2,299
edits
Changes
no edit summary
10. When you are done configuring your interactive list view chart, click '''Save. '''Preview the portal in order to ensure that the chart appears correctly.
====Using the Interactive List View Chart====
When you enter the SmartSimple system from a user account associated with a specific role, the first page that you enter into is the role-based portal. (Alternatively, it could be the Common Portal if the system is configured using the Common Portal, or there may be elements from the Common Portal alongside elements of a role-specific portal.)
The interactive list view charts, if they are configured, will appear on the portal.
To navigate the interactive list view chart, simply click on the icon buttons that appear on the top right of the visual. :: [[File:List view view options.png|border]] The left button allows you to '''View All Data '''in the standard list view. The right button allows you to view the data as a '''Table.''' Clicking on the '''View All Data Button '''will open new buttons in the list view format. If you select a record, or several records, more buttons will appear that have the same functionality as on a normal list view: batch updates, delete, send email, etc. The outer two buttons will always allow you to toggle between '''Table View '''and '''Chart View. ''' ::: [[File:List view options.png|250px|border]] The different view types for how the information from the Interactive List View Chart is displayed are visually shown below: * '''Chart''': Displayed as a chart('''Chart Type - Bar) '''
::: [[Image:ichart-list-view-defaultChart.png|link=|600px|border]]
:
:* '''List View''': Displayed as a basic list view.
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
:::: [[File:Edit list viewes.png|300px|border]]
Clicking the wrench will bring you to the [[List View Overview#Configuring List Views|configuration]] page for that record.
:::** less dynamic
{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"
|-