Optimization of page load on record list

We are two modules on with 55K records and one with 300K records. Each module have around 6-7 fields. For the one with the 300K records it is taking around 24 seconds for the page to load, we have paging enabled with only 20 records per page. Is there a setting to optimize or any recommendation for optimization of the initial data load. We are using the latest release .9.5

This is one of the ghosts from the past we need to deal with as to how the records were initially designed.
We will be improving this in future releases (potentially in 2022.9 but we might already start addressing it in 2022.3; although unlikely).

If you wish to make the loading faster you can try a few things:

Reduce the size of the dataset (reduce the number of records)

Instead of having some type/status/kind field, create different modules to hold different records.
You can use automation to automatically move records between the two.

Perhaps my answer back here Setting up filter on global variable provides describes a solution that would reduce the size and make it faster.

Use system fields for filtering/sorting

System fields are indexed so those should work somewhat faster.
If you don’t need any special sorting/filtering consider removing it and only use system stuff.

Disable go to page and record count options

In the record list config screen there are two options that allow you to hide the total records count and the list of available pages.
Corteza implemented paging cursors back in (IIRC) 2020.12.x so those pages are calculated on demand which would take some processing if you have a large dataset.

Thank you, by removing the record count and paging, the page load on 2000k+ records is now under 3 seconds.

We still need to figure out ability to filter the data on data in other modules


We don’t have a native solution to this (yet); here is an option:

Module A references module B via field fA (A -fA-> B).
You wish to filter A records based on the field fB inside module B.

You could define an automation that would copy the value of fB into the corresponding A record (let’s call the copy of the field fB'); the automation would need to keep the value synced up.
You could then define a prefilter over fB' inside A.

Not an ideal solution but it would do the trick.
We were discussing a native solution but we didn’t want to rush it as it’s not as straightforward as one would hope.

Just to add to the challenge above for us, if we have multiple users working on different data records in FA, then we need to be able to automate which data record is being worked on by a specific user, the above solution would work would mean every one working on same record. That is what we were trying to do by having another module that is keeping track of the user and the record being worked on and see if we can filter the data on that. If thier is a way in the filter to query and get a record value to set as the filter from another module that would provide a lot of capability. I think you already do some thing similar when you do a parent record, if the parent record can be queried and filter on that, some thing to consider

Not necessarily; if you configure your prefilters properly then you can have different users working on different records (we call them records instead of data records so I will use that terminology).
If you wish to have multiple users working on the same record, you can use multi-value fields to achieve that.

Appending to your example; let’s say we have a module to keep track of who is working on what records.
When you add/update/remove an entry to that bookkeeping module, you would update the corresponding records and set the fB' field I was referring to in my earlier reply.
Then, your prefilters would allow you to filter out any records the user doesn’t care about (remember – prefilters allow value interpolation, meaning that you can somewhat personalize the prefilter based on the context).

We also support contextual roles which allow you to implement some dynamics to the access control based on the context. I don’t see how those could be used here, but you might find them handy.