List View vs Detailed View?

Understand the difference between List View and Detailed View in SiCompounding and how each view is used across system modules.

Overview

SiCompounding uses two primary viewing modes across most modules:

List View — Displays multiple records in a linear, searchable list.
Detailed View — Displays comprehensive information for a single selected record.

Understanding how and when to use each view helps improve navigation efficiency and workflow accuracy.

Click the FileMaker Pro icon to open FileMaker.
When FileMaker opens, locate the large menu bar on the left and click SiCompounding (near the top).
From the module icons across the middle of the window, click the Pharmacy icon.
The Dashboard opens by default with the blue navigation sidebar on the left.

How Views Work in General

Selecting any module from the blue navigation bar opens that module in List View by default.
List View allows users to review, filter, and search multiple records at once.
Detailed View provides in-depth information for a single record.
Users can enter Detailed View by:
- Clicking directly on a row in the List View, or
- Selecting a record and clicking the Detailed View button located at the far right of the menu bar.

Modules Using List View and Detailed View

Orders

Clicking Orders opens a List View of new orders.
Clicking an order in the list opens the Detailed View for that order.
Clicking Search opens a searchable List View of all orders.

Prescriptions

Clicking Prescriptions opens a List View of new prescriptions.
Clicking Search opens a searchable List View of all prescriptions.
Select a prescription and click Detailed View to open the Rx Summary screen.

Patients

Clicking Patients opens a List View of all patients.
Select a patient and click Detailed View to open the Patient Profile.

Providers

Clicking Providers opens a List View of all providers.
Select a provider and click Detailed View to open the Provider Summary.

Institutions

Clicking Institutions opens a List View of all institutions.
Select an institution and click Detailed View to open the Institution Summary.

Inventory

Clicking Inventory opens a List View of new products.
Clicking Search opens a searchable List View of all inventory items.
Select an item and click Detailed View to open the Product Summary.

Purchase Orders

Clicking Purchase Orders opens a List View of new purchase orders.
Clicking Search opens a searchable List View of all purchase orders.
Select a PO and click Detailed View to open the Purchase Order Summary.

Formulations

Clicking Formulations opens a List View of formulations under development.
Clicking Search opens a searchable List View of all formulations.
Select a formulation and click Detailed View to open the Formula Info Screen.

Compounding

Clicking Compounding opens a List View of new compounding records.
Clicking Search opens a searchable List View of all compoundings.
Select a compounding record and click Detailed View to open the Compounding Process Screen.

Studies

Clicking Studies opens a List View of new clinical trials.
Click the Studies button at the top right.
Select a clinical trial to open its Detailed View (Summary).

Finances

Clicking Finances opens a List View of new invoices.
Use the Search bar to filter invoices.
Clicking an invoice opens the Detailed View for that invoice.

Summary of View Differences

List View

Default view for all modules
Displays multiple records at once
Supports searching and filtering
Ideal for reviewing and locating records quickly

Detailed View

Displays a single record in depth
Unique layout per module
Accessed by clicking a record or selecting Detailed View
Used for reviewing, editing, or managing record details

Key Notes

The Detailed View button is always located at the far right of the menu bar.
If no record is selected, Detailed View opens the first available record in the current found set.
Each module has a unique Detailed View layout designed for its workflow.

This completes the step-by-step guide: List View vs Detailed View.