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| − | {{ListViewHeader}}
| + | #REDIRECT [[List View Overview#Configuring List Views]] |
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| − | ==Defining a List View==
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| − | There are two types of List Views: System Views and Personal Views.
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| − | * System Views belong to a specific [[role]]. All users in that role will have the option to select this List View. <!--There can only be one System View assigned to each role. [CHANGED PER TICKET 18863 - List View Enhancements WITH MARCH 14, 2013 UPGRADE]--> Multiple System Views can be defined for each role.
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| − | * Personal Views are only visible to the user who creates them. Multiple Personal Views can be defined for each user.
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| − | ===System Views===
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| − | * When you click on the "New System View" button, you will be prompted to select the role to which the System View pertains. Select the appropriate role and click "OK."
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| − | * You will now see three tabs in the right-hand frame: Properties, Columns and Export.
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| − | ====Properties====
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| − | * By default, the "View Name" will match the role that you have selected. The name of the list view can be edited.
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| − | * Select a display order. This will define which list view will be the default for users who possess multiple roles.
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| − | * The default value for the "Open Button Label" is "Open." Changing this value will change the caption on the button used to access a specific record in the list view.
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| − | * Checking the "Open in edit mode" option will mean that when records are opened, they will default to edit mode as opposed to view mode.
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| − | ====Columns====
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| − | {{ListViewFooter}}
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