Smartstaff
173
edits
Changes
no edit summary
==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.
:* Only visible to the user who creates them
:* '''Note: '''Multiple Personal Views can be defined for each user
:* Making a Personal View public will not enable further functionality with that List View
::: [[File:Columns List View.png|800px|border]]
The '''Columns''' tab allows you to visually configure the available columns to a List View. The [[Standard Fields|standard]] and [[Custom Fields|custom]] fields that you want to be displayed in your list view are defined here. The maximum is 30 columns to a list view, but best practice is to only display up to 10 columns, as otherwise the user will have to scroll back and forth horizontally and it is a less presentable record, as the platform is responsive on all devices including mobile screens.
::
::* '''Note: '''A single column can contain multiple field values which can help accomodate the 10 column best practice limit.
::: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]]
==Helpful Tips with List Views==
===Making List View Searches Faster===
Some common tips for reducing the load time on a list view when performing searches are:
* Instead of searching “All Columns”, search a specific column (field) by using the column selector dropdown.
* Reduce the amount of columns displayed in the list view. Less columns are easier to read and digest (7 - 8 columns or less is recommended for ideal usability).
* Add specific status/type filters (only search for records of a specific status and type).
* Archive older records that may not be relevant.
* Avoid '''Display Text and Variable''' fields in list views. You can pull organization and user information directly into the list view without using display fields.
* If you have a lot of records and you don’t need sorting, counts, or real time results, you can turn on the '''Enable Quick Load''' feature located in the list view settings.
* Adjust the Personal Setting called '''List View Records Per Page'''. Example '''20''' records will load faster than '''All''' records.
===Accessing the List View Configuration Page===
Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view.
:* You need more than 30 columns
:* You need formulae formula 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 Overview|OData connection]] or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]])
