Configuring List Views

Click here to watch a video on creating and editing 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. 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" button in the System View section, you will be prompted to select the role to which the System View pertains.
• Select the appropriate role, enter a name for the list view and click "OK."
• You will now see four tabs in the right-hand frame: Properties, Columns, Sort Order and Export.

Personal Views

• 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.
• Enter a name for the list view and click "OK."
• You will now see four tabs in the right-hand frame: Properties, Columns, Sort Order and Export.

The Properties Tab

• View Name - The name of the list view is editable. Give your list view a distinctive name.
• 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 orders will be displayed before those with higher display orders.
• 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.
• 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."
• 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.

The Columns Tab

• The Columns tab is where the standard and custom fields that you want to be displayed in your list view are defined.
• When you first click on this tab, you will see the default four blank columns.

Sort Order and Export Tabs

Now that the list view has been created and the fields that should be presented have been defined, you will define the Sort Order and Export Settings (optional) for your list view.

Please visit the following pages:

• Setting the Sort Order on a List View and
• Exporting List View Results to Microsoft Excel

See Also

• List View Overview
• Accessing the List View Configuration Page
• Configuring List Views
• Setting the Sort Order on a List View
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word
• Download files from List View
• Preparing Existing Word Template for List View Export
• Quick Edit
• Historic List View
• Configuring Interactive List View Charts