Smartstaff
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==Overview==
List views are the part of the SmartSimple interface that combine similar records in a vertically scrolling list. The '''List View '''allows you to define which [[Standard Field|standard fields]] and [[Custom Fields Overview|custom fields]] are displayed when viewing a list of records. List views are configurable, so that you can define and customize such factors like the sequence in which records are displayed, the colour formatting of certain records, the number of records that are displayed, and more.
:* Only visible to the user who creates them
:* '''Note: '''Multiple Personal Views can be defined for each user
:* Making a Personal View public will not enable further functionality with that List View
'''Enable Row Clickable: '''Each row will act as a clickable button to open the referenced record easily.
'''Enable File Download: '''Displays a [[Download files from list view|download option]] to allow downloading of files from [[Custom Field Type: Upload - Single File Storage|single file]] or multiple file fields on the selected records.
:* The download button will appear on the top right, above the list view.
====Columns====
::: [[File:Columns List View.png|800px|border]]
::
::* '''Note: '''A single column can contain multiple field values which can help accomodate the 10 column best practice limit.
{| class="wikitable"
|-
:* Great for granular views of data
:* Useful for on-the-fly presentations or meetings
::*::: [[Image:Interactive List View Charts.gif|link=|600px|border]]
====How to Configure Interactive List View Charts====
If your list view does not already exist, then create a list view with the data that you want to chart. Depending on what type of data you would like to visualize (ex: contact information, grants information, etc) then you can access the configuration mode of list views from various parts of the system. See [[List View Overview#Accessing the List View Configuration Page|Accessing the List View Configuration Page]] for a table of how to access different list views for configuration.
::: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]]
==Helpful Tips with List Views==
===Making List View Searches Faster===
Some common tips for reducing the load time on a list view when performing searches are:
* Instead of searching “All Columns”, search a specific column (field) by using the column selector dropdown.
* Reduce the amount of columns displayed in the list view. Less columns are easier to read and digest (7 - 8 columns or less is recommended for ideal usability).
* Add specific status/type filters (only search for records of a specific status and type).
* Archive older records that may not be relevant.
* Avoid '''Display Text and Variable''' fields in list views. You can pull organization and user information directly into the list view without using display fields.
* If you have a lot of records and you don’t need sorting, counts, or real time results, you can turn on the '''Enable Quick Load''' feature located in the list view settings.
* Adjust the Personal Setting called '''List View Records Per Page'''. Example '''20''' records will load faster than '''All''' records.
===Accessing the List View Configuration Page===
Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view.
:* You need more than 30 columns
:* You need formulae formula or calculations
:* You need more complex aggregations, than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by)
:* You need an [[Odata Overview|OData connection]] or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]])
