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Historic List View

234 bytes removed, 20:49, 13 December 2012

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The '''List View''' allows you to define which Standard and Custom Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.

Standard and Custom Fields are displayed when  viewing a list of records. You can also define  the sequence in which the records are  displayed. * Within the [[Universal Tracking Application]]  the '''Settings''' page allows you to define  the list view for Level 1, Level 2 and Level 3  as well as the Accounts and/or Contacts  sections on the Level 1 records (if the  Contacts/Accounts Standard Fields have been  enabled).::* ''The '''List View''' defined for Level 2  will apply both to the list view on the Level 2  tab, and the list of associated Level 2s at the  bottom of a Level 1 record, if shown. Similarly  the Level 3 list view applies to the Level 3s  listed at the bottom of a Level 2 record.''::* If '''Display as Tab''' has been enabled  for a Level 2 [[Type]] you can customize the  '''List View''' for the items listed on that  tab.::* If you use the same Tab Label for more than  one Level 2 [[Type]] (thus grouping multiple  Types onto the same Tab) it will also use the  '''List View''' configured on the Settings  page, the same List View as the '''Other Level  2 Types''' tab.* Within most other [[Applications]] you can  set the '''List View''' via the '''Settings'''  page.::''Some list views contain special items and  cannot be configured, such as the list of  Applicants on an Opportunity within [[Sales  Tracking]].''* When viewing the list of '''Contacts''' you  can set the '''List View''' by clicking on the  '''Edit View''' tab:<br>

::[[Image:ListViewC.PNG]]

:'''Note:''' changes here will affect the  Contacts List View throughout [[SmartSimple]]  (UTA Contacts Tab, Search People, Sales  Tracking, etc.)* The '''Accounts''' list view is fixed and  cannot be customized.

==Defining a List View==

Click into any '''List View''' shortcut to  display the list of fields available:

[[Image:Uta67.png]]

* ''Standard Fields'' are listed at the top of  the list, followed by [[Custom Field]]s. * The '''#''' field displayed at the top of the  list will display a record counter (index) for  the items displayed.* Click the check box on the left of each field  to include that field in the '''List View'''.* Click the '''Hyperlink''' button to designate  a single field that will provide a drill-down  to the associated record.* '''Text Align''' defines if the data should  be left, centred or right aligned in the  column.* For numeric fields, you can display a total  at the bottom of each page by clicking the  '''Show Total''' check box.:''The '''Total''' displayed at the bottom of  the column will have the same formatting (example: #.##) as specified in the [[Custom Field]] that is being totalled. If no formatting is specified, the total will be displayed to 1 decimal place.''

(example: #.##) as specified in the [[Custom

Field]] that is being totalledOnce you have saved the field list you can set the Display order. If no

formatting is specified, the total will be  displayed to 1 decimal place.''  Once you have saved the field list you can set  the Display order. '''Note:''' anytime you make changes to the  '''List View''' page as described above the  '''Field Order''' settings (described below)  will be reset and will need to be re-defined.

==Setting the Field Order==

Once you have selected the fields to be  displayed, you can reorder the fields in the  list view and if required create a formatting  [[Template|template]] specifically for this  list view. From the '''List View''' page click the '''Set

From the '''List View''' page click the '''Set Order''' button at the bottom.

The '''Data Column Order and Sorting''' window  is displayed:

[[Image:Uta102.png]]

To change the '''Display''' order:

* Click on the required field in the left  panel.* Use the '''Up''' and '''Down''' arrows to  move the field.

* Once complete, click the '''Save''' button.

To change the '''Sort''' order:

* Choose the first field you wish to order by  in the right field combo box.* Select '''Ascending''' or '''Descending''' in  the '''Order''' combo box.* If required repeat this process for a second  and third field.

==Defining a List View Template==

You can customize the list view by clicking on  the '''Template''' button at the bottom of the  '''List View''' page. Note: a basic understanding of HTML may be required to make changes to the List View Templates.

required to make changes to the List View  Templates. * The '''Header''' section can be used to  adjust the column headings. You can change the  formatting, as well as the column heading  displayed.* The '''Columns''' section controls the  display of the actual record list view.* The '''Order Clause''' allows you to manage  the sequence of records in a more complex way  than on the '''Set Order''' page.::''For example, if you are trying to arrange  your sort order based on a field that has an  integer value the sort may not work properly if  the data is stored as string. To make this a  numeric value to sort do the following::::* In the list view template go to the  section of 'Order Clause' and find the field  that your looking for based on custom field id. :::* Change the value from ''cf_967517 desc''  to ''tbl_967517.valuestr*1 desc''; which  converts it to a numeric value now.

* [[Workflow Requests List View]]

[[Category:Universal Tracking Application]] [[Category:Applications]]

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Arthur Lathrop

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