Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields
Revision as of 16:14, 18 January 2016 by Alvin Thompson (talk | contribs) (AlvinT moved page Level1 List Views to Include Parent and Child to Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields)
Revision as of 16:14, 18 January 2016 by Alvin Thompson (talk | contribs) (AlvinT moved page Level1 List Views to Include Parent and Child to Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields)
Contents
Overview
Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool.
- Navigate to the desired UTA
- Click on the Configuration Settings icon
- Click the Level 1 tab
- In the Level 1 Properties section, click on the List View hyperlink.
Details
Level1 List Views can now reference the following fields:
- the organization connected to the Level1
- the branch connected to the Level1
- the external person connected to the Level1
- the internal person connected to the Level1
- the organization connected to the Level1
Illustrated
The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields.
Notes
Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the Advanced Search feature. Search via Advanced Search may be added at a later upgrade.