active tab.
- To find a record, enter search criteria in Search. Use the displayed results to identify the required reference record.
Select the record or records needed for your current task by using Select. The screen provides the list view for review and selection; no record-status transition or approval action is available from the supplied controls.

Decide whether to retain the displayed list or export it

After searching, selecting, or arranging the required reference information, decide whether you need an exported list:
- If you only need to review the information on screen, keep the current list open.
- If you need an output of the available list, select Export.
If the list display needs to be reused, save or update the applicable layout before leaving the page. Use Save for a new layout and Update Current for changes to the active layout.

Tip: Apply your search and layout choices before using Export so that the list you export reflects the view you intended to use.

Contacts

The contacts tab holds contact reference records in the Reference List. Use this tab when your work requires contact-related reference information rather than product-related records. You can use Search to locate records within the displayed list and Select to mark the relevant record or records for your work.

No action that moves records into or out of the contacts tab is provided in the available controls. This tab is therefore used as a reference view for locating and reviewing contact records.

Products

The products tab holds product reference records. The visible reference-list columns include Serial No., Category, Job No., Model, Year of manufacturing, and Delivery date, allowing users to review identifying and job-related product information. This is useful when checking products associated with a job, including records that may support Warehouse, Purchasing, QC, PM, or Job Profitability activities.

Use Search to narrow the product records shown, then use Select to identify the required entry. No supplied control moves a record into or out of the products tab; the tab provides the product reference view only.

Examples

A warehouse manager needs to review a product reference record associated with a job before continuing Warehouse work.

The manager opens Data > Reference list.
The manager selects the products tab because the required information is product-related.
In Search, the manager enters the known job number or serial number. The manager reviews the matching record using the available details, including Serial No., Category, Job No., Model, Year of manufacturing, and Delivery date.
The manager uses Select to identify the required product reference record.
Because the manager wants a reusable view containing the relevant columns, the manager selects Columns Chooser, makes the required display choices, and then selects Update Current to retain the current layout changes.
The manager selects Export when an exported version of the available product reference list is required for operational follow-up.

Tips

Tip: Use the contacts tab for contact reference records and the products tab for product reference records. Selecting the correct tab before searching reduces unnecessary results.

Note: Use Standard Layout when a personal or task-specific layout is not required. Create a new layout with Add Layout only when the displayed columns need to be retained for future use.

Troubleshooting

Symptom	Likely cause	Fix
The required record is not visible.	The wrong tab is active or the current search criteria do not match the record.	Switch between contacts and products, then revise or clear the value in Search.
The list does not show the information needed for review.	The active layout does not include the required columns.	Select Columns Chooser, adjust the displayed columns, and select Update Current if the change should be retained.
A layout change was not retained.	The layout was changed but not saved or updated.	Select Save for a new layout, or select Update Current for the active layout.
The wrong layout is active.	A different saved layout is currently selected.	Select Standard Layout or choose the appropriate layout before reviewing or exporting the list.