Note: The Historic List View has been superseded by SmartSimple's new [[List View|list view]]s. For instructions on updating historic list views, click [[Converting List Views from Historic Format|here]].{{Deprecated}}
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. * Within the See [[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 [[TypeOverview]] you can personalize the '''List View''' for the items listed on that tabinstead.::* 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.) ==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.'' 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 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 personalize 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. * 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. {{ListViewFooter}}* [[Converting List Views from Historic Format]]
