Difference between revisions of "Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields"

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{{UnderConstruction}}
 
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==Overview==
 
==Overview==
  
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Level1 list views can reference parent and child fields.  This makes the lists views a more potent reporting tool.
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Level1 List Views can reference parent and child fields.  This makes the Lists Views a more potent reporting tool.
  
 
==Details==
 
==Details==
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L1 list view can now reference the following fields:<br />
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Level1 list view can now reference the following fields:<br />
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:* the organization connected to the L1<br />
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:* the organization connected to the Level1<br />
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:* the branch connected to the L1<br />
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:* the branch connected to the Level1<br />
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:* the external person connected to the L1<br />
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:* the external person connected to the Level1<br />
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:* the internal person connected to the L1<br />
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:* the internal person connected to the Level1<br />
  
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==Illustrated==
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The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields.
  
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[[Image:Level1-list-view-fields-animated.gif|link:]]
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[[Image:List-views-child-parent.png|link:]]
 
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[[Image:List-view-fields.gif|link:]]
 
  
  
 
==Notes==
 
==Notes==
  
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Notes: As of the January 2016 upgrade package, these fields can be searched via quick search but not the advanced search feature.  Search via advanced search feature may be added at a later upgrade.
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Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the [[Advanced Search]] feature.  Search via [[Advanced Search]] may be added at a later upgrade.
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<!-- [[Category:How]] -->
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==Also See==
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* List View Overview
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* Configuring List Views
  
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[[Category:Under Construction]]
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[[Category:How]] [[Category:List Views]]

Revision as of 11:56, 15 January 2016

Overview

Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool.

Details

Level1 list view can now reference the following fields:

  • the organization connected to the Level1
  • the branch connected to the Level1
  • the external person connected to the Level1
  • the internal person connected to the Level1

Illustrated

The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields.

link:


Notes

Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the Advanced Search feature. Search via Advanced Search may be added at a later upgrade.


Also See

  • List View Overview
  • Configuring List Views
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