Difference between revisions of "Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields"
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The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields. | The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields. | ||
| − | [[Image:Level1-list-view-fields-animated.gif|link:]] | + | [[Image:Level1-list-view-fields-animated.gif|link:]]<br /> |
| − | + | ''This animated file is 10sec long and will replay 3 times. Refresh the page to restart animation.'' | |
==Notes== | ==Notes== | ||
Revision as of 09:29, 28 January 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 Level1
- the branch connected to the Level1
- the external person connected to the Level1
- the internal person connected to the Level1
- the organization connected to the Level1
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.
