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→Definition of Options Available on the Columns Tab
Ajax [[list view]]s can be configured to choose the fields shown when contact or organization records are searched for using [[Ajax]] lookups.
[[Image:ConsolidatedAjaxListViewsonGlobalSettingsPage.png|link===Personal Views===|600px]]
[[Image:AjaxLookup.png|link=]]
==The Columns Tab==
* When you first click on this tab, you will see the default four blank columns.
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[[Image:ListviewblankcolumnsshortAjaxListViewBuilderInitialView.PNGpng|link=]]
* When you click into a cell, you will see the configuration options below. Note that the '''Available Field List''' will display at the right. [[Standard Fields|Standard]] fields are shown first, followed by the [[Custom Fields|custom]] fields available.
* You can quickly click through the cells and use the Available Field List to choose the fields you wish to display.
* When you select a field from the Available Field List, the '''Content Template''' will be populated with a SmartSimple [[variable]] that references that field.
* Note that multiple fields can be selected for each column in the list view. In the example below, both the [[Status]] field First Name and Last Name standard fields have been added to column number 2 and the Header Caption has just been selected for Column 4. [[Image:Listviewfieldsselectedchanged to "Name.PNG|link=]]"
[[Image:AjaxListViewBuilder.png|link=]]
* First, click into an Active Cell and click on the fields you want to display in the column in the Available Field List.
* Then, You can also add extra characters, such as parentheses and explanatory text as in the example below. [[Image:Listviewmultfieldsselected.PNG|link=]]
* HTML tags can also be employed, surrounding the variable(s) in the Content Template, to add formatting to the column values.
* An example would be entering ''<nowiki>@Requested AmountFirst Name@ <b>(@% Foundation FundingLast Name@ of Foundation Funding)</b></nowiki>'' into the Content Template, which would result in Requested Amount Name values in the list view displaying in the format: $25,000.00 FirstName '''(0% of Foundation Funding)LastName'''
<pre style="white-space: pre-wrap;
word-wrap: break-word;">Note: Since the configuration of list views is performed by system administrators, any field can be selected to display in the list view. This means that if a field is selected for a given role's list view that has field permissions that deny visibility to that given role, that field will be visible to that role on that list view. The edit permissions set on the field permissions setting of custom fields will still hold sway, however.</pre>
===Definition of Options Available on the Columns Tab===
* '''Number of Columns''' - This is the total number of columns visible in your list view. You can add or subtract the number of columns shown by editing this value and clicking out of the field.<br />For an optimal user experience, it is recommended to not exceed 4 columns, however you can exceed this limit.
* '''Header Caption''' - You can choose the name of the columns in your list view using the Header Caption option.
* '''Content Template''' - This will display the [[Variables|variable]] or variables you have selected using the Available Field List.
* '''Align''' - This will determine the alignment of the values in your list view column. The options available are "Left," "Right," and "Center."
* '''Shift Column Position''' - This will move the currently selected column to the left or right, relative to the other columns.
==Sort Order and Export Tabs== Now that the list view has been created and the fields that should be presented have been defined, you will define the Sort Order and Export Settings (optional) for your list view.
Now that the list view has been created and the fields that should be presented have been defined, you will define the Sort Order for your list view. Please visit see [[Setting the following pages:Sort Order on a List View]] for instructions.
* [[Ajax|Ajax Lookup]]
