Difference between revisions of "List View Overview"

Revision as of 11:56, 7 June 2019

Please note that this page is currently under construction. There is more information to come.

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 fields and 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 — create and combine filters, narrow down by type or status, control date/time options, etc
• Download Files option — download all records from a list view, including attachments
• SmartCard Indicator — collect groups of objects into different SmartCard hat can be easily shared with other users 
• Group Email — send a group email; for example, mass email a list of applicants from approved applications from a previous year 
• Formatting Options — drag and drop sequence of records, format colour and text boldness, group fields to display in a single cell, etc
• Multiple View Options — change list views into dashboards, interactive charts, graphs, etc
• Export to Excel — easily export list views to Excel for record-keeping sheets
• Portal Shortcuts — use list view aggregations to display on your Portal as a shortcut 
• Batch Updates — enable a Batch Updates button to modify all records in a list view at once 

... and much more! 

Configuration—Essentials

A typical external user is unable to edit list views, although they may select between varying list views to change their screen. Only users with the role of System Administrator are able to edit list views. 

Example of List Views

For example, clicking on Organizations from the main menu will display a list view of organization records in your SmartSimple system: 

In the above example, the following fields have been selected for display: 

• Organization Name, Address, City, State, Phone Number, Primary Contact, Website, and Status (inactive/active) 

Each field in this list is able to be sorted differently (default, ascending, descending) by changing the value of the Sort By dropdown box to the right of each field. 

The list can also be filtered by using the Basic Search panel which is at the right of the list view, or the Advanced Search panel which, when selected, will open as a modal window where you can customize your search. 

Note: List views will default to the last set of search criteria used. For example, if you perform a search within People for contacts with the last name "Smith," the next you log back in and view your contacts list, SmartSimple will remember your search and present the last set of search criteria, in the same sort order. 

A user can modify their current list view by selecting the List View Options icon on the top right. 

This will open a modal window that allows the user to select or de-select certain fields to be shown in their current list view. The benefit of this feature is that each list view can display a different combination of fields, both standard and custom. 

System Views and Personal Views

There are two types of list views: 

To toggle between differing Lists Views, including between System and Personal List Views, simply select the list chart icon above your list view. A drop down list will appear that has both the available System and Personal List Views for each user. Each List View is labelled by the user who originally created them.

To edit these List Views, simply select the wrench icon on the left. The details of that list view will be displayed. 

Editing List Views

The menu for editing list views is displayed at the top of the page with different tabs:

Each tab allows different editing functions. Each tab and its functions will be explained in detail below.

Properties

Functions of Properties: 

Contact and Company List Views

The screenshot above is an example of a Contacts list view. List views can also be configured for Company and Account records. These list views are configured on the Global Settings page under User & Contact Settings and Company & Account Settings, respectively. Within each separate application, the Account and Contact list views can be independently configured to display different fields. See this page for information on accessing the list view configuration pages for specific entities.

List Views in a Universal Tracking Application

• Within the Universal Tracking Application, the Settings page allows you to define the list view for Level 1, Level 2 and 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.

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.

This page gives a general definition of the SmartSimple list view.
For instructions on configuring list views, visit this page.

See Also

• List View Overview
• Accessing the List View Configuration Page
• Configuring List Views
• Setting the Sort Order on a List View
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word
• Download files from List View
• Preparing Existing Word Template for List View Export
• Quick Edit
• Historic List View
• Configuring Interactive List View Charts

Search Panel Options

Determining the Application Tabs Displayed to the User