Difference between revisions of "Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields"
From SmartWiki
| Line 1: | Line 1: | ||
==Overview== | ==Overview== | ||
| − | Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool. | + | Level1 [[List View Overview|List Views]] can reference parent and child fields. This makes the Lists Views a more potent reporting tool. |
| + | |||
| + | ==Navigating to the Feature== | ||
| + | :# Navigate to the desired UTA | ||
| + | :# Click on the Configuration Settings icon | ||
| + | :# Click the Level 1 tab | ||
| + | :# In the Level 1 Properties section, click on the '''List View''' hyperlink. | ||
==Details== | ==Details== | ||
| − | Level1 | + | Level1 List Views can now reference the following fields:<br /> |
:* the organization connected to the Level1<br /> | :* the organization connected to the Level1<br /> | ||
:* the branch connected to the Level1<br /> | :* the branch connected to the Level1<br /> | ||
| Line 22: | Line 28: | ||
==Also See== | ==Also See== | ||
| − | * List View Overview | + | * [[List View Overview]] |
| − | * Configuring List Views | + | * [[Configuring List Views]] |
[[Category:How]] [[Category:List Views]] | [[Category:How]] [[Category:List Views]] | ||
Revision as of 12:57, 15 January 2016
Overview
Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool.
- Navigate to the desired UTA
- Click on the Configuration Settings icon
- Click the Level 1 tab
- In the Level 1 Properties section, click on the List View hyperlink.
Details
Level1 List Views 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
- the organization 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.
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.
