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Configuring Ajax List Views

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{{ListViewHeader}}__TOC__

Ajax [[list views view]]s can be configured to choose the fields shown when contact or organization records are searched for using [[Ajax]] lookups.

The list views are configured from the [[Global Settings]] page in the following locations:

[[Image:AjaxListViewsonGlobalSettingsPage.png|link=|600px]]

===System Views===When you click on one of the above links, you will be given a choice to build the list view using either the Classic or the New List View Builder.

* When you click on the "New" button in the System View section, you will be prompted to select the role to which the System View pertains. * Select the appropriate role, enter a name for the list view and click "OK."* You will now see four tabs in the right-hand frame[[Image: Properties, Columns, Sort Order and ExportChooseListViewBuilder.png|link=|200px]]

===Personal Views===For instructions on use of the Classic List View Builder, see the following page: [[Historic List View]].

* When you click on the "To configure a New" button in the Personal List View section, the only difference from System Views will be that you will not have the option to select a role. * 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.  ==The Properties Tab==[[Image:ListViewSettings.png|link=]]* '''View Name''' - The name of the list view is editable. Give your list view a distinctive name.* '''Display Order''' - Enter a [[display order]]. This will define which list view will be the default for users who possess multiple roles. List views with lower [[display order]]s will be displayed before those with higher display orders.* '''Open Button Label''' - 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.* '''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.Use New ListView Builder"* '''Other Options''' ** Open in edit mode: Checking this option will mean that when records are opened, they will default to edit mode as opposed to view mode.** Enable Quick Edit: Checking this option will allow the list view to be configured with the [[Quick Edit|Quick Edit]] feature enabled.** Manifest as Tab (Arcadia only)and follow these steps: Only appears for UTA specific list views and will mean the list view appears as separate tab when the UTA is accessed in Arcadia mode.

==The Columns Tab==

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Arthur Lathrop

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