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<pre> For first-time users, it is highly recommended to test List View modification on the [[Backup and Testing instance]] first. </pre>
==Configuration—Essentials==
List views are highly configurable: you may bring in fields from different areas such as Applicant Fields, Organization Fields, and so on. They will all be displayed underneath the '''Fields '''heading and can be scrolled through.
By clicking into a cell, you will see the configuration options below.
In this example, clicking into the '''Organization''' cell will highlight the '''Organization''' standard field and open up configurable options for the user to fill in.
:* If you would like more information on '''MS Excel Settings, '''see [[Positioning Exported List View Results in your Excel Spreadsheet]]
:* '''MS Word Settings: '''Enter semicolon-delimited list of [[Custom Field Type: Special - MS Word Merge|MS Word Merge field names]] (''fieldname1;fieldname2;fieldname3'')
'''Custom Export Settings:'''
{| class="wikitable"
==Configuration - Advanced==
===Batch Update Buttons===
On list views related to [[Universal Tracking Application|Universal Tracking Applications]] (that is - ''not'' Organizations or Contacts List Views, like those we have been working with), '''Batch Update Buttons '''can be enabled. Once you are in configuration mode for a List View, you will see a fifth tab on the menu that will allow you to create Batch Update Buttons. :: [[File:Batch update buttons.png|650px|border]] Click on the '''+ '''icon in order to create a new button. The criteria to define for each button is explained below: {| class="contenttable"|-||'''Display Order'''||This determines the position at which the Batch Update button will display in the drop down list of available Batch Update buttons. A lower numerical amount (ex: 1) will ensure that this specific Batch Update button appears first on the list.|-||'''Button Type'''|||-||'''Button Name'''|||-||'''Button Label'''|||-||'''Icon'''|||-||'''Description'''|||-||'''View Roles'''||This criteria is particularly important as it will determine who is able to access this button when on the specified List View.|-||'''Option'''|||-||'''Value'''|||}
you will see an icon to the top right of the list view that enables '''Batch Updates. '''