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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.<br>
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| − | [[File:Newlistviews.PNG|link=|300px]] | |
| − | * ''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" button in the System View section, you will be prompted to select the role to which the System View pertains.
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| − | * Select the appropriate role, enter a name for the list view and click "OK."
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| − | * You will now see four tabs in the right-hand frame: Properties, Columns, Sort Order and Export.
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| − | ===Personal Views===
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| − | * When you click on the "New" button in the Personal View section, the only difference from System Views will be that you will not have the option to select a role.
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| − | * Enter a name for the list view and click "OK."
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| − | * You will now see four tabs in the right-hand frame: Properties, Columns, Sort Order and Export.
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| − | ==The Properties Tab==
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| − | [[Image:Listviewspropertiestab.PNG]]
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| − | * '''View Name''' - The name of the list view is editable. Give your list view a distinctive name.
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| − | * '''Display Order''' - Enter a [[display order]]. This will define which list view will be the default for users who possess multiple roles. List views with lower [[display order]]s will be displayed before those with higher display orders.
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| − | * '''Open Button Label''' - 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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| − | * '''Role''' - The [[Role]] dropdown will be available only for System Views (see above). The list view can be made available for all roles by selecting "All."
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| − | * '''Other Options''' - 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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| − | ==The Columns Tab==
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| − | {{ListViewFooter}}
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