Difference between revisions of "Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields"
From SmartWiki
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==Navigating to the Feature== | ==Navigating to the Feature== | ||
| − | :# Navigate to the desired UTA | + | :# Navigate to the desired [[UTA]] |
| − | :# Click on the Configuration Settings icon | + | :# Click on the [[Administration_Interface#Configuration Menu|Configuration Settings]] icon |
| − | :# Click the Level 1 tab | + | :# Click the '''[[Level 1 Entity|Level 1]]''' tab |
| − | :# In the Level 1 Properties section, click on the '''List View''' hyperlink | + | :# In the Level 1 Properties section, click on the '''[[List View]]''' hyperlink |
==Details== | ==Details== | ||
Level1 List Views can now reference the following fields:<br /> | Level1 List Views can now reference the following fields:<br /> | ||
| − | :* the organization connected to the | + | :* the organization connected to the Level 1<br /> |
| − | :* the branch connected to the | + | :* the branch connected to the Level 1<br /> |
| − | :* the external person connected to the | + | :* the external person connected to the Level 1<br /> |
| − | :* the internal person connected to the | + | :* the internal person connected to the Level 1<br /> |
==Illustrated== | ==Illustrated== | ||
| Line 24: | Line 24: | ||
==Notes== | ==Notes== | ||
| − | Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the [[Advanced Search]] feature. Search via [[Advanced Search]] may be added at a later upgrade. | + | Notes: As of the January 2016 upgrade package, these fields can be searched via ''Quick Search'' but not the [[Advanced Search]] feature. Search via [[Advanced Search]] may be added at a later upgrade. |
Latest revision as of 14:54, 1 February 2016
Overview
Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool.
- Navigate to the desired UTA
- Click on the Configuration Settings icon
- Click the Level 1 tab
- In the Level 1 Properties section, click on the List View hyperlink
Details
Level1 List Views can now reference the following fields:
- the organization connected to the Level 1
- the branch connected to the Level 1
- the external person connected to the Level 1
- the internal person connected to the Level 1
- the organization connected to the Level 1
Illustrated
The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields.
This animated file is 10sec long and will replay 3 times. Refresh the page to restart animation.
Notes
Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the Advanced Search feature. Search via Advanced Search may be added at a later upgrade.
