Difference between revisions of "Configuring List Views"

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#REDIRECT [[List View Overview#Configuring List Views]]
 
 
==Defining a List View==
 
There are two types of List Views: System Views and Personal Views.
 
* 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.
 
* Personal Views are only visible to the user who creates them. Multiple Personal Views can be defined for each user.
 
 
 
==System Views==
 
 
 
* 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."
 
* You will now see three tabs in the right-hand frame: Properties, Columns and Export.
 
 
 
====Properties====
 
* By default, the "View Name" will match the role that you have selected. The name of the list view can be edited.
 
* Select a display order. This will define which list view will be the default for users who possess multiple roles.
 
* 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.
 
* 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.
 
 
 
====Columns====
 
 
 
 
 
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Latest revision as of 14:29, 7 June 2019