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List View Overview

5 bytes added, 18:28, 9 April 2013
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List views are the part of the SmartSimple [[Interfaces|interface]] that combine similar [[Entity|entities]] in a vertically scrolling list. For example, clicking on the Contacts hyperlink in the [[Administration Interface|administration interface]] displays a list view of contact records in your SmartSimple database:
 
[[Image: listview1.png]]
 
* This list can be sorted by the values in most columns by changing the value of the “Sort By” dropdown box above the list view.
* The list can also be filtered by using the [[Search Panel|basic search panel]] which is at the right of the list view (shown below), or the [[Advanced Search]] panel, which, when selected, appears above the list view.
* Multiple list views can be configured, and are selectable by changing the value in the “List View” drop box above the list view. The benefit of this feature is that each list view can display a different combination of [[fields]].
 
==System Views and Personal Views==
There are two types of List Views: System Views and Personal Views.
* System Views belong to a specific [[role]]. All users in that role will have the option to select this List View. <!--There can only be one System View assigned to each role. [CHANGED PER TICKET 18863 - List View Enhancements WITH MARCH 14, 2013 UPGRADE]--> Multiple System Views can be defined for each role.
* Personal Views are only visible to the user who creates them. Multiple Personal Views can be defined for each user.
 
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be configured for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings ]] and [[Company & Account Settings]], respectively.
Within each separate [[UTA|application]], the Account and Contact list views can be independently configured to display different fields.
 
==List Views in a Universal Tracking Application==
* Within the [[Universal Tracking Application]] the '''Settings''' page allows you to define the list view for Level 1, Level 2 and Level 3 as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled).
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