Changes

Standard and Custom Fields are displayed when  viewing a list of records. You can also define  the sequence in which the records are  displayed. * 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).::* ''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. Similarly  the Level 3 list view applies to the Level 3s  listed at the bottom of a Level 2 record.''::* If '''Display as Tab''' has been enabled  for a Level 2 [[Type]] you can customize the  '''List View''' for the items listed on that  tab.::* If you use the same Tab Label for more than  one Level 2 [[Type]] (thus grouping multiple  Types onto the same Tab) it will also use the  '''List View''' configured on the Settings  page, the same List View as the '''Other Level  2 Types''' tab.* Within most other [[Applications]] you can  set the '''List View''' via the '''Settings'''  page.::''Some list views contain special items and  cannot be configured, such as the list of  Applicants on an Opportunity within See [[Sales  Tracking]].''* When viewing the list of '''Contacts''' you  can set the '''List View''' by clicking on the  '''Edit View''' tab:<br>::[[Image:ListViewC.PNG]]:'''Note:''' changes here will affect the  Contacts List View throughout [[SmartSimpleOverview]]  (UTA Contacts Tab, Search People, Sales  Tracking, etcinstead.)* The '''Accounts''' list view is fixed and  cannot be customized.  ==Defining a List View==Click into any '''List View''' shortcut to  display the list of fields available: [[Image:Uta67.png]] * ''Standard Fields'' are listed at the top of  the list, followed by [[Custom Field]]s. * The '''#''' field displayed at the top of the  list will display a record counter (index) for  the items displayed.* Click the check box on the left of each field  to include that field in the '''List View'''.* Click the '''Hyperlink''' button to designate  a single field that will provide a drill-down  to the associated record.* '''Text Align''' defines if the data should  be left, centred or right aligned in the  column.* For numeric fields, you can display a total  at the bottom of each page by clicking the  '''Show Total''' check box.:''The '''Total''' displayed at the bottom of  the column will have the same formatting  (example: #.##) as specified in the [[Custom  Field]] that is being totalled. If no  formatting is specified, the total will be  displayed to 1 decimal place.''  Once you have saved the field list you can set  the Display order. '''Note:''' anytime you make changes to the  '''List View''' page as described above the  '''Field Order''' settings (described below)  will be reset and will need to be re-defined.  ==Setting the Field Order== Once you have selected the fields to be  displayed, you can reorder the fields in the  list view and if required create a formatting  [[Template|template]] specifically for this  list view. From the '''List View''' page click the '''Set  Order''' button at the bottom. The '''Data Column Order and Sorting''' window  is displayed: [[Image:Uta102.png]] To change the '''Display''' order:* Click on the required field in the left  panel.* Use the '''Up''' and '''Down''' arrows to  move the field.* Once complete, click the '''Save''' button.  To change the '''Sort''' order:* Choose the first field you wish to order by  in the right field combo box.* Select '''Ascending''' or '''Descending''' in  the '''Order''' combo box.* If required repeat this process for a second  and third field.  ==Defining a List View Template== You can customize the list view by clicking on  the '''Template''' button at the bottom of the  '''List View''' page. Note: a basic understanding of HTML may be  required to make changes to the List View  Templates. * The '''Header''' section can be used to  adjust the column headings. You can change the  formatting, as well as the column heading  displayed.* The '''Columns''' section controls the  display of the actual record list view.* The '''Order Clause''' allows you to manage  the sequence of records in a more complex way  than on the '''Set Order''' page.::''For example, if you are trying to arrange  your sort order based on a field that has an  integer value the sort may not work properly if  the data is stored as string. To make this a  numeric value to sort do the following::::* In the list view template go to the  section of 'Order Clause' and find the field  that your looking for based on custom field id. :::* Change the value from ''cf_967517 desc''  to ''tbl_967517.valuestr*1 desc''; which  converts it to a numeric value now.  ==See Also==* [[Level 1 Templates]]* [[Types]]* [[Workflow Requests List View]] [[Category:Universal Tracking Application]] [[Category:Applications]]