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List View Overview

1,029 bytes added, 09:11, 24 March 2023
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::: [[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]])
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