2,299
edits
Changes
no edit summary
Below is a guide for the alternate methods of accessing the configuration pages for the list views of various [[Entity|entities]].
<pre>The nomenclature of your headings may differ depending on your SmartSimple instance. For example, the tab names of Level 1 entity settings will differ depending on the purpose of your UTA. Level 1-3 Entities normally fall in chronological left to right order after the General tab when you are accessing the Configuration Settings of a UTA. </pre>
{| class="wikitable"
|-
|-
||Contacts, System-Wide
||[[Global Settings]] > [[User & Contact Settings|User]] > List View Settings > List Views
|-
||Organizations, System-Wide
||[[Global Settings]] > [[Company & Account Settings|Organizations]] > List View Settings > List Views
|-
||[[Level 1 Entity|Level 1 Entities]] within a [[Universal Tracking Application]]
2. Choose the List Views hyperlink under the Level 3 Settings tab
|-
||[[Associations]]
||
[[Global Settings]] > [[Association Settings]] > List Views
|-
||Workflow Requests
||
See [[Workflow Requests List View]]
|-
||[[:Category:Transactions|Transactions]]
||
[[Global Settings]] > Transactions > List Views
|}
:* You need more than 30 columns
:* You need formulae or calculations
:* You need more complex aggregations than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by) )
:* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]]
'''Notes: '''