Difference between revisions of "List View Overview"

Revision as of 13:01, 15 May 2009

The List View allows you to define which 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 you can define the list view for Level 1, Level 2 and Level 3 as well as the Level 1 Accounts and/or Contacts sections on the Settings page.
• Within most other Applications you can set the List View via the Settings page.
• When viewing the list of Contacts you can set the List View by clicking on the Edit View tab:
  

Note: changes here will affect the Contacts List View throughout SmartSimple (UTA Contacts Tab, Search People, Sales Tracking, etc.)

Defining a List View

Click into any List View shortcut to display the list of fields available:

• Standard Fields are listed at the top of the list, followed by Custom Fields.
• 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 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:

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.