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List View Overview

1,621 bytes added, 14:56, 15 May 2009

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First, you will select the fields that The '''List View''' allows you wish to see define which Standard and Custom Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed. * Within the [[Universal Tracking Application]] you can define the list view for Level 1 items in , Level 2 and Level 3 as well as the Level 1 '''Accounts''' and/or '''Contacts''' section on the '''Settings''' page.* Within most other [[Applications]] you can set the '''List View''' via the [[Settings]] page.* When viewing the list view using of [[Contacts]] you can set the '''List View''' by clicking on the '''ContractsEdit View''' tab:<br>[[Image:ListViewC.PNG]]

1. Click the '''Settings''' tab.

2. Click the '''List View''' link.

[[Image:Uta65.png]]

The '''Set Order''' and '''Template''' buttons are now displayed at the bottom of the page.

==Setting the Field Order== Once you have selected the fields to be displayed, you can reorder the fields in the list view and if required create a formatting [[CategoryTemplate|template]] specifically for this list view. 1. Click the '''Set Order''' button. The '''Data Column Order and Sorting''' window is displayed. [[Image:Uta102.png]] To change the '''Display''' order:* Click on the required field in the left panel.* Use the '''Up''' and '''Down''' arrows to move the field.* Once complete, click the '''Save''' button.To change the '''Sort''' order:* Choose the first field you wish to order by in the right field combo box.* Select '''Ascending''' or '''Descending''' in the '''Order''' combo box.* If required repeat this process for a second and third field. ==Setting the Activity List Order== 1. Reorder the fields as shown below: [[Image:Uta103.png]] 2. Set the '''Sort''' order as shown below: [[Image:Uta104.png]] The activity list will be sorted ascending based on the status. 3. Click the '''Save''' button. 4. Click the '''Activities''' tab. The list view for the Level 1 item is displayed. [[Image:Universal Tracking ApplicationUta105.png]] No items are displayed as you have not added any items yet. [[Category:ApplicationsUniversal Tracking Application]]

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