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Configuring Ajax List Views

730 bytes added, 14:04, 27 February 2018
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.
The list views are configured from the Unlike other [[Global Settingslist view]] page s in the following locations:system, records shown on Ajax list views cannot be edited or opened. Ajax list views present information on records for selection of contacts or organizations.
The list views are configured from the [[Image:AjaxListViewsonGlobalSettingsPage.png|link=|600pxGlobal Settings]]page under the following tabs:
[[Image:ConsolidatedAjaxListViewsonGlobalSettingsPage.png|link=|600px]] Note that the columns selected in the Ajax list view will be the fields searched upon when values are typed into an Ajax lookup field.<br />For example, when a contact lookup list view is configured with the Name, Organization, Title and Address columns, and "art" is typed into a contact lookup field, records will be returned where the string "art" is found in any of those fields: [[Image:AjaxLookup.png|link=]] <!--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.
[[Image:ChooseListViewBuilder.png|link=|200px]]
For instructions on use of the Classic List View Builder, see the following page: [[Historic List View]].
To configure a New List View, click on the "Use New ListView Builder" option and follow these steps:-->
==The Columns Tab==
===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.
* '''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 for your list view. Please see [[Setting the Sort Order on a List View]] for instructions.
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