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Configuring Ajax List Views

1,097 bytes removed, 18:30, 4 November 2013

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* You can quickly click through the cells and use the Available Field List to choose the fields you wish to display.

* When you select a field from the Available Field List, the '''Content Template''' will be populated with a SmartSimple [[variable]] that references that field.

* Note that multiple fields can be selected for each column in the list view. In the example below, both the First Name and Last Name standard fields have been added to column number 2 and the [[Status]] field Header Caption has just been selected for Column 4changed to "Name."

[[Image:AjaxListViewBuilder.png|link=]]

 

* Note that multiple fields can be selected for each column in the list view.

* First, click into an Active Cell and click on the fields you want to display in the column in the Available Field List.

* Then, You can also add extra characters, such as parentheses and explanatory text as in the example below.

[[Image:Listviewmultfieldsselected.PNG|link=]]

* HTML tags can also be employed, surrounding the variable(s) in the Content Template, to add formatting to the column values.

* An example would be entering ''<nowiki>@Requested AmountFirst Name@ <b>(@% Foundation FundingLast Name@ of Foundation Funding)</b></nowiki>'' into the Content Template, which would result in Requested Amount Name values in the list view displaying in the format: $25,000.00 FirstName '''(0% of Foundation Funding)LastName'''

<pre style="white-space: pre-wrap;

word-wrap: break-word;">Note: Since the configuration of list views is performed by system administrators, any field can be selected to display in the list view. This means that if a field is selected for a given role's list view that has field permissions that deny visibility to that given role, that field will be visible to that role on that list view. The edit permissions set on the field permissions setting of custom fields will still hold sway, however.</pre>

===Allowing users to click into the records from the list view===

* What's missing from the "Sample List View" example above is a way for the user to access their records from the list view.

* The Open button can be added to any column in the list view, by selecting the "Show Open Button" option while clicked into a cell.

 

[[Image:Listviewopenbutton.PNG|link=]]

 

* Clicking on the "Show Open Button" option displays the @OPENBUTTON@ variable in the Content Template, which displays the button on the list view.

* As described [[Configuring_List_Views#The_Properties_Tab|above]], the caption on the Open button can be changed on the "Properties" tab of the list view.

===Definition of Options Available on the Columns Tab===

* '''Content Template''' - This will display the [[Variables|variable]] or variables you have selected using the Available Field List.

* '''Align''' - This will determine the alignment of the values in your list view column. The options available are "Left," "Right," and "Center."

* '''Show Total''' - If you have selected a single field containing numeric values, checking this option will display the total of the values currently displayed in your list view at the bottom of the list view.

* '''Show Open Button''' - Selecting this value will display the open button in the column selected, allowing users to click into the pertinent record from the list view.

* '''Shift Column Position''' - This will move the currently selected column to the left or right, relative to the other 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 see [[Setting the following pages:Sort Order on a List View]] for instructions.

* [[Setting the Sort Order on a List View]] and==See Also==

* [[Ajax|Ajax Lookup]]

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Arthur Lathrop

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