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| − | Note: The Historic List View has been superseded by SmartSimple's new [[List View|list view]]s.
| + | {{Deprecated}} |
| − | For instructions on updating historic list views, click [[Converting List Views from Historic Format|here]].
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| − | 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.
| + | See [[List View Overview]] instead. |
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| − | * 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).
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| − | ::* ''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.''
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| − | ::* If '''Display as Tab''' has been enabled for a Level 2 [[Type]] you can personalize the '''List View''' for the items listed on that tab.
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| − | ::* 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.
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| − | * Within most other [[Applications]] you can set the '''List View''' via the '''Settings''' page.
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| − | ::''Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within [[Sales Tracking]].''
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| − | * When viewing the list of '''Contacts''' you can set the '''List View''' by clicking on the '''Edit View''' tab:<br>
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| − | ::[[Image:ListViewC.PNG]]
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| − | :'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)
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| − | ==Defining a List View==
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| − | Click into any '''List View''' shortcut to display the list of fields available:
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| − | [[Image:Uta67.png]]
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| − | * ''Standard Fields'' are listed at the top of the list, followed by [[Custom Field]]s.
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| − | * The '''#''' field displayed at the top of the list will display a record counter (index) for the items displayed.
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| − | * Click the check box on the left of each field to include that field in the '''List View'''.
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| − | * Click the '''Hyperlink''' button to designate a single field that will provide a drill-down to the associated record.
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| − | * '''Text Align''' defines if the data should be left, centred or right aligned in the column.
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| − | * For numeric fields, you can display a total at the bottom of each page by clicking the '''Show Total''' check box.
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| − | :''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.''
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| − | Once you have saved the field list you can set the Display order.
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| − | '''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.
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| − | ==Setting the Field Order==
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| − | 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.
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| − | From the '''List View''' page click the '''Set Order''' button at the bottom.
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| − | The '''Data Column Order and Sorting''' window is displayed:
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| − | [[Image:Uta102.png]]
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| − | To change the '''Display''' order:
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| − | * Click on the required field in the left panel.
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| − | * Use the '''Up''' and '''Down''' arrows to move the field.
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| − | * Once complete, click the '''Save''' button.
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| − | To change the '''Sort''' order:
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| − | * Choose the first field you wish to order by in the right field combo box.
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| − | * Select '''Ascending''' or '''Descending''' in the '''Order''' combo box.
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| − | * If required repeat this process for a second and third field.
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| − | ==Defining a List View Template==
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| − | You can personalize the list view by clicking on the '''Template''' button at the bottom of the '''List View''' page.
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| − | Note: a basic understanding of HTML may be required to make changes to the List View Templates.
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| − | * The '''Header''' section can be used to adjust the column headings. You can change the formatting, as well as the column heading displayed.
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| − | * The '''Columns''' section controls the display of the actual record list view.
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| − | * The '''Order Clause''' allows you to manage the sequence of records in a more complex way than on the '''Set Order''' page.
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| − | ::''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:
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| − | :::* 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.
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| − | :::* Change the value from ''cf_967517 desc'' to ''tbl_967517.valuestr*1 desc''; which converts it to a numeric value now.
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| − | {{ListViewFooter}}
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| − | * [[Converting List Views from Historic Format]]
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This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.
