8,849
edits
Changes
no edit summary
* 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.
* '''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 is where the [[standard fields|standard]] and [[custom fields]] that you want to be displayed in your list view are defined.<BR><br>
[[Image:Listviewblankcolumns.PNG|500px|link=]]
==Sort Order and Export Tabs==
* [[Setting the Sort Order on a List View]] and
* [[Exporting List View Results to Microsoft Excel]]
{{ListViewFooter}}