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To configure a list view of an application, open the application and select the '''cog icon '''on the top of the page that enters '''Configuration Settings.'''
:: [[File:Config settings.png|230px|border]] In '''Configuration Settings,''' the List Views will be available under the appropriate tab depending on the Level of the entity. The [[Level 1 Entity]] will be available on the first tab ''after'' the '''General''' tab, and so on. The nomenclature will differ depending on the labels associated with that application. :: [[File:Listview settings.png|500px|border]]
===Configuring List Views===
The menu for configuring list views is displayed at the top of the page with different tabs:
:: [[File:Sys feature permissions.png|600px|bordfer]]
4. The Enable Batch Update option should be listed first.
:: [[File:Enable batch update permission.png|350px|border]]
Click into the text box in order to look up which roles in the system you would like to make the Batch Update functionality available to. Best practice is to make this function only available to System Administrators.
[[File:L2ListViewOnAL1.png|thumb|right|link=|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.
: <span id="bs_comment:@@@CMT0@@@" class="mceNonEditable comment" data-bs-type="comment" data-bs-id="0"> 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 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 br Image Editviewimage png Note changes here will affect the Contacts List View throughout SmartSimple (UTA Contacts Tab Search People Sales Tracking etc ) as well as the Accounts and or Contacts sections on the Level 1 records (if the Contacts Accounts Standard Fields have been enabled) </span>
<br data-attributes="%20/">{{ ListViewFooter }}
==Using Reports vs List Views==
'''When is it appropriate to use a List View, and when is it appropriate to build a report? '''
