Difference between revisions of "Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields"
From SmartWiki
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==Overview== | ==Overview== | ||
− | Level1 | + | Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool. |
==Details== | ==Details== | ||
− | + | Level1 list view can now reference the following fields:<br /> | |
− | :* the organization connected to the | + | :* the organization connected to the Level1<br /> |
− | :* the branch connected to the | + | :* the branch connected to the Level1<br /> |
− | :* the external person connected to the | + | :* the external person connected to the Level1<br /> |
− | :* the internal person connected to the | + | :* the internal person connected to the Level1<br /> |
+ | ==Illustrated== | ||
+ | The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields. | ||
− | + | [[Image:Level1-list-view-fields-animated.gif|link:]] | |
− | [[Image: | ||
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==Notes== | ==Notes== | ||
− | Notes: As of the January 2016 upgrade package, these fields can be searched via | + | 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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− | + | ==Also See== | |
+ | * List View Overview | ||
+ | * Configuring List Views | ||
− | [[Category: | + | [[Category:How]] [[Category:List Views]] |
Revision as of 11:56, 15 January 2016
Contents
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
- 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.
Also See
- List View Overview
- Configuring List Views