|
|
| (9 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | The '''List View''' allows you to define which
| + | {{Deprecated}} |
| | | | |
| − | Standard and Custom Fields are displayed when
| + | See [[List View Overview]] instead. |
| − | | |
| − | viewing a list of records. You can also define
| |
| − | | |
| − | the sequence in which the records are
| |
| − | | |
| − | displayed.
| |
| − | | |
| − | * Within the [[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 [[Type]] you can customize the
| |
| − | | |
| − | '''List View''' for the items listed on that
| |
| − | | |
| − | tab.
| |
| − | ::* 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.)
| |
| − | * The '''Accounts''' list view is fixed and
| |
| − | | |
| − | cannot be customized.
| |
| − | | |
| − | | |
| − | ==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 customize 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.
| |
| − | | |
| − | | |
| − | ==See Also==
| |
| − | * [[Level 1 Templates]]
| |
| − | * [[Types]]
| |
| − | * [[Workflow Requests List View]]
| |
| − | | |
| − | [[Category:Universal Tracking Application]]
| |
| − | | |
| − | [[Category:Applications]]
| |
This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.
