AccountedPro - Grouping, saved views and theme

Grouping

Set Group rows by under List settings and the list gains dividers, each with a count and any totals you ask for. The numbers are computed over the whole filtered set, so a divider reading "42 orders, $310k" is honest even when the page under it holds twenty of them.

  • Groups collapse, and stay collapsed for you between visits — the state is remembered per person, per DocType.
  • The divider sticks to the top while its own rows scroll past, so you always know which group you are reading. Turn it off with Stick to the top while scrolling.
  • The group field can be one reached through a Link — group by the customer's territory rather than by customer.
  • Readers can also group from the column menu: Group by this.

The order the dividers are read in

Theme → Group headers → Order the groups:

Choice Behaviour
By what they group (default) Dates in date order, numbers numerically (9 before 10 before 100), text alphabetically. When the list is sorted by the same field, the dividers take its direction — sorting by date newest-first puts the newest date at the top.
By what they group, reversed The same, backwards.
Biggest group first By size. Right when the groups have no natural order — a category, a warehouse.
However the rows are sorted Dividers appear in the order their first row does.

Not set always sits after the values rather than among them.

Group header appearance

Setting Notes
Background / Text colour Blank inherits the site setting
Colour each group by its value Every distinct value gets its own stable colour
Height (px), Font size (px), Weight, Uppercase Typography
Count background / Count text colour The badge on the right
Hide the count For a divider that is purely a label

Totals

A totals row sits at the bottom corner of the table with sums for the columns you have asked to total — again over the whole filtered set, not the page.

Saved views

A reader can save how they have arranged a list — filters, sort, columns, density, grouping, view mode — as a view, from the views dropdown in the toolbar.

Save current view as… Creates one
Update this view Overwrites it
Make my default What you get when you open this list
Delete this view Removes it

Views can be private or shared, and a shared view can be limited to a role. A view belongs to the reader; a layout belongs to the DocType — layouts are built in the builder and decide what is possible, views record how one person likes to look at it.

A saved default view is not applied when a list is opened with filters already attached — following a link from a document's Connections panel, for example — because applying a view replaces the filters wholesale, and those are exactly the filters the link was carrying.

Appearance

Setting Notes
Density Compact, Cosy, Comfortable
Row height (px) Finer control than density
Header text size / Cell text size Typography
Alternating row colours + Stripe colour Banding to help the eye track across a wide row
Row colours Conditional colours for the whole row — same rules as an element
Card image field Which field supplies the picture in Cards mode
Sidebar Shown or hidden per view mode: a board usually wants the width, a table usually wants the sidebar
Links → Hover effect Underline, colour, both, highlight, or none
Links → Hover colour When the effect uses one

Anything left blank inherits: first the site-wide setting in Advanced Listview Settings, then the Desk's own CSS variables — which is what keeps dark mode working.

Custom CSS

Theme → Custom CSS → Rules takes CSS that is scoped to lists using that layout. Every rendered part carries an attribute to target:

[data-alv-col="status"]   { text-transform: uppercase; }
[data-alv-el="el_7"]      { font-variant-numeric: tabular-nums; }
[data-alv-block="blk_2"]  { border-left: 3px solid var(--blue-500); }

The ids are shown beside each column, element and block in the Columns and Expanded row panels, so there is no need to read the page source to find them.

View modes

The same layout renders three ways, and readers switch between them from the toolbar:

Mode For
Table Dense, sortable, comparable
Cards Records with a photo or a lot of text
Board A column per group — a pipeline read at a glance

Opens in (List settings) decides which mode a reader gets first. Board mode needs a group field, since the groups are the columns.

Full screen

Full screen hides the Desk chrome so the list has the whole window; Hide filters in full screen goes further and drops the filter bar too, for a list on a wall display. Escape always gets you out, and alv_full=1 in the URL opens that way.

Auto refresh

Auto refresh (seconds) re-runs the query on a timer — for a list someone watches rather than reads. Leave it blank for a list nobody is staring at.

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