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'''This page gives a general definition of the SmartSimple list view.<br> For instructions on configuring list views, visit [[Configuring List Views|this page]].'''<br>==Overview== List views are the part of the SmartSimple interface that combine similar records in a vertically scrolling list. The '''List View '''allows you to define which [[Standard Field|standard fields]] and [[Custom Fields Overview|custom fields]] are displayed when viewing a list of records. List views are configurable, so that you can define and customize such factors like the sequence in which records are displayed, the colour formatting of certain records, the number of records that are displayed, and more. '''Features of List Views: ''' * Up to 30 columns of records* Dynamic Filters — * Download files option — can download all records in a list view, including attachments* SmartCard Indicator — collect groups of objects into different cards that can be easily shared with other users * Group Email — can send a group email; for example, you can mass email a list of applicants from a group of approved applications from a previous year* Formatting Options — can drag and drop sequence of records, can format colour, can group features into one cell * Multiple View Options — can change list views into dashboards, interactive charts, graphs, etc * Export to Excel * Portal Shortcuts* Batch Updates ==Configuration—Essentials== A typical external user is unable to edit list views. Only a [[Global User Administrator|System Administrator]] is able to edit list views.
==Introduction==
List views are the part of the SmartSimple [[Interfaces|interface]] that combine similar records in a vertically scrolling list. The '''List View''' allows you to define which [[Standard_Fields|Standard]] and [[Custom Field|Custom]] Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.
For example, clicking on the Contacts hyperlink in the [[Administration Interface|administration interface]] displays a list view of contact records in your SmartSimple system:
[[Image: Contactlistview2017.png|1000px|border]]
* A user can choose from a selection of list views by changing the value in the “List View” drop box above the list view. The benefit of this feature is that each list view can display a different combination of [[fields]].
* A major feature of SmartSimple list views is that the results can be easily exported to Microsoft Excel. See [[Exporting List View Results to Microsoft Excel]] for more information on this feature.
==System Views and Personal Views==
There are two types of List Views: System Views and Personal Views.
* System Views belong to a specific [[role]]. All users in that role will have the option to select this List View. <!--There can only be one System View assigned to each role. [CHANGED PER TICKET 18863 - List View Enhancements WITH MARCH 14, 2013 UPGRADE]--> Multiple System Views can be defined for each role.
* Personal Views are only visible to the user who creates them. Multiple Personal Views can be defined for each user.
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings |User & Contact Settings ]] and [[Company & Account Settings|Company & Account Settings]], respectively.
Within each separate [[UTA|application]], the Account and Contact list views can be independently configured to display different fields. See [[Accessing the List View Configuration Page|this page]] for information on accessing the list view configuration pages for specific [[Entity|entities]].
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==List Views in a Universal Tracking Application==
* Within the [[Universal Tracking Application]], the Settings page allows you to [[Configuring List Views|define]] the list view for [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]] records, 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. [[File:L2ListViewOnAL1.png|thumb|right|link=|thumb|150px|Example of list view of associated Level 2s at bottom of Level 1 record.]]
* Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.
as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled)-->
'''This page gives a general definition of the SmartSimple list view.<br> For instructions on configuring list views, visit [[Configuring List Views|this page]].'''<br/>
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