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List View Overview

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{{ListViewHeader}}

The '''==Introduction==List View''' allows you to define which views are the part of the SmartSimple [[Interfaces|interface]] that combine similar [[Standard_FieldsEntity|Standardentities]] and in a vertically scrolling list. For example, clicking on the Contacts hyperlink in the [[Custom FieldAdministration Interface|Customadministration interface]] Fields are displayed when viewing displays a list view of contact recordsin your SmartSimple database: [[Image: listview1.png]]* This list can be sorted by the values in most columns by changing the value of the “Sort By” dropdown box above the list view. You * The list can also define be filtered by using the sequence [[Search Panel|basic search panel]] which is at the right of the list view (shown below), or the [[Advanced Search]] panel, which, when selected, appears above the list view.* Multiple list views can be configured, and are selectable by changing the value in the “List View” drop box above the list view. The benefit of this feature is that each list view can display a different combination of [[fields]].==System Views and Personal Views==There are two types of List Views: System Views and Personal Views.* System Views belong to a specific [[role]]. All users in which that role will have the option to select this List View. <!--There can only be one System View assigned to each role. [CHANGED PER TICKET 18863 - List View Enhancements WITH MARCH 14, 2013 UPGRADE]--> 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.==Contact and Company List Views==The screenshot above is an example of a Contacts list view. List views can also be configured for Company and Account records . These list views are displayed[[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings ]] and [[Company & Account Settings]], respectively.Within each separate [[UTA|application]], the Account and Contact list views can be independently configured to display different fields.==List Views in a Universal Tracking Application==

* 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 also to the Level 3s listed at the bottom of a Level 2 record.''

::[[Image:Editviewimage.png]]

:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)

 

 

==Defining a List View==

The List view settings can be accessed by clicking on the List View hyperlink for the relevant level on the UTA Settings page, or by clicking on the Edit View button at the top of 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. <!--There can only be one System View assigned to each role. [CHANGED PER TICKET 18863 - List View Enhancements WITH MARCH 14, 2013 UPGRADE]--> 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 System View" button, you will be prompted to select the role to which the System View pertains. Select the appropriate role and click "OK."

* You will now see three tabs in the right-hand frame: Properties, Columns and Export.

 

====Properties====

* The "View Name" will match the role that you have selected.

* Select a display order. This will define which list view will be the default for users in multiple roles.

* 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.

* 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.

 

====Columns====

 

====Exporting Results to MS Office====

 

==Setting the Field Sort Order==

 

Once you have selected the fields to be displayed and have saved your list view, the Sort Order tab will appear. In this tab, you can set the default sort order for the records in the list view.

 

[[Image:Sortordertab.png]]

 

 

==See Also==

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Arthur Lathrop

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