Difference between revisions of "List View Overview"
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* Within the [[Universal Tracking Application]], the Settings page allows you to define the list view for [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]] records. | * Within the [[Universal Tracking Application]], the Settings page allows you to define the list view for [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]] records. | ||
[[Image: listview2.png]] | [[Image: listview2.png]] | ||
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* The '''List View''' defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown. | * The '''List View''' defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown. | ||
| + | [[Image: listview3.png|caption]] | ||
| + | ''Example of list view of associated Level 2s at bottom of Level 1 record.'' | ||
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* Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record. | * Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record. | ||
Revision as of 14:08, 9 April 2013
Click here to watch a video on creating and editing List Views.
List views are the part of the SmartSimple interface that combine similar entities in a vertically scrolling list. For example, clicking on the Contacts hyperlink in the administration interface displays a list view of contact records in your SmartSimple database:
- 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 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.
- A user can choose from a selection of list views 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.
Contents
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. 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 configured on the Global Settings page under User & Contact Settings and Company & Account Settings, respectively. Within each separate 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 records.
- The List View defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown.
Example of list view of associated Level 2s at bottom of Level 1 record.
- Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.
