Historic List View
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 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:
- 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.
Contents
Defining a List View
Click into any List View shortcut to
display the list of fields available:
- Standard Fields are listed at the top of
the list, followed by Custom Fields.
- 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 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:
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.
